Purchases and Sales Made in Q4 2022 in Invesco ETF Tr Ii Pfd ETF (PGX)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Pfd ETF (PGX) during Q4 2022. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II PFD ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-10.1K- 9.11% |
$111K - $122K
|
101K
$1.17M
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-11K- 27.32% |
$121K - $133K
|
29.2K
$339K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-11.4K- 12.64% |
$125K - $137K
|
78.6K
$910K
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Financial Group Inc
|
SELL
|
- |
-11.9K- 31.75% |
$131K - $143K
|
25.5K
$295K
|
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
SELL
|
- |
-11.9K- 2.94% |
$131K - $143K
|
392K
$4.54M
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-11.9K- 21.45% |
$132K - $144K
|
43.7K
$506K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-12.1K- 32.51% |
$133K - $146K
|
25.1K
$291K
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-12.4K- 50.0% |
$137K - $150K
|
12.4K
$144K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-12.7K- 43.99% |
$140K - $153K
|
16.2K
$187K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-13.3K- 27.56% |
$146K - $160K
|
34.9K
$405K
|
|
|
Jan 26, 2023
Q4 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-13.4K- 5.23% |
$148K - $162K
|
244K
$2.82M
|
|
|
Feb 13, 2023
Q4 2022
|
Boothe Investment Group, Inc.
Dover, DE |
SELL
|
- |
-13.6K- 13.07% |
$150K - $164K
|
90.4K
$1.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-15.2K- 1.28% |
$167K - $183K
|
1.17M
$13.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-15.3K- 9.82% |
$168K - $184K
|
140K
$1.62M
|
|
|
Feb 07, 2023
Q4 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-15.3K- 19.32% |
$169K - $185K
|
64K
$742K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-15.5K- 11.72% |
$171K - $187K
|
117K
$1.35M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-15.6K- 27.02% |
$172K - $188K
|
42.2K
$488K
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-15.7K- 8.44% |
$174K - $190K
|
171K
$1.98M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-17K- 7.91% |
$188K - $206K
|
198K
$2.3M
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-17.1K- 11.99% |
$188K - $206K
|
125K
$1.45M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-17.1K- 14.11% |
$188K - $206K
|
104K
$1.21M
|
|
|
Jan 23, 2023
Q4 2022
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-17.4K- 21.62% |
$192K - $210K
|
63K
$730K
|
|
|
Feb 13, 2023
Q4 2022
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-17.8K- 22.59% |
$196K - $215K
|
60.9K
$705K
|
|
|
Feb 07, 2023
Q4 2022
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-18.2K- 19.96% |
$200K - $219K
|
72.8K
$843K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
SELL
|
- |
-18.7K- 23.91% |
$206K - $226K
|
59.5K
$689K
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-19.1K- 13.87% |
$211K - $231K
|
119K
$1.38M
|
|
|
Feb 13, 2023
Q4 2022
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-19.3K- 11.15% |
$213K - $233K
|
154K
$1.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-19.4K- 20.47% |
$214K - $234K
|
75.5K
$874K
|
|
|
Jan 19, 2023
Q4 2022
|
Plimoth Trust CO LLC
|
SELL
|
- |
-20.7K- 2.99% |
$228K - $249K
|
670K
$7.76M
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-21.8K- 17.75% |
$240K - $263K
|
101K
$1.17M
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-22.1K- 3.41% |
$244K - $267K
|
627K
$7.26M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-22.4K- 26.7% |
$246K - $270K
|
61.4K
$711K
|
|
|
Feb 15, 2023
Q4 2022
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-24.7K- 24.99% |
$272K - $298K
|
74.1K
$858K
|
|
|
Jan 10, 2023
Q4 2022
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-27K- 18.16% |
$298K - $326K
|
122K
$1.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-28.2K- 33.4% |
$310K - $340K
|
56.2K
$650K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-28.9K- 30.66% |
$318K - $349K
|
65.3K
$756K
|
|
|
Jan 18, 2023
Q4 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-31.9K- 35.19% |
$352K - $385K
|
58.8K
$681K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-36K- 8.27% |
$397K - $434K
|
399K
$4.62M
|
|
|
Feb 08, 2023
Q4 2022
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-37.2K- 40.81% |
$410K - $449K
|
53.9K
$625K
|
|
|
Feb 02, 2023
Q4 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-38.8K- 2.77% |
$428K - $468K
|
1.36M
$15.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-39.3K- 9.67% |
$433K - $474K
|
367K
$4.25M
|
|
|
Jan 17, 2023
Q4 2022
|
First Premier Bank
|
SELL
|
- |
-43.9K- 12.13% |
$484K - $530K
|
318K
$3.68M
|
|
|
Feb 01, 2023
Q4 2022
|
Hartford Financial Management Inc.
|
SELL
|
- |
-44.1K- 29.62% |
$486K - $532K
|
105K
$1.21M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-45.2K- 16.73% |
$498K - $546K
|
225K
$2.61M
|
|
|
Jan 30, 2023
Q4 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-49.6K- 79.21% |
$547K - $599K
|
13K
$151K
|
|
|
Jan 31, 2023
Q4 2022
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-51K- 45.75% |
$562K - $616K
|
60.5K
$700K
|
|
|
Jan 31, 2023
Q4 2022
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-55.5K- 68.94% |
$612K - $670K
|
25K
$290K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-56.2K- 86.48% |
$620K - $679K
|
8.79K
$102K
|
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-57.5K- 6.19% |
$633K - $694K
|
871K
$10.1M
|
|
|
Jan 09, 2023
Q4 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-59.9K- 56.89% |
$660K - $723K
|
45.4K
$526K
|