Purchases and Sales Made in Q4 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
6.38K+ 712.28% |
$65.2K - $73.9K
|
7.28K
$84.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.02K+ 5.93% |
$61.5K - $69.7K
|
107K
$1.24M
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
5.98KNew |
$61K - $69.2K
|
5.98K
$69.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
5.97K+ 23.42% |
$60.9K - $69.1K
|
31.5K
$364K
|
|
|
Jan 29, 2024
Q4 2023
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
5.9K+ 3.87% |
$60.2K - $68.3K
|
158K
$1.83M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.53K+ 238.76% |
$56.5K - $64.1K
|
7.85K
$90.9K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
5.19K+ 35.97% |
$52.9K - $60K
|
19.6K
$227K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
4.76K+ 14.19% |
$48.6K - $55.1K
|
38.3K
$443K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
4.43K+ 11.3% |
$45.2K - $51.3K
|
43.6K
$505K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
BUY
|
- |
4.27K+ 6.41% |
$43.5K - $49.4K
|
70.8K
$820K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
4K+ 2.81% |
$40.9K - $46.3K
|
146K
$1.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.97K+ 14.57% |
$40.5K - $46K
|
31.2K
$362K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
3.26K+ 4.42% |
$33.3K - $37.7K
|
76.9K
$891K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3.1K+ 87.47% |
$31.7K - $35.9K
|
6.64K
$76.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
3.05K+ 12.47% |
$31.1K - $35.3K
|
27.5K
$318K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
3KNew |
$30.6K - $34.7K
|
3K
$34.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.94K+ 968.09% |
$30K - $34.1K
|
3.25K
$37.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.91K+ 1.55% |
$29.7K - $33.7K
|
190K
$2.21M
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2.87KNew |
$29.3K - $33.2K
|
2.87K
$33.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
2.79K+ 11.34% |
$28.4K - $32.3K
|
27.3K
$317K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2.76KNew |
$28.2K - $32K
|
2.76K
$32K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.57K+ 0.86% |
$26.2K - $29.7K
|
302K
$3.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
2.55K+ 4.37% |
$26K - $29.5K
|
60.8K
$705K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.49K+ 11.16% |
$25.4K - $28.8K
|
24.8K
$287K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
2.47KNew |
$25.2K - $28.6K
|
2.47K
$28.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
2.25K+ 11.17% |
$23K - $26K
|
22.4K
$259K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.08KNew |
$21.2K - $24.1K
|
2.08K
$24.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.93K+ 1.71% |
$19.7K - $22.3K
|
114K
$1.33M
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
BUY
|
- |
1.89K+ 4.42% |
$19.3K - $21.9K
|
44.7K
$517K
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.81K+ 11.37% |
$18.5K - $21K
|
17.8K
$206K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.66K+ 91.44% |
$16.9K - $19.2K
|
3.47K
$40.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.49K+ 12.32% |
$15.2K - $17.3K
|
13.6K
$157K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.48KNew |
$15.1K - $17.1K
|
1.48K
$17.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
1.4K+ 102.87% |
$14.3K - $16.2K
|
2.76K
$31.9K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.4K+ 5.43% |
$14.3K - $16.2K
|
27.1K
$314K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.27K+ 1.71% |
$12.9K - $14.7K
|
75.6K
$875K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
1.08K+ 2.03% |
$11K - $12.5K
|
54.1K
$627K
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.01K+ 2.37% |
$10.3K - $11.6K
|
43.5K
$503K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1K+ 13.44% |
$10.2K - $11.6K
|
8.47K
$98K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1KNew |
$10.2K - $11.6K
|
1K
$11.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
922+ 1.8% |
$9.41K - $10.7K
|
52.2K
$604K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
797+ 0.58% |
$8.14K - $9.23K
|
138K
$1.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
785New |
$8.01K - $9.09K
|
785
$9.09K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
655+ 3.61% |
$6.69K - $7.58K
|
18.8K
$218K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
650+ 11.98% |
$6.64K - $7.53K
|
6.08K
$70.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
602+ 2.12% |
$6.15K - $6.97K
|
29K
$335K
|
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
540+ 117.39% |
$5.51K - $6.25K
|
1K
$11.6K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
518+ 1.65% |
$5.29K - $6K
|
31.9K
$369K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
494+ 2.72% |
$5.04K - $5.72K
|
18.7K
$216K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
442+ 16.37% |
$4.51K - $5.12K
|
3.14K
$36.4K
|