Daymark Wealth Partners, LLC Invesco ETF Tr Ii Pfd ETF Transaction History

Daymark Wealth Partners, LLC

  • $2.5 Billion
  • Q2 2025

A detailed history of Daymark Wealth Partners, LLC transactions in Invesco ETF Tr Ii Pfd ETF stock. As of the latest transaction made, Daymark Wealth Partners, LLC holds 30,799 shares of PGX stock, worth $348,952. This represents 0.01% of its overall portfolio holdings.

Number of Shares
30,799
Previous 27,510 11.96%
Holding current value
$348,952
Previous $308,000 11.04%
% of portfolio
0.01%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025
BUY
$10.78 - $11.28 $35,455 - $37,099
3,289 Added 11.96%
30,799 $342,000
Q1 2025

Apr 14, 2025
SELL
$11.22 - $11.8 $1.31 Million - $1.38 Million
-116,923 Reduced 80.95%
27,510 $311,000
Q4 2024

Jan 17, 2025
SELL
$11.42 - $12.5 $596,386 - $652,787
-52,223 Reduced 26.56%
144,433 $1.67 Million
Q3 2024

Oct 08, 2024
BUY
$11.52 - $12.52 $56,240 - $61,122
4,882 Added 2.55%
196,656 $2.43 Million
Q2 2024

Aug 14, 2024
BUY
$11.3 - $11.9 $70,851 - $74,613
6,270 Added 3.38%
191,774 $2.21 Million
Q1 2024

Apr 10, 2024
SELL
$11.45 - $12.02 $53,918 - $56,602
-4,709 Reduced 2.48%
185,504 $2.2 Million
Q4 2023

Jan 09, 2024
SELL
$10.21 - $11.58 $547,950 - $621,475
-53,668 Reduced 22.01%
190,213 $2.18 Million
Q3 2023

Oct 10, 2023
BUY
$10.9 - $11.47 $17,897 - $18,833
1,642 Added 0.68%
243,881 $2.67 Million
Q2 2023

Jul 19, 2023
SELL
$10.83 - $11.75 $221,083 - $239,864
-20,414 Reduced 7.77%
242,239 $2.75 Million
Q1 2023

Apr 20, 2023
SELL
$10.99 - $12.77 $5,538 - $6,436
-504 Reduced 0.19%
262,653 $3.02 Million
Q4 2022

Jan 25, 2023
BUY
$11.02 - $12.07 $2.9 Million - $3.18 Million
263,157 New
263,157 $0

Others Institutions Holding PGX

# of Institutions
493
Shares Held
180M
Call Options Held
31.2K
Put Options Held
0
View Full List

About INVESCO ETF TR II PFD ETF

PGX Quotes by TradingView
  • Ticker PGX
  • Sector ETFs
  • Industry ETFs
More about PGX
Track This Portfolio

Track Daymark Wealth Partners, LLC Portfolio

Follow Daymark Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Daymark Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Daymark Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email