Cherry Tree Wealth Management, LLC Invesco ETF Tr Ii Pfd ETF Transaction History

Cherry Tree Wealth Management, LLC

  • $456 Billion
  • Q3 2025

A detailed history of Cherry Tree Wealth Management, LLC transactions in Invesco ETF Tr Ii Pfd ETF stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 84,365 shares of PGX stock, worth $958,386. This represents 0.21% of its overall portfolio holdings.

Number of Shares
84,365
Previous 123,383 31.62%
Holding current value
$958,386
Previous $1.37 Billion 28.74%
% of portfolio
0.21%
Previous 0.32%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 24, 2025
SELL
$11.15 - $11.87 $435,050 - $463,143
-39,018 Reduced 31.62%
84,365 $979 Million
Q2 2025

Aug 05, 2025
SELL
$10.78 - $11.28 $83,404 - $87,273
-7,737 Reduced 5.9%
123,383 $1.37 Billion
Q1 2025

Apr 21, 2025
SELL
$11.22 - $11.8 $4.09 Million - $4.3 Million
-364,752 Reduced 73.56%
131,120 $1.47 Billion
Q4 2024

Feb 04, 2025
BUY
$11.42 - $12.5 $47,221 - $51,687
4,135 Added 0.84%
495,872 $5.72 Billion
Q3 2024

Nov 12, 2024
BUY
$11.52 - $12.52 $45,607 - $49,566
3,959 Added 0.81%
491,737 $6.07 Billion
Q2 2024

Aug 06, 2024
SELL
$11.3 - $11.9 $136,119 - $143,347
-12,046 Reduced 2.41%
487,778 $5.63 Billion
Q1 2024

May 01, 2024
BUY
$11.45 - $12.02 $15,056 - $15,806
1,315 Added 0.26%
499,824 $5.94 Billion
Q4 2023

Feb 06, 2024
BUY
$10.21 - $11.58 $423,612 - $480,454
41,490 Added 9.08%
498,509 $5.72 Billion
Q3 2023

Nov 14, 2023
BUY
$10.9 - $11.47 $294,332 - $309,724
27,003 Added 6.28%
457,019 $5 Billion
Q2 2023

Aug 09, 2023
BUY
$10.83 - $11.75 $4.66 Million - $5.05 Million
430,016 New
430,016 $4.89 Billion

Others Institutions Holding PGX

# of Institutions
475
Shares Held
173M
Call Options Held
0
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 Cherry Tree Wealth Management, LLC Portfolio

Follow Cherry Tree Wealth Management, 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 Cherry Tree Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cherry Tree Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email