A detailed history of Modern Wealth Management, LLC transactions in Invesco ETF Tr Ii Pfd ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 25,839 shares of PGX stock, worth $301,541. This represents 0.01% of its overall portfolio holdings.

Number of Shares
25,839
Holding current value
$301,541
% of portfolio
0.01%

Shares

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

Aug 14, 2025

BUY
$10.78 - $11.28 $278,544 - $291,463
25,839 New
25,839 $287,000
Q1 2025

May 30, 2025

BUY
$11.22 - $11.8 $274,777 - $288,982
24,490 New
24,490 $2.91 Billion
Q4 2024

May 30, 2025

BUY
$11.42 - $12.5 $254,666 - $278,750
22,300 New
22,300 $257 Million
Q4 2024

May 29, 2025

BUY
$11.42 - $12.5 $254,666 - $278,750
22,300 New
22,300 $257 Million
Q3 2024

May 30, 2025

BUY
$11.52 - $12.52 $264,994 - $287,997
23,003 New
23,003 $284,000
Q3 2024

May 29, 2025

BUY
$11.52 - $12.52 $264,994 - $287,997
23,003 New
23,003 $284,000
Q3 2024

Nov 05, 2024

BUY
$11.52 - $12.52 $264,994 - $287,997
23,003 New
23,003 $284 Million

Others Institutions Holding PGX

About INVESCO ETF TR II PFD ETF


  • Ticker PGX
  • Sector ETFs
  • Industry ETFs
More about PGX
Track This Portfolio

Track Modern Wealth Management, LLC Portfolio

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

News

Stay updated on Modern Wealth Management, LLC with notifications on news.