Stone Crest Wealth Management, Inc. Invesco ETF Tr Ii Pfd ETF Transaction History

Stone Crest Wealth Management, Inc.

$157 Billion
Q1 2025

A detailed history of Stone Crest Wealth Management, Inc. transactions in Invesco ETF Tr Ii Pfd ETF stock. As of the latest transaction made, Stone Crest Wealth Management, Inc. holds 165,349 shares of PGX stock, worth $1.79 Million. This represents 1.18% of its overall portfolio holdings.

Number of Shares

165,349

Previous 187,357 11.75%

Holding current value

$1.79 Million

Previous $2.16 Billion 14.12%

% of portfolio

1.18%

Previous 1.41%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	SELL	$11.22 - $11.8 $246,929 - $259,694	-22,008 Reduced 11.75%	165,349 $1.86 Billion
Q4 2024 Jan 15, 2025	BUY	$11.42 - $12.5 $109,769 - $120,150	9,612 Added 5.41%	187,357 $2.16 Billion
Q3 2024 Oct 08, 2024	BUY	$11.52 - $12.52 $143,343 - $155,786	12,443 Added 7.53%	177,745 $2.2 Billion
Q2 2024 Jul 15, 2024	SELL	$11.3 - $11.9 $191,342 - $201,502	-16,933 Reduced 9.29%	165,302 $1.91 Billion
Q1 2024 Apr 22, 2024	BUY	$11.45 - $12.02 $535,676 - $562,343	46,784 Added 34.54%	182,235 $2.16 Billion
Q4 2023 Jan 22, 2024	BUY	$10.21 - $11.58 $1.38 Million - $1.57 Million	135,451 New	135,451 $1.55 Billion

Others Institutions Holding PGX

# of Institutions

521

Shares Held

209M

Call Options Held

54.9K

Put Options Held

17.5K

View Full List

About INVESCO ETF TR II PFD ETF

Ticker PGX
Sector ETFs
Industry ETFs

More about PGX

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Stone Crest Wealth Management, Inc. Invesco ETF Tr Ii Pfd ETF Transaction History