Aletheian Wealth Advisors LLC Invesco ETF Tr Ii Pfd ETF Transaction History

Aletheian Wealth Advisors LLC

$206 Million
Q3 2025

A detailed history of Aletheian Wealth Advisors LLC transactions in Invesco ETF Tr Ii Pfd ETF stock. As of the latest transaction made, Aletheian Wealth Advisors LLC holds 55,348 shares of PGX stock, worth $628,753. This represents 0.31% of its overall portfolio holdings.

Number of Shares

55,348

Previous 55,082 0.48%

Holding current value

$628,753

Previous $613,000 4.73%

% of portfolio

0.31%

Previous 0.32%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$11.15 - $11.87 $2,965 - $3,157	266 Added 0.48%	55,348 $642,000
Q2 2025 Jul 07, 2025	BUY	$10.78 - $11.28 $93,527 - $97,865	8,676 Added 18.7%	55,082 $613,000
Q1 2025 Apr 08, 2025	SELL	$11.22 - $11.8 $6,473 - $6,808	-577 Reduced 1.23%	46,406 $525,000
Q4 2024 Feb 14, 2025	SELL	$11.42 - $12.5 $10,152 - $11,112	-889 Reduced 1.86%	46,983 $541,000
Q3 2024 Oct 25, 2024	SELL	$11.52 - $12.52 $42,808 - $46,524	-3,716 Reduced 7.2%	47,872 $591,000

Q2 2024 Jul 26, 2024	SELL	$11.3 - $11.9 $13,130 - $13,827	-1,162 Reduced 2.2%	51,588 $595,000
Q1 2024 Apr 15, 2024	SELL	$11.45 - $12.02 $687 - $721	-60 Reduced 0.11%	52,750 $626,000
Q4 2023 Jan 05, 2024	SELL	$10.21 - $11.58 $296,416 - $336,190	-29,032 Reduced 35.47%	52,810 $605,000
Q3 2023 Oct 04, 2023	BUY	$10.9 - $11.47 $2,572 - $2,706	236 Added 0.29%	81,842 $896,000
Q2 2023 Jul 13, 2023	BUY	$10.83 - $11.75 $355,581 - $385,787	32,833 Added 67.32%	81,606 $927,000
Q1 2023 May 11, 2023	BUY	$10.99 - $12.77 $365,637 - $424,857	33,270 Added 214.6%	48,773 $559,000
Q4 2022 Jan 17, 2023	SELL	$11.02 - $12.07 $91,917 - $100,675	-8,341 Reduced 34.98%	15,503 $0
Q3 2022 Oct 14, 2022	BUY	$11.72 - $13.41 $59,150 - $67,680	5,047 Added 26.85%	23,844 $283,000
Q2 2022 Jul 11, 2022	BUY	$11.99 - $13.5 $225,376 - $253,759	18,797 New	18,797 $232,000

Others Institutions Holding PGX

# of Institutions

476

Shares Held

173M

Call Options Held

Put Options Held

View Full List

About INVESCO ETF TR II PFD ETF

Ticker PGX
Sector ETFs
Industry ETFs

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Aletheian Wealth Advisors LLC Invesco ETF Tr Ii Pfd ETF Transaction History