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

Aletheian Wealth Advisors LLC

  • $195 Million
  • Q2 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 55,082 shares of PGX stock, worth $615,265. This represents 0.32% of its overall portfolio holdings.

Number of Shares
55,082
Previous 46,406 18.7%
Holding current value
$615,265
Previous $525,000 16.76%
% of portfolio
0.32%
Previous 0.31%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
507
Shares Held
196M
Call Options Held
39.6K
Put Options Held
42.7K
View Full List

About INVESCO ETF TR II PFD ETF

PGX Quotes by TradingView
  • Ticker PGX
  • Sector ETFs
  • Industry ETFs
More about PGX
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