Atria Wealth Solutions, Inc. Invesco ETF Tr Ii Pfd ETF Transaction History

Atria Wealth Solutions, Inc.

  • $4.15 Billion
  • Q2 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Invesco ETF Tr Ii Pfd ETF stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 22,357 shares of PGX stock, worth $253,304. This represents 0.01% of its overall portfolio holdings.

Number of Shares
22,357
Previous 49,950 55.24%
Holding current value
$253,304
Previous $560,000 55.71%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jul 25, 2025
SELL
$10.78 - $11.28 $297,452 - $311,249
-27,593 Reduced 55.24%
22,357 $248,000
Q1 2025

May 09, 2025
BUY
$11.22 - $11.8 $138,690 - $145,859
12,361 Added 32.88%
49,950 $560,000
Q4 2024

Jan 31, 2025
SELL
$11.42 - $12.5 $10,780 - $11,800
-944 Reduced 2.45%
37,589 $433,000
Q3 2024

Nov 08, 2024
SELL
$11.52 - $12.52 $27,682 - $30,085
-2,403 Reduced 5.87%
38,533 $475,000
Q2 2024

Jul 22, 2024
SELL
$11.3 - $11.9 $182,370 - $192,054
-16,139 Reduced 28.28%
40,936 $472,000
Q1 2024

May 13, 2024
BUY
$11.45 - $12.02 $152,651 - $160,250
13,332 Added 30.48%
57,075 $678,000
Q4 2023

Feb 02, 2024
SELL
$10.21 - $11.58 $67,896 - $77,007
-6,650 Reduced 13.2%
43,743 $501,000
Q3 2023

Nov 08, 2023
SELL
$10.9 - $11.47 $70,435 - $74,119
-6,462 Reduced 11.37%
50,393 $551,000
Q2 2023

Aug 03, 2023
SELL
$10.83 - $11.75 $99,051 - $107,465
-9,146 Reduced 13.86%
56,855 $646,000
Q1 2023

Aug 22, 2023
BUY
$10.99 - $12.77 $46,916 - $54,515
4,269 Added 7.51%
61,124 $701,000
Q1 2023

Jun 14, 2023
BUY
$10.99 - $12.77 $53,598 - $62,279
4,877 Added 7.98%
66,001 $757,000
Q1 2023

May 10, 2023
SELL
$10.99 - $12.77 $53,598 - $62,279
-4,877 Reduced 7.39%
61,124 $701,000
Q4 2022

Aug 30, 2023
BUY
$11.02 - $12.07 $100,788 - $110,392
9,146 Added 16.09%
66,001 $737,000
Q4 2022

Feb 13, 2023
BUY
$11.02 - $12.07 $182,590 - $199,987
16,569 Added 33.52%
66,001 $737,000
Q3 2022

Feb 13, 2023
SELL
$11.72 - $13.41 $137,206 - $156,990
-11,707 Reduced 19.15%
49,432 $583,000
Q3 2022

Nov 14, 2022
BUY
$11.72 - $13.41 $186,816 - $213,755
15,940 Added 35.27%
61,139 $733,000
Q2 2022

Aug 15, 2022
SELL
$11.99 - $13.5 $151,265 - $170,316
-12,616 Reduced 21.82%
45,199 $558,000
Q1 2022

May 16, 2022
BUY
$13.13 - $14.91 $759,110 - $862,021
57,815 New
57,815 $785,000

Others Institutions Holding PGX

# of Institutions
494
Shares Held
194M
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
Track This Portfolio

Track Atria Wealth Solutions, Inc. Portfolio

Follow Atria Wealth Solutions, Inc. 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 Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email