Avantax Planning Partners, Inc. Invesco ETF Tr Ii Pfd ETF Transaction History

Avantax Planning Partners, Inc.

$3.45 Billion
Q3 2025

A detailed history of Avantax Planning Partners, Inc. transactions in Invesco ETF Tr Ii Pfd ETF stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 174,742 shares of PGX stock, worth $2.02 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

174,742

Previous 210,558 17.01%

Holding current value

$2.02 Million

Previous $2.34 Million 13.49%

% of portfolio

0.06%

Previous 0.08%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 31, 2025	SELL	$11.15 - $11.87 $399,348 - $425,135	-35,816 Reduced 17.01%	174,742 $2.03 Million
Q2 2025 Aug 11, 2025	SELL	$10.78 - $11.28 $504,956 - $528,377	-46,842 Reduced 18.2%	210,558 $2.34 Million
Q1 2025 Apr 28, 2025	SELL	$11.22 - $11.8 $35,881 - $37,736	-3,198 Reduced 1.23%	257,400 $2.89 Million
Q4 2024 Feb 07, 2025	BUY	$11.42 - $12.5 $40,461 - $44,287	3,543 Added 1.38%	260,598 $3 Million
Q3 2024 Nov 13, 2024	SELL	$11.52 - $12.52 $585,089 - $635,878	-50,789 Reduced 16.5%	257,055 $3.17 Million
Q2 2024 Aug 09, 2024	SELL	$11.3 - $11.9 $345,215 - $363,545	-30,550 Reduced 9.03%	307,844 $3.56 Million
Q1 2024 May 02, 2024	SELL	$11.45 - $12.02 $185,856 - $195,108	-16,232 Reduced 4.58%	338,394 $4.02 Million
Q4 2023 Feb 09, 2024	SELL	$10.21 - $11.58 $7.42 Million - $8.41 Million	-726,642 Reduced 67.2%	354,626 $4.07 Million
Q3 2023 Nov 03, 2023	BUY	$10.9 - $11.47 $1.73 Million - $1.82 Million	158,737 Added 17.21%	1,081,268 $11.8 Million
Q2 2023 Jul 17, 2023	BUY	$10.83 - $11.75 $169,467 - $183,864	15,648 Added 1.73%	922,531 $10.5 Million
Q1 2023 Apr 20, 2023	BUY	$10.99 - $12.77 $2.07 Million - $2.41 Million	188,515 Added 26.24%	906,883 $10.4 Million
Q4 2022 Feb 09, 2023	BUY	$11.02 - $12.07 $1.85 Million - $2.02 Million	167,663 Added 30.45%	718,368 $8.03 Million
Q3 2022 Oct 14, 2022	SELL	$11.72 - $13.41 $3.11 Million - $3.55 Million	-265,029 Reduced 32.49%	550,705 $6.54 Million
Q2 2022 Jul 18, 2022	BUY	$11.99 - $13.5 $3.42 Million - $3.86 Million	285,624 Added 53.88%	815,734 $10.1 Million
Q1 2022 May 09, 2022	BUY	$13.13 - $14.91 $5.42 Million - $6.16 Million	412,841 Added 352.05%	530,110 $7.19 Million
Q4 2021 Jan 28, 2022	BUY	$14.6 - $15.16 $1.22 Million - $1.27 Million	83,738 Added 249.73%	117,269 $1.76 Million
Q3 2021 Oct 27, 2021	SELL	$14.93 - $15.37 $4,314 - $4,441	-289 Reduced 0.85%	33,531 $504,000
Q2 2021 Aug 10, 2021	SELL	$14.87 - $15.32 $2,200 - $2,267	-148 Reduced 0.44%	33,820 $518,000
Q1 2021 May 06, 2021	SELL	$14.51 - $15.16 $1,436 - $1,500	-99 Reduced 0.29%	33,968 $510,000
Q4 2020 Feb 04, 2021	BUY	$14.64 - $15.27 $193,584 - $201,915	13,223 Added 63.44%	34,067 $520,000
Q3 2020 Oct 28, 2020	SELL	$14.18 - $14.94 $22,149 - $23,336	-1,562 Reduced 6.97%	20,844 $307,000
Q2 2020 Jul 15, 2020	BUY	$12.54 - $14.56 $280,971 - $326,231	22,406 New	22,406 $316,000
Q4 2018 Feb 14, 2019	SELL	$13.18 - $14.2 $25,687 - $27,675	-1,949 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	$14.29 - $14.75 $27,851 - $28,747	1,949 New	1,949 $28,000

Others Institutions Holding PGX

# of Institutions

490

Shares Held

178M

Call Options Held

31.2K

Put Options Held

View Full List

About INVESCO ETF TR II PFD ETF

Ticker PGX
Sector ETFs
Industry ETFs

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Avantax Planning Partners, Inc. Invesco ETF Tr Ii Pfd ETF Transaction History