Balanced Wealth Group LLC Invesco ETF Tr Ii Pfd ETF Transaction History

Balanced Wealth Group LLC

$230 Billion
Q2 2025

A detailed history of Balanced Wealth Group LLC transactions in Invesco ETF Tr Ii Pfd ETF stock. As of the latest transaction made, Balanced Wealth Group LLC holds 31,961 shares of PGX stock, worth $372,984. This represents 0.16% of its overall portfolio holdings.

Number of Shares

31,961

Previous 13,257 141.09%

Holding current value

$372,984

Previous $149 Million 143.46%

% of portfolio

0.16%

Previous 0.07%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$10.78 - $11.28 $201,629 - $210,981	18,704 Added 141.09%	31,961 $362 Million
Q1 2025 Apr 15, 2025	SELL	$11.22 - $11.8 $309,638 - $325,644	-27,597 Reduced 67.55%	13,257 $149 Million
Q4 2024 Feb 10, 2025	SELL	$11.42 - $12.5 $605,762 - $663,050	-53,044 Reduced 56.49%	40,854 $472 Million
Q3 2024 Oct 28, 2024	BUY	$11.52 - $12.52 $61,597 - $66,944	5,347 Added 6.04%	93,898 $1.16 Billion
Q2 2024 Aug 13, 2024	SELL	$11.3 - $11.9 $155,601 - $163,863	-13,770 Reduced 13.46%	88,551 $1.02 Billion
Q1 2024 May 13, 2024	BUY	$11.45 - $12.02 $267,300 - $280,606	23,345 Added 29.56%	102,321 $1.18 Billion
Q4 2023 Feb 06, 2024	BUY	$10.21 - $11.58 $806,344 - $914,542	78,976 New	78,976 $906 Million

Others Institutions Holding PGX

# of Institutions

494

Shares Held

180M

Call Options Held

31.2K

Put Options Held

View Full List

About INVESCO ETF TR II PFD ETF

Ticker PGX
Sector ETFs
Industry ETFs

More about PGX

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Balanced Wealth Group LLC Invesco ETF Tr Ii Pfd ETF Transaction History