Beacon Pointe Advisors, LLC Invesco ETF Tr Ii Pfd ETF Transaction History

Beacon Pointe Advisors, LLC

  • $9.37 Billion
  • Q2 2025

A detailed history of Beacon Pointe Advisors, LLC transactions in Invesco ETF Tr Ii Pfd ETF stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 11,624 shares of PGX stock, worth $135,652. This represents 0.0% of its overall portfolio holdings.

Number of Shares
11,624
Previous 12,373 6.05%
Holding current value
$135,652
Previous $138,000 6.52%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 13, 2025
SELL
$10.78 - $11.28 $8,074 - $8,448
-749 Reduced 6.05%
11,624 $129,000
Q1 2025

May 13, 2025
SELL
$11.22 - $11.8 $2,771 - $2,914
-247 Reduced 1.96%
12,373 $138,000
Q4 2024

Feb 14, 2025
BUY
$11.42 - $12.5 $502 - $550
44 Added 0.35%
12,620 $145,000
Q3 2024

Nov 14, 2024
SELL
$11.52 - $12.52 $28,005 - $30,436
-2,431 Reduced 16.2%
12,576 $155,000
Q2 2024

Aug 12, 2024
SELL
$11.3 - $11.9 $468,351 - $493,219
-41,447 Reduced 73.42%
15,007 $173,000
Q1 2024

May 14, 2024
SELL
$11.45 - $12.02 $409,898 - $430,303
-35,799 Reduced 38.81%
56,454 $670,000
Q4 2023

Feb 08, 2024
SELL
$10.21 - $11.58 $293,292 - $332,647
-28,726 Reduced 23.74%
92,253 $1.06 Million
Q3 2023

Nov 14, 2023
BUY
$10.9 - $11.47 $1.32 Million - $1.39 Million
120,979 New
120,979 $1.32 Million
Q1 2023

May 12, 2023
BUY
$10.99 - $12.77 $1.44 Million - $1.68 Million
131,411 New
131,411 $1.51 Million

Others Institutions Holding PGX

# of Institutions
494
Shares Held
180M
Call Options Held
31.2K
Put Options Held
0
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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