Cascade Financial Partners, LLC Invesco ETF Tr Ii Pfd ETF Transaction History

Cascade Financial Partners, LLC

$793 Billion
Q1 2025

A detailed history of Cascade Financial Partners, LLC transactions in Invesco ETF Tr Ii Pfd ETF stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 248,495 shares of PGX stock, worth $2.78 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

248,495

Previous 89,063 179.01%

Holding current value

$2.78 Million

Previous $1.03 Billion 171.51%

% of portfolio

0.35%

Previous 0.13%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$11.22 - $11.8 $1.79 Million - $1.88 Million	159,432 Added 179.01%	248,495 $2.79 Billion
Q4 2024 Feb 07, 2025	BUY	$11.42 - $12.5 $388,439 - $425,175	34,014 Added 61.79%	89,063 $1.03 Billion
Q3 2024 Oct 24, 2024	BUY	$11.52 - $12.52 $162,489 - $176,594	14,105 Added 34.45%	55,049 $679 Million
Q1 2024 May 14, 2024	BUY	$11.45 - $12.02 $468,808 - $492,146	40,944 New	40,944 $471 Million

Others Institutions Holding PGX

# of Institutions

495

Shares Held

194M

Call Options Held

39.6K

Put Options Held

42.7K

View Full List

About INVESCO ETF TR II PFD ETF

Ticker PGX
Sector ETFs
Industry ETFs

More about PGX

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Cascade Financial Partners, LLC Invesco ETF Tr Ii Pfd ETF Transaction History