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

Cascade Financial Partners, LLC

$872 Billion
Q3 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 126,565 shares of PGX stock, worth $1.46 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

126,565

Previous 203,478 37.8%

Holding current value

$1.46 Million

Previous $2.26 Billion 35.17%

% of portfolio

0.17%

Previous 0.27%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	SELL	$11.15 - $11.87 $857,579 - $912,957	-76,913 Reduced 37.8%	126,565 $1.47 Billion
Q2 2025 Aug 07, 2025	SELL	$10.78 - $11.28 $485,283 - $507,791	-45,017 Reduced 18.12%	203,478 $2.26 Billion
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

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

More about PGX

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