Concord Wealth Partners Invesco ETF Tr Ii Pfd ETF Transaction History

Concord Wealth Partners

  • $673 Million
  • Q2 2025

A detailed history of Concord Wealth Partners transactions in Invesco ETF Tr Ii Pfd ETF stock. As of the latest transaction made, Concord Wealth Partners holds 80 shares of PGX stock, worth $933. This represents 0.0% of its overall portfolio holdings.

Number of Shares
80
Previous 172 53.49%
Holding current value
$933
Previous $1,000 100.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 25, 2025
SELL
$10.78 - $11.28 $991 - $1,037
-92 Reduced 53.49%
80 $0
Q3 2024

Oct 24, 2024
SELL
$11.52 - $12.52 $184 - $200
-16 Reduced 8.51%
172 $2,000
Q4 2023

Apr 30, 2024
SELL
$10.21 - $11.58 $2,031 - $2,304
-199 Reduced 51.42%
188 $2,000
Q4 2023

Feb 05, 2024
SELL
$10.21 - $11.58 $2,031 - $2,304
-199 Reduced 51.42%
188 $2,000
Q3 2023

Apr 30, 2024
BUY
$10.9 - $11.47 $2,169 - $2,282
199 Added 105.85%
387 $4,000
Q3 2023

Oct 25, 2023
SELL
$10.9 - $11.47 $468 - $493
-43 Reduced 10.0%
387 $4,000
Q4 2022

Jan 27, 2023
BUY
$11.02 - $12.07 $4,738 - $5,190
430 New
430 $4,000
Q1 2022

Apr 20, 2022
SELL
$13.13 - $14.91 $5,015 - $5,695
-382 Reduced 47.04%
430 $6,000
Q4 2021

Jan 21, 2022
BUY
$14.6 - $15.16 $6,774 - $7,034
464 Added 133.33%
812 $12,000
Q3 2021

Nov 09, 2021
SELL
$14.93 - $15.37 $4,867 - $5,010
-326 Reduced 48.37%
348 $5,000
Q2 2021

Jul 29, 2021
SELL
$14.87 - $15.32 $3,167 - $3,263
-213 Reduced 24.01%
674 $10,000
Q1 2021

May 13, 2021
BUY
$14.51 - $15.16 $9,910 - $10,354
683 Added 334.8%
887 $13,000
Q4 2020

Feb 16, 2021
BUY
$14.64 - $15.27 $2,986 - $3,115
204 New
204 $3,000

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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