Concurrent Investment Advisors, LLC Invesco ETF Tr Ii Pfd ETF Transaction History

Concurrent Investment Advisors, LLC

  • $5.17 Trillion
  • Q2 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Invesco ETF Tr Ii Pfd ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 60,368 shares of PGX stock, worth $683,969. This represents 0.01% of its overall portfolio holdings.

Number of Shares
60,368
Previous 55,105 9.55%
Holding current value
$683,969
Previous $618 Million 8.67%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Jul 25, 2025
BUY
$10.78 - $11.28 $56,735 - $59,366
5,263 Added 9.55%
60,368 $672 Million
Q1 2025

Apr 29, 2025
BUY
$11.22 - $11.8 $465,371 - $489,428
41,477 Added 304.35%
55,105 $618 Million
Q4 2024

Feb 03, 2025
SELL
$11.42 - $12.5 $50,544 - $55,325
-4,426 Reduced 24.52%
13,628 $157 Million
Q3 2024

Oct 30, 2024
BUY
$11.52 - $12.52 $207,982 - $226,036
18,054 New
18,054 $223 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

PGX Quotes by TradingView
  • Ticker PGX
  • Sector ETFs
  • Industry ETFs
More about PGX
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