Dhk Financial Advisors, Inc. Invesco ETF Tr Ii Pfd ETF Transaction History

Dhk Financial Advisors, Inc.

$161 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 10, 2024	BUY	$11.45 - $12.02 $8,621 - $9,051	753 Added 1.44%	52,942 $628,000
Q4 2023 Jan 29, 2024	BUY	$10.21 - $11.58 $9,413 - $10,676	922 Added 1.8%	52,189 $598,000
Q3 2023 Nov 01, 2023	BUY	$10.9 - $11.47 $8,818 - $9,279	809 Added 1.6%	51,267 $561,000
Q2 2023 Jul 19, 2023	BUY	$10.83 - $11.75 $8,772 - $9,517	810 Added 1.63%	50,458 $573,000
Q1 2023 May 11, 2023	BUY	$10.99 - $12.77 $8,088 - $9,398	736 Added 1.5%	49,648 $569,000
Q4 2022 Jan 31, 2023	BUY	$11.02 - $12.07 $8,474 - $9,281	769 Added 1.6%	48,912 $546,000
Q3 2022 Nov 08, 2022	BUY	$11.72 - $13.41 $10,583 - $12,109	903 Added 1.91%	48,143 $572,000
Q2 2022 Aug 15, 2022	BUY	$11.99 - $13.5 $7,457 - $8,397	622 Added 1.33%	47,240 $583,000
Q1 2022 Apr 13, 2022	BUY	$13.13 - $14.91 $7,168 - $8,140	546 Added 1.19%	46,618 $633,000
Q4 2021 Apr 13, 2022	BUY	$14.6 - $15.16 $672,651 - $698,451	46,072 New	46,072 $691,000

Others Institutions Holding PGX

# of Institutions

514

Shares Held

178M

Call Options Held

36K

Put Options Held

100

Bank Of America Corp Charlotte, NC

55.2M
Shares

$639 Million
0.06% of portfolio
Wells Fargo & Company San Francisco, CA

14.7M
Shares

$170 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

12.8M
Shares

$148 Million
0.07% of portfolio
Morgan Stanley New York, NY

8.35M
Shares

$96.7 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

5.68M
Shares

$65.7 Million
0.02% of portfolio

About INVESCO ETF TR II PFD ETF

Ticker PGX
Sector ETFs
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