Fulcrum Equity Management Invesco ETF Tr Ii Pfd ETF Transaction History

Fulcrum Equity Management

$82 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Feb 12, 2020	SELL	$14.7 - $15.12 $5,056 - $5,201	-344 Closed	0 $0
Q3 2019 Nov 05, 2019	BUY	$14.62 - $15.03 $5,029 - $5,170	344 New	344 $5,000

Others Institutions Holding PGX

# of Institutions

526

Shares Held

179M

Call Options Held

13.8K

Put Options Held

3.5K

Bank Of America Corp Charlotte, NC

50.9M
Shares

$596 Million
0.06% of portfolio
Wells Fargo & Company San Francisco, CA

14.8M
Shares

$173 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

12.4M
Shares

$145 Million
0.08% of portfolio
Ameriprise Financial Inc Minneapolis, MN

9.18M
Shares

$107 Million
0.03% of portfolio
Morgan Stanley New York, NY

7.96M
Shares

$93.1 Million
0.01% of portfolio

About INVESCO ETF TR II PFD ETF

Ticker PGX
Sector ETFs
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