Fulcrum Equity Management Invesco ETF Tr Ii Pfd ETF Transaction History

Fulcrum Equity Management

$115 Million
Q3 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

514

Shares Held

178M

Call Options Held

36K

Put Options Held

100

Bank Of America Corp Charlotte, NC

55.2M
Shares

$657 Million
0.06% of portfolio
Wells Fargo & Company San Francisco, CA

14.7M
Shares

$175 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

12.8M
Shares

$152 Million
0.07% of portfolio
Morgan Stanley New York, NY

8.35M
Shares

$99.4 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

5.68M
Shares

$67.6 Million
0.02% of portfolio

About INVESCO ETF TR II PFD ETF

Ticker PGX
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