Icon Wealth Partners, LLC Invesco ETF Tr Ii Pfd ETF Transaction History

Icon Wealth Partners, LLC

$878 Million
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Oct 22, 2020	SELL	$14.18 - $14.94 $445,847 - $469,743	-31,442 Closed	0 $0
Q2 2020 Jul 14, 2020	BUY	$12.54 - $14.56 $394,282 - $457,795	31,442 New	31,442 $444,000

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
Sector ETFs
Industry ETFs

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