Independent Wealth Network Inc. Invesco ETF Tr Ii Pfd ETF Transaction History

Independent Wealth Network Inc.

$218 Million
Q3 2024

A detailed history of Independent Wealth Network Inc. transactions in Invesco ETF Tr Ii Pfd ETF stock. As of the latest transaction made, Independent Wealth Network Inc. holds 84,597 shares of PGX stock, worth $994,860. This represents 0.48% of its overall portfolio holdings.

Number of Shares

84,597

Previous 81,873 3.33%

Holding current value

$994,860

Previous $945,000 10.48%

% of portfolio

0.48%

Previous 0.45%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$11.52 - $12.52 $31,380 - $34,104	2,724 Added 3.33%	84,597 $1.04 Million
Q2 2024 Jul 18, 2024	BUY	$11.3 - $11.9 $55,166 - $58,095	4,882 Added 6.34%	81,873 $945,000
Q1 2024 May 20, 2024	BUY	$11.45 - $12.02 $881,546 - $925,431	76,991 New	76,991 $914,000
Q4 2023 Jan 12, 2024	BUY	$10.21 - $11.58 $33,274 - $37,739	3,259 Added 4.42%	76,941 $882,000
Q3 2023 Oct 11, 2023	BUY	$10.9 - $11.47 $84,485 - $88,903	7,751 Added 11.76%	73,682 $806,000
Q2 2023 Jul 12, 2023	BUY	$10.83 - $11.75 $202,228 - $219,407	18,673 Added 39.51%	65,931 $749,000
Q1 2023 Apr 18, 2023	BUY	$10.99 - $12.77 $85,315 - $99,133	7,763 Added 19.66%	47,258 $542,000
Q4 2022 Jan 25, 2023	BUY	$11.02 - $12.07 $68,368 - $74,882	6,204 Added 18.64%	39,495 $0
Q3 2022 Oct 17, 2022	BUY	$11.72 - $13.41 $96,080 - $109,935	8,198 Added 32.67%	33,291 $396,000
Q2 2022 Jul 26, 2022	BUY	$11.99 - $13.5 $51,676 - $58,185	4,310 Added 20.74%	25,093 $310,000
Q1 2022 Apr 20, 2022	BUY	$13.13 - $14.91 $89,743 - $101,909	6,835 Added 49.0%	20,783 $282,000
Q4 2021 Feb 10, 2022	SELL	$14.6 - $15.16 $610,002 - $633,399	-41,781 Reduced 74.97%	13,948 $209,000
Q3 2021 Nov 04, 2021	BUY	$14.93 - $15.37 $832,033 - $856,554	55,729 New	55,729 $840,000

Others Institutions Holding PGX

# of Institutions

516

Shares Held

178M

Call Options Held

36K

Put Options Held

100

View Full List

About INVESCO ETF TR II PFD ETF

Ticker PGX
Sector ETFs
Industry ETFs

More about PGX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Independent Wealth Network Inc., based on Form 13F filings with the SEC.

News

Stay updated on Independent Wealth Network Inc. with notifications on news.

Account

Independent Wealth Network Inc. Invesco ETF Tr Ii Pfd ETF Transaction History