Insight Wealth Strategies, LLC Invesco ETF Tr Ii Pfd ETF Transaction History

Insight Wealth Strategies, LLC

$749 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 12, 2021	SELL	$14.87 - $15.32 $387,839 - $399,576	-26,082 Closed	0 $0
Q1 2021 May 12, 2021	SELL	$14.51 - $15.16 $25,798 - $26,954	-1,778 Reduced 6.38%	26,082 $391,000
Q4 2020 Feb 05, 2021	SELL	$14.64 - $15.27 $50,859 - $53,047	-3,474 Reduced 11.09%	27,860 $425,000
Q3 2020 Oct 29, 2020	SELL	$14.18 - $14.94 $20,887 - $22,006	-1,473 Reduced 4.49%	31,334 $462,000
Q2 2020 Jul 31, 2020	BUY	$12.54 - $14.56 $11,110 - $12,900	886 Added 2.78%	32,807 $463,000
Q1 2020 Apr 21, 2020	BUY	$10.01 - $15.25 $31,661 - $48,235	3,163 Added 11.0%	31,921 $420,000
Q4 2019 Feb 21, 2020	BUY	$14.7 - $15.12 $143,736 - $147,843	9,778 Added 51.52%	28,758 $432,000
Q3 2019 Nov 06, 2019	BUY	$14.62 - $15.03 $128,860 - $132,474	8,814 Added 86.7%	18,980 $285,000
Q2 2019 Aug 06, 2019	BUY	$14.49 - $14.76 $147,305 - $150,050	10,166 New	10,166 $149,000

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

$661 Million
0.06% of portfolio
Wells Fargo & Company San Francisco, CA

14.7M
Shares

$176 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

12.8M
Shares

$153 Million
0.07% of portfolio
Morgan Stanley New York, NY

8.35M
Shares

$100 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

5.68M
Shares

$68 Million
0.02% of portfolio

About INVESCO ETF TR II PFD ETF

Ticker PGX
Sector ETFs
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