Mfa Wealth Advisors, LLC Invesco ETF Tr Ii Pfd ETF Transaction History

Mfa Wealth Advisors, LLC

$371 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 13, 2021	SELL	$14.87 - $15.32 $318,693 - $328,338	-21,432 Closed	0 $0
Q1 2021 May 14, 2021	BUY	$14.51 - $15.16 $47,041 - $49,148	3,242 Added 17.82%	21,432 $317,000
Q4 2020 Feb 16, 2021	BUY	$14.64 - $15.27 $42,587 - $44,420	2,909 Added 19.04%	18,190 $278,000
Q3 2020 Nov 12, 2020	BUY	$14.18 - $14.94 $41,703 - $43,938	2,941 Added 23.83%	15,281 $225,000
Q2 2020 Aug 13, 2020	BUY	$12.54 - $14.56 $154,743 - $179,670	12,340 New	12,340 $174,000
Q1 2019 Apr 29, 2019	SELL	$13.61 - $14.55 $2.34 Million - $2.5 Million	-171,736 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	$13.18 - $14.2 $59,771 - $64,397	4,535 Added 2.71%	171,736 $2.31 Million
Q3 2018 Nov 14, 2018	BUY	$14.29 - $14.75 $73,707 - $76,080	5,158 Added 3.18%	167,201 $2.34 Million
Q2 2018 Aug 14, 2018	BUY	$14.33 - $14.64 $2.32 Million - $2.37 Million	162,043 New	162,043 $2.35 Million

Others Institutions Holding PGX

# of Institutions

516

Shares Held

178M

Call Options Held

36K

Put Options Held

100

Bank Of America Corp Charlotte, NC

55.2M
Shares

$649 Million
0.06% of portfolio
Wells Fargo & Company San Francisco, CA

14.7M
Shares

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

12.8M
Shares

$151 Million
0.07% of portfolio
Morgan Stanley New York, NY

8.35M
Shares

$98.2 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

5.68M
Shares

$66.8 Million
0.02% of portfolio

About INVESCO ETF TR II PFD ETF

Ticker PGX
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