Pines Wealth Management, LLC Invesco ETF Tr Ii Pfd ETF Transaction History

Pines Wealth Management, LLC

  • $297 Billion
  • Q3 2025

A detailed history of Pines Wealth Management, LLC transactions in Invesco ETF Tr Ii Pfd ETF stock. As of the latest transaction made, Pines Wealth Management, LLC holds 41,149 shares of PGX stock, worth $467,452. This represents 0.16% of its overall portfolio holdings.

Number of Shares
41,149
Previous 36,076 14.06%
Holding current value
$467,452
Previous $407 Million 17.4%
% of portfolio
0.16%
Previous 0.14%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
BUY
$11.15 - $11.87 $56,563 - $60,216
5,073 Added 14.06%
41,149 $477 Million
Q2 2025

Jul 09, 2025
BUY
$10.78 - $11.28 $25,548 - $26,733
2,370 Added 7.03%
36,076 $407 Million
Q1 2025

Apr 11, 2025
BUY
$11.22 - $11.8 $37,990 - $39,954
3,386 Added 11.17%
33,706 $368 Million
Q4 2024

Jan 14, 2025
BUY
$11.42 - $12.5 $346,254 - $379,000
30,320 New
30,320 $344 Million

Others Institutions Holding PGX

# of Institutions
476
Shares Held
173M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO ETF TR II PFD ETF

PGX Quotes by TradingView
  • Ticker PGX
  • Sector ETFs
  • Industry ETFs
More about PGX
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