Root Financial Partners, LLC Invesco ETF Tr Ii Pfd ETF Transaction History

Root Financial Partners, LLC

$1.62 Trillion
Q3 2025

A detailed history of Root Financial Partners, LLC transactions in Invesco ETF Tr Ii Pfd ETF stock. As of the latest transaction made, Root Financial Partners, LLC holds 374 shares of PGX stock, worth $4,248. This represents 0.0% of its overall portfolio holdings.

Number of Shares

374

Holding current value

$4,248

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 29, 2025	BUY	$11.15 - $11.87 $4,170 - $4,439	374 New	374 $4.34 Million

Others Institutions Holding PGX

# of Institutions

476

Shares Held

173M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

66M
Shares

$749 Million
0.05% of portfolio
Wells Fargo & Company San Francisco, CA

14.7M
Shares

$168 Million
0.03% of portfolio
Morgan Stanley New York, NY

7.84M
Shares

$89.1 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

6.51M
Shares

$74 Million
0.02% of portfolio
Jpmorgan Chase & CO New York, NY

4.44M
Shares

$50.4 Million
0.0% of portfolio

View Full List

About INVESCO ETF TR II PFD ETF

Ticker PGX
Sector ETFs
Industry ETFs

More about PGX

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Root Financial Partners, LLC Invesco ETF Tr Ii Pfd ETF Transaction History