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

Sandbox Financial Partners, LLC

$292 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 25, 2023	BUY	$11.02 - $12.07 $173,796 - $190,355	15,771 New	15,771 $0

Others Institutions Holding PGX

# of Institutions

512

Shares Held

180M

Call Options Held

36K

Put Options Held

100

Bank Of America Corp Charlotte, NC

55.2M
Shares

$638 Million
0.06% of portfolio
Wells Fargo & Company San Francisco, CA

14.7M
Shares

$170 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

12.8M
Shares

$148 Million
0.07% of portfolio
Morgan Stanley New York, NY

8.35M
Shares

$96.6 Million
0.01% of portfolio
Spectrum Asset Management, Inc.

5.77M
Shares

$66.7 Million
69.13% of portfolio

About INVESCO ETF TR II PFD ETF

Ticker PGX
Sector ETFs
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