Sequoia Financial Advisors, LLC Invesco ETF Tr Ii Pfd ETF Transaction History

Sequoia Financial Advisors, LLC

  • $14.6 Billion
  • Q3 2025

A detailed history of Sequoia Financial Advisors, LLC transactions in Invesco ETF Tr Ii Pfd ETF stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 61,938 shares of PGX stock, worth $703,615. This represents 0.0% of its overall portfolio holdings.

Number of Shares
61,938
Holding current value
$703,615
% of portfolio
0.0%

Shares

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

Oct 28, 2025
BUY
$11.15 - $11.87 $690,608 - $735,204
61,938 New
61,938 $718,000
Q2 2025

Jul 25, 2025
SELL
$10.78 - $11.28 $104,706 - $109,562
-9,713 Reduced 12.07%
70,791 $787,000
Q1 2025

Apr 23, 2025
SELL
$11.22 - $11.8 $68,329 - $71,862
-6,090 Reduced 7.03%
80,504 $903,000
Q4 2024

Aug 08, 2025
BUY
$11.42 - $12.5 $180,470 - $197,537
15,803 Added 22.32%
86,594 $998,000
Q4 2024

Feb 07, 2025
BUY
$11.42 - $12.5 $27,396 - $29,987
2,399 Added 2.85%
86,594 $998,000
Q3 2024

Oct 21, 2024
SELL
$11.52 - $12.52 $43,557 - $47,338
-3,781 Reduced 4.3%
84,195 $1.04 Million
Q2 2024

Jul 15, 2024
SELL
$11.3 - $11.9 $140,854 - $148,333
-12,465 Reduced 12.41%
87,976 $1.02 Million
Q1 2024

Apr 30, 2024
BUY
$11.45 - $12.02 $63,558 - $66,723
5,551 Added 5.85%
100,441 $1.19 Million
Q4 2023

Jan 25, 2024
SELL
$10.21 - $11.58 $398,976 - $452,511
-39,077 Reduced 29.17%
94,890 $1.09 Million
Q3 2023

Nov 08, 2023
BUY
$10.9 - $11.47 $210,751 - $221,772
19,335 Added 16.87%
133,967 $1.47 Million
Q2 2023

Aug 08, 2023
BUY
$10.83 - $11.75 $42,572 - $46,189
3,931 Added 3.55%
114,632 $1.3 Million
Q1 2023

Apr 24, 2023
BUY
$10.99 - $12.77 $82,128 - $95,430
7,473 Added 7.24%
110,701 $1.27 Million
Q4 2022

Feb 10, 2023
BUY
$11.02 - $12.07 $20,949 - $22,945
1,901 Added 1.88%
103,228 $1.15 Million
Q4 2022

Jan 17, 2023
BUY
$11.02 - $12.07 $43,793 - $47,966
3,974 Added 4.08%
101,327 $0
Q3 2022

Oct 26, 2022
SELL
$11.72 - $13.41 $465,940 - $533,127
-39,756 Reduced 29.0%
97,353 $1.16 Million
Q2 2022

Jul 22, 2022
SELL
$11.99 - $13.5 $482,441 - $543,199
-40,237 Reduced 22.69%
137,109 $1.69 Million
Q1 2022

May 13, 2022
SELL
$13.13 - $14.91 $3.26 Million - $3.7 Million
-248,098 Reduced 58.32%
177,346 $2.41 Million
Q4 2021

Feb 11, 2022
BUY
$14.6 - $15.16 $4.99 Million - $5.19 Million
342,057 Added 410.2%
425,444 $6.38 Million
Q3 2021

Oct 26, 2021
SELL
$14.93 - $15.37 $5.09 Million - $5.24 Million
-340,902 Reduced 80.35%
83,387 $1.25 Million
Q2 2021

Jul 27, 2021
BUY
$14.87 - $15.32 $757,299 - $780,216
50,928 Added 13.64%
424,289 $6.5 Million
Q1 2021

May 14, 2021
BUY
$14.51 - $15.16 $518,398 - $541,621
35,727 Added 10.58%
373,361 $5.6 Million
Q4 2020

Feb 12, 2021
BUY
$14.64 - $15.27 $700,992 - $731,158
47,882 Added 16.53%
337,634 $5.15 Million
Q3 2020

Oct 23, 2020
BUY
$14.18 - $14.94 $840,604 - $885,658
59,281 Added 25.72%
289,752 $4.27 Million
Q2 2020

Aug 25, 2020
BUY
$12.54 - $14.56 $2.89 Million - $3.36 Million
230,471 New
230,471 $3.25 Million
Q2 2020

Aug 11, 2020
SELL
$12.54 - $14.56 $2.72 Million - $3.16 Million
-217,175 Closed
0 $3.25 Million
Q1 2020

May 11, 2020
BUY
$10.01 - $15.25 $94,624 - $144,158
9,453 Added 4.55%
217,175 $2.86 Million
Q4 2019

Feb 13, 2020
BUY
$14.7 - $15.12 $3.05 Million - $3.14 Million
207,722 New
207,722 $3.12 Million
Q3 2019

Oct 22, 2019
SELL
$14.62 - $15.03 $1.61 Million - $1.65 Million
-109,848 Closed
0 $0
Q2 2019

Jul 31, 2019
SELL
$14.49 - $14.76 $130,047 - $132,471
-8,975 Reduced 7.55%
109,848 $1.61 Million
Q1 2019

May 13, 2019
SELL
$13.61 - $14.55 $5.18 Million - $5.54 Million
-380,849 Reduced 76.22%
118,823 $1.72 Million
Q4 2018

Feb 14, 2019
SELL
$13.18 - $14.2 $414,431 - $446,504
-31,444 Reduced 5.92%
499,672 $6.73 Million
Q3 2018

Nov 14, 2018
BUY
$14.29 - $14.75 $36,939 - $38,128
2,585 Added 0.49%
531,116 $7.61 Million
Q2 2018

Aug 14, 2018
BUY
$14.33 - $14.64 $7.57 Million - $7.74 Million
528,531 New
528,531 $7.7 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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