Soa Wealth Advisors, Llc. Invesco ETF Tr Ii Pfd ETF Transaction History

Soa Wealth Advisors, Llc.

$850 Million
Q1 2025

A detailed history of Soa Wealth Advisors, Llc. transactions in Invesco ETF Tr Ii Pfd ETF stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 2,310 shares of PGX stock, worth $25,040. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,310

Previous 2,276 1.49%

Holding current value

$25,040

Previous $26,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$11.22 - $11.8 $381 - $401	34 Added 1.49%	2,310 $26,000
Q4 2024 Jan 28, 2025	BUY	$11.42 - $12.5 $376 - $412	33 Added 1.47%	2,276 $26,000
Q3 2024 Oct 08, 2024	BUY	$11.52 - $12.52 $368 - $400	32 Added 1.45%	2,243 $27,000
Q2 2024 Jul 17, 2024	SELL	$11.3 - $11.9 $7,932 - $8,353	-702 Reduced 24.1%	2,211 $25,000
Q1 2024 Apr 10, 2024	BUY	$11.45 - $12.02 $469 - $492	41 Added 1.43%	2,913 $34,000
Q4 2023 Jan 10, 2024	BUY	$10.21 - $11.58 $183 - $208	18 Added 0.63%	2,872 $32,000
Q3 2023 Oct 10, 2023	BUY	$10.9 - $11.47 $479 - $504	44 Added 1.57%	2,854 $31,000
Q2 2023 Jul 07, 2023	BUY	$10.83 - $11.75 $487 - $528	45 Added 1.63%	2,810 $31,000
Q1 2023 Apr 28, 2023	BUY	$10.99 - $12.77 $439 - $510	40 Added 1.47%	2,765 $31,000
Q4 2022 Jan 10, 2023	BUY	$11.02 - $12.07 $473 - $519	43 Added 1.6%	2,725 $0
Q3 2022 Oct 07, 2022	BUY	$11.72 - $13.41 $586 - $670	50 Added 1.9%	2,682 $31,000
Q2 2022 Jul 13, 2022	BUY	$11.99 - $13.5 $407 - $459	34 Added 1.31%	2,632 $32,000
Q1 2022 Apr 07, 2022	BUY	$13.13 - $14.91 $393 - $447	30 Added 1.17%	2,598 $35,000
Q4 2021 Jan 13, 2022	BUY	$14.6 - $15.16 $438 - $454	30 Added 1.18%	2,568 $38,000
Q3 2021 Oct 12, 2021	BUY	$14.93 - $15.37 $373 - $384	25 Added 0.99%	2,538 $38,000
Q2 2021 Jul 14, 2021	BUY	$14.87 - $15.32 $223 - $229	15 Added 0.6%	2,513 $38,000
Q1 2021 Apr 26, 2021	SELL	$14.51 - $15.16 $217 - $227	-15 Reduced 0.6%	2,498 $37,000
Q4 2020 Mar 10, 2021	BUY	$14.64 - $15.27 $36,790 - $38,373	2,513 New	2,513 $37,000

Others Institutions Holding PGX

# of Institutions

521

Shares Held

209M

Call Options Held

54.9K

Put Options Held

17.5K

View Full List

About INVESCO ETF TR II PFD ETF

Ticker PGX
Sector ETFs
Industry ETFs

More about PGX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Soa Wealth Advisors, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Soa Wealth Advisors, Llc. with notifications on news.

Account

Soa Wealth Advisors, Llc. Invesco ETF Tr Ii Pfd ETF Transaction History