Up Strategic Wealth Investment Advisors LLC Invesco ETF Tr Ii Pfd ETF Transaction History

Up Strategic Wealth Investment Advisors LLC

  • $112 Billion
  • Q1 2025

A detailed history of Up Strategic Wealth Investment Advisors LLC transactions in Invesco ETF Tr Ii Pfd ETF stock. As of the latest transaction made, Up Strategic Wealth Investment Advisors LLC holds 13,563 shares of PGX stock, worth $150,278. This represents 0.14% of its overall portfolio holdings.

Number of Shares
13,563
Previous 11,764 15.29%
Holding current value
$150,278
Previous $136 Million 12.19%
% of portfolio
0.14%
Previous 0.14%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$11.22 - $11.8 $20,184 - $21,228
1,799 Added 15.29%
13,563 $152 Million
Q4 2024

Feb 14, 2025
SELL
$11.42 - $12.5 $27,556 - $30,162
-2,413 Reduced 17.02%
11,764 $136 Million
Q2 2024

Aug 12, 2024
BUY
$11.3 - $11.9 $25,662 - $27,024
2,271 Added 19.07%
14,177 $164 Million
Q1 2024

May 15, 2024
SELL
$11.45 - $12.02 $3,950 - $4,146
-345 Reduced 2.82%
11,906 $141 Million
Q4 2023

Feb 13, 2024
BUY
$10.21 - $11.58 $125,082 - $141,866
12,251 New
12,251 $141 Million

Others Institutions Holding PGX

# of Institutions
510
Shares Held
196M
Call Options Held
39.6K
Put Options Held
42.7K
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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