Wealth Plan Partners, LLC Invesco ETF Tr Ii Pfd ETF Transaction History

Wealth Plan Partners, LLC

  • $931 Billion
  • Q2 2024

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 01, 2023
BUY
$10.9 - $11.47 $7,324 - $7,707
672 Added 6.29%
11,350 $124 Million
Q2 2023

Jul 31, 2023
SELL
$10.83 - $11.75 $7,581 - $8,225
-700 Reduced 6.15%
10,678 $121 Million
Q1 2023

May 10, 2023
SELL
$10.99 - $12.77 $680,698 - $790,948
-61,938 Reduced 84.48%
11,378 $131 Million
Q4 2022

Feb 16, 2023
SELL
$11.02 - $12.07 $1.22 Million - $1.33 Million
-110,326 Reduced 60.08%
73,316 $915 Million
Q1 2022

May 03, 2022
SELL
$13.13 - $14.91 $4.13 Million - $4.69 Million
-314,472 Reduced 63.13%
183,642 $2.29 Million
Q4 2021

Feb 01, 2022
SELL
$14.6 - $15.16 $1.67 Million - $1.74 Million
-114,473 Reduced 18.69%
498,114 $7.15 Million
Q3 2021

Dec 09, 2021
SELL
$14.93 - $15.37 $6.54 Million - $6.74 Million
-438,224 Reduced 41.7%
612,587 $9.21 Million
Q2 2021

Aug 19, 2021
SELL
$14.87 - $15.32 $624,093 - $642,980
-41,970 Reduced 3.84%
1,050,811 $15.9 Million
Q1 2021

May 11, 2021
BUY
$14.51 - $15.16 $296,091 - $309,354
20,406 Added 1.9%
1,092,781 $16.5 Million
Q4 2020

Feb 09, 2021
SELL
$14.64 - $15.27 $1.84 Million - $1.91 Million
-125,388 Reduced 10.47%
1,072,375 $16 Million
Q3 2020

Dec 18, 2020
BUY
$14.18 - $14.94 $1.61 Million - $1.7 Million
113,559 Added 10.47%
1,197,763 $17.9 Million
Q2 2020

Aug 19, 2020
BUY
$12.54 - $14.56 $63,364 - $73,571
5,053 Added 0.47%
1,084,204 $16 Million
Q1 2020

May 15, 2020
BUY
$10.01 - $15.25 $9.8 Million - $14.9 Million
979,494 Added 982.87%
1,079,151 $15 Million
Q4 2019

Feb 14, 2020
BUY
$14.7 - $15.12 $86,627 - $89,102
5,893 Added 6.28%
99,657 $1.51 Million
Q3 2019

Nov 15, 2019
BUY
$14.62 - $15.03 $358,453 - $368,505
24,518 Added 35.41%
93,764 $1.4 Million
Q2 2019

Aug 19, 2019
BUY
$14.49 - $14.76 $115,441 - $117,592
7,967 Added 13.0%
69,246 $1.03 Million
Q1 2019

May 16, 2019
SELL
$13.61 - $14.55 $196,106 - $209,650
-14,409 Reduced 19.04%
61,279 $896,000
Q4 2018

Feb 20, 2019
SELL
$13.18 - $14.2 $364,558 - $392,772
-27,660 Reduced 26.76%
75,688 $1.09 Million
Q3 2018

Nov 21, 2018
BUY
$14.29 - $14.75 $422,555 - $436,157
29,570 Added 40.08%
103,348 $4.66 Million
Q2 2018

Aug 16, 2018
BUY
$14.33 - $14.64 $1.06 Million - $1.08 Million
73,778 New
73,778 $1.07 Million

Others Institutions Holding PGX

# of Institutions
508
Shares Held
175M
Call Options Held
14.4K
Put Options Held
200
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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