Wealthspire Advisors, LLC Invesco ETF Tr Ii Pfd ETF Transaction History

Wealthspire Advisors, LLC

  • $18.8 Billion
  • Q3 2025

A detailed history of Wealthspire Advisors, LLC transactions in Invesco ETF Tr Ii Pfd ETF stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 39,780 shares of PGX stock, worth $451,900. This represents 0.0% of its overall portfolio holdings.

Number of Shares
39,780
Previous 48,536 18.04%
Holding current value
$451,900
Previous $540,000 14.63%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2025
SELL
$11.15 - $11.87 $97,629 - $103,933
-8,756 Reduced 18.04%
39,780 $461,000
Q2 2025

Aug 11, 2025
SELL
$10.78 - $11.28 $70,479 - $73,748
-6,538 Reduced 11.87%
48,536 $540,000
Q1 2025

May 09, 2025
SELL
$11.22 - $11.8 $278,435 - $292,828
-24,816 Reduced 31.06%
55,074 $617,000
Q4 2024

Feb 03, 2025
SELL
$11.42 - $12.5 $432,875 - $473,812
-37,905 Reduced 32.18%
79,890 $921,000
Q3 2024

Nov 13, 2024
BUY
$11.52 - $12.52 $277,896 - $302,019
24,123 Added 25.75%
117,795 $1.45 Million
Q2 2024

Aug 08, 2024
SELL
$11.3 - $11.9 $264,826 - $278,888
-23,436 Reduced 20.01%
93,672 $1.08 Million
Q1 2024

May 06, 2024
SELL
$11.45 - $12.02 $840,063 - $881,883
-73,368 Reduced 38.52%
117,108 $1.39 Million
Q4 2023

Feb 06, 2024
BUY
$10.21 - $11.58 $29,690 - $33,674
2,908 Added 1.55%
190,476 $2.18 Million
Q3 2023

Nov 06, 2023
BUY
$10.9 - $11.47 $2.04 Million - $2.15 Million
187,568 New
187,568 $2.05 Million
Q2 2020

Aug 14, 2020
SELL
$12.54 - $14.56 $179,459 - $208,368
-14,311 Closed
0 $0
Q1 2020

May 12, 2020
BUY
$10.01 - $15.25 $143,253 - $218,242
14,311 New
14,311 $188,000

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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