Latest Institutional Transactions on Invesco ETF Tr Ii Pfd ETF (PGX)
This table provides information on the latest institutional transactions involving Invesco ETF Tr Ii Pfd ETF (PGX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
959New |
$10.8K - $11.3K
|
959
$10.6K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-340- 2.63% |
$3.81K - $4.01K
|
12.6K
$139K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
23+ 1.47% |
$258 - $271
|
1.59K
$17.5K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-348- 1.28% |
$3.9K - $4.11K
|
26.8K
$296K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-50- 11.14% |
$561 - $590
|
399
$4.4K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-4.65K- 5.42% |
$52.2K - $54.9K
|
81.1K
$895K
|
|
|
May 02, 2025
Q1 2025
|
Acas, LLC
|
BUY
|
- |
116+ 0.54% |
$1.3K - $1.37K
|
21.5K
$237K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
10.7K+ 11.82% |
$120K - $126K
|
101K
$1.12M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-418- 1.31% |
$4.69K - $4.93K
|
31.5K
$347K
|
|
|
May 01, 2025
Q1 2025
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
160+ 1.48% |
$1.8K - $1.89K
|
11K
$121K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-59.8K- 24.76% |
$671K - $706K
|
182K
$2.01M
|
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
10.5K+ 69.52% |
$118K - $124K
|
25.7K
$283K
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1.94K+ 2.58% |
$21.8K - $22.9K
|
77.2K
$851K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-91.4K- 52.27% |
$1.03M - $1.08M
|
83.5K
$921K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-296K- 90.96% |
$3.32M - $3.49M
|
29.4K
$324K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-143- 1.34% |
$1.6K - $1.69K
|
10.5K
$116K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.36K- 7.06% |
$71.3K - $75K
|
83.7K
$923K
|
|
|
Apr 30, 2025
Q1 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
450+ 1.08% |
$5.05K - $5.31K
|
42.3K
$466K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.87K+ 2.13% |
$43.5K - $45.7K
|
186K
$2.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-7.7K- 15.86% |
$86.4K - $90.9K
|
40.9K
$451K
|
|
|
Apr 30, 2025
Q1 2025
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-7.64K- 1.16% |
$85.7K - $90.1K
|
649K
$7.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
5.13K+ 9.86% |
$57.6K - $60.5K
|
57.2K
$630K
|
|
|
Apr 30, 2025
Q1 2025
|
Ramiah Investment Group
Brookfield, WI |
BUY
|
- |
43.8KNew |
$491K - $517K
|
43.8K
$483K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
118K+ 4.71% |
$1.33M - $1.4M
|
2.63M
$29M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5.65K- 4.52% |
$63.3K - $66.6K
|
119K
$1.32M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
8.44K+ 13.91% |
$94.7K - $99.6K
|
69.1K
$762K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
41.5K+ 304.35% |
$465K - $489K
|
55.1K
$608K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.89K- 3.85% |
$21.3K - $22.3K
|
47.3K
$521K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-210- 3.17% |
$2.36K - $2.48K
|
6.42K
$70.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-3K- 0.56% |
$33.7K - $35.4K
|
531K
$5.86M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
53+ 0.03% |
$595 - $625
|
211K
$2.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-141K- 14.83% |
$1.58M - $1.67M
|
811K
$8.95M
|
|
|
Apr 29, 2025
Q1 2025
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-1.52K- 1.44% |
$17.1K - $17.9K
|
104K
$1.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
11.8KNew |
$132K - $139K
|
11.8K
$130K
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
17.5K+ 3.38% |
$196K - $206K
|
534K
$5.89M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
122+ 0.56% |
$1.37K - $1.44K
|
21.9K
$242K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
1.86KNew |
$20.9K - $22K
|
1.86K
$20.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
7.56K+ 382.53% |
$84.8K - $89.1K
|
9.53K
$105K
|
|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-35- 0.08% |
$393 - $413
|
41.9K
$462K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.52K- 74.58% |
$39.5K - $41.5K
|
1.2K
$13.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-144K- 76.88% |
$1.61M - $1.7M
|
43.2K
$477K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.93K- 2.54% |
$21.7K - $22.8K
|
73.9K
$816K
|
|
|
Apr 28, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-2.14M- 37.01% |
$24M - $25.2M
|
3.64M
$40.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-666K- 92.85% |
$7.48M - $7.86M
|
51.3K
$566K
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-700- 10.93% |
$7.85K - $8.26K
|
5.7K
$62.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.46K+ 5.23% |
$16.3K - $17.2K
|
29.3K
$324K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-3.2K- 1.23% |
$35.9K - $37.7K
|
257K
$2.84M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
241K+ 20.9% |
$2.7M - $2.84M
|
1.39M
$15.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
15.6KNew |
$176K - $185K
|
15.6K
$173K
|