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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-83- 3.21% |
$895 - $936
|
2.51K
$28K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-38.1K- 7.57% |
$410K - $429K
|
465K
$5.19M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
61+ 1.26% |
$658 - $688
|
4.9K
$54.7K
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-207- 0.42% |
$2.23K - $2.33K
|
48.6K
$543K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
446KNew |
$4.81M - $5.03M
|
446K
$4.98M
|
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-633- 19.71% |
$6.82K - $7.14K
|
2.58K
$28.8K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-1.6K- 14.81% |
$17.2K - $18K
|
9.2K
$103K
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
2.37K+ 7.03% |
$25.5K - $26.7K
|
36.1K
$403K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-135- 0.5% |
$1.46K - $1.52K
|
26.8K
$299K
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.71K- 7.61% |
$18.4K - $19.2K
|
20.7K
$231K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
200+ 0.57% |
$2.16K - $2.26K
|
35.4K
$396K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
176+ 0.93% |
$1.9K - $1.99K
|
19.2K
$214K
|
|
|
Jul 08, 2025
Q2 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
659+ 2.04% |
$7.1K - $7.43K
|
33K
$369K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
9.27K+ 15.25% |
$100K - $105K
|
70.1K
$783K
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
8.68K+ 18.7% |
$93.5K - $97.9K
|
55.1K
$615K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.64K+ 94.41% |
$28.4K - $29.7K
|
5.43K
$60.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
37.4K+ 8.43% |
$403K - $422K
|
481K
$5.38M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-38- 0.58% |
$410 - $429
|
6.46K
$72.2K
|
|
|
Jul 03, 2025
Q2 2025
|
First Hawaiian Bank
|
SELL
|
- |
-3.21K- 1.42% |
$34.6K - $36.2K
|
222K
$2.48M
|
|
| Q1 2025 | |||||||
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
24.5KNew |
$275K - $289K
|
24.5K
$274K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
149K+ 3668.83% |
$1.67M - $1.76M
|
153K
$1.71M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-94.1K- 16.17% |
$1.06M - $1.11M
|
488K
$5.45M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-25K- 6.22% |
$280K - $295K
|
376K
$4.2M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
25.3KNew |
$284K - $299K
|
25.3K
$283K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
29.1K+ 120.69% |
$326K - $343K
|
53.1K
$594K
|
|
|
May 20, 2025
Q1 2025
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
19.7KNew |
$221K - $233K
|
19.7K
$220K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
59KNew |
$662K - $696K
|
59K
$659K
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
1+ 1.08% |
$11.2 - $11.8
|
94
$1.05K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-1.84K- 13.99% |
$20.7K - $21.7K
|
11.3K
$127K
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
1+ 0.01% |
$11.2 - $11.8
|
11.2K
$125K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-33.3K- 26.26% |
$374K - $393K
|
93.6K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-4.38M- 87.76% |
$49.2M - $51.7M
|
612K
$6.83M
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
6K+ 60.0% |
$67.3K - $70.8K
|
16K
$179K
|
|
|
May 15, 2025
Q1 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-3.5K- 7.09% |
$39.3K - $41.3K
|
45.9K
$513K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.84K- 46.7% |
$20.6K - $21.7K
|
2.1K
$23.5K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-233- 0.75% |
$2.61K - $2.75K
|
30.9K
$346K
|
|
|
May 15, 2025
Q1 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
1.8K+ 15.29% |
$20.2K - $21.2K
|
13.6K
$151K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
176KNew |
$1.98M - $2.08M
|
176K
$1.97M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.33K- 39.85% |
$14.9K - $15.6K
|
2K
$22.3K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-10.8K- 44.38% |
$121K - $127K
|
13.5K
$151K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.61K+ 1.17% |
$51.7K - $54.4K
|
400K
$4.46M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-131- 0.35% |
$1.47K - $1.55K
|
37.7K
$421K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.09K+ 2.86% |
$45.8K - $48.2K
|
147K
$1.64M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-9.21K- 35.56% |
$103K - $109K
|
16.7K
$186K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.24K+ 0.84% |
$13.9K - $14.6K
|
148K
$1.66M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.23M+ 5.09% |
$36.2M - $38.1M
|
66.6M
$744M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
350+ 0.0% |
$3.93K - $4.13K
|
8.7M
$97.1M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-323- 1.88% |
$3.62K - $3.81K
|
16.8K
$188K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-27.8K- 4.56% |
$312K - $328K
|
581K
$6.49M
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
17.4KNew |
$196K - $206K
|
17.4K
$195K
|
|