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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
700New |
$7.95K - $8.22K
|
700
$7.95K
|
|
|
Jan 20, 2026
Q4 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
25New |
$284 - $294
|
25
$284
|
|
|
Jan 20, 2026
Q4 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
25+ 1.59% |
$284 - $294
|
1.6K
$18.2K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-745- 1.06% |
$8.46K - $8.75K
|
69.4K
$788K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6.15K+ 146.75% |
$69.8K - $72.2K
|
10.3K
$117K
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
290New |
$3.29K - $3.4K
|
290
$3.29K
|
|
|
Jan 16, 2026
Q4 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
10.7K+ 13.27% |
$121K - $126K
|
91.3K
$1.04M
|
|
|
Jan 15, 2026
Q4 2025
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-2- 0.01% |
$22.7 - $23.5
|
32.8K
$372K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-927- 2.23% |
$10.5K - $10.9K
|
40.7K
$462K
|
|
|
Jan 15, 2026
Q4 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
10+ 0.72% |
$114 - $117
|
1.4K
$15.8K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.45K- 16.9% |
$27.8K - $28.8K
|
12.1K
$137K
|
|
|
Jan 15, 2026
Q4 2025
|
Rockland Trust CO
|
BUY
|
- |
172+ 0.35% |
$1.95K - $2.02K
|
48.8K
$554K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.22K+ 6.22% |
$25.2K - $26.1K
|
37.9K
$431K
|
|
|
Jan 14, 2026
Q4 2025
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
13.2K+ 42.08% |
$150K - $155K
|
44.6K
$507K
|
|
|
Jan 14, 2026
Q4 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-4.25K- 4.0% |
$48.2K - $49.9K
|
102K
$1.16M
|
|
|
Jan 14, 2026
Q4 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-650- 4.61% |
$7.38K - $7.63K
|
13.4K
$153K
|
|
|
Jan 14, 2026
Q4 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-1.2K- 3.04% |
$13.6K - $14.1K
|
38.2K
$434K
|
|
|
Jan 13, 2026
Q4 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
8.02K+ 24.87% |
$91K - $94.2K
|
40.3K
$457K
|
|
|
Jan 13, 2026
Q4 2025
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-4.85K- 8.93% |
$55K - $56.9K
|
49.4K
$562K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-4.4K- 14.69% |
$49.9K - $51.6K
|
25.5K
$290K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
10.8K+ 156.7% |
$122K - $127K
|
17.7K
$201K
|
|
|
Jan 12, 2026
Q4 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-3K- 12.12% |
$34.1K - $35.2K
|
21.8K
$247K
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-14.3K- 48.39% |
$162K - $168K
|
15.2K
$173K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-324- 1.28% |
$3.68K - $3.8K
|
25.1K
$285K
|
|
|
Jan 12, 2026
Q4 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
6.57K+ 51.12% |
$74.6K - $77.2K
|
19.4K
$221K
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-18.3K- 86.55% |
$208K - $215K
|
2.85K
$32.4K
|
|
|
Jan 12, 2026
Q4 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-20.9K- 4.49% |
$237K - $245K
|
443K
$5.04M
|
|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
BUY
|
- |
21.2K+ 845.97% |
$241K - $249K
|
23.7K
$269K
|
|
|
Jan 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-3.14K- 1.29% |
$35.6K - $36.8K
|
241K
$2.74M
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
10.2K+ 14.64% |
$115K - $119K
|
79.5K
$903K
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
BUY
|
- |
32.3K+ 6.35% |
$366K - $379K
|
541K
$6.14M
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
2.8KNew |
$31.8K - $32.9K
|
2.8K
$31.8K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-18.2K- 47.65% |
$207K - $214K
|
20K
$227K
|
|
|
Jan 05, 2026
Q4 2025
|
First Hawaiian Bank
|
BUY
|
- |
15.2K+ 6.13% |
$172K - $178K
|
263K
$2.98M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-120- 6.03% |
$1.36K - $1.41K
|
1.87K
$21.2K
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-394K- 86.82% |
$4.4M - $4.68M
|
59.9K
$680K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.54K+ 1.79% |
$39.4K - $42K
|
201K
$2.29M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
201K+ 7.07% |
$2.25M - $2.39M
|
3.05M
$34.6M
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
1.28KNew |
$14.2K - $15.1K
|
1.28K
$14.5K
|
|
|
Nov 24, 2025
Q3 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-39K- 31.62% |
$435K - $463K
|
84.4K
$958K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-25.8K- 17.05% |
$288K - $306K
|
126K
$1.43M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-12K- 14.21% |
$134K - $143K
|
72.5K
$824K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-415- 42.65% |
$4.63K - $4.93K
|
558
$6.34K
|
|
|
Nov 19, 2025
Q3 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
SELL
|
- |
-18- 0.15% |
$201 - $214
|
11.7K
$133K
|
|
|
Nov 19, 2025
Q3 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
326+ 0.33% |
$3.63K - $3.87K
|
98.6K
$1.12M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
6.02KNew |
$67.1K - $71.4K
|
6.02K
$68.3K
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
BUY
|
- |
2.1K+ 10.36% |
$23.4K - $24.9K
|
22.3K
$254K
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-292- 2.69% |
$3.26K - $3.47K
|
10.6K
$120K
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-5.35K- 26.31% |
$59.7K - $63.5K
|
15K
$170K
|
|