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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2025
Q1 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-22K- 11.75% |
$248K - $260K
|
165K
$1.87M
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
3.39K+ 11.17% |
$38.2K - $40K
|
33.7K
$382K
|
|
|
Apr 11, 2025
Q1 2025
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-3.16K- 4.53% |
$35.6K - $37.2K
|
66.5K
$753K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-6.53K- 14.26% |
$73.7K - $77K
|
39.2K
$444K
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
SELL
|
- |
-5.16K- 29.66% |
$58.2K - $60.8K
|
12.2K
$138K
|
|
|
Apr 11, 2025
Q1 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-1.32K- 29.12% |
$14.9K - $15.6K
|
3.21K
$36.3K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
178+ 0.94% |
$2.01K - $2.1K
|
19K
$215K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-5.31K- 9.65% |
$60K - $62.7K
|
49.7K
$563K
|
|
|
Apr 10, 2025
Q1 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
100+ 33.33% |
$1.13K - $1.18K
|
400
$4.53K
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-20.5K- 15.32% |
$231K - $242K
|
113K
$1.28M
|
|
|
Apr 10, 2025
Q1 2025
|
Edge Wealth Management LLC
|
BUY
|
- |
2.2K+ 7.86% |
$24.8K - $25.9K
|
30.1K
$341K
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
SELL
|
- |
-1.01M- 90.89% |
$11.4M - $11.9M
|
101K
$1.15M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
35.2K+ 110046.88% |
$398K - $416K
|
35.2K
$399K
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-911- 0.85% |
$10.3K - $10.7K
|
106K
$1.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
27+ 0.77% |
$305 - $319
|
3.55K
$40.1K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
889+ 1.27% |
$10K - $10.5K
|
70.7K
$800K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-7.64K- 36.87% |
$86.3K - $90.2K
|
13.1K
$148K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
62K+ 12.7% |
$700K - $732K
|
550K
$6.23M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
48K+ 12.12% |
$542K - $566K
|
444K
$5.02M
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-577- 1.23% |
$6.51K - $6.81K
|
46.4K
$525K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-500- 6.99% |
$5.65K - $5.9K
|
6.65K
$75.3K
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
368K+ 1328.84% |
$4.15M - $4.34M
|
395K
$4.48M
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-373- 12.59% |
$4.21K - $4.4K
|
2.59K
$29.3K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
38+ 0.59% |
$429 - $448
|
6.5K
$73.6K
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
22.4KNew |
$253K - $264K
|
22.4K
$254K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-75.8K- 25.15% |
$855K - $894K
|
225K
$2.55M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
18.2K+ 42.67% |
$205K - $215K
|
60.8K
$688K
|
|
| Q4 2024 | |||||||
|
Mar 21, 2025
Q4 2024
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
110+ 0.99% |
$1.26K - $1.38K
|
11.2K
$126K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
317K+ 153.11% |
$3.62M - $3.96M
|
524K
$5.93M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
13.7KNew |
$157K - $171K
|
13.7K
$155K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.21K+ 4.25% |
$25.3K - $27.7K
|
54.3K
$615K
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-430- 19.71% |
$4.91K - $5.38K
|
1.75K
$19.8K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
449New |
$5.13K - $5.61K
|
449
$5.08K
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-23.6K- 28.43% |
$270K - $295K
|
59.5K
$673K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-8.14K- 39.53% |
$93K - $102K
|
12.5K
$141K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
7.85KNew |
$89.6K - $98.1K
|
7.85K
$88.9K
|
|
|
Feb 21, 2025
Q4 2024
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-500- 2.34% |
$5.71K - $6.25K
|
20.9K
$236K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
9.06KNew |
$103K - $113K
|
9.06K
$103K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.24K- 69.69% |
$25.5K - $28K
|
973
$11K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
24.2KNew |
$276K - $302K
|
24.2K
$274K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
64.4K+ 103.06% |
$736K - $806K
|
127K
$1.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
44.4K+ 5.08% |
$507K - $555K
|
919K
$10.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
10KNew |
$114K - $125K
|
10K
$113K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
14.6K+ 87.65% |
$166K - $182K
|
31.2K
$353K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-648K- 69.19% |
$7.39M - $8.09M
|
288K
$3.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
199+ 1.06% |
$2.27K - $2.49K
|
19K
$215K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
542+ 0.37% |
$6.19K - $6.78K
|
147K
$1.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.21M+ 14.86% |
$93.7M - $103M
|
63.4M
$718M
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
9+ 0.08% |
$103 - $113
|
11.8K
$133K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
609KNew |
$6.96M - $7.62M
|
609K
$6.9M
|
|