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 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-220- 0.8% |
$2.51K - $2.75K
|
27.1K
$317K
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
66New |
$754 - $825
|
66
$772
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
129New |
$1.47K - $1.61K
|
129
$1.51K
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
33+ 1.47% |
$377 - $413
|
2.28K
$26.6K
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-8.23K- 8.76% |
$94K - $103K
|
85.8K
$1M
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-25K- 7.14% |
$286K - $313K
|
325K
$3.81M
|
|
Jan 28, 2025
Q4 2024
|
Sanchez Wealth Management Group
|
SELL
|
- |
-658- 1.19% |
$7.51K - $8.23K
|
54.7K
$640K
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-12.5K- 4.92% |
$143K - $156K
|
242K
$2.83M
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.4K- 6.18% |
$16K - $17.5K
|
21.3K
$249K
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
120+ 0.49% |
$1.37K - $1.5K
|
24.8K
$290K
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
3.48K+ 5.81% |
$39.7K - $43.5K
|
63.3K
$741K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.08% |
$103 - $113
|
10.6K
$124K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-8.71K- 8.82% |
$99.5K - $109K
|
90K
$1.05M
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-240- 0.59% |
$2.74K - $3K
|
40.1K
$470K
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-48.2K- 58.94% |
$551K - $603K
|
33.6K
$393K
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-88- 0.8% |
$1K - $1.1K
|
10.9K
$128K
|
|
Jan 27, 2025
Q4 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
4.4K+ 11.67% |
$50.2K - $55K
|
42.1K
$492K
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
300+ 2.59% |
$3.43K - $3.75K
|
11.9K
$139K
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-59.5K- 44.0% |
$679K - $744K
|
75.7K
$886K
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-219- 1.25% |
$2.5K - $2.74K
|
17.2K
$202K
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-10.6K- 18.85% |
$121K - $133K
|
45.8K
$535K
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-500- 50.0% |
$5.71K - $6.25K
|
500
$5.85K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.64K- 43.97% |
$18.7K - $20.5K
|
2.09K
$24.4K
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
13.6KNew |
$156K - $170K
|
13.6K
$159K
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-22.3K- 57.26% |
$255K - $279K
|
16.7K
$195K
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-24.5K- 4.03% |
$279K - $306K
|
582K
$6.81M
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
9K+ 45.51% |
$103K - $113K
|
28.8K
$337K
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.5K- 4.44% |
$17.1K - $18.8K
|
32.2K
$377K
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
43+ 1.09% |
$491 - $538
|
4K
$46.8K
|
|
Jan 24, 2025
Q4 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
725+ 10.74% |
$8.28K - $9.06K
|
7.47K
$87.4K
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
BUY
|
- |
50.3K+ 15.94% |
$574K - $628K
|
366K
$4.28M
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-22.4K- 4.81% |
$255K - $279K
|
443K
$5.18M
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
134KNew |
$1.53M - $1.68M
|
134K
$1.57M
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-888- 1.12% |
$10.1K - $11.1K
|
78.7K
$920K
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
219+ 3.42% |
$2.5K - $2.74K
|
6.63K
$77.5K
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-11.8K- 17.52% |
$135K - $148K
|
55.6K
$651K
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
39.6KNew |
$452K - $495K
|
39.6K
$463K
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
20.2K+ 50.21% |
$230K - $252K
|
60.3K
$706K
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
136KNew |
$1.55M - $1.7M
|
136K
$1.59M
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-7.07K- 10.81% |
$80.7K - $88.3K
|
58.3K
$682K
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
7.68K+ 3.93% |
$87.7K - $96K
|
203K
$2.37M
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
17.3K+ 48.65% |
$197K - $216K
|
52.7K
$617K
|
|
Jan 23, 2025
Q4 2024
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-135K- 41.95% |
$1.54M - $1.69M
|
187K
$2.19M
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
16.8KNew |
$192K - $210K
|
16.8K
$197K
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
272+ 1.14% |
$3.11K - $3.4K
|
24.1K
$282K
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
175+ 11.24% |
$2K - $2.19K
|
1.73K
$20.3K
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-27- 0.36% |
$308 - $338
|
7.56K
$88.5K
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6.54K+ 30.12% |
$74.6K - $81.7K
|
28.2K
$330K
|
|
Jan 22, 2025
Q4 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
100+ 2.26% |
$1.14K - $1.25K
|
4.53K
$53K
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-34.3K- 99.91% |
$392K - $429K
|
32
$374
|