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 |
|---|---|---|---|---|---|---|---|
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
32.3KNew |
$365K - $384K
|
32.3K
$365K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-75- 30.99% |
$848 - $893
|
167
$1.89K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
59New |
$667 - $702
|
59
$668
|
|
|
Aug 14, 2024
Q2 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
10.2KNew |
$115K - $121K
|
10.2K
$115K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
10.5KNew |
$119K - $125K
|
10.5K
$119K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.46K- 15.13% |
$39.1K - $41.1K
|
19.4K
$219K
|
|
|
Aug 14, 2024
Q2 2024
|
Carmenna Advisors LLC
New York, NY |
BUY
|
- |
292KNew |
$3.3M - $3.47M
|
292K
$3.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
9.55K+ 312.87% |
$108K - $114K
|
12.6K
$143K
|
|
|
Aug 13, 2024
Q2 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
12.1KNew |
$137K - $144K
|
12.1K
$137K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
741+ 45.05% |
$8.37K - $8.82K
|
2.39K
$27K
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
10.8KNew |
$123K - $129K
|
10.8K
$123K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-168- 0.47% |
$1.9K - $2K
|
35.3K
$399K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
131KNew |
$1.48M - $1.56M
|
131K
$1.48M
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
8+ 1.44% |
$90.4 - $95.2
|
564
$6.38K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
40+ 0.39% |
$452 - $476
|
10.2K
$115K
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
- |
767New |
$8.67K - $9.13K
|
767
$8.68K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
165New |
$1.86K - $1.96K
|
165
$1.87K
|
|
|
Aug 09, 2024
Q2 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
5K+ 6.67% |
$56.5K - $59.5K
|
80K
$906K
|
|
|
Aug 07, 2024
Q2 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-2.48K- 17.45% |
$28K - $29.5K
|
11.7K
$133K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-4.58K- 75.33% |
$51.8K - $54.5K
|
1.5K
$17K
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
234KNew |
$2.65M - $2.79M
|
234K
$2.65M
|
|
|
Aug 05, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
11.8KNew |
$134K - $141K
|
11.8K
$134K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-14- 21.88% |
$158 - $167
|
50
$566
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
294+ 1.24% |
$3.32K - $3.5K
|
24.1K
$273K
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
2KNew |
$22.6K - $23.8K
|
2K
$22.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-916- 7.1% |
$10.4K - $10.9K
|
12K
$136K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2.01KNew |
$22.7K - $23.9K
|
2.01K
$22.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-2.22K- 77.05% |
$25K - $26.4K
|
660
$7.47K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-3K- 18.02% |
$33.9K - $35.7K
|
13.7K
$155K
|
|
|
Jul 30, 2024
Q2 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-329K- 37.96% |
$3.71M - $3.91M
|
537K
$6.08M
|
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-7.56K- 15.42% |
$85.4K - $90K
|
41.5K
$469K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
647New |
$7.31K - $7.7K
|
647
$7.32K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-382- 14.95% |
$4.32K - $4.55K
|
2.17K
$24.6K
|
|
|
Jul 26, 2024
Q2 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
87+ 0.83% |
$983 - $1.04K
|
10.5K
$119K
|
|
|
Jul 26, 2024
Q2 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
4.42K+ 24.54% |
$49.9K - $52.5K
|
22.4K
$254K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-434- 58.57% |
$4.9K - $5.16K
|
307
$3.48K
|
|
|
Jul 25, 2024
Q2 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-36K- 33.09% |
$407K - $428K
|
72.8K
$824K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-301- 0.49% |
$3.4K - $3.58K
|
60.5K
$685K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
231New |
$2.61K - $2.75K
|
231
$2.61K
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-200- 1.03% |
$2.26K - $2.38K
|
19.3K
$218K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
12+ 0.09% |
$136 - $143
|
13.2K
$149K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-428- 94.48% |
$4.84K - $5.09K
|
25
$283
|
|
|
Jul 19, 2024
Q2 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-700- 3.55% |
$7.91K - $8.33K
|
19K
$216K
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-5.34K- 20.61% |
$60.3K - $63.5K
|
20.5K
$233K
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-10.6K- 46.85% |
$120K - $126K
|
12K
$136K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
975New |
$11K - $11.6K
|
975
$11K
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-1.63K- 35.44% |
$18.4K - $19.3K
|
2.96K
$33.5K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-100- 10.0% |
$1.13K - $1.19K
|
900
$10.2K
|
|
|
Jul 17, 2024
Q2 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-2.42K- 14.97% |
$27.3K - $28.8K
|
13.8K
$156K
|