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 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
12.2K+ 122.04% |
$125K - $141K
|
22.2K
$260K
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
11.7KNew |
$120K - $136K
|
11.7K
$137K
|
|
Jan 12, 2024
Q4 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
201+ 1.47% |
$2.05K - $2.33K
|
13.9K
$163K
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2.76KNew |
$28.2K - $32K
|
2.76K
$32.3K
|
|
Jan 12, 2024
Q4 2023
|
Ls Investment Advisors, LLC
|
BUY
|
- |
18KNew |
$184K - $208K
|
18K
$210K
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
SELL
|
- |
-1.83K- 11.28% |
$18.6K - $21.1K
|
14.4K
$168K
|
|
Jan 11, 2024
Q4 2023
|
Joule Financial, LLC
|
SELL
|
- |
-41.2K- 64.11% |
$421K - $478K
|
23.1K
$270K
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
20+ 0.2% |
$204 - $232
|
9.93K
$116K
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-837- 6.36% |
$8.55K - $9.69K
|
12.3K
$144K
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-7.08K- 35.64% |
$72.2K - $81.9K
|
12.8K
$150K
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
22New |
$225 - $255
|
22
$257
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.48KNew |
$15.1K - $17.1K
|
1.48K
$17.3K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
18.1K+ 8.51% |
$185K - $210K
|
231K
$2.7M
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.01K+ 2.37% |
$10.3K - $11.6K
|
43.5K
$509K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
5.19K+ 35.97% |
$52.9K - $60K
|
19.6K
$229K
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
12.9K+ 2.29% |
$132K - $149K
|
577K
$6.75M
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-91- 10.22% |
$929 - $1.05K
|
799
$9.35K
|
|
Q3 2023 | |||||||
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.13K+ 6.38% |
$12.3K - $12.9K
|
18.8K
$220K
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
163New |
$1.78K - $1.87K
|
163
$1.91K
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
21.8KNew |
$238K - $250K
|
21.8K
$255K
|
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
BUY
|
- |
275+ 0.8% |
$3K - $3.15K
|
34.6K
$405K
|
|
Nov 14, 2023
Q3 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
586+ 1.6% |
$6.39K - $6.72K
|
37.1K
$434K
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-28K- 54.16% |
$305K - $321K
|
23.7K
$277K
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-6.51K- 17.83% |
$71K - $74.7K
|
30K
$351K
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
3.05KNew |
$33.3K - $35K
|
3.05K
$35.7K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-14.1K- 18.66% |
$154K - $162K
|
61.5K
$720K
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
97.4KNew |
$1.06M - $1.12M
|
97.4K
$1.14M
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-125- 17.48% |
$1.36K - $1.43K
|
590
$6.9K
|
|
Nov 14, 2023
Q3 2023
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
8.09KNew |
$88.2K - $92.8K
|
8.09K
$94.7K
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-8.09K- 36.67% |
$88.1K - $92.7K
|
14K
$163K
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
60K+ 38.43% |
$654K - $688K
|
216K
$2.53M
|
|
Nov 13, 2023
Q3 2023
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-2.37K- 18.47% |
$25.8K - $27.1K
|
10.4K
$122K
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
810New |
$8.83K - $9.29K
|
810
$9.48K
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-26.8K- 71.61% |
$293K - $308K
|
10.6K
$124K
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
7.07K+ 74.49% |
$77K - $81K
|
16.6K
$194K
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
10KNew |
$109K - $115K
|
10K
$117K
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.15KNew |
$12.5K - $13.1K
|
1.15K
$13.4K
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-938- 1.51% |
$10.2K - $10.8K
|
61.3K
$717K
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
4.2K+ 30.0% |
$45.7K - $48.1K
|
18.2K
$213K
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
160New |
$1.74K - $1.84K
|
160
$1.87K
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3+ 1.64% |
$32.7 - $34.4
|
186
$2.18K
|
|
Nov 08, 2023
Q3 2023
|
Plancorp, LLC
|
BUY
|
- |
25.7KNew |
$280K - $295K
|
25.7K
$300K
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-206- 3.56% |
$2.25K - $2.36K
|
5.58K
$65.2K
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
14New |
$153 - $161
|
14
$164
|
|
Nov 07, 2023
Q3 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-3.23K- 23.39% |
$35.2K - $37K
|
10.6K
$124K
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.63KNew |
$17.8K - $18.7K
|
1.63K
$19.1K
|
|
Nov 01, 2023
Q3 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
24.2KNew |
$264K - $277K
|
24.2K
$283K
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
672+ 6.29% |
$7.32K - $7.71K
|
11.4K
$133K
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-5.05K- 43.2% |
$55.1K - $57.9K
|
6.64K
$77.7K
|
|
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
BUY
|
- |
8.04K+ 2.69% |
$87.7K - $92.3K
|
307K
$3.59M
|