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 |
---|---|---|---|---|---|---|---|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
89New |
$970 - $1.02K
|
89
$1.04K
|
|
Oct 27, 2023
Q3 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-136- 0.58% |
$1.48K - $1.56K
|
23.5K
$275K
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1K- 90.91% |
$10.9K - $11.5K
|
100
$1.17K
|
|
Oct 25, 2023
Q3 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
92+ 0.18% |
$1K - $1.06K
|
51.9K
$607K
|
|
Oct 24, 2023
Q3 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
13KNew |
$141K - $149K
|
13K
$152K
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
637+ 3.23% |
$6.94K - $7.31K
|
20.4K
$238K
|
|
Oct 24, 2023
Q3 2023
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
13.6K+ 4.43% |
$148K - $156K
|
321K
$3.75M
|
|
Oct 23, 2023
Q3 2023
|
Innova Wealth Partners
|
BUY
|
- |
633+ 2.54% |
$6.9K - $7.26K
|
25.6K
$299K
|
|
Oct 23, 2023
Q3 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
6.91K+ 2126.46% |
$75.3K - $79.3K
|
7.24K
$84.7K
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
44New |
$480 - $505
|
44
$515
|
|
Oct 19, 2023
Q3 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-941- 0.41% |
$10.3K - $10.8K
|
228K
$2.67M
|
|
Oct 18, 2023
Q3 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-4.5K- 25.42% |
$49.1K - $51.6K
|
13.2K
$154K
|
|
Oct 18, 2023
Q3 2023
|
Clarity Financial LLC
|
SELL
|
- |
-29- 0.1% |
$316 - $333
|
30K
$351K
|
|
Oct 16, 2023
Q3 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
207+ 1.59% |
$2.26K - $2.37K
|
13.2K
$154K
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
24.1KNew |
$263K - $277K
|
24.1K
$282K
|
|
Oct 13, 2023
Q3 2023
|
Weaver Consulting Group
|
SELL
|
- |
-553- 3.7% |
$6.03K - $6.34K
|
14.4K
$168K
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.63K- 9.33% |
$17.8K - $18.7K
|
15.8K
$185K
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
499KNew |
$5.44M - $5.72M
|
499K
$5.84M
|
|
Oct 12, 2023
Q3 2023
|
Essex Savings Bank
|
SELL
|
- |
-139- 1.12% |
$1.52K - $1.59K
|
12.3K
$144K
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
128New |
$1.4K - $1.47K
|
128
$1.5K
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
BUY
|
- |
11+ 1.66% |
$120 - $126
|
672
$7.86K
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-1.16K- 24.24% |
$12.6K - $13.3K
|
3.63K
$42.4K
|
|
Oct 10, 2023
Q3 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
443New |
$4.83K - $5.08K
|
443
$5.18K
|
|
Oct 10, 2023
Q3 2023
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
13.5KNew |
$147K - $154K
|
13.5K
$157K
|
|
Q2 2023 | |||||||
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.77K+ 9.79% |
$51.6K - $56K
|
53.5K
$625K
|
|
Feb 16, 2024
Q2 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
5.96K+ 21.69% |
$64.5K - $70K
|
33.4K
$391K
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
5K+ 343.41% |
$54.2K - $58.8K
|
6.46K
$75.5K
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
34New |
$368 - $400
|
34
$398
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.83KNew |
$19.8K - $21.4K
|
1.83K
$21.4K
|
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
11.7KNew |
$127K - $137K
|
11.7K
$137K
|
|
Aug 17, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
17.2K+ 9.21% |
$187K - $202K
|
204K
$2.39M
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
11.8KNew |
$128K - $139K
|
11.8K
$138K
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-1.38K- 11.09% |
$14.9K - $16.2K
|
11.1K
$129K
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-397- 2.57% |
$4.3K - $4.66K
|
15K
$176K
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-33.1KClosed |
$358K - $389K
|
0
$0
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
18.5KNew |
$200K - $217K
|
18.5K
$216K
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
587+ 0.71% |
$6.36K - $6.9K
|
82.9K
$970K
|
|
Aug 11, 2023
Q2 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
10.2KNew |
$110K - $120K
|
10.2K
$119K
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-1.08K- 0.55% |
$11.7K - $12.7K
|
195K
$2.29M
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
5.09MNew |
$55.1M - $59.8M
|
5.09M
$59.6M
|
|
Aug 09, 2023
Q2 2023
|
Compton Capital Management Inc
|
SELL
|
- |
-121K- 86.48% |
$1.32M - $1.43M
|
19K
$222K
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
14.8KNew |
$160K - $173K
|
14.8K
$173K
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
117New |
$1.27K - $1.37K
|
117
$1.37K
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-3.01K- 21.08% |
$32.6K - $35.3K
|
11.3K
$132K
|
|
Aug 08, 2023
Q2 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-7.25K- 40.48% |
$78.5K - $85.2K
|
10.7K
$125K
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-270- 20.15% |
$2.92K - $3.17K
|
1.07K
$12.5K
|
|
Aug 07, 2023
Q2 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-312- 2.18% |
$3.38K - $3.67K
|
14K
$164K
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-20- 23.81% |
$217 - $235
|
64
$749
|
|
Aug 04, 2023
Q2 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-2.15K- 47.57% |
$23.3K - $25.3K
|
2.37K
$27.7K
|