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 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
34+ 0.07% |
$389 - $409
|
51.7K
$585K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-15.1K- 92.41% |
$173K - $181K
|
1.24K
$14K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-708- 7.84% |
$8.11K - $8.51K
|
8.33K
$94.2K
|
|
|
Apr 26, 2024
Q1 2024
|
Narwhal Capital Management
|
SELL
|
- |
-3K- 6.52% |
$34.4K - $36.1K
|
43K
$487K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
146New |
$1.67K - $1.75K
|
146
$1.65K
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
BUY
|
- |
86New |
$985 - $1.03K
|
86
$974
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
250+ 2.46% |
$2.86K - $3.01K
|
10.4K
$118K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-1.41K- 51.18% |
$16.1K - $16.9K
|
1.35K
$15.2K
|
|
|
Apr 22, 2024
Q1 2024
|
Retireful, LLC
|
BUY
|
- |
251KNew |
$2.88M - $3.02M
|
251K
$2.84M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
743New |
$8.51K - $8.93K
|
743
$8.41K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
1.86KNew |
$21.3K - $22.4K
|
1.86K
$21.1K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
500New |
$5.73K - $6.01K
|
500
$5.66K
|
|
|
Apr 18, 2024
Q1 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
48+ 0.31% |
$550 - $577
|
15.6K
$176K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
7.92KNew |
$90.7K - $95.2K
|
7.92K
$89.7K
|
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-2.44K- 40.84% |
$27.9K - $29.3K
|
3.54K
$40K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.62KNew |
$18.5K - $19.4K
|
1.62K
$18.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-28- 2.35% |
$321 - $337
|
1.17K
$13.2K
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
SELL
|
- |
-150- 1.81% |
$1.72K - $1.8K
|
8.16K
$92.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-1- 50.0% |
$11.5 - $12
|
1
$11.3
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
59.7KNew |
$684K - $718K
|
59.7K
$676K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
332New |
$3.8K - $3.99K
|
332
$3.76K
|
|
|
Apr 03, 2024
Q1 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-13.5K- 43.96% |
$154K - $162K
|
17.2K
$194K
|
|
| Q4 2023 | |||||||
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-3.37K- 96.37% |
$34.4K - $39K
|
127
$1.44K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-26- 66.67% |
$265 - $301
|
13
$147
|
|
|
Mar 14, 2024
Q4 2023
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
10.2KNew |
$104K - $118K
|
10.2K
$115K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-45.9K- 79.82% |
$469K - $532K
|
11.6K
$131K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
18New |
$184 - $208
|
18
$204
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
59New |
$602 - $683
|
59
$668
|
|
|
Feb 14, 2024
Q4 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
310New |
$3.17K - $3.59K
|
310
$3.51K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1KNew |
$10.2K - $11.6K
|
1K
$11.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-92- 5.54% |
$939 - $1.07K
|
1.57K
$17.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-19.8K- 63.45% |
$202K - $229K
|
11.4K
$129K
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
25KNew |
$255K - $290K
|
25K
$283K
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
821KNew |
$8.38M - $9.5M
|
821K
$9.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-67- 0.64% |
$684 - $776
|
10.5K
$118K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-4K- 4.86% |
$40.8K - $46.3K
|
78.3K
$886K
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-660- 1.55% |
$6.74K - $7.64K
|
42K
$476K
|
|
|
Feb 12, 2024
Q4 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-400- 3.85% |
$4.08K - $4.63K
|
10K
$113K
|
|
|
Feb 12, 2024
Q4 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
270+ 1.79% |
$2.76K - $3.13K
|
15.3K
$174K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
37.8KNew |
$386K - $437K
|
37.8K
$428K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-550- 4.64% |
$5.62K - $6.37K
|
11.3K
$128K
|
|
|
Feb 09, 2024
Q4 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-1.49K- 9.02% |
$15.2K - $17.3K
|
15K
$170K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
415New |
$4.24K - $4.81K
|
415
$4.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
14KNew |
$143K - $162K
|
14K
$159K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
785New |
$8.01K - $9.09K
|
785
$8.89K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-92- 0.56% |
$939 - $1.07K
|
16.3K
$184K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-897- 23.02% |
$9.16K - $10.4K
|
3K
$34K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
3KNew |
$30.6K - $34.7K
|
3K
$33.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
123New |
$1.26K - $1.42K
|
123
$1.39K
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-37.3K- 29.06% |
$380K - $432K
|
91K
$1.03M
|
|