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 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
32.4K+ 274.22% |
$351K - $380K
|
44.2K
$517K
|
|
Aug 02, 2023
Q2 2023
|
Gratus Capital LLC
|
BUY
|
- |
75KNew |
$812K - $881K
|
75K
$878K
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
14New |
$152 - $165
|
14
$164
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3K+ 454.85% |
$32.5K - $35.3K
|
3.66K
$42.8K
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 27, 2023
Q2 2023
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
BUY
|
- |
12.3KNew |
$133K - $144K
|
12.3K
$144K
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-965- 17.52% |
$10.5K - $11.3K
|
4.54K
$53.1K
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-25K- 25.0% |
$271K - $294K
|
75K
$878K
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
13.6KNew |
$147K - $159K
|
13.6K
$159K
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.48K- 18.51% |
$37.7K - $40.9K
|
15.3K
$179K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
5.66KNew |
$61.3K - $66.5K
|
5.66K
$66.2K
|
|
Jul 17, 2023
Q2 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-32.8K- 61.19% |
$356K - $386K
|
20.8K
$244K
|
|
Jul 17, 2023
Q2 2023
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-353K- 77.1% |
$3.82M - $4.15M
|
105K
$1.23M
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
70New |
$758 - $823
|
70
$819
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
234+ 0.26% |
$2.53K - $2.75K
|
88.7K
$1.04M
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
5K+ 343.41% |
$54.2K - $58.8K
|
6.46K
$75.5K
|
|
Jul 13, 2023
Q2 2023
|
Win Advisors, Inc
|
BUY
|
- |
30.8KNew |
$334K - $362K
|
30.8K
$361K
|
|
Jul 12, 2023
Q2 2023
|
American National Bank
|
BUY
|
- |
13KNew |
$141K - $153K
|
13K
$152K
|
|
Jul 11, 2023
Q2 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-1.1K- 1.61% |
$11.9K - $12.9K
|
67K
$784K
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-13.3K- 7.86% |
$143K - $156K
|
155K
$1.82M
|
|
Jul 11, 2023
Q2 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
920+ 2.85% |
$9.96K - $10.8K
|
33.2K
$388K
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
SELL
|
- |
-638- 75.24% |
$6.91K - $7.5K
|
210
$2.46K
|
|
Q1 2023 | |||||||
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.19M+ 115.84% |
$13.1M - $15.2M
|
2.22M
$26M
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4.58KNew |
$50.3K - $58.5K
|
4.58K
$53.6K
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-846Closed |
$9.3K - $10.8K
|
0
$0
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
989+ 8990.91% |
$10.9K - $12.6K
|
1K
$11.7K
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
969+ 10.51% |
$10.6K - $12.4K
|
10.2K
$119K
|
|
May 15, 2023
Q1 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
18.9KNew |
$208K - $242K
|
18.9K
$222K
|
|
May 15, 2023
Q1 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
11KNew |
$120K - $140K
|
11K
$128K
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
127KNew |
$1.39M - $1.62M
|
127K
$1.48M
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
22.1K+ 8.82% |
$243K - $282K
|
273K
$3.19M
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
164KNew |
$1.8M - $2.1M
|
164K
$1.92M
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-352- 2.08% |
$3.87K - $4.5K
|
16.6K
$194K
|
|
May 11, 2023
Q1 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
222KNew |
$2.43M - $2.83M
|
222K
$2.59M
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
35New |
$385 - $447
|
35
$410
|
|
May 11, 2023
Q1 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
16.2KNew |
$178K - $206K
|
16.2K
$189K
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-770- 6.85% |
$8.46K - $9.83K
|
10.5K
$122K
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
1.1K+ 5.33% |
$12.1K - $14.1K
|
21.8K
$255K
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-13- 0.1% |
$143 - $166
|
13.4K
$157K
|
|
May 08, 2023
Q1 2023
|
Suncoast Equity Management
|
BUY
|
- |
12.7KNew |
$140K - $162K
|
12.7K
$149K
|
|
May 08, 2023
Q1 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-767- 5.89% |
$8.43K - $9.79K
|
12.3K
$143K
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-600- 37.5% |
$6.59K - $7.66K
|
1K
$11.7K
|
|
May 04, 2023
Q1 2023
|
Alterity Financial Group, LLC
Bangor, ME |
BUY
|
- |
511+ 4.64% |
$5.62K - $6.53K
|
11.5K
$135K
|
|
May 03, 2023
Q1 2023
|
B&D White Capital Company, LLC
|
BUY
|
- |
99.1KNew |
$1.09M - $1.27M
|
99.1K
$1.16M
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
2.76KNew |
$30.4K - $35.3K
|
2.76K
$32.3K
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
894New |
$9.83K - $11.4K
|
894
$10.5K
|
|
Apr 27, 2023
Q1 2023
|
Sunesis Advisors, LLC
|
BUY
|
- |
22.5KNew |
$247K - $287K
|
22.5K
$263K
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-131- 39.58% |
$1.44K - $1.67K
|
200
$2.34K
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-9.32K- 33.5% |
$102K - $119K
|
18.5K
$216K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
172+ 0.71% |
$1.89K - $2.2K
|
24.5K
$287K
|