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 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-37.3K- 29.06% |
$380K - $432K
|
91K
$1.03M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
111New |
$1.13K - $1.29K
|
111
$1.26K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-220- 0.9% |
$2.25K - $2.55K
|
24.3K
$275K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
32+ 1.83% |
$327 - $371
|
1.78K
$20.2K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
54.1K+ 72.03% |
$552K - $626K
|
129K
$1.46M
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-555- 8.69% |
$5.67K - $6.43K
|
5.83K
$66K
|
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
540+ 117.39% |
$5.51K - $6.25K
|
1K
$11.3K
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
11.7KNew |
$120K - $136K
|
11.7K
$133K
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
201+ 1.47% |
$2.05K - $2.33K
|
13.9K
$157K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
20+ 0.2% |
$204 - $232
|
9.93K
$112K
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-7.08K- 35.64% |
$72.2K - $81.9K
|
12.8K
$145K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
22New |
$225 - $255
|
22
$249
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.48KNew |
$15.1K - $17.1K
|
1.48K
$16.7K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
5.19K+ 35.97% |
$52.9K - $60K
|
19.6K
$222K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
12.9K+ 2.29% |
$132K - $149K
|
577K
$6.53M
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-91- 10.22% |
$929 - $1.05K
|
799
$9.04K
|
|
| Q3 2023 | |||||||
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
163New |
$1.78K - $1.87K
|
163
$1.85K
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
21.8KNew |
$238K - $250K
|
21.8K
$247K
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
586+ 1.6% |
$6.39K - $6.72K
|
37.1K
$420K
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-6.51K- 17.83% |
$71K - $74.7K
|
30K
$340K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-14.1K- 18.66% |
$154K - $162K
|
61.5K
$696K
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-125- 17.48% |
$1.36K - $1.43K
|
590
$6.68K
|
|
|
Nov 14, 2023
Q3 2023
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
8.09KNew |
$88.2K - $92.8K
|
8.09K
$91.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-8.09K- 36.67% |
$88.1K - $92.7K
|
14K
$158K
|
|
|
Nov 13, 2023
Q3 2023
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-2.37K- 18.47% |
$25.8K - $27.1K
|
10.4K
$118K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
810New |
$8.83K - $9.29K
|
810
$9.17K
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-26.8K- 71.61% |
$293K - $308K
|
10.6K
$120K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
7.07K+ 74.49% |
$77K - $81K
|
16.6K
$187K
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
10KNew |
$109K - $115K
|
10K
$113K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.15KNew |
$12.5K - $13.1K
|
1.15K
$13K
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-938- 1.51% |
$10.2K - $10.8K
|
61.3K
$694K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
160New |
$1.74K - $1.84K
|
160
$1.81K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3+ 1.64% |
$32.7 - $34.4
|
186
$2.11K
|
|
|
Nov 08, 2023
Q3 2023
|
Plancorp, LLC
|
BUY
|
- |
25.7KNew |
$280K - $295K
|
25.7K
$291K
|
|
|
Nov 07, 2023
Q3 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-3.23K- 23.39% |
$35.2K - $37K
|
10.6K
$120K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.63KNew |
$17.8K - $18.7K
|
1.63K
$18.5K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
672+ 6.29% |
$7.32K - $7.71K
|
11.4K
$128K
|
|
|
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
BUY
|
- |
8.04K+ 2.69% |
$87.7K - $92.3K
|
307K
$3.47M
|
|
|
Oct 27, 2023
Q3 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-136- 0.58% |
$1.48K - $1.56K
|
23.5K
$266K
|
|
|
Oct 25, 2023
Q3 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
92+ 0.18% |
$1K - $1.06K
|
51.9K
$587K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
637+ 3.23% |
$6.94K - $7.31K
|
20.4K
$231K
|
|
|
Oct 24, 2023
Q3 2023
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
13.6K+ 4.43% |
$148K - $156K
|
321K
$3.63M
|
|
|
Oct 23, 2023
Q3 2023
|
Innova Wealth Partners
|
BUY
|
- |
633+ 2.54% |
$6.9K - $7.26K
|
25.6K
$289K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
44New |
$480 - $505
|
44
$498
|
|
|
Oct 19, 2023
Q3 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-941- 0.41% |
$10.3K - $10.8K
|
228K
$2.59M
|
|
|
Oct 18, 2023
Q3 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-4.5K- 25.42% |
$49.1K - $51.6K
|
13.2K
$149K
|
|
|
Oct 18, 2023
Q3 2023
|
Clarity Financial LLC
|
SELL
|
- |
-29- 0.1% |
$316 - $333
|
30K
$340K
|
|
|
Oct 16, 2023
Q3 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
207+ 1.59% |
$2.26K - $2.37K
|
13.2K
$149K
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
24.1KNew |
$263K - $277K
|
24.1K
$273K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.63K- 9.33% |
$17.8K - $18.7K
|
15.8K
$179K
|
|