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 |
|---|---|---|---|---|---|---|---|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
18New |
$184 - $208
|
18
$201
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
59New |
$602 - $683
|
59
$659
|
|
|
Feb 14, 2024
Q4 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
310New |
$3.17K - $3.59K
|
310
$3.46K
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-92- 5.54% |
$939 - $1.07K
|
1.57K
$17.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-19.8K- 63.45% |
$202K - $229K
|
11.4K
$127K
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
25KNew |
$255K - $290K
|
25K
$279K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-67- 0.64% |
$684 - $776
|
10.5K
$117K
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-660- 1.55% |
$6.74K - $7.64K
|
42K
$470K
|
|
|
Feb 12, 2024
Q4 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-400- 3.85% |
$4.08K - $4.63K
|
10K
$112K
|
|
|
Feb 12, 2024
Q4 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
270+ 1.79% |
$2.76K - $3.13K
|
15.3K
$171K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
37.8KNew |
$386K - $437K
|
37.8K
$422K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-550- 4.64% |
$5.62K - $6.37K
|
11.3K
$126K
|
|
|
Feb 09, 2024
Q4 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-1.49K- 9.02% |
$15.2K - $17.3K
|
15K
$168K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
415New |
$4.24K - $4.81K
|
415
$4.64K
|
|
|
Feb 06, 2024
Q4 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
14KNew |
$143K - $162K
|
14K
$157K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
785New |
$8.01K - $9.09K
|
785
$8.77K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-92- 0.56% |
$939 - $1.07K
|
16.3K
$182K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-897- 23.02% |
$9.16K - $10.4K
|
3K
$33.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
3KNew |
$30.6K - $34.7K
|
3K
$33.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
123New |
$1.26K - $1.42K
|
123
$1.37K
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-37.3K- 29.06% |
$380K - $432K
|
91K
$1.02M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
111New |
$1.13K - $1.29K
|
111
$1.24K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-220- 0.9% |
$2.25K - $2.55K
|
24.3K
$271K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
32+ 1.83% |
$327 - $371
|
1.78K
$19.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
54.1K+ 72.03% |
$552K - $626K
|
129K
$1.44M
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-555- 8.69% |
$5.67K - $6.43K
|
5.83K
$65.1K
|
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
540+ 117.39% |
$5.51K - $6.25K
|
1K
$11.2K
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
11.7KNew |
$120K - $136K
|
11.7K
$131K
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
201+ 1.47% |
$2.05K - $2.33K
|
13.9K
$155K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
20+ 0.2% |
$204 - $232
|
9.93K
$111K
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-7.08K- 35.64% |
$72.2K - $81.9K
|
12.8K
$143K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
22New |
$225 - $255
|
22
$246
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.48KNew |
$15.1K - $17.1K
|
1.48K
$16.5K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
5.19K+ 35.97% |
$52.9K - $60K
|
19.6K
$219K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
12.9K+ 2.29% |
$132K - $149K
|
577K
$6.45M
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-91- 10.22% |
$929 - $1.05K
|
799
$8.92K
|
|
| Q3 2023 | |||||||
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
163New |
$1.78K - $1.87K
|
163
$1.82K
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
21.8KNew |
$238K - $250K
|
21.8K
$244K
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
586+ 1.6% |
$6.39K - $6.72K
|
37.1K
$415K
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-6.51K- 17.83% |
$71K - $74.7K
|
30K
$335K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-14.1K- 18.66% |
$154K - $162K
|
61.5K
$687K
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-125- 17.48% |
$1.36K - $1.43K
|
590
$6.59K
|
|
|
Nov 14, 2023
Q3 2023
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
8.09KNew |
$88.2K - $92.8K
|
8.09K
$90.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-8.09K- 36.67% |
$88.1K - $92.7K
|
14K
$156K
|
|
|
Nov 13, 2023
Q3 2023
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-2.37K- 18.47% |
$25.8K - $27.1K
|
10.4K
$117K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
810New |
$8.83K - $9.29K
|
810
$9.05K
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-26.8K- 71.61% |
$293K - $308K
|
10.6K
$119K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
7.07K+ 74.49% |
$77K - $81K
|
16.6K
$185K
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
10KNew |
$109K - $115K
|
10K
$112K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.15KNew |
$12.5K - $13.1K
|
1.15K
$12.8K
|
|