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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
11KNew |
$120K - $140K
|
11K
$129K
|
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
127KNew |
$1.39M - $1.62M
|
127K
$1.49M
|
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
22.1K+ 8.82% |
$243K - $282K
|
273K
$3.21M
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-352- 2.08% |
$3.87K - $4.5K
|
16.6K
$195K
|
|
|
May 11, 2023
Q1 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
222KNew |
$2.43M - $2.83M
|
222K
$2.61M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
35New |
$385 - $447
|
35
$412
|
|
|
May 11, 2023
Q1 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
16.2KNew |
$178K - $206K
|
16.2K
$190K
|
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-770- 6.85% |
$8.46K - $9.83K
|
10.5K
$123K
|
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
1.1K+ 5.33% |
$12.1K - $14.1K
|
21.8K
$256K
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-13- 0.1% |
$143 - $166
|
13.4K
$158K
|
|
|
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
$144K
|
|
|
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
$1.17M
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
2.76KNew |
$30.4K - $35.3K
|
2.76K
$32.5K
|
|
|
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
$265K
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-131- 39.58% |
$1.44K - $1.67K
|
200
$2.35K
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-9.32K- 33.5% |
$102K - $119K
|
18.5K
$218K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
172+ 0.71% |
$1.89K - $2.2K
|
24.5K
$288K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-6.67K- 26.54% |
$73.3K - $85.1K
|
18.5K
$217K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
682New |
$7.5K - $8.71K
|
682
$8.02K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-734- 3.59% |
$8.07K - $9.37K
|
19.7K
$232K
|
|
|
Apr 17, 2023
Q1 2023
|
Rba Wealth Management, LLC
|
SELL
|
- |
-6- 0.06% |
$65.9 - $76.6
|
10K
$118K
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
124New |
$1.36K - $1.58K
|
124
$1.46K
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-2K- 23.53% |
$22K - $25.5K
|
6.5K
$76.4K
|
|
| Q4 2022 | |||||||
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
144New |
$1.59K - $1.74K
|
144
$1.69K
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-748Closed |
$8.24K - $9.03K
|
0
$0
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
229New |
$2.52K - $2.76K
|
229
$2.69K
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
200New |
$2.2K - $2.41K
|
200
$2.35K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
674New |
$7.43K - $8.14K
|
674
$7.93K
|
|
|
Feb 14, 2023
Q4 2022
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-1.33K- 7.34% |
$14.6K - $16K
|
16.7K
$197K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-3.08K- 11.68% |
$33.9K - $37.2K
|
23.3K
$274K
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
913New |
$10.1K - $11K
|
913
$10.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
2.75K+ 27.5% |
$30.3K - $33.2K
|
12.8K
$150K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
16KNew |
$176K - $193K
|
16K
$188K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
4K+ 25.0% |
$44.1K - $48.3K
|
20K
$235K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1KNew |
$11K - $12.1K
|
1K
$11.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
7.89KNew |
$87K - $95.3K
|
7.89K
$92.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
160New |
$1.76K - $1.93K
|
160
$1.88K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
7K+ 100.0% |
$77.1K - $84.5K
|
14K
$165K
|
|
|
Feb 13, 2023
Q4 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
24.1K+ 7319.45% |
$265K - $291K
|
24.4K
$287K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
243+ 1.09% |
$2.68K - $2.93K
|
22.4K
$264K
|
|
|
Feb 13, 2023
Q4 2022
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
13.7KNew |
$151K - $165K
|
13.7K
$161K
|
|
|
Feb 13, 2023
Q4 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
38.6KNew |
$425K - $465K
|
38.6K
$453K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
SELL
|
- |
-296- 80.43% |
$3.26K - $3.57K
|
72
$847
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
775New |
$8.54K - $9.35K
|
775
$9.11K
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
89KNew |
$981K - $1.07M
|
89K
$1.05M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
132New |
$1.45K - $1.59K
|
132
$1.55K
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
39KNew |
$430K - $471K
|
39K
$459K
|
|