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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-938- 1.51% |
$10.2K - $10.8K
|
61.3K
$684K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
160New |
$1.74K - $1.84K
|
160
$1.79K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3+ 1.64% |
$32.7 - $34.4
|
186
$2.08K
|
|
|
Nov 08, 2023
Q3 2023
|
Plancorp, LLC
|
BUY
|
- |
25.7KNew |
$280K - $295K
|
25.7K
$287K
|
|
|
Nov 07, 2023
Q3 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-3.23K- 23.39% |
$35.2K - $37K
|
10.6K
$118K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.63KNew |
$17.8K - $18.7K
|
1.63K
$18.3K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
672+ 6.29% |
$7.32K - $7.71K
|
11.4K
$127K
|
|
|
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
BUY
|
- |
8.04K+ 2.69% |
$87.7K - $92.3K
|
307K
$3.43M
|
|
|
Oct 27, 2023
Q3 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-136- 0.58% |
$1.48K - $1.56K
|
23.5K
$263K
|
|
|
Oct 25, 2023
Q3 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
92+ 0.18% |
$1K - $1.06K
|
51.9K
$579K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
637+ 3.23% |
$6.94K - $7.31K
|
20.4K
$228K
|
|
|
Oct 24, 2023
Q3 2023
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
13.6K+ 4.43% |
$148K - $156K
|
321K
$3.58M
|
|
|
Oct 23, 2023
Q3 2023
|
Innova Wealth Partners
|
BUY
|
- |
633+ 2.54% |
$6.9K - $7.26K
|
25.6K
$286K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
44New |
$480 - $505
|
44
$491
|
|
|
Oct 19, 2023
Q3 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-941- 0.41% |
$10.3K - $10.8K
|
228K
$2.55M
|
|
|
Oct 18, 2023
Q3 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-4.5K- 25.42% |
$49.1K - $51.6K
|
13.2K
$147K
|
|
|
Oct 18, 2023
Q3 2023
|
Clarity Financial LLC
|
SELL
|
- |
-29- 0.1% |
$316 - $333
|
30K
$335K
|
|
|
Oct 16, 2023
Q3 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
207+ 1.59% |
$2.26K - $2.37K
|
13.2K
$147K
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
24.1KNew |
$263K - $277K
|
24.1K
$270K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.63K- 9.33% |
$17.8K - $18.7K
|
15.8K
$177K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
499KNew |
$5.44M - $5.72M
|
499K
$5.57M
|
|
|
Oct 12, 2023
Q3 2023
|
Essex Savings Bank
|
SELL
|
- |
-139- 1.12% |
$1.52K - $1.59K
|
12.3K
$138K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
128New |
$1.4K - $1.47K
|
128
$1.43K
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
BUY
|
- |
11+ 1.66% |
$120 - $126
|
672
$7.51K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-1.16K- 24.24% |
$12.6K - $13.3K
|
3.63K
$40.5K
|
|
|
Oct 10, 2023
Q3 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
443New |
$4.83K - $5.08K
|
443
$4.95K
|
|
|
Oct 10, 2023
Q3 2023
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
13.5KNew |
$147K - $154K
|
13.5K
$150K
|
|
| Q2 2023 | |||||||
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
34New |
$368 - $400
|
34
$380
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.83KNew |
$19.8K - $21.4K
|
1.83K
$20.4K
|
|
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
11.7KNew |
$127K - $137K
|
11.7K
$131K
|
|
|
Aug 17, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
17.2K+ 9.21% |
$187K - $202K
|
204K
$2.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
11.8KNew |
$128K - $139K
|
11.8K
$132K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-397- 2.57% |
$4.3K - $4.66K
|
15K
$168K
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-33.1KClosed |
$358K - $389K
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
18.5KNew |
$200K - $217K
|
18.5K
$206K
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
587+ 0.71% |
$6.36K - $6.9K
|
82.9K
$926K
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-1.08K- 0.55% |
$11.7K - $12.7K
|
195K
$2.18M
|
|
|
Aug 09, 2023
Q2 2023
|
Compton Capital Management Inc
|
SELL
|
- |
-121K- 86.48% |
$1.32M - $1.43M
|
19K
$212K
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
14.8KNew |
$160K - $173K
|
14.8K
$165K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
117New |
$1.27K - $1.37K
|
117
$1.31K
|
|
|
Aug 08, 2023
Q2 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-7.25K- 40.48% |
$78.5K - $85.2K
|
10.7K
$119K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-270- 20.15% |
$2.92K - $3.17K
|
1.07K
$12K
|
|
|
Aug 07, 2023
Q2 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-312- 2.18% |
$3.38K - $3.67K
|
14K
$156K
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-20- 23.81% |
$217 - $235
|
64
$715
|
|
|
Aug 04, 2023
Q2 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-2.15K- 47.57% |
$23.3K - $25.3K
|
2.37K
$26.5K
|
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
32.4K+ 274.22% |
$351K - $380K
|
44.2K
$493K
|
|
|
Aug 02, 2023
Q2 2023
|
Gratus Capital LLC
|
BUY
|
- |
75KNew |
$812K - $881K
|
75K
$838K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
14New |
$152 - $165
|
14
$156
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3K+ 454.85% |
$32.5K - $35.3K
|
3.66K
$40.9K
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|