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 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
31.5KNew |
$347K - $380K
|
31.5K
$370K
|
|
|
Feb 09, 2023
Q4 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
14.3KNew |
$158K - $173K
|
14.3K
$168K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
658New |
$7.25K - $7.94K
|
658
$7.74K
|
|
|
Feb 07, 2023
Q4 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-15.3K- 19.32% |
$169K - $185K
|
64K
$753K
|
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-15.3K- 9.82% |
$168K - $184K
|
140K
$1.65M
|
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-34- 0.12% |
$375 - $410
|
28K
$329K
|
|
|
Feb 03, 2023
Q4 2022
|
Sepio Capital, LP
|
BUY
|
- |
11.1KNew |
$122K - $133K
|
11.1K
$130K
|
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.69K- 13.79% |
$18.6K - $20.4K
|
10.6K
$124K
|
|
|
Feb 01, 2023
Q4 2022
|
Hartford Financial Management Inc.
|
SELL
|
- |
-44.1K- 29.62% |
$486K - $532K
|
105K
$1.23M
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Financial Group Inc
|
SELL
|
- |
-11.9K- 31.75% |
$131K - $143K
|
25.5K
$300K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
800New |
$8.82K - $9.66K
|
800
$9.41K
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.2K- 11.84% |
$13.2K - $14.4K
|
8.91K
$105K
|
|
|
Jan 31, 2023
Q4 2022
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-55.5K- 68.94% |
$612K - $670K
|
25K
$294K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
2.21KNew |
$24.3K - $26.6K
|
2.21K
$25.9K
|
|
|
Jan 27, 2023
Q4 2022
|
Flc Capital Advisors
|
SELL
|
- |
-8K- 40.18% |
$88.2K - $96.6K
|
11.9K
$140K
|
|
|
Jan 25, 2023
Q4 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
15.8KNew |
$174K - $190K
|
15.8K
$185K
|
|
|
Jan 24, 2023
Q4 2022
|
Lcm Capital Management Inc
|
SELL
|
- |
-100- 0.56% |
$1.1K - $1.21K
|
17.9K
$211K
|
|
|
Jan 23, 2023
Q4 2022
|
Jmac Enterprises LLC
|
SELL
|
- |
-5.91K- 6.88% |
$65.1K - $71.3K
|
79.9K
$940K
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
11.3KNew |
$125K - $137K
|
11.3K
$133K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
1.09KNew |
$12K - $13.1K
|
1.09K
$12.8K
|
|
|
Jan 19, 2023
Q4 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
9.76K+ 65.07% |
$108K - $118K
|
24.8K
$291K
|
|
|
Jan 18, 2023
Q4 2022
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
190KNew |
$2.09M - $2.29M
|
190K
$2.24M
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.9KNew |
$20.9K - $22.9K
|
1.9K
$22.3K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.54KNew |
$28K - $30.7K
|
2.54K
$29.9K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
650New |
$7.16K - $7.85K
|
650
$7.64K
|
|
|
Jan 11, 2023
Q4 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-845- 7.66% |
$9.31K - $10.2K
|
10.2K
$120K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
2.42KNew |
$26.7K - $29.2K
|
2.42K
$28.5K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
5.3KNew |
$58.4K - $64K
|
5.3K
$62.3K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-8.28K- 54.42% |
$91.2K - $99.9K
|
6.93K
$81.5K
|
|
|
Jan 09, 2023
Q4 2022
|
Parkside Advisors LLC
|
SELL
|
- |
-60.1K- 6.42% |
$662K - $725K
|
876K
$10.3M
|
|
| Q3 2022 | |||||||
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-2.71K- 15.58% |
$31.7K - $36.3K
|
14.7K
$172K
|
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-400Closed |
$4.69K - $5.36K
|
0
$0
|
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
3.1KNew |
$36.3K - $41.6K
|
3.1K
$36.5K
|
|
|
Nov 15, 2022
Q3 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
353+ 2.16% |
$4.14K - $4.73K
|
16.7K
$196K
|
|
|
Nov 15, 2022
Q3 2022
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-28.2K- 8.21% |
$330K - $378K
|
315K
$3.7M
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
300New |
$3.52K - $4.02K
|
300
$3.53K
|
|
|
Nov 14, 2022
Q3 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
63.2KNew |
$741K - $848K
|
63.2K
$744K
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.4KNew |
$28.1K - $32.2K
|
2.4K
$28.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
635New |
$7.44K - $8.52K
|
635
$7.47K
|
|
|
Nov 14, 2022
Q3 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
211KNew |
$2.47M - $2.83M
|
211K
$2.48M
|
|
|
Nov 14, 2022
Q3 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-5.92K- 31.59% |
$69.4K - $79.4K
|
12.8K
$151K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
4.08K+ 0.39% |
$47.8K - $54.7K
|
1.06M
$12.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-5.36K- 11.52% |
$62.8K - $71.9K
|
41.2K
$484K
|
|
|
Nov 14, 2022
Q3 2022
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-19.9KClosed |
$233K - $267K
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
3.22K+ 11.48% |
$37.8K - $43.2K
|
31.3K
$368K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-3.92K- 7.68% |
$45.9K - $52.5K
|
47.1K
$554K
|
|
|
Nov 10, 2022
Q3 2022
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-1.66KClosed |
$19.4K - $22.2K
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-2.39K- 77.44% |
$28K - $32K
|
695
$8.17K
|
|
|
Nov 10, 2022
Q3 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
113KNew |
$1.33M - $1.52M
|
113K
$1.33M
|
|
|
Nov 08, 2022
Q3 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
2.32KNew |
$27.2K - $31.1K
|
2.32K
$27.3K
|
|