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 14, 2022
Q3 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
63.2KNew |
$741K - $848K
|
63.2K
$706K
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.4KNew |
$28.1K - $32.2K
|
2.4K
$26.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
635New |
$7.44K - $8.52K
|
635
$7.09K
|
|
|
Nov 14, 2022
Q3 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
211KNew |
$2.47M - $2.83M
|
211K
$2.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-5.92K- 31.59% |
$69.4K - $79.4K
|
12.8K
$143K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
4.08K+ 0.39% |
$47.8K - $54.7K
|
1.06M
$11.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-5.36K- 11.52% |
$62.8K - $71.9K
|
41.2K
$460K
|
|
|
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
$349K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-3.92K- 7.68% |
$45.9K - $52.5K
|
47.1K
$526K
|
|
|
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
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
113KNew |
$1.33M - $1.52M
|
113K
$1.27M
|
|
|
Nov 08, 2022
Q3 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
2.32KNew |
$27.2K - $31.1K
|
2.32K
$25.9K
|
|
|
Nov 08, 2022
Q3 2022
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-4K- 12.26% |
$46.8K - $53.6K
|
28.6K
$320K
|
|
|
Nov 07, 2022
Q3 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
12.9KNew |
$151K - $173K
|
12.9K
$144K
|
|
|
Nov 04, 2022
Q3 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
23.6KNew |
$276K - $316K
|
23.6K
$263K
|
|
|
Nov 04, 2022
Q3 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
10.3KNew |
$120K - $137K
|
10.3K
$114K
|
|
|
Nov 03, 2022
Q3 2022
|
Coastline Trust CO
|
SELL
|
- |
-84.6K- 68.63% |
$991K - $1.13M
|
38.7K
$432K
|
|
|
Nov 02, 2022
Q3 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-35.2K- 99.87% |
$413K - $472K
|
46
$514
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
174New |
$2.04K - $2.33K
|
174
$1.94K
|
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.44K- 4.3% |
$40.3K - $46.1K
|
76.4K
$854K
|
|
|
Oct 21, 2022
Q3 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
40.6KNew |
$476K - $545K
|
40.6K
$454K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
38+ 1.43% |
$445 - $510
|
2.69K
$30.1K
|
|
|
Oct 21, 2022
Q3 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
353+ 3.36% |
$4.14K - $4.73K
|
10.9K
$121K
|
|
|
Oct 20, 2022
Q3 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
80.4KNew |
$943K - $1.08M
|
80.4K
$898K
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-133- 85.26% |
$1.56K - $1.78K
|
23
$257
|
|
|
Oct 14, 2022
Q3 2022
|
Baldwin Brothers LLC
|
SELL
|
- |
-45- 2.55% |
$527 - $603
|
1.72K
$19.2K
|
|
|
Oct 14, 2022
Q3 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
140+ 0.61% |
$1.64K - $1.88K
|
23.1K
$258K
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
17.9KNew |
$210K - $240K
|
17.9K
$200K
|
|
|
Oct 12, 2022
Q3 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-522Closed |
$6.12K - $7K
|
0
$0
|
|
| Q2 2022 | |||||||
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
11+ 1.29% |
$132 - $149
|
861
$9.62K
|
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.11KClosed |
$13.3K - $15K
|
0
$0
|
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.7K- 9.37% |
$20.3K - $22.9K
|
16.4K
$183K
|
|
|
Sep 13, 2022
Q2 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-49KClosed |
$587K - $661K
|
0
$0
|
|
|
Aug 24, 2022
Q2 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-649KClosed |
$7.78M - $8.76M
|
0
$0
|
|
|
Aug 19, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-2.6K- 57.21% |
$31.2K - $35.1K
|
1.95K
$21.7K
|
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-26.3KClosed |
$315K - $355K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
12+ 0.45% |
$144 - $162
|
2.65K
$29.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-14.3KClosed |
$171K - $193K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-15Closed |
$180 - $203
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
7KNew |
$83.9K - $94.5K
|
7K
$78.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-50.5KClosed |
$606K - $682K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.8K- 68.99% |
$21.6K - $24.3K
|
810
$9.05K
|
|
|
Aug 15, 2022
Q2 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-38.4K- 70.36% |
$461K - $519K
|
16.2K
$181K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-4.98KClosed |
$59.8K - $67.3K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
SELL
|
- |
-46.6KClosed |
$559K - $629K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-949- 2.89% |
$11.4K - $12.8K
|
31.9K
$357K
|
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
16New |
$192 - $216
|
16
$179
|
|
|
Aug 12, 2022
Q2 2022
|
Piper Sandler & Co.
Minneapolis, MN |
BUY
|
- |
100New |
$1.2K - $1.35K
|
100
$1.12K
|
|