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 |
---|---|---|---|---|---|---|---|
Jul 08, 2022
Q2 2022
|
Qp Wealth Management, LLC
|
BUY
|
- |
34.5KNew |
$414K - $466K
|
34.5K
$406K
|
|
Jul 06, 2022
Q2 2022
|
Centric Wealth Management
|
BUY
|
- |
146KNew |
$1.75M - $1.97M
|
146K
$1.72M
|
|
Jul 06, 2022
Q2 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-22.6K- 46.23% |
$271K - $305K
|
26.3K
$309K
|
|
Q1 2022 | |||||||
Jan 19, 2024
Q1 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
10.1KNew |
$133K - $151K
|
10.1K
$119K
|
|
Nov 17, 2023
Q1 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-49.4KClosed |
$648K - $736K
|
0
$0
|
|
Feb 07, 2023
Q1 2022
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-7.19KClosed |
$94.4K - $107K
|
0
$0
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-3.05KClosed |
$40K - $45.5K
|
0
$0
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
570New |
$7.48K - $8.5K
|
570
$6.7K
|
|
May 31, 2022
Q1 2022
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-11.8KClosed |
$155K - $177K
|
0
$0
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-6KClosed |
$78.8K - $89.5K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-132KClosed |
$1.74M - $1.97M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-46.5KClosed |
$611K - $694K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-12Closed |
$158 - $179
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-13.3KClosed |
$175K - $199K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-601Closed |
$7.89K - $8.96K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-33.5KClosed |
$440K - $499K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-19KClosed |
$249K - $283K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-16.8KClosed |
$220K - $250K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-2.4KClosed |
$31.5K - $35.8K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-50KClosed |
$657K - $746K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-479Closed |
$6.29K - $7.14K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-998Closed |
$13.1K - $14.9K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
24.7K+ 217.12% |
$324K - $368K
|
36K
$424K
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-5.5KClosed |
$72.2K - $82K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Jsf Financial, LLC
|
SELL
|
- |
-12.1KClosed |
$158K - $180K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-532Closed |
$6.99K - $7.93K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-1.41KClosed |
$18.5K - $21.1K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-43.8KClosed |
$575K - $653K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-2.85KClosed |
$37.4K - $42.5K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-115KClosed |
$1.51M - $1.71M
|
0
$0
|
|
May 11, 2022
Q1 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-22.2KClosed |
$292K - $331K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-134KClosed |
$1.75M - $1.99M
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-31.5KClosed |
$413K - $469K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-454KClosed |
$5.96M - $6.76M
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Wms Partners, LLC
|
BUY
|
- |
10KNew |
$131K - $149K
|
10K
$118K
|
|
May 09, 2022
Q1 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-73- 13.88% |
$958 - $1.09K
|
453
$5.33K
|
|
May 09, 2022
Q1 2022
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-2KClosed |
$26.3K - $29.8K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-775Closed |
$10.2K - $11.6K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-60.8KClosed |
$799K - $907K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Aspiriant, LLC
|
BUY
|
- |
224+ 1.26% |
$2.94K - $3.34K
|
18K
$212K
|
|
May 06, 2022
Q1 2022
|
Wt Wealth Management
|
SELL
|
- |
-23KClosed |
$302K - $343K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-16KClosed |
$210K - $239K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-54.4K- 96.8% |
$715K - $812K
|
1.8K
$21.1K
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-872Closed |
$11.4K - $13K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Appleton Group, LLC
|
SELL
|
- |
-230KClosed |
$3.02M - $3.43M
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Oak Family Advisors, LLC
|
SELL
|
- |
-15.3KClosed |
$200K - $227K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-665KClosed |
$8.73M - $9.91M
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
334+ 2.52% |
$4.39K - $4.98K
|
13.6K
$160K
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-31.4K- 97.06% |
$412K - $468K
|
952
$11.2K
|
|
Apr 28, 2022
Q1 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-300Closed |
$3.94K - $4.47K
|
0
$0
|