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 |
---|---|---|---|---|---|---|---|
Jan 25, 2022
Q4 2021
|
First Command Advisory Services, Inc.
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-1KClosed |
$14.6K - $15.2K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
36KNew |
$525K - $545K
|
36K
$423K
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
17.5KNew |
$255K - $265K
|
17.5K
$205K
|
|
Jan 18, 2022
Q4 2021
|
Enterprise Trust & Investment CO
|
SELL
|
- |
-2.4KClosed |
$35K - $36.4K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-13.3KClosed |
$193K - $201K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Cohen Klingenstein LLC
|
SELL
|
- |
-40KClosed |
$584K - $606K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-27.8KClosed |
$406K - $421K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-10.2KClosed |
$152K - $156K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-85.1KClosed |
$1.27M - $1.31M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-29KClosed |
$433K - $446K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-41.7KClosed |
$623K - $641K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-23.1KClosed |
$345K - $355K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
16New |
$239 - $246
|
16
$188
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
SELL
|
- |
-6.19KClosed |
$92.4K - $95.1K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-28.4KClosed |
$424K - $436K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-925Closed |
$13.8K - $14.2K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-150Closed |
$2.24K - $2.31K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-12.2KClosed |
$183K - $188K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-15.1KClosed |
$226K - $232K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
800New |
$11.9K - $12.3K
|
800
$9.41K
|
|
Nov 02, 2021
Q3 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-147KClosed |
$2.19M - $2.25M
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-13.2KClosed |
$197K - $203K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
3.56KNew |
$53.2K - $54.7K
|
3.56K
$41.9K
|
|
Oct 19, 2021
Q3 2021
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-34.3KClosed |
$512K - $527K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Rhs Financial, LLC
|
SELL
|
- |
-33.8KClosed |
$505K - $520K
|
0
$0
|
|
Oct 07, 2021
Q3 2021
|
First National Bank Of South Miami
|
SELL
|
- |
-1KClosed |
$14.9K - $15.4K
|
0
$0
|
|
Q2 2021 | |||||||
Jul 17, 2024
Q2 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-811Closed |
$12.1K - $12.4K
|
0
$0
|
|
Dec 13, 2023
Q2 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
13.8KNew |
$205K - $211K
|
13.8K
$162K
|
|
Nov 18, 2022
Q2 2021
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-10KClosed |
$149K - $153K
|
0
$0
|
|
Nov 12, 2021
Q2 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-500Closed |
$7.44K - $7.66K
|
0
$0
|
|
Aug 19, 2021
Q2 2021
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-138KClosed |
$2.06M - $2.12M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-15KClosed |
$223K - $230K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
58New |
$862 - $889
|
58
$682
|
|
Aug 13, 2021
Q2 2021
|
Sageworth Trust CO
|
SELL
|
- |
-30Closed |
$446 - $460
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-21.4KClosed |
$319K - $328K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-760Closed |
$11.3K - $11.6K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-26.1KClosed |
$388K - $400K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Hudock, Inc.
|
SELL
|
- |
-386Closed |
$5.74K - $5.91K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-18.4KClosed |
$274K - $282K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Archer Investment Corp
|
SELL
|
- |
-7.53KClosed |
$112K - $115K
|
0
$0
|
|
Jul 30, 2021
Q2 2021
|
Fusion Family Wealth LLC
|
SELL
|
- |
-235Closed |
$3.49K - $3.6K
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.39KClosed |
$20.7K - $21.3K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-3KClosed |
$44.6K - $46K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-717Closed |
$10.7K - $11K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
3.35KNew |
$49.7K - $51.2K
|
3.35K
$39.3K
|
|
Jul 19, 2021
Q2 2021
|
Country Trust Bank
|
SELL
|
- |
-340Closed |
$5.06K - $5.21K
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
Trust CO
|
SELL
|
- |
-365Closed |
$5.43K - $5.59K
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
Trilogy Capital Inc.
|
SELL
|
- |
-15.3KClosed |
$227K - $234K
|
0
$0
|