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 13, 2020
Q3 2020
|
Rmr Wealth Builders
|
SELL
|
- |
-1.25KClosed |
$17.7K - $18.7K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-10.9KClosed |
$155K - $163K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-10.8KClosed |
$153K - $161K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
F Dx Advisors, Inc.
|
SELL
|
- |
-26.7KClosed |
$378K - $398K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Citizens Financial Group Inc
|
SELL
|
- |
-4.89KClosed |
$69.3K - $73K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-850Closed |
$12.1K - $12.7K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-430KClosed |
$6.1M - $6.43M
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-18Closed |
$255 - $269
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Wela Strategies, Inc.
|
SELL
|
- |
-117KClosed |
$1.66M - $1.75M
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-67.5KClosed |
$957K - $1.01M
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-11.3KClosed |
$160K - $168K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
16.3KNew |
$232K - $244K
|
16.3K
$192K
|
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.2KClosed |
$31.2K - $32.9K
|
0
$0
|
|
|
Oct 22, 2020
Q3 2020
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-31.4KClosed |
$446K - $470K
|
0
$0
|
|
|
Oct 20, 2020
Q3 2020
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-9.14KClosed |
$130K - $137K
|
0
$0
|
|
|
Oct 16, 2020
Q3 2020
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-11KClosed |
$156K - $164K
|
0
$0
|
|
|
Oct 16, 2020
Q3 2020
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-11.6KClosed |
$165K - $174K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-5.8K- 4.32% |
$72.8K - $84.5K
|
128K
$1.51M
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-947Closed |
$11.9K - $13.8K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
PUT |
-900Closed |
$11.3K - $13.1K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Xr Securities LLC
|
SELL
|
- |
-32.5KClosed |
$407K - $473K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.43MClosed |
$18M - $20.8M
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-100Closed |
$1.25K - $1.46K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-17.3KClosed |
$216K - $251K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
2.78KNew |
$34.8K - $40.4K
|
2.78K
$32.6K
|
|
|
Aug 06, 2020
Q2 2020
|
Darwin Advisors, LLC
|
SELL
|
- |
-2.95KClosed |
$37K - $43K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Burt Wealth Advisors
|
SELL
|
- |
-38Closed |
$477 - $553
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-143KClosed |
$1.79M - $2.08M
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Brooktree Capital Management
|
SELL
|
- |
-3.01KClosed |
$37.7K - $43.8K
|
0
$0
|
|
|
Jul 21, 2020
Q2 2020
|
Atlas Brown,Inc.
|
SELL
|
- |
-14.4KClosed |
$180K - $209K
|
0
$0
|
|
|
Jul 21, 2020
Q2 2020
|
First National Corp
|
SELL
|
- |
-31.3KClosed |
$393K - $456K
|
0
$0
|
|
|
Jul 16, 2020
Q2 2020
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-15.1KClosed |
$190K - $220K
|
0
$0
|
|
|
Jul 16, 2020
Q2 2020
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-221KClosed |
$2.77M - $3.22M
|
0
$0
|
|
|
Jul 09, 2020
Q2 2020
|
Arden Trust CO
|
SELL
|
- |
-90Closed |
$1.13K - $1.31K
|
0
$0
|
|
|
Jul 08, 2020
Q2 2020
|
Bogart Wealth, LLC
|
SELL
|
- |
-424Closed |
$5.32K - $6.17K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 18, 2020
Q1 2020
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
100New |
$1K - $1.53K
|
100
$1.18K
|
|
|
May 15, 2020
Q1 2020
|
Td Asset Management Inc
|
SELL
|
- |
-21.3KClosed |
$214K - $325K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-28.2KClosed |
$283K - $431K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1Closed |
$10 - $15.3
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-11KClosed |
$110K - $167K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-4.65KClosed |
$46.5K - $70.9K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-286KClosed |
$2.86M - $4.36M
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-107Closed |
$1.07K - $1.63K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-10.8KClosed |
$108K - $165K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-24.9KClosed |
$249K - $379K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-13.7KClosed |
$137K - $209K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-62.1KClosed |
$621K - $946K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-410Closed |
$4.1K - $6.25K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Gs Investments, Inc.
|
SELL
|
- |
-45.8KClosed |
$458K - $698K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Bray Capital Advisors
|
SELL
|
- |
-1.25KClosed |
$12.5K - $19K
|
0
$0
|
|