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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2020
Q1 2020
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-17.4KClosed |
$174K - $265K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-112Closed |
$1.12K - $1.71K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Cx Institutional
|
SELL
|
- |
-17.4KClosed |
$174K - $265K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Dakota Wealth Management
|
SELL
|
- |
-35.5KClosed |
$355K - $541K
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-72.2KClosed |
$723K - $1.1M
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Tfg Advisers LLC
|
SELL
|
- |
-210Closed |
$2.1K - $3.2K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-308KClosed |
$3.09M - $4.7M
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Concorde Asset Management, LLC
|
SELL
|
- |
-11.7KClosed |
$117K - $178K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
True Private Wealth Advisors
|
SELL
|
- |
-544Closed |
$5.45K - $8.3K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-36.9KClosed |
$369K - $562K
|
0
$0
|
|
|
Apr 13, 2020
Q1 2020
|
Arlington Partners LLC
|
SELL
|
- |
-463Closed |
$4.63K - $7.06K
|
0
$0
|
|
|
Apr 10, 2020
Q1 2020
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-400Closed |
$4K - $6.1K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Dec 13, 2024
Q4 2019
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
99.8KNew |
$1.47M - $1.51M
|
99.8K
$1.17M
|
|
|
Mar 16, 2020
Q4 2019
|
Insight Wealth Partners, LLC
|
BUY
|
- |
22.3KNew |
$327K - $337K
|
22.3K
$262K
|
|
|
Feb 21, 2020
Q4 2019
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-1.6KClosed |
$23.6K - $24.2K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-10.3KClosed |
$152K - $156K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Fulcrum Equity Management
|
SELL
|
- |
-344Closed |
$5.06K - $5.2K
|
0
$0
|
|
|
Feb 11, 2020
Q4 2019
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-10KClosed |
$147K - $151K
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-167Closed |
$2.45K - $2.53K
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Ti Trust, Inc
|
BUY
|
- |
54New |
$794 - $816
|
54
$635
|
|
|
Feb 06, 2020
Q4 2019
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-4.31KClosed |
$63.3K - $65.1K
|
0
$0
|
|
|
Feb 05, 2020
Q4 2019
|
Biltmore Family Office, LLC
|
SELL
|
- |
-242Closed |
$3.56K - $3.66K
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
Ma Private Wealth
|
SELL
|
- |
-12.1KClosed |
$179K - $184K
|
0
$0
|
|
|
Jan 22, 2020
Q4 2019
|
Allen Capital Group, LLC
|
SELL
|
- |
-10.5KClosed |
$154K - $158K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 20, 2019
Q3 2019
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-15.1KClosed |
$221K - $227K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-1.5KClosed |
$21.9K - $22.5K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-15.9KClosed |
$233K - $239K
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-88.2KClosed |
$1.29M - $1.33M
|
0
$0
|
|
|
Nov 07, 2019
Q3 2019
|
Mader & Shannon Wealth Management, Inc.
|
SELL
|
- |
-10.9KClosed |
$159K - $164K
|
0
$0
|
|
|
Nov 07, 2019
Q3 2019
|
Slow Capital, Inc.
|
SELL
|
- |
-60.5KClosed |
$884K - $909K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-86Closed |
$1.26K - $1.29K
|
0
$0
|
|
|
Nov 04, 2019
Q3 2019
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-31.5KClosed |
$460K - $473K
|
0
$0
|
|
|
Oct 25, 2019
Q3 2019
|
Piershale Financial Group, Inc.
|
SELL
|
- |
-68.4KClosed |
$1M - $1.03M
|
0
$0
|
|
|
Oct 23, 2019
Q3 2019
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-2.16KClosed |
$31.6K - $32.5K
|
0
$0
|
|
|
Oct 15, 2019
Q3 2019
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-12KClosed |
$175K - $180K
|
0
$0
|
|
|
Oct 11, 2019
Q3 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-3.37KClosed |
$49.3K - $50.7K
|
0
$0
|
|
|
Oct 10, 2019
Q3 2019
|
Legacy Advisors, LLC
|
SELL
|
- |
-78Closed |
$1.14K - $1.17K
|
0
$0
|
|
|
Oct 02, 2019
Q3 2019
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-500Closed |
$7.31K - $7.52K
|
0
$0
|
|
| Q2 2019 | |||||||
|
May 26, 2023
Q2 2019
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-10.5KClosed |
$152K - $155K
|
0
$0
|
|
|
Aug 15, 2019
Q2 2019
|
Private Capital Group, LLC
|
SELL
|
- |
-287Closed |
$4.16K - $4.24K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-5.15KClosed |
$74.6K - $75.9K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
2.43K+ 243000.0% |
$35.2K - $35.9K
|
2.43K
$28.6K
|
|
|
Aug 14, 2019
Q2 2019
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-22.8KClosed |
$330K - $336K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-8.63KClosed |
$125K - $127K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-306Closed |
$4.43K - $4.52K
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-2.06KClosed |
$29.8K - $30.4K
|
0
$0
|
|
|
Jul 31, 2019
Q2 2019
|
Gables Capital Management Inc.
|
SELL
|
- |
-1KClosed |
$14.5K - $14.8K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Regions Financial Corp
|
SELL
|
- |
-3.04KClosed |
$44K - $44.8K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Destination Wealth Management
|
SELL
|
- |
-8Closed |
$116 - $118
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 16, 2019
Q1 2019
|
Wealthpoint, LLC
|
SELL
|
- |
-980Closed |
$13.3K - $14.3K
|
0
$0
|
|