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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2019
Q1 2019
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-12.2KClosed |
$166K - $178K
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-11.7KClosed |
$160K - $171K
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-31Closed |
$422 - $451
|
0
$0
|
|
|
May 03, 2019
Q1 2019
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-2.77KClosed |
$37.8K - $40.4K
|
0
$0
|
|
|
Apr 30, 2019
Q1 2019
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-3.55KClosed |
$48.3K - $51.7K
|
0
$0
|
|
|
Apr 29, 2019
Q1 2019
|
Cno Financial Group, Inc.
|
SELL
|
- |
-3.55MClosed |
$48.3M - $51.7M
|
0
$0
|
|
|
Apr 25, 2019
Q1 2019
|
Acg Wealth
|
SELL
|
- |
-11.7KClosed |
$159K - $170K
|
0
$0
|
|
|
Apr 17, 2019
Q1 2019
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-138KClosed |
$1.88M - $2.01M
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
1.78KNew |
$23.5K - $25.3K
|
1.78K
$20.9K
|
|
|
Feb 14, 2019
Q4 2018
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-17.4KClosed |
$229K - $246K
|
0
$0
|
|
|
Feb 12, 2019
Q4 2018
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
11KNew |
$145K - $156K
|
11K
$129K
|
|
|
Feb 11, 2019
Q4 2018
|
Sage Capital Advisors,Llc
|
BUY
|
- |
137New |
$1.81K - $1.95K
|
137
$1.61K
|
|
|
Feb 11, 2019
Q4 2018
|
Girard Partners Ltd.
|
SELL
|
- |
-4.75KClosed |
$62.6K - $67.5K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-13.2KClosed |
$174K - $188K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
B. Riley Financial, Inc.
Los Angeles, CA |
SELL
|
- |
-68.1KClosed |
$897K - $967K
|
0
$0
|
|
|
Feb 06, 2019
Q4 2018
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-10.1KClosed |
$134K - $144K
|
0
$0
|
|
|
Feb 05, 2019
Q4 2018
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-596Closed |
$7.86K - $8.46K
|
0
$0
|
|
|
Feb 04, 2019
Q4 2018
|
Round Table Services, LLC
|
BUY
|
- |
19.6KNew |
$259K - $279K
|
19.6K
$231K
|
|
|
Jan 16, 2019
Q4 2018
|
Cmh Wealth Management LLC
|
SELL
|
- |
-406KClosed |
$5.36M - $5.77M
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Monument Capital Management
|
SELL
|
- |
-7.1KClosed |
$93.6K - $101K
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-1KClosed |
$13.2K - $14.2K
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-13.3KClosed |
$175K - $189K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Jan 16, 2019
Q3 2018
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-27.3KClosed |
$391K - $403K
|
0
$0
|
|
|
Nov 16, 2018
Q3 2018
|
Nine Masts Capital LTD
|
SELL
|
- |
-136KClosed |
$1.95M - $2.01M
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
446KNew |
$6.37M - $6.57M
|
446K
$5.24M
|
|
|
Nov 14, 2018
Q3 2018
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-414Closed |
$5.92K - $6.11K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-3.9KClosed |
$55.7K - $57.5K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-8.64KClosed |
$123K - $127K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-11.7KClosed |
$167K - $173K
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.37KClosed |
$19.6K - $20.3K
|
0
$0
|
|
|
Nov 02, 2018
Q3 2018
|
Macroview Investment Management LLC
|
SELL
|
- |
-1.72KClosed |
$24.6K - $25.4K
|
0
$0
|
|
|
Nov 02, 2018
Q3 2018
|
Lvw Advisors, LLC
|
SELL
|
- |
-12.8KClosed |
$183K - $188K
|
0
$0
|
|
|
Oct 31, 2018
Q3 2018
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-3KClosed |
$42.9K - $44.3K
|
0
$0
|
|
|
Oct 22, 2018
Q3 2018
|
Regent Investment Management LLC
|
SELL
|
- |
-13.4KClosed |
$191K - $198K
|
0
$0
|
|
|
Oct 16, 2018
Q3 2018
|
Global Trust Asset Management, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q2 2018 | |||||||
|
Dec 21, 2023
Q2 2018
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 04, 2020
Q2 2018
|
Milestone Advisory Partners
|
BUY
|
- |
27.6KNew |
$395K - $404K
|
27.6K
$324K
|
|
|
Aug 14, 2018
Q2 2018
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
3.5KNew |
$50.2K - $51.2K
|
3.5K
$41.2K
|
|
|
Jul 13, 2018
Q2 2018
|
Gen Wealth Group, Inc.
|
BUY
|
- |
15.1KNew |
$216K - $221K
|
15.1K
$177K
|
|
|
Jul 10, 2018
Q2 2018
|
Peoples Financial Services Corp.
|
BUY
|
- |
4KNew |
$57.3K - $58.6K
|
4K
$47K
|
|
| Q3 2016 | |||||||
|
Jan 03, 2024
Q3 2016
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
250New |
N/A
|
250
$2.94K
|
|