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, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-45.5K- 18.94% |
$511K - $537K
|
195K
$2.18M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-4.93K- 3.16% |
$55.3K - $58.2K
|
151K
$1.69M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
241New |
$2.7K - $2.84K
|
241
$2.69K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2.9K- 13.19% |
$32.5K - $34.2K
|
19.1K
$213K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-2.35M- 24.5% |
$26.4M - $27.8M
|
7.25M
$81M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-98.7K- 19.85% |
$1.11M - $1.17M
|
399K
$4.45M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
271K+ 181.62% |
$3.04M - $3.2M
|
420K
$4.69M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.86KNew |
$43.3K - $45.5K
|
3.86K
$43.1K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-1.95K- 1.34% |
$21.9K - $23K
|
144K
$1.61M
|
|
|
May 14, 2025
Q1 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-1K- 4.1% |
$11.2K - $11.8K
|
23.4K
$261K
|
|
|
May 14, 2025
Q1 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-5.66K- 3.75% |
$63.5K - $66.8K
|
145K
$1.62M
|
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-774- 0.12% |
$8.68K - $9.13K
|
620K
$6.92M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-9.95K- 11.47% |
$112K - $117K
|
76.8K
$858K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-6.18K- 17.5% |
$69.4K - $73K
|
29.1K
$326K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-23.1K- 3.12% |
$259K - $272K
|
716K
$8M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-12.3K- 28.79% |
$138K - $145K
|
30.4K
$340K
|
|
|
May 13, 2025
Q1 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
49+ 0.4% |
$550 - $578
|
12.2K
$136K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-114K- 11.38% |
$1.28M - $1.35M
|
889K
$9.93M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
10.8KNew |
$121K - $128K
|
10.8K
$121K
|
|
|
May 13, 2025
Q1 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
17.2K+ 10.68% |
$193K - $203K
|
178K
$1.99M
|
|
|
May 13, 2025
Q1 2025
|
Hilton Capital Management, LLC
|
BUY
|
- |
1.03K+ 0.69% |
$11.5K - $12.1K
|
149K
$1.66M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-247- 1.96% |
$2.77K - $2.91K
|
12.4K
$138K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-341K- 2.12% |
$3.83M - $4.03M
|
15.7M
$176M
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.59K- 0.78% |
$17.8K - $18.8K
|
202K
$2.26M
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
2.98K+ 1.57% |
$33.4K - $35.1K
|
193K
$2.16M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.1K+ 1.97% |
$113K - $119K
|
522K
$5.83M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-406- 3.44% |
$4.56K - $4.79K
|
11.4K
$127K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
200+ 1.05% |
$2.24K - $2.36K
|
19.2K
$215K
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-30.5K- 3.45% |
$343K - $360K
|
855K
$9.55M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
208K+ 8.12% |
$2.33M - $2.46M
|
2.77M
$30.9M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
301+ 8.04% |
$3.38K - $3.55K
|
4.05K
$45.2K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-876K- 13.68% |
$9.83M - $10.3M
|
5.53M
$61.7M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-812- 5.09% |
$9.11K - $9.58K
|
15.1K
$169K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
159K+ 179.01% |
$1.79M - $1.88M
|
248K
$2.78M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-736K- 94.31% |
$8.26M - $8.69M
|
44.4K
$496K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.26K+ 1.42% |
$104K - $109K
|
660K
$7.38M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
24.4KNew |
$274K - $288K
|
24.4K
$273K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-40- 0.72% |
$449 - $472
|
5.5K
$61.4K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
31+ 1.22% |
$348 - $366
|
2.58K
$28.8K
|
|
|
May 12, 2025
Q1 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
5.43K+ 21.53% |
$60.9K - $64K
|
30.6K
$342K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-738K- 17.8% |
$8.29M - $8.71M
|
3.41M
$38.1M
|
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-589- 5.04% |
$6.61K - $6.95K
|
11.1K
$124K
|
|
|
May 12, 2025
Q1 2025
|
Providence First Trust CO
|
SELL
|
- |
-4.2K- 20.0% |
$47.1K - $49.6K
|
16.8K
$188K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
70KNew |
$785K - $826K
|
70K
$782K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-8.44K- 7.07% |
$94.7K - $99.6K
|
111K
$1.24M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-75.2K- 38.8% |
$844K - $887K
|
119K
$1.32M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.44K- 17.65% |
$38.6K - $40.6K
|
16.1K
$179K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-26.4K- 1.82% |
$296K - $311K
|
1.42M
$15.9M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
323+ 0.08% |
$3.62K - $3.81K
|
385K
$4.3M
|