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 09, 2024
Q1 2024
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-4.84K- 14.3% |
$55.4K - $58.1K
|
29K
$339K
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.46K- 8.13% |
$28.2K - $29.6K
|
27.8K
$325K
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
8.61K+ 32.08% |
$98.6K - $103K
|
35.4K
$414K
|
|
May 09, 2024
Q1 2024
|
Motco
|
BUY
|
- |
360New |
$4.12K - $4.33K
|
360
$4.21K
|
|
May 09, 2024
Q1 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
2K+ 2.74% |
$22.9K - $24K
|
75K
$877K
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
718+ 1.33% |
$8.22K - $8.63K
|
54.9K
$641K
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
7+ 0.24% |
$80.1 - $84.1
|
2.88K
$33.6K
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.49K+ 2.32% |
$28.5K - $29.9K
|
110K
$1.29M
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
407+ 0.5% |
$4.66K - $4.89K
|
81.4K
$951K
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.08K+ 4.83% |
$12.4K - $13K
|
23.5K
$274K
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
171+ 1.12% |
$1.96K - $2.06K
|
15.5K
$181K
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
SELL
|
- |
-2.56K- 3.61% |
$29.3K - $30.7K
|
68.3K
$798K
|
|
May 08, 2024
Q1 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-3.74K- 10.2% |
$42.8K - $45K
|
32.9K
$385K
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-16.8K- 15.83% |
$192K - $201K
|
89.1K
$1.04M
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
128+ 0.54% |
$1.47K - $1.54K
|
23.8K
$278K
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
21.8KNew |
$249K - $262K
|
21.8K
$255K
|
|
May 08, 2024
Q1 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
526K+ 155.12% |
$6.03M - $6.33M
|
866K
$10.1M
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-7.51K- 30.92% |
$85.9K - $90.2K
|
16.8K
$196K
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-31.6K- 71.01% |
$361K - $379K
|
12.9K
$151K
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-500- 3.28% |
$5.73K - $6.01K
|
14.7K
$172K
|
|
May 07, 2024
Q1 2024
|
Sanchez Wealth Management Group
|
SELL
|
- |
-924- 1.55% |
$10.6K - $11.1K
|
58.8K
$687K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-40K- 60.43% |
$458K - $481K
|
26.2K
$306K
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-36.8K- 7.86% |
$421K - $442K
|
432K
$5.04M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-32.7K- 14.61% |
$374K - $393K
|
191K
$2.23M
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-525- 55.61% |
$6.01K - $6.31K
|
419
$4.9K
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
3.56K+ 48.93% |
$40.8K - $42.8K
|
10.8K
$127K
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
2.67K+ 9.77% |
$30.6K - $32.1K
|
30K
$351K
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
51+ 0.33% |
$584 - $613
|
15.3K
$179K
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-14.9K- 10.18% |
$171K - $179K
|
132K
$1.54M
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-41.6K- 62.26% |
$477K - $500K
|
25.2K
$295K
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2+ 0.01% |
$22.9 - $24
|
27.5K
$322K
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-15.1K- 9.08% |
$173K - $182K
|
151K
$1.77M
|
|
May 06, 2024
Q1 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-6.94K- 24.57% |
$79.4K - $83.4K
|
21.3K
$249K
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.73K- 19.17% |
$88.5K - $92.9K
|
32.6K
$381K
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
10.2K+ 3.43% |
$117K - $123K
|
309K
$3.61M
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-73.4K- 38.52% |
$840K - $882K
|
117K
$1.37M
|
|
May 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-7.75K- 4.69% |
$88.7K - $93.2K
|
158K
$1.84M
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-925- 3.88% |
$10.6K - $11.1K
|
22.9K
$268K
|
|
May 06, 2024
Q1 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-1.84K- 0.67% |
$21K - $22.1K
|
274K
$3.2M
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
29.8K+ 16.42% |
$341K - $358K
|
211K
$2.47M
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-171- 1.29% |
$1.96K - $2.06K
|
13.1K
$153K
|
|
May 03, 2024
Q1 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-21.3K- 66.63% |
$244K - $256K
|
10.7K
$125K
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-91.3K- 4.62% |
$1.05M - $1.1M
|
1.88M
$22M
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
181+ 0.74% |
$2.07K - $2.18K
|
24.5K
$287K
|
|
May 03, 2024
Q1 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
2.15K+ 0.5% |
$24.6K - $25.8K
|
435K
$5.09M
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-2.27K- 13.89% |
$26K - $27.3K
|
14.1K
$165K
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
435KNew |
$4.98M - $5.23M
|
435K
$5.09M
|
|
May 03, 2024
Q1 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-8.34K- 43.97% |
$95.5K - $100K
|
10.6K
$124K
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
29.6K+ 12.26% |
$339K - $356K
|
271K
$3.17M
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
31.2KNew |
$357K - $375K
|
31.2K
$365K
|