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, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.86K- 4.68% |
$20.9K - $21.9K
|
37.8K
$423K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-243K- 97.56% |
$2.73M - $2.87M
|
6.08K
$67.9K
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-1.13K- 28.01% |
$12.7K - $13.3K
|
2.9K
$32.4K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
92New |
$1.03K - $1.09K
|
92
$1.03K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
12.4K+ 32.88% |
$139K - $146K
|
50K
$558K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-9.25K- 6.98% |
$104K - $109K
|
123K
$1.38M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-24.8K- 31.06% |
$278K - $293K
|
55.1K
$615K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
684K+ 57.43% |
$7.67M - $8.07M
|
1.87M
$20.9M
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-12.7K- 11.95% |
$143K - $150K
|
93.7K
$1.05M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
83.5KNew |
$937K - $985K
|
83.5K
$933K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.05K+ 6.97% |
$11.7K - $12.3K
|
16K
$179K
|
|
|
May 08, 2025
Q1 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
SELL
|
- |
-4.02K- 12.29% |
$45.1K - $47.4K
|
28.7K
$320K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
447New |
$5.02K - $5.27K
|
447
$4.99K
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-2.99K- 17.31% |
$33.6K - $35.3K
|
14.3K
$160K
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
BUY
|
- |
9.5K+ 15.97% |
$107K - $112K
|
69K
$770K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
14.4KNew |
$162K - $170K
|
14.4K
$161K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
43+ 1.08% |
$482 - $507
|
4.04K
$45.1K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.16K+ 25.47% |
$13K - $13.7K
|
5.72K
$63.9K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-26- 0.23% |
$292 - $307
|
11.1K
$124K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-39- 0.52% |
$438 - $460
|
7.51K
$83.9K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-163K- 39.57% |
$1.83M - $1.93M
|
249K
$2.79M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
25.7KNew |
$289K - $303K
|
25.7K
$287K
|
|
|
May 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-37.6K- 54.37% |
$422K - $444K
|
31.6K
$353K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
487K+ 3.31% |
$5.46M - $5.74M
|
15.2M
$170M
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
2.7K+ 20.61% |
$30.3K - $31.9K
|
15.8K
$176K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-446- 0.52% |
$5K - $5.26K
|
86K
$960K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-17K- 59.79% |
$191K - $201K
|
11.4K
$128K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
15.4KNew |
$173K - $182K
|
15.4K
$172K
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
65+ 0.19% |
$729 - $767
|
34.3K
$383K
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-625- 2.36% |
$7.01K - $7.38K
|
25.9K
$289K
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
14K+ 41.65% |
$157K - $165K
|
47.6K
$532K
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
SELL
|
- |
-753- 6.65% |
$8.45K - $8.89K
|
10.6K
$118K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-122K- 60.06% |
$1.36M - $1.43M
|
80.8K
$903K
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
28+ 1.44% |
$314 - $330
|
1.97K
$22K
|
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-4.25K- 16.48% |
$47.7K - $50.2K
|
21.5K
$241K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
3.67K+ 18.06% |
$41.2K - $43.4K
|
24K
$268K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
188+ 1.55% |
$2.11K - $2.22K
|
12.3K
$137K
|
|
|
May 06, 2025
Q1 2025
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
25K+ 31.25% |
$281K - $295K
|
105K
$1.17M
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
3.97K+ 0.91% |
$44.5K - $46.8K
|
439K
$4.9M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.35K+ 3.82% |
$15.1K - $15.9K
|
36.5K
$408K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
21.6K+ 5.54% |
$242K - $255K
|
412K
$4.6M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-118K- 22.99% |
$1.33M - $1.4M
|
397K
$4.43M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-17- 18.48% |
$191 - $201
|
75
$838
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
850KNew |
$9.54M - $10M
|
850K
$9.49M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
83.6K+ 14.14% |
$937K - $986K
|
675K
$7.53M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
2.29K+ 8.58% |
$25.7K - $27.1K
|
29K
$324K
|
|
|
May 05, 2025
Q1 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-3.5K- 21.15% |
$39.3K - $41.3K
|
13.1K
$146K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.87K- 7.57% |
$21K - $22.1K
|
22.9K
$256K
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-36.7K- 46.72% |
$412K - $434K
|
41.9K
$468K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
26+ 1.51% |
$292 - $307
|
1.75K
$19.6K
|