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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-770K- 5.67% |
$8.87M - $9.64M
|
12.8M
$151M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
33+ 1.06% |
$380 - $413
|
3.13K
$36.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-226- 1.91% |
$2.6K - $2.83K
|
11.6K
$137K
|
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
62+ 0.18% |
$714 - $776
|
35K
$411K
|
|
|
Nov 08, 2024
Q3 2024
|
Hilton Capital Management, LLC
|
SELL
|
- |
-2.84K- 1.88% |
$32.7K - $35.5K
|
148K
$1.74M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-24- 0.08% |
$276 - $300
|
31.5K
$370K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-65K- 59.17% |
$748K - $813K
|
44.8K
$527K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-865- 0.43% |
$9.96K - $10.8K
|
202K
$2.37M
|
|
|
Nov 07, 2024
Q3 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-556- 2.12% |
$6.41K - $6.96K
|
25.7K
$302K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
661New |
$7.61K - $8.28K
|
661
$7.77K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
187+ 0.79% |
$2.15K - $2.34K
|
23.8K
$280K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-903- 2.34% |
$10.4K - $11.3K
|
37.7K
$443K
|
|
|
Nov 07, 2024
Q3 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
1.7K+ 6.44% |
$19.6K - $21.3K
|
28.1K
$331K
|
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-243- 1.38% |
$2.8K - $3.04K
|
17.3K
$204K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-182K- 10.12% |
$2.09M - $2.27M
|
1.61M
$19M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
145+ 0.21% |
$1.67K - $1.82K
|
69.1K
$813K
|
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-400- 0.94% |
$4.61K - $5.01K
|
42.1K
$495K
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-11.5K- 3.1% |
$133K - $144K
|
359K
$4.22M
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
2.95K+ 11.56% |
$33.9K - $36.9K
|
28.4K
$334K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-4.98K- 12.3% |
$57.3K - $62.3K
|
35.5K
$417K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
65.7K+ 6.85% |
$757K - $823K
|
1.02M
$12M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.9K- 8.43% |
$21.8K - $23.7K
|
20.6K
$242K
|
|
|
Nov 05, 2024
Q3 2024
|
Sanchez Wealth Management Group
|
SELL
|
- |
-750- 1.34% |
$8.64K - $9.39K
|
55.4K
$651K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
23KNew |
$265K - $288K
|
23K
$271K
|
|
|
Nov 05, 2024
Q3 2024
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
15.7K+ 7.91% |
$180K - $196K
|
214K
$2.51M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-56- 0.09% |
$645 - $701
|
60.1K
$707K
|
|
|
Nov 05, 2024
Q3 2024
|
Acas, LLC
|
BUY
|
- |
72+ 0.34% |
$829 - $901
|
21.2K
$249K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.78K- 14.6% |
$20.5K - $22.3K
|
10.4K
$123K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.89K+ 4.4% |
$102K - $111K
|
211K
$2.48M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
15KNew |
$173K - $188K
|
15K
$176K
|
|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
5.42K+ 0.84% |
$62.4K - $67.8K
|
647K
$7.61M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-43- 1.16% |
$495 - $538
|
3.68K
$43.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
7.97K+ 101.39% |
$91.8K - $99.7K
|
15.8K
$186K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.38K- 9.86% |
$38.9K - $42.3K
|
30.8K
$363K
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
2.13K+ 2.7% |
$24.5K - $26.7K
|
81K
$953K
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
93.2K+ 7.55% |
$1.07M - $1.17M
|
1.33M
$15.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
16.6KNew |
$191K - $207K
|
16.6K
$195K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-19- 0.42% |
$219 - $238
|
4.46K
$52.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-60K- 5.27% |
$691K - $751K
|
1.08M
$12.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-703- 1.66% |
$8.1K - $8.8K
|
41.5K
$488K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
675+ 767.05% |
$7.78K - $8.45K
|
763
$8.97K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
4.55KNew |
$52.4K - $57K
|
4.55K
$53.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-3.78K- 3.48% |
$43.6K - $47.4K
|
105K
$1.23M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.09M- 85.64% |
$24.1M - $26.2M
|
350K
$4.12M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
12.4K+ 5.76% |
$142K - $155K
|
227K
$2.67M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
29+ 1.17% |
$334 - $363
|
2.52K
$29.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Field & Main Bank
|
BUY
|
- |
26.3K+ 9.1% |
$303K - $329K
|
315K
$3.71M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
23.5K+ 4.3% |
$270K - $294K
|
569K
$6.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
2.05K+ 9.11% |
$23.6K - $25.7K
|
24.5K
$289K
|
|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-30.8K- 39.39% |
$355K - $386K
|
47.4K
$558K
|