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 03, 2024
Q1 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
34.6KNew |
$396K - $415K
|
34.6K
$404K
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-3.55K- 12.24% |
$40.6K - $42.6K
|
25.4K
$297K
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-50- 0.06% |
$573 - $601
|
78.1K
$913K
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-479- 1.8% |
$5.48K - $5.76K
|
26.1K
$305K
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
500New |
$5.73K - $6.01K
|
500
$5.85K
|
|
May 03, 2024
Q1 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-2.51K- 30.9% |
$28.8K - $30.2K
|
5.61K
$65.6K
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1K- 4.24% |
$11.5K - $12K
|
22.6K
$264K
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-4.35K- 2.09% |
$49.8K - $52.3K
|
204K
$2.38M
|
|
May 02, 2024
Q1 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-7.99K- 7.3% |
$91.5K - $96K
|
101K
$1.19M
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-2.73K- 18.24% |
$31.2K - $32.8K
|
12.2K
$143K
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
51+ 0.2% |
$584 - $613
|
26K
$304K
|
|
May 02, 2024
Q1 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
156+ 1.46% |
$1.79K - $1.88K
|
10.8K
$126K
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.45K+ 7.98% |
$96.7K - $102K
|
114K
$1.34M
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
13.9KNew |
$159K - $167K
|
13.9K
$162K
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
3.84KNew |
$44K - $46.2K
|
3.84K
$44.9K
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.11K+ 8.9% |
$24.1K - $25.3K
|
25.8K
$301K
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-16.2K- 4.58% |
$186K - $195K
|
338K
$3.96M
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-54.3K- 64.64% |
$621K - $652K
|
29.7K
$347K
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
3.2K+ 9.27% |
$36.6K - $38.5K
|
37.7K
$441K
|
|
May 02, 2024
Q1 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
11.8KNew |
$136K - $142K
|
11.8K
$138K
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.79K- 5.75% |
$20.5K - $21.5K
|
29.3K
$342K
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-13.8K- 21.91% |
$158K - $165K
|
49K
$573K
|
|
May 01, 2024
Q1 2024
|
Acas, LLC
|
SELL
|
- |
-293- 1.38% |
$3.35K - $3.52K
|
21K
$245K
|
|
May 01, 2024
Q1 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1K- 5.6% |
$11.5K - $12K
|
16.9K
$197K
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
254+ 16.57% |
$2.91K - $3.05K
|
1.79K
$20.9K
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-37.1K- 55.7% |
$425K - $446K
|
29.5K
$345K
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-630K- 56.85% |
$7.21M - $7.57M
|
478K
$5.59M
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.32K+ 0.26% |
$15.1K - $15.8K
|
500K
$5.84M
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
33.6K+ 96.3% |
$384K - $404K
|
68.4K
$800K
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
13.9KNew |
$159K - $167K
|
13.9K
$162K
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-2.97K- 19.51% |
$34.1K - $35.7K
|
12.3K
$143K
|
|
Apr 30, 2024
Q1 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-520- 1.19% |
$5.95K - $6.25K
|
43.2K
$505K
|
|
Apr 30, 2024
Q1 2024
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
21.9K+ 13.85% |
$251K - $264K
|
180K
$2.11M
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.69K- 3.95% |
$19.4K - $20.4K
|
41.2K
$482K
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
34+ 0.07% |
$389 - $409
|
51.7K
$604K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
23K+ 273.42% |
$263K - $276K
|
31.4K
$367K
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
86+ 0.56% |
$985 - $1.03K
|
15.5K
$182K
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-121K- 16.84% |
$1.39M - $1.46M
|
599K
$7M
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.55K+ 5.85% |
$63.6K - $66.7K
|
100K
$1.17M
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-24.8K- 63.56% |
$283K - $298K
|
14.2K
$166K
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
17.8KNew |
$204K - $214K
|
17.8K
$208K
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
63+ 0.4% |
$721 - $757
|
15.7K
$184K
|
|
Apr 30, 2024
Q1 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
184+ 1.45% |
$2.11K - $2.21K
|
12.9K
$151K
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-310- 1.74% |
$3.55K - $3.73K
|
17.5K
$204K
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-888- 0.81% |
$10.2K - $10.7K
|
108K
$1.27M
|
|
Apr 30, 2024
Q1 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
10.4KNew |
$119K - $125K
|
10.4K
$122K
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.53K- 9.85% |
$17.5K - $18.4K
|
14K
$164K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.78K- 45.68% |
$31.8K - $33.4K
|
3.3K
$38.6K
|
|
Apr 30, 2024
Q1 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
1.48MNew |
$16.9M - $17.8M
|
1.48M
$17.3M
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-615- 45.35% |
$7.04K - $7.39K
|
741
$8.66K
|