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 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
34.4K+ 29.37% |
$396K - $431K
|
151K
$1.78M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
76+ 0.27% |
$876 - $952
|
28.7K
$338K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisors Management Group Inc
|
BUY
|
- |
33.4K+ 2.77% |
$385K - $418K
|
1.24M
$14.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-71- 0.32% |
$818 - $889
|
21.8K
$256K
|
|
|
Oct 31, 2024
Q3 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
3.2M+ 1064.47% |
$36.9M - $40.1M
|
3.51M
$41.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
11K+ 83.78% |
$127K - $138K
|
24.1K
$284K
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.13K- 4.73% |
$13K - $14.1K
|
22.7K
$266K
|
|
|
Oct 31, 2024
Q3 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-7.67K- 1.14% |
$88.3K - $96K
|
663K
$7.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-977- 7.86% |
$11.3K - $12.2K
|
11.5K
$135K
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
81.8K+ 632.75% |
$942K - $1.02M
|
94.7K
$1.11M
|
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
20.4K+ 2.92% |
$235K - $255K
|
717K
$8.44M
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
5.86K+ 6.26% |
$67.5K - $73.4K
|
99.5K
$1.17M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-251- 12.86% |
$2.89K - $3.14K
|
1.7K
$20K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
9+ 0.06% |
$104 - $113
|
14.8K
$174K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5+ 0.08% |
$57.6 - $62.6
|
6.41K
$75.3K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.67K- 7.62% |
$30.7K - $33.4K
|
32.3K
$380K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
18.1KNew |
$208K - $226K
|
18.1K
$212K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
88+ 0.81% |
$1.01K - $1.1K
|
11K
$129K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-807- 2.34% |
$9.3K - $10.1K
|
33.7K
$397K
|
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-11.2K- 5.44% |
$129K - $140K
|
195K
$2.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.21KNew |
$13.9K - $15.1K
|
1.21K
$14.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
209New |
$2.41K - $2.62K
|
209
$2.46K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
15.5K+ 3.37% |
$178K - $194K
|
475K
$5.59M
|
|
|
Oct 29, 2024
Q3 2024
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
322KNew |
$3.71M - $4.03M
|
322K
$3.79M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.62K+ 0.19% |
$18.7K - $20.3K
|
874K
$10.3M
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-8.92K- 37.15% |
$103K - $112K
|
15.1K
$178K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.42K+ 5.54% |
$16.4K - $17.8K
|
27.1K
$319K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
21.3K+ 9.13% |
$245K - $266K
|
254K
$2.99M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-6.83K- 3.3% |
$78.7K - $85.5K
|
200K
$2.35M
|
|
|
Oct 28, 2024
Q3 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
5.35K+ 6.04% |
$61.6K - $66.9K
|
93.9K
$1.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
110+ 0.4% |
$1.27K - $1.38K
|
27.3K
$322K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
53+ 2.27% |
$611 - $664
|
2.38K
$28K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
11.9KNew |
$137K - $149K
|
11.9K
$140K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-345- 1.23% |
$3.97K - $4.32K
|
27.8K
$327K
|
|
|
Oct 25, 2024
Q3 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-3.72K- 7.2% |
$42.8K - $46.5K
|
47.9K
$563K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-808- 1.28% |
$9.31K - $10.1K
|
62.4K
$733K
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
5+ 0.07% |
$57.6 - $62.6
|
6.78K
$79.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
3+ 0.02% |
$34.6 - $37.6
|
13.9K
$164K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.21K- 4.35% |
$14K - $15.2K
|
26.6K
$313K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
73+ 0.62% |
$841 - $914
|
11.9K
$140K
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-2.31K- 2.3% |
$26.7K - $29K
|
98.3K
$1.16M
|
|
|
Oct 24, 2024
Q3 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-2.66K- 10.56% |
$30.6K - $33.3K
|
22.5K
$265K
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
SELL
|
- |
-3.41K- 19.41% |
$39.3K - $42.7K
|
14.2K
$166K
|
|
|
Oct 24, 2024
Q3 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-566- 2.34% |
$6.52K - $7.09K
|
23.6K
$278K
|
|
|
Oct 24, 2024
Q3 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
10KNew |
$115K - $125K
|
10K
$118K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.09K+ 15.01% |
$24.1K - $26.2K
|
16K
$189K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-16- 8.51% |
$184 - $200
|
172
$2.02K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.57K- 10.01% |
$18.1K - $19.7K
|
14.1K
$166K
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
10KNew |
$116K - $126K
|
10K
$118K
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
500+ 100.0% |
$5.76K - $6.26K
|
1K
$11.8K
|