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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-3.2K- 1.23% |
$35.9K - $37.7K
|
257K
$2.88M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
241K+ 20.9% |
$2.7M - $2.84M
|
1.39M
$15.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
59.7K+ 56.62% |
$670K - $705K
|
165K
$1.85M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-880- 2.99% |
$9.87K - $10.4K
|
28.5K
$319K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-1K- 6.67% |
$11.2K - $11.8K
|
14K
$156K
|
|
|
Apr 25, 2025
Q1 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
56.2K+ 10.06% |
$631K - $664K
|
615K
$6.87M
|
|
|
Apr 25, 2025
Q1 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-1.27M- 98.76% |
$14.3M - $15M
|
15.9K
$178K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
100New |
$1.12K - $1.18K
|
100
$1.12K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-416- 42.75% |
$4.67K - $4.91K
|
557
$6.22K
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-1.06K- 1.39% |
$11.8K - $12.5K
|
74.7K
$834K
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
26.5K+ 124.71% |
$297K - $313K
|
47.8K
$533K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-5.39K- 17.49% |
$60.5K - $63.6K
|
25.4K
$284K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
172+ 0.95% |
$1.93K - $2.03K
|
18.2K
$204K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
100KNew |
$1.12M - $1.18M
|
100K
$1.12M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-129- 50.0% |
$1.45K - $1.52K
|
129
$1.44K
|
|
|
Apr 23, 2025
Q1 2025
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
7.87K+ 1.18% |
$88.2K - $92.8K
|
676K
$7.55M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.56K+ 8.17% |
$28.7K - $30.2K
|
33.9K
$378K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-68- 0.75% |
$763 - $802
|
8.99K
$100K
|
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
BUY
|
- |
28.7K+ 7.85% |
$322K - $339K
|
394K
$4.41M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
12.6KNew |
$141K - $149K
|
12.6K
$141K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-628- 4.61% |
$7.05K - $7.41K
|
13K
$145K
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
49KNew |
$549K - $578K
|
49K
$547K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-5.79K- 2.92% |
$64.9K - $68.3K
|
193K
$2.15M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-177- 0.72% |
$1.99K - $2.09K
|
24.4K
$272K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-6.09K- 7.03% |
$68.3K - $71.9K
|
80.5K
$899K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-5.93K- 23.18% |
$66.5K - $69.9K
|
19.6K
$219K
|
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
7.92K+ 3.9% |
$88.8K - $93.4K
|
211K
$2.35M
|
|
|
Apr 23, 2025
Q1 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
783+ 3.48% |
$8.79K - $9.24K
|
23.3K
$260K
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
47+ 0.62% |
$527 - $555
|
7.61K
$85K
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
113KNew |
$1.27M - $1.33M
|
113K
$1.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
200+ 0.51% |
$2.24K - $2.36K
|
39.8K
$444K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-72.6K- 7.9% |
$814K - $856K
|
846K
$9.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-37.8K- 40.54% |
$424K - $446K
|
55.4K
$619K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-125- 5.75% |
$1.4K - $1.48K
|
2.05K
$22.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
17.8K+ 8.61% |
$200K - $210K
|
225K
$2.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.61K+ 9.33% |
$18.1K - $19K
|
18.9K
$211K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
19.4K+ 68.71% |
$218K - $229K
|
47.6K
$532K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-84- 57.93% |
$942 - $991
|
61
$681
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-11.2K- 16.65% |
$125K - $132K
|
55.9K
$625K
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
SELL
|
- |
-2.68K- 8.48% |
$30.1K - $31.6K
|
28.9K
$323K
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-15.6K- 3.53% |
$175K - $184K
|
427K
$4.77M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.1K+ 52.83% |
$12.4K - $13K
|
3.19K
$35.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-365K- 73.56% |
$4.09M - $4.3M
|
131K
$1.46M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-969- 5.82% |
$10.9K - $11.4K
|
15.7K
$175K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
873+ 2.17% |
$9.8K - $10.3K
|
41K
$458K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
13.9K+ 3.06% |
$156K - $164K
|
467K
$5.21M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
1.43K+ 4.48% |
$16.1K - $16.9K
|
33.4K
$373K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
128+ 0.24% |
$1.44K - $1.51K
|
54.5K
$608K
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
330+ 0.74% |
$3.7K - $3.89K
|
44.8K
$501K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.37K- 1.88% |
$105K - $111K
|
490K
$5.47M
|