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 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
64.4K+ 7.8% |
$737K - $774K
|
889K
$10.4M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
462K+ 53.91% |
$5.29M - $5.55M
|
1.32M
$15.4M
|
|
Apr 22, 2024
Q1 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
46.8K+ 34.54% |
$536K - $562K
|
182K
$2.13M
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
17.5KNew |
$200K - $210K
|
17.5K
$204K
|
|
Apr 22, 2024
Q1 2024
|
Eclectic Associates Inc
|
BUY
|
- |
13.1KNew |
$150K - $158K
|
13.1K
$153K
|
|
Apr 22, 2024
Q1 2024
|
Retireful, LLC
|
BUY
|
- |
251KNew |
$2.88M - $3.02M
|
251K
$2.94M
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
743New |
$8.51K - $8.93K
|
743
$8.69K
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
1.86KNew |
$21.3K - $22.4K
|
1.86K
$21.8K
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
BUY
|
- |
7.66K+ 8.67% |
$87.7K - $92.1K
|
96K
$1.12M
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
SELL
|
- |
-5K- 6.44% |
$57.2K - $60.1K
|
72.6K
$849K
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
32+ 6.08% |
$366 - $385
|
558
$6.52K
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-2.26K- 30.2% |
$25.8K - $27.1K
|
5.22K
$61K
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
500New |
$5.73K - $6.01K
|
500
$5.85K
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-7.52K- 3.92% |
$86K - $90.3K
|
184K
$2.15M
|
|
Apr 18, 2024
Q1 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
48+ 0.31% |
$550 - $577
|
15.6K
$182K
|
|
Apr 18, 2024
Q1 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
18.3K+ 3.78% |
$210K - $220K
|
503K
$5.89M
|
|
Apr 18, 2024
Q1 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
104+ 0.6% |
$1.19K - $1.25K
|
17.5K
$204K
|
|
Apr 17, 2024
Q1 2024
|
Act Advisors, Llc.
|
BUY
|
- |
1.35M+ 4719.24% |
$15.4M - $16.2M
|
1.37M
$16.1M
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.22K- 4.72% |
$14K - $14.7K
|
24.7K
$288K
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
7.92KNew |
$90.7K - $95.2K
|
7.92K
$92.6K
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-4.63K- 4.05% |
$53K - $55.7K
|
110K
$1.28M
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-149- 1.3% |
$1.71K - $1.79K
|
11.3K
$132K
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.4K+ 3.34% |
$16.1K - $16.9K
|
43.4K
$508K
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-348- 2.67% |
$3.98K - $4.18K
|
12.7K
$148K
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-106K- 43.99% |
$1.22M - $1.28M
|
136K
$1.59M
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-2.44K- 40.84% |
$27.9K - $29.3K
|
3.54K
$41.3K
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-3.25K- 4.68% |
$37.2K - $39.1K
|
66.2K
$774K
|
|
Apr 16, 2024
Q1 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-293- 1.78% |
$3.35K - $3.52K
|
16.2K
$189K
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-208- 0.67% |
$2.38K - $2.5K
|
30.7K
$359K
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
35.1K+ 9.87% |
$402K - $422K
|
391K
$4.57M
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3+ 0.01% |
$34.3 - $36.1
|
26.6K
$311K
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-24.7K- 14.49% |
$282K - $297K
|
146K
$1.7M
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-2.04K- 10.67% |
$23.4K - $24.5K
|
17.1K
$200K
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.62KNew |
$18.5K - $19.4K
|
1.62K
$18.9K
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
19K+ 21.26% |
$218K - $229K
|
108K
$1.27M
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-28- 2.35% |
$321 - $337
|
1.17K
$13.6K
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
403+ 1.19% |
$4.61K - $4.84K
|
34.4K
$402K
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
125+ 0.31% |
$1.43K - $1.5K
|
41K
$479K
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-6.03K- 37.53% |
$69K - $72.4K
|
10K
$117K
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
SELL
|
- |
-150- 1.81% |
$1.72K - $1.8K
|
8.16K
$95.3K
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
10.5KNew |
$121K - $127K
|
10.5K
$123K
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-1- 50.0% |
$11.5 - $12
|
1
$11.7
|
|
Apr 15, 2024
Q1 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-60- 0.11% |
$687 - $721
|
52.8K
$617K
|
|
Apr 15, 2024
Q1 2024
|
Stonebridge Advisors LLC
Wilton, CT |
SELL
|
- |
-184K- 9.86% |
$2.11M - $2.21M
|
1.68M
$19.7M
|
|
Apr 15, 2024
Q1 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-9.54K- 24.03% |
$109K - $115K
|
30.2K
$353K
|
|
Apr 15, 2024
Q1 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-50- 0.05% |
$573 - $601
|
108K
$1.26M
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-206- 1.69% |
$2.36K - $2.48K
|
12K
$140K
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-196- 0.72% |
$2.24K - $2.36K
|
26.9K
$315K
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.22K- 5.38% |
$13.9K - $14.6K
|
21.4K
$250K
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
40K+ 13.99% |
$458K - $481K
|
326K
$3.81M
|