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 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-152K- 65.51% |
$1.7M - $1.79M
|
79.8K
$892K
|
|
|
Apr 17, 2025
Q1 2025
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
27.4K+ 12.33% |
$308K - $323K
|
250K
$2.79M
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
14.8KNew |
$166K - $175K
|
14.8K
$166K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
2+ 0.02% |
$22.4 - $23.6
|
11.1K
$124K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
625+ 9.06% |
$7.01K - $7.38K
|
7.53K
$84.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.53K+ 2.41% |
$17.1K - $18K
|
64.8K
$724K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
54+ 0.18% |
$606 - $637
|
30.9K
$345K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
281+ 1.38% |
$3.15K - $3.32K
|
20.6K
$230K
|
|
|
Apr 16, 2025
Q1 2025
|
Sanchez Wealth Management Group
|
BUY
|
- |
8.83K+ 16.14% |
$99.1K - $104K
|
63.5K
$710K
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-3.73K- 2.39% |
$41.8K - $44K
|
152K
$1.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
1.08K+ 2.57% |
$12.1K - $12.7K
|
43.2K
$482K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-144- 8.22% |
$1.62K - $1.7K
|
1.61K
$18K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
23.8KNew |
$267K - $281K
|
23.8K
$266K
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-5.64K- 4.2% |
$63.2K - $66.5K
|
129K
$1.44M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-8.13K- 4.08% |
$91.2K - $95.9K
|
191K
$2.13M
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
175+ 1.21% |
$1.96K - $2.07K
|
14.7K
$164K
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
21.5KNew |
$241K - $253K
|
21.5K
$240K
|
|
|
Apr 15, 2025
Q1 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
1.81K+ 1.33% |
$20.3K - $21.3K
|
138K
$1.54M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-7.59K- 23.52% |
$85.1K - $89.5K
|
24.7K
$275K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-11.2K- 67.75% |
$125K - $132K
|
5.32K
$59.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-27.6K- 67.55% |
$310K - $326K
|
13.3K
$148K
|
|
|
Apr 15, 2025
Q1 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
139+ 1.13% |
$1.56K - $1.64K
|
12.5K
$140K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-1.5K- 7.46% |
$16.8K - $17.7K
|
18.6K
$208K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
668+ 4.04% |
$7.49K - $7.88K
|
17.2K
$192K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
34+ 1.49% |
$381 - $401
|
2.31K
$25.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-3.69K- 6.64% |
$41.4K - $43.6K
|
51.9K
$580K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-7.48K- 29.85% |
$83.9K - $88.3K
|
17.6K
$196K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-20- 0.11% |
$224 - $236
|
17.7K
$198K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
132+ 1.27% |
$1.48K - $1.56K
|
10.5K
$118K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
27.3K+ 32.6% |
$306K - $322K
|
111K
$1.24M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-117K- 80.95% |
$1.31M - $1.38M
|
27.5K
$307K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
473+ 1.42% |
$5.31K - $5.58K
|
33.9K
$379K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-360K- 91.09% |
$4.04M - $4.25M
|
35.2K
$394K
|
|
|
Apr 11, 2025
Q1 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-22K- 11.75% |
$247K - $260K
|
165K
$1.85M
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-6.53K- 14.26% |
$73.2K - $77K
|
39.2K
$438K
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
SELL
|
- |
-5.16K- 29.66% |
$57.9K - $60.8K
|
12.2K
$137K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-5.31K- 9.65% |
$59.6K - $62.7K
|
49.7K
$555K
|
|
|
Apr 10, 2025
Q1 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
100+ 33.33% |
$1.12K - $1.18K
|
400
$4.47K
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-20.5K- 15.32% |
$230K - $242K
|
113K
$1.26M
|
|
|
Apr 10, 2025
Q1 2025
|
Edge Wealth Management LLC
|
BUY
|
- |
2.2K+ 7.86% |
$24.6K - $25.9K
|
30.1K
$337K
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
SELL
|
- |
-1.01M- 90.89% |
$11.4M - $11.9M
|
101K
$1.13M
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-911- 0.85% |
$10.2K - $10.7K
|
106K
$1.19M
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
27+ 0.77% |
$303 - $319
|
3.55K
$39.6K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
889+ 1.27% |
$9.97K - $10.5K
|
70.7K
$790K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-7.64K- 36.87% |
$85.7K - $90.2K
|
13.1K
$146K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
62K+ 12.7% |
$696K - $732K
|
550K
$6.15M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-500- 6.99% |
$5.61K - $5.9K
|
6.65K
$74.3K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
367K+ 21.77% |
$4.19M - $4.59M
|
2.05M
$22.9M
|
|
|
May 14, 2025
Q4 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
200New |
$2.28K - $2.5K
|
200
$2.23K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
13.7KNew |
$157K - $171K
|
13.7K
$153K
|
|