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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
225New |
$2.59K - $2.82K
|
225
$2.65K
|
|
|
Oct 16, 2024
Q3 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
426+ 6.74% |
$4.91K - $5.33K
|
6.75K
$79.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
696+ 4.78% |
$8.02K - $8.71K
|
15.3K
$179K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-3K- 5.77% |
$34.6K - $37.6K
|
49K
$576K
|
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
53.4KNew |
$615K - $668K
|
53.4K
$628K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
33.7K+ 91.25% |
$388K - $422K
|
70.6K
$830K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-7.75K- 4.95% |
$89.3K - $97K
|
149K
$1.75M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-349- 1.3% |
$4.02K - $4.37K
|
26.6K
$312K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
12.2K+ 2.53% |
$141K - $153K
|
496K
$5.83M
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
259+ 1.1% |
$2.98K - $3.24K
|
23.8K
$280K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
77.7KNew |
$895K - $973K
|
77.7K
$914K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.72K+ 3.33% |
$31.4K - $34.1K
|
84.6K
$995K
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
45+ 0.6% |
$518 - $563
|
7.59K
$89.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
SELL
|
- |
-8.87K- 13.21% |
$102K - $111K
|
58.2K
$685K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
12.6K+ 7.99% |
$145K - $157K
|
170K
$2M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
950+ 2.84% |
$10.9K - $11.9K
|
34.4K
$404K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-132- 3.42% |
$1.52K - $1.65K
|
3.73K
$43.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
323KNew |
$3.72M - $4.04M
|
323K
$3.79M
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
25+ 25.0% |
$288 - $313
|
125
$1.47K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
151+ 0.82% |
$1.74K - $1.89K
|
18.7K
$220K
|
|
|
Oct 15, 2024
Q3 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
33.7K+ 6.81% |
$389K - $422K
|
529K
$6.22M
|
|
|
Oct 15, 2024
Q3 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-787- 15.09% |
$9.07K - $9.85K
|
4.43K
$52.1K
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-4.05K- 15.98% |
$46.6K - $50.7K
|
21.3K
$250K
|
|
|
Oct 15, 2024
Q3 2024
|
Edge Wealth Management LLC
|
BUY
|
- |
257+ 0.86% |
$2.96K - $3.22K
|
30.1K
$354K
|
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
6+ 0.01% |
$69.1 - $75.1
|
107K
$1.26M
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
35.5KNew |
$408K - $444K
|
35.5K
$417K
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
51+ 0.17% |
$588 - $639
|
30.8K
$362K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.09K- 0.13% |
$12.5K - $13.6K
|
835K
$9.82M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
184+ 1.16% |
$2.12K - $2.3K
|
16.1K
$189K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-5.92K- 20.54% |
$68.2K - $74.1K
|
22.9K
$269K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
15.2K+ 3.58% |
$175K - $190K
|
438K
$5.15M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.1K- 5.31% |
$12.7K - $13.8K
|
19.7K
$232K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-300Closed |
$3.46K - $3.76K
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.24K+ 2.12% |
$14.3K - $15.5K
|
59.8K
$703K
|
|
|
Oct 09, 2024
Q3 2024
|
Iowa State Bank
|
SELL
|
- |
-196K- 14.87% |
$2.25M - $2.45M
|
1.12M
$13.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-6.79K- 10.74% |
$78.2K - $84.9K
|
56.4K
$663K
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
BUY
|
- |
24.6K+ 26.24% |
$283K - $308K
|
118K
$1.39M
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-61.5K- 27.64% |
$708K - $770K
|
161K
$1.89M
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
SELL
|
- |
-350- 30.43% |
$4.03K - $4.38K
|
800
$9.41K
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-28.2K- 12.18% |
$325K - $353K
|
204K
$2.39M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
20.8K+ 51.97% |
$239K - $260K
|
60.7K
$714K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-880- 2.75% |
$10.1K - $11K
|
31.2K
$366K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
4.88K+ 2.55% |
$56.2K - $61.1K
|
197K
$2.31M
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
SELL
|
- |
-4.53K- 1.54% |
$52.2K - $56.8K
|
291K
$3.42M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
20.4KNew |
$235K - $255K
|
20.4K
$239K
|
|
|
Oct 08, 2024
Q3 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
12.4K+ 7.53% |
$143K - $156K
|
178K
$2.09M
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
32+ 1.45% |
$369 - $401
|
2.24K
$26.4K
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-3K- 21.74% |
$34.6K - $37.6K
|
10.8K
$127K
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-4.1K- 25.41% |
$47.2K - $51.3K
|
12K
$142K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-20- 0.17% |
$230 - $250
|
11.5K
$135K
|