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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-11.6K- 19.06% |
$132K - $145K
|
49.1K
$571K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-40- 0.22% |
$457 - $500
|
17.8K
$206K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-24.4K- 9.18% |
$278K - $305K
|
241K
$2.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
SELL
|
- |
-7.44K- 19.05% |
$85K - $93K
|
31.6K
$367K
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-4.7K- 13.07% |
$53.7K - $58.8K
|
31.3K
$363K
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
16.4KNew |
$187K - $205K
|
16.4K
$190K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-2.74K- 9.84% |
$31.2K - $34.2K
|
25.1K
$291K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-11.5K- 61.71% |
$132K - $144K
|
7.15K
$83K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
84+ 137.7% |
$959 - $1.05K
|
145
$1.68K
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-588- 3.9% |
$6.71K - $7.35K
|
14.5K
$168K
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
3.06K+ 7.38% |
$34.9K - $38.2K
|
44.5K
$517K
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
15.1KNew |
$173K - $189K
|
15.1K
$176K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
60.3K+ 41.03% |
$688K - $753K
|
207K
$2.4M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
31.3KNew |
$358K - $391K
|
31.3K
$364K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
11.5K+ 3.96% |
$131K - $143K
|
301K
$3.5M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
4.23K+ 26.31% |
$48.3K - $52.9K
|
20.3K
$236K
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
SELL
|
- |
-6.18K- 0.55% |
$70.6K - $77.2K
|
1.11M
$12.9M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-2.82K- 19.94% |
$32.2K - $35.3K
|
11.3K
$132K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
5.24K+ 23.34% |
$59.8K - $65.5K
|
27.7K
$321K
|
|
| Q3 2024 | |||||||
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-7.62K- 39.17% |
$87.8K - $95.4K
|
11.8K
$137K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.53KNew |
$29.1K - $31.6K
|
2.53K
$29.3K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.22K- 2.66% |
$60.2K - $65.4K
|
191K
$2.22M
|
|
|
Nov 15, 2024
Q3 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-800- 3.17% |
$9.22K - $10K
|
24.4K
$283K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
17.8KNew |
$205K - $223K
|
17.8K
$206K
|
|
|
Nov 14, 2024
Q3 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
63.7KNew |
$734K - $798K
|
63.7K
$740K
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
SELL
|
- |
-824- 5.72% |
$9.49K - $10.3K
|
13.6K
$158K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
17.7KNew |
$203K - $221K
|
17.7K
$205K
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
35+ 0.19% |
$403 - $438
|
18.3K
$212K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
6.9KNew |
$79.5K - $86.4K
|
6.9K
$80.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
218K+ 513.61% |
$2.51M - $2.73M
|
261K
$3.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
2.5K+ 20.49% |
$28.8K - $31.3K
|
14.7K
$171K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-2.04K- 11.99% |
$23.5K - $25.6K
|
15K
$174K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
1.5KNew |
$17.3K - $18.8K
|
1.5K
$17.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
19.8KNew |
$229K - $248K
|
19.8K
$230K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-78.2K- 71.22% |
$901K - $979K
|
31.6K
$367K
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-206- 1.66% |
$2.37K - $2.58K
|
12.2K
$142K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
34New |
$392 - $426
|
34
$395
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-5.4K- 23.94% |
$62.2K - $67.6K
|
17.1K
$199K
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-3.36K- 50.25% |
$38.7K - $42K
|
3.33K
$38.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-436- 1.62% |
$5.02K - $5.46K
|
26.6K
$308K
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
2.47KNew |
$28.4K - $30.9K
|
2.47K
$28.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Cowen And Company, LLC
|
BUY
|
- |
19.7KNew |
$227K - $247K
|
19.7K
$229K
|
|
|
Nov 12, 2024
Q3 2024
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-6.06K- 58.74% |
$69.8K - $75.9K
|
4.26K
$49.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
10.5KNew |
$121K - $132K
|
10.5K
$122K
|
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
799New |
$9.2K - $10K
|
799
$9.28K
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
42.4KNew |
$488K - $531K
|
42.4K
$492K
|
|
|
Nov 12, 2024
Q3 2024
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-3K- 10.35% |
$34.6K - $37.6K
|
26K
$302K
|
|
|
Nov 12, 2024
Q3 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
1.25MNew |
$14.4M - $15.7M
|
1.25M
$14.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.61M- 31.6% |
$18.5M - $20.1M
|
3.48M
$40.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
11.3KNew |
$130K - $141K
|
11.3K
$131K
|
|