Latest Institutional Purchases of Invesco ETF Tr Ii Pfd ETF (PGX)
This list provides information on the latest institutional transactions involving Invesco ETF Tr Ii Pfd ETF (PGX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 15, 2022
Q3 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
353+ 2.16% |
$4.14K - $4.73K
|
16.7K
$186K
|
|
Oct 21, 2022
Q3 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
353+ 3.36% |
$4.14K - $4.73K
|
10.9K
$121K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
300New |
$3.52K - $4.02K
|
300
$3.35K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
174New |
$2.04K - $2.33K
|
174
$1.94K
|
|
Oct 14, 2022
Q3 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
140+ 0.61% |
$1.64K - $1.88K
|
23.1K
$258K
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
38+ 1.43% |
$445 - $510
|
2.69K
$30.1K
|
|
Q2 2022 | |||||||
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
190KNew |
$2.28M - $2.56M
|
190K
$2.12M
|
|
Jul 06, 2022
Q2 2022
|
Centric Wealth Management
|
BUY
|
- |
146KNew |
$1.75M - $1.97M
|
146K
$1.63M
|
|
Aug 08, 2022
Q2 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
127KNew |
$1.53M - $1.72M
|
127K
$1.42M
|
|
Jul 11, 2022
Q2 2022
|
Vigilare Wealth Management
|
BUY
|
- |
87KNew |
$1.04M - $1.17M
|
87K
$972K
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
52.1KNew |
$625K - $704K
|
52.1K
$582K
|
|
Jul 08, 2022
Q2 2022
|
Qp Wealth Management, LLC
|
BUY
|
- |
34.5KNew |
$414K - $466K
|
34.5K
$385K
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
32.6K+ 187.28% |
$391K - $440K
|
50K
$558K
|
|
Aug 01, 2022
Q2 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
20.2KNew |
$242K - $272K
|
20.2K
$225K
|
|
Aug 11, 2022
Q2 2022
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
15.6KNew |
$187K - $210K
|
15.6K
$174K
|
|
Jul 22, 2022
Q2 2022
|
Conestoga Capital Advisors, LLC
|
BUY
|
- |
11.4KNew |
$136K - $153K
|
11.4K
$127K
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
11.1KNew |
$133K - $150K
|
11.1K
$124K
|
|
Jul 18, 2022
Q2 2022
|
Collective Family Office LLC
|
BUY
|
- |
10KNew |
$120K - $135K
|
10K
$112K
|
|
Aug 15, 2022
Q2 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
7KNew |
$83.9K - $94.5K
|
7K
$78.2K
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
BUY
|
- |
1.55KNew |
$18.5K - $20.9K
|
1.55K
$17.3K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
900New |
$10.8K - $12.2K
|
900
$10.1K
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
700New |
$8.39K - $9.45K
|
700
$7.82K
|
|
Aug 12, 2022
Q2 2022
|
Piper Sandler & Co.
Minneapolis, MN |
BUY
|
- |
100New |
$1.2K - $1.35K
|
100
$1.12K
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
56New |
$671 - $756
|
56
$626
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
BUY
|
- |
29+ 0.16% |
$348 - $392
|
18.1K
$202K
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
16New |
$192 - $216
|
16
$179
|
|
Aug 16, 2022
Q2 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
12+ 0.45% |
$144 - $162
|
2.65K
$29.6K
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
11+ 1.29% |
$132 - $149
|
861
$9.62K
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
2+ 0.05% |
$24 - $27
|
4.04K
$45.1K
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2022 | |||||||
Apr 27, 2022
Q1 2022
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
202KNew |
$2.65M - $3.01M
|
202K
$2.25M
|
|
Apr 15, 2022
Q1 2022
|
Paladin Advisory Group, LLC
|
BUY
|
- |
96.3KNew |
$1.26M - $1.44M
|
96.3K
$1.08M
|
|
May 13, 2022
Q1 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
24.7K+ 217.12% |
$324K - $368K
|
36K
$402K
|
|
Apr 25, 2022
Q1 2022
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
12.5KNew |
$164K - $186K
|
12.5K
$140K
|
|
Jan 19, 2024
Q1 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
10.1KNew |
$133K - $151K
|
10.1K
$113K
|
|
May 10, 2022
Q1 2022
|
Wms Partners, LLC
|
BUY
|
- |
10KNew |
$131K - $149K
|
10K
$112K
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
5.51KNew |
$72.3K - $82.1K
|
5.51K
$61.5K
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
570New |
$7.48K - $8.5K
|
570
$6.37K
|
|
May 02, 2022
Q1 2022
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
334+ 2.52% |
$4.39K - $4.98K
|
13.6K
$152K
|
|
May 06, 2022
Q1 2022
|
Aspiriant, LLC
|
BUY
|
- |
224+ 1.26% |
$2.94K - $3.34K
|
18K
$201K
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.14% |
$13.1 - $14.9
|
704
$7.86K
|
|
Q4 2021 | |||||||
Jan 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
36KNew |
$525K - $545K
|
36K
$402K
|
|
Feb 09, 2022
Q4 2021
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
20K+ 47.96% |
$292K - $303K
|
61.7K
$689K
|
|
May 10, 2022
Q4 2021
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
17.9KNew |
$262K - $272K
|
17.9K
$200K
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
17.5KNew |
$255K - $265K
|
17.5K
$195K
|
|
Feb 15, 2022
Q4 2021
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
12.4KNew |
$182K - $189K
|
12.4K
$139K
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.09KNew |
$30.5K - $31.7K
|
2.09K
$23.3K
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
92New |
$1.34K - $1.39K
|
92
$1.03K
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
28New |
$409 - $424
|
28
$313
|
|
Feb 08, 2022
Q4 2021
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
7New |
$102 - $106
|
7
$78.2
|