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 |
|---|---|---|---|---|---|---|---|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
570New |
$7.48K - $8.5K
|
570
$6.66K
|
|
|
May 02, 2022
Q1 2022
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
334+ 2.52% |
$4.39K - $4.98K
|
13.6K
$159K
|
|
|
May 06, 2022
Q1 2022
|
Aspiriant, LLC
|
BUY
|
- |
224+ 1.26% |
$2.94K - $3.34K
|
18K
$210K
|
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.14% |
$13.1 - $14.9
|
704
$8.23K
|
|
| Q4 2021 | |||||||
|
Jan 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
36KNew |
$525K - $545K
|
36K
$420K
|
|
|
Feb 09, 2022
Q4 2021
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
20K+ 47.96% |
$292K - $303K
|
61.7K
$721K
|
|
|
May 10, 2022
Q4 2021
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
17.9KNew |
$262K - $272K
|
17.9K
$210K
|
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
17.5KNew |
$255K - $265K
|
17.5K
$204K
|
|
|
Feb 15, 2022
Q4 2021
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
12.4KNew |
$182K - $189K
|
12.4K
$145K
|
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.09KNew |
$30.5K - $31.7K
|
2.09K
$24.4K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
92New |
$1.34K - $1.39K
|
92
$1.08K
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
28New |
$409 - $424
|
28
$327
|
|
|
Feb 08, 2022
Q4 2021
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
7New |
$102 - $106
|
7
$81.8
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
3.56KNew |
$53.2K - $54.7K
|
3.56K
$41.6K
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
800New |
$11.9K - $12.3K
|
800
$9.35K
|
|
|
Nov 15, 2021
Q3 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
16New |
$239 - $246
|
16
$187
|
|
| Q2 2021 | |||||||
|
Dec 13, 2023
Q2 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
13.8KNew |
$205K - $211K
|
13.8K
$161K
|
|
|
Jul 21, 2021
Q2 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
3.35KNew |
$49.7K - $51.2K
|
3.35K
$39.1K
|
|
|
Jul 14, 2021
Q2 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
200New |
$2.97K - $3.06K
|
200
$2.34K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
58New |
$862 - $889
|
58
$678
|
|
| Q1 2021 | |||||||
|
Apr 09, 2021
Q1 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2.85K+ 70.01% |
$41.4K - $43.2K
|
6.92K
$80.9K
|
|
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
500New |
$7.26K - $7.58K
|
500
$5.85K
|
|
|
May 14, 2021
Q1 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
299New |
$4.34K - $4.53K
|
299
$3.5K
|
|
|
Apr 15, 2021
Q1 2021
|
City Holding CO
|
BUY
|
- |
142New |
$2.06K - $2.15K
|
142
$1.66K
|
|
|
May 10, 2021
Q1 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
21New |
$305 - $318
|
21
$245
|
|
| Q3 2020 | |||||||
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
16.3KNew |
$232K - $244K
|
16.3K
$191K
|
|
| Q2 2020 | |||||||
|
Aug 12, 2020
Q2 2020
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
2.78KNew |
$34.8K - $40.4K
|
2.78K
$32.4K
|
|
| Q1 2020 | |||||||
|
May 18, 2020
Q1 2020
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
100New |
$1K - $1.53K
|
100
$1.17K
|
|
| Q4 2019 | |||||||
|
Mar 16, 2020
Q4 2019
|
Insight Wealth Partners, LLC
|
BUY
|
- |
22.3KNew |
$327K - $337K
|
22.3K
$260K
|
|
|
Feb 07, 2020
Q4 2019
|
Ti Trust, Inc
|
BUY
|
- |
54New |
$794 - $816
|
54
$631
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
2.43K+ 243000.0% |
$35.2K - $35.9K
|
2.43K
$28.4K
|
|
| Q4 2018 | |||||||
|
Feb 04, 2019
Q4 2018
|
Round Table Services, LLC
|
BUY
|
- |
19.6KNew |
$259K - $279K
|
19.6K
$229K
|
|
|
Feb 12, 2019
Q4 2018
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
11KNew |
$145K - $156K
|
11K
$129K
|
|
|
Feb 14, 2019
Q4 2018
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
1.78KNew |
$23.5K - $25.3K
|
1.78K
$20.8K
|
|
|
Feb 11, 2019
Q4 2018
|
Sage Capital Advisors,Llc
|
BUY
|
- |
137New |
$1.81K - $1.95K
|
137
$1.6K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
446KNew |
$6.37M - $6.57M
|
446K
$5.21M
|
|
| Q2 2018 | |||||||
|
Aug 04, 2020
Q2 2018
|
Milestone Advisory Partners
|
BUY
|
- |
27.6KNew |
$395K - $404K
|
27.6K
$323K
|
|
|
Jul 13, 2018
Q2 2018
|
Gen Wealth Group, Inc.
|
BUY
|
- |
15.1KNew |
$216K - $221K
|
15.1K
$176K
|
|
|
Jul 10, 2018
Q2 2018
|
Peoples Financial Services Corp.
|
BUY
|
- |
4KNew |
$57.3K - $58.6K
|
4K
$46.8K
|
|
|
Aug 14, 2018
Q2 2018
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
3.5KNew |
$50.2K - $51.2K
|
3.5K
$40.9K
|
|
| Q3 2016 | |||||||
|
Jan 03, 2024
Q3 2016
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
250New |
N/A
|
250
$2.92K
|
|