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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
20.4K+ 2.92% |
$235K - $255K
|
717K
$8.47M
|
|
|
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
$240K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
19.9K+ 0.24% |
$229K - $249K
|
8.35M
$98.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
19.8KNew |
$229K - $248K
|
19.8K
$234K
|
|
|
Nov 12, 2024
Q3 2024
|
Cowen And Company, LLC
|
BUY
|
- |
19.7KNew |
$227K - $247K
|
19.7K
$233K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
19.6K+ 4.06% |
$226K - $245K
|
502K
$5.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
19K+ 94.69% |
$219K - $238K
|
39.1K
$462K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
18.4K+ 53.89% |
$212K - $230K
|
52.6K
$621K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
18.1KNew |
$208K - $226K
|
18.1K
$213K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
17.8KNew |
$205K - $223K
|
17.8K
$210K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
17.7KNew |
$203K - $221K
|
17.7K
$209K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
17.1K+ 88.71% |
$197K - $214K
|
36.4K
$430K
|
|
|
Nov 04, 2024
Q3 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
16.6KNew |
$191K - $207K
|
16.6K
$195K
|
|
|
Oct 23, 2024
Q3 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
16.1KNew |
$185K - $202K
|
16.1K
$190K
|
|
|
Nov 05, 2024
Q3 2024
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
15.7K+ 7.91% |
$180K - $196K
|
214K
$2.52M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
15.5K+ 3.37% |
$178K - $194K
|
475K
$5.61M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
15.2K+ 3.58% |
$175K - $190K
|
438K
$5.17M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
15KNew |
$173K - $188K
|
15K
$177K
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
BUY
|
- |
14.2KNew |
$164K - $178K
|
14.2K
$168K
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
14.1K+ 34.45% |
$162K - $177K
|
55K
$650K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13.3K+ 7.09% |
$153K - $166K
|
201K
$2.37M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
12.6K+ 7.99% |
$145K - $157K
|
170K
$2.01M
|
|
|
Oct 08, 2024
Q3 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
12.4K+ 7.53% |
$143K - $156K
|
178K
$2.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
12.4K+ 5.76% |
$142K - $155K
|
227K
$2.68M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
12.2K+ 2.53% |
$141K - $153K
|
496K
$5.86M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
11.9KNew |
$137K - $149K
|
11.9K
$140K
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
11.8KNew |
$136K - $147K
|
11.8K
$139K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
11.4K+ 177.15% |
$132K - $143K
|
17.9K
$211K
|
|
|
Nov 12, 2024
Q3 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
11.3KNew |
$130K - $141K
|
11.3K
$133K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
11.2KNew |
$129K - $140K
|
11.2K
$132K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
11K+ 83.78% |
$127K - $138K
|
24.1K
$285K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
10.5KNew |
$121K - $132K
|
10.5K
$124K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
10.2KNew |
$118K - $128K
|
10.2K
$121K
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
10KNew |
$116K - $126K
|
10K
$118K
|
|
|
Oct 24, 2024
Q3 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
10KNew |
$115K - $125K
|
10K
$118K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
9.12K+ 68.45% |
$105K - $114K
|
22.4K
$265K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.89K+ 4.4% |
$102K - $111K
|
211K
$2.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
8.6K+ 1.63% |
$99.1K - $108K
|
537K
$6.34M
|
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
8.19K+ 11.23% |
$94.4K - $103K
|
81.1K
$958K
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
7.97K+ 101.39% |
$91.8K - $99.7K
|
15.8K
$187K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
6.9KNew |
$79.5K - $86.4K
|
6.9K
$81.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
5.86K+ 6.26% |
$67.5K - $73.4K
|
99.5K
$1.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
5.57K+ 139325.0% |
$64.2K - $69.8K
|
5.58K
$65.9K
|
|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
5.42K+ 0.84% |
$62.4K - $67.8K
|
647K
$7.64M
|
|
|
Oct 28, 2024
Q3 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
5.35K+ 6.04% |
$61.6K - $66.9K
|
93.9K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.13K+ 10.97% |
$59.1K - $64.2K
|
51.9K
$612K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
4.88K+ 2.55% |
$56.2K - $61.1K
|
197K
$2.32M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
4.87K+ 39.94% |
$56.1K - $60.9K
|
17.1K
$201K
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
4.65K+ 1.78% |
$53.6K - $58.2K
|
265K
$3.14M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
4.55KNew |
$52.4K - $57K
|
4.55K
$53.8K
|