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 |
---|---|---|---|---|---|---|---|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
23+ 1.49% |
$263 - $288
|
1.57K
$18.1K
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
13New |
$148 - $163
|
13
$150
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
9+ 0.08% |
$103 - $113
|
11.8K
$136K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.08% |
$103 - $113
|
10.6K
$123K
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
8+ 0.07% |
$91.4 - $100
|
11.8K
$136K
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
2+ 2.2% |
$22.8 - $25
|
93
$1.07K
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2+ 0.01% |
$22.8 - $25
|
39.1K
$452K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q3 2024 | |||||||
Oct 18, 2024
Q3 2024
|
Act Advisors, Llc.
|
BUY
|
- |
1.41MNew |
$16.2M - $17.6M
|
1.41M
$16.2M
|
|
Nov 12, 2024
Q3 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
1.25MNew |
$14.4M - $15.7M
|
1.25M
$14.4M
|
|
Oct 17, 2024
Q3 2024
|
Price Capital Management, Inc.
Lafayette, LA |
BUY
|
- |
553KNew |
$6.37M - $6.92M
|
553K
$6.39M
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
323KNew |
$3.72M - $4.04M
|
323K
$3.73M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
234K+ 16.9% |
$2.69M - $2.93M
|
1.62M
$18.7M
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
218K+ 513.61% |
$2.51M - $2.73M
|
261K
$3.01M
|
|
Nov 14, 2024
Q3 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
63.7KNew |
$734K - $798K
|
63.7K
$736K
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
42.4KNew |
$488K - $531K
|
42.4K
$490K
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
23KNew |
$265K - $288K
|
23K
$266K
|
|
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
$235K
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
19.8KNew |
$229K - $248K
|
19.8K
$229K
|
|
Nov 12, 2024
Q3 2024
|
Cowen And Company, LLC
|
BUY
|
- |
19.7KNew |
$227K - $247K
|
19.7K
$228K
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
17.8KNew |
$205K - $223K
|
17.8K
$205K
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
17.7KNew |
$203K - $221K
|
17.7K
$204K
|
|
Nov 04, 2024
Q3 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
16.6KNew |
$191K - $207K
|
16.6K
$191K
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
15KNew |
$173K - $188K
|
15K
$173K
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
BUY
|
- |
14.2KNew |
$164K - $178K
|
14.2K
$164K
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
11.9KNew |
$137K - $149K
|
11.9K
$137K
|
|
Nov 12, 2024
Q3 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
11.3KNew |
$130K - $141K
|
11.3K
$130K
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
10.5KNew |
$121K - $132K
|
10.5K
$122K
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
10KNew |
$116K - $126K
|
10K
$116K
|
|
Oct 24, 2024
Q3 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
10KNew |
$115K - $125K
|
10K
$116K
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
6.9KNew |
$79.5K - $86.4K
|
6.9K
$79.7K
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
5.86K+ 6.26% |
$67.5K - $73.4K
|
99.5K
$1.15M
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
4.87K+ 39.94% |
$56.1K - $60.9K
|
17.1K
$197K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
4.55KNew |
$52.4K - $57K
|
4.55K
$52.6K
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
3KNew |
$34.6K - $37.6K
|
3K
$34.7K
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
2.95K+ 11.56% |
$33.9K - $36.9K
|
28.4K
$328K
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.53KNew |
$29.1K - $31.6K
|
2.53K
$29.2K
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
2.5K+ 20.49% |
$28.8K - $31.3K
|
14.7K
$170K
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
2.47KNew |
$28.4K - $30.9K
|
2.47K
$28.5K
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
1.81K+ 21.12% |
$20.8K - $22.6K
|
10.4K
$120K
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
1.5KNew |
$17.3K - $18.8K
|
1.5K
$17.3K
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.25KNew |
$14.4K - $15.7K
|
1.25K
$14.4K
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.21KNew |
$13.9K - $15.1K
|
1.21K
$13.9K
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
799New |
$9.2K - $10K
|
799
$9.23K
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
696+ 4.78% |
$8.02K - $8.71K
|
15.3K
$176K
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
675+ 767.05% |
$7.78K - $8.45K
|
763
$8.81K
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
661New |
$7.61K - $8.28K
|
661
$7.63K
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
308New |
$3.55K - $3.86K
|
308
$3.56K
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
209New |
$2.41K - $2.62K
|
209
$2.41K
|