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 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
188New |
$2.17K - $2.35K
|
188
$2.17K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
76+ 0.27% |
$876 - $952
|
28.7K
$331K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
75+ 84.27% |
$864 - $939
|
164
$1.89K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
73+ 0.62% |
$841 - $914
|
11.9K
$137K
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
35+ 0.19% |
$403 - $438
|
18.3K
$211K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
34New |
$392 - $426
|
34
$393
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
25+ 25.0% |
$288 - $313
|
125
$1.44K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
9+ 0.06% |
$104 - $113
|
14.8K
$170K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Carmenna Advisors LLC
New York, NY |
BUY
|
- |
292KNew |
$3.3M - $3.47M
|
292K
$3.37M
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
234KNew |
$2.65M - $2.79M
|
234K
$2.71M
|
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
153KNew |
$1.73M - $1.82M
|
153K
$1.76M
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
131KNew |
$1.48M - $1.56M
|
131K
$1.51M
|
|
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
32.3KNew |
$365K - $384K
|
32.3K
$373K
|
|
|
Jul 11, 2024
Q2 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
13.2K+ 42.56% |
$149K - $157K
|
44.1K
$510K
|
|
|
Aug 13, 2024
Q2 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
12.1KNew |
$137K - $144K
|
12.1K
$140K
|
|
|
Aug 05, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
11.8KNew |
$134K - $141K
|
11.8K
$137K
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
10.8KNew |
$123K - $129K
|
10.8K
$125K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
10.5KNew |
$119K - $125K
|
10.5K
$121K
|
|
|
Aug 14, 2024
Q2 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
10.2KNew |
$115K - $121K
|
10.2K
$118K
|
|
|
Aug 14, 2024
Q2 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
9.55K+ 312.87% |
$108K - $114K
|
12.6K
$146K
|
|
|
Aug 09, 2024
Q2 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
5K+ 6.67% |
$56.5K - $59.5K
|
80K
$924K
|
|
|
Jul 26, 2024
Q2 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
4.42K+ 24.54% |
$49.9K - $52.5K
|
22.4K
$259K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2.01KNew |
$22.7K - $23.9K
|
2.01K
$23.2K
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
2KNew |
$22.6K - $23.8K
|
2K
$23.1K
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1.49KNew |
$16.8K - $17.7K
|
1.49K
$17.2K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
975New |
$11K - $11.6K
|
975
$11.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
BUY
|
- |
923+ 715.5% |
$10.4K - $11K
|
1.05K
$12.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
- |
767New |
$8.67K - $9.13K
|
767
$8.86K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
741+ 45.05% |
$8.37K - $8.82K
|
2.39K
$27.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
647New |
$7.31K - $7.7K
|
647
$7.47K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
506New |
$5.72K - $6.02K
|
506
$5.84K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
294+ 1.24% |
$3.32K - $3.5K
|
24.1K
$278K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
231New |
$2.61K - $2.75K
|
231
$2.67K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
165New |
$1.86K - $1.96K
|
165
$1.91K
|
|
|
Jul 26, 2024
Q2 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
87+ 0.83% |
$983 - $1.04K
|
10.5K
$121K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
59New |
$667 - $702
|
59
$681
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
40+ 0.39% |
$452 - $476
|
10.2K
$118K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
12+ 0.09% |
$136 - $143
|
13.2K
$152K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
8+ 1.44% |
$90.4 - $95.2
|
564
$6.51K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2024 | |||||||
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
435KNew |
$4.98M - $5.23M
|
435K
$5.03M
|
|
|
Apr 22, 2024
Q1 2024
|
Retireful, LLC
|
BUY
|
- |
251KNew |
$2.88M - $3.02M
|
251K
$2.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
59.7KNew |
$684K - $718K
|
59.7K
$690K
|
|
|
May 10, 2024
Q1 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
40.5KNew |
$464K - $487K
|
40.5K
$468K
|
|
|
May 15, 2024
Q1 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
37.5K+ 296.91% |
$430K - $451K
|
50.2K
$579K
|
|
|
May 03, 2024
Q1 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
34.6KNew |
$396K - $415K
|
34.6K
$399K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
31.2KNew |
$357K - $375K
|
31.2K
$360K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
24.2K+ 160.66% |
$277K - $291K
|
39.2K
$453K
|
|
|
May 13, 2024
Q1 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
21.9KNew |
$251K - $263K
|
21.9K
$253K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
16.5K+ 6.28% |
$189K - $198K
|
280K
$3.23M
|
|