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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14.8K+ 119.48% |
$169K - $177K
|
27.1K
$313K
|
|
|
May 02, 2024
Q1 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
11.8KNew |
$136K - $142K
|
11.8K
$137K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
9.29K+ 91.12% |
$106K - $112K
|
19.5K
$225K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
7.92KNew |
$90.7K - $95.2K
|
7.92K
$91.5K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
3.84KNew |
$44K - $46.2K
|
3.84K
$44.4K
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
3.56K+ 48.93% |
$40.8K - $42.8K
|
10.8K
$125K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
1.86KNew |
$21.3K - $22.4K
|
1.86K
$21.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.62KNew |
$18.5K - $19.4K
|
1.62K
$18.7K
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1.34KNew |
$15.3K - $16.1K
|
1.34K
$15.4K
|
|
|
May 10, 2024
Q1 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
753+ 1.44% |
$8.62K - $9.05K
|
52.9K
$611K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
743New |
$8.51K - $8.93K
|
743
$8.58K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
500New |
$5.73K - $6.01K
|
500
$5.78K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
465+ 4.52% |
$5.32K - $5.59K
|
10.7K
$124K
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
417New |
$4.77K - $5.01K
|
417
$4.82K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
400+ 35.34% |
$4.58K - $4.81K
|
1.53K
$17.7K
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
BUY
|
- |
360New |
$4.12K - $4.33K
|
360
$4.16K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
332New |
$3.8K - $3.99K
|
332
$3.83K
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
250+ 2.46% |
$2.86K - $3.01K
|
10.4K
$120K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
146New |
$1.67K - $1.75K
|
146
$1.69K
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
BUY
|
- |
86New |
$985 - $1.03K
|
86
$993
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
50+ 86.21% |
$573 - $601
|
108
$1.25K
|
|
|
Apr 18, 2024
Q1 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
48+ 0.31% |
$550 - $577
|
15.6K
$180K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
42New |
$481 - $505
|
42
$485
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
34+ 0.07% |
$389 - $409
|
51.7K
$597K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
30+ 34.48% |
$344 - $361
|
117
$1.35K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
821KNew |
$8.38M - $9.5M
|
821K
$9.48M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
54.1K+ 72.03% |
$552K - $626K
|
129K
$1.49M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
37.8KNew |
$386K - $437K
|
37.8K
$436K
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
25KNew |
$255K - $290K
|
25K
$289K
|
|
|
Feb 06, 2024
Q4 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
14KNew |
$143K - $162K
|
14K
$162K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
12.9K+ 2.29% |
$132K - $149K
|
577K
$6.67M
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
11.7KNew |
$120K - $136K
|
11.7K
$135K
|
|
|
Mar 14, 2024
Q4 2023
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
10.2KNew |
$104K - $118K
|
10.2K
$118K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
5.19K+ 35.97% |
$52.9K - $60K
|
19.6K
$226K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
3KNew |
$30.6K - $34.7K
|
3K
$34.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.48KNew |
$15.1K - $17.1K
|
1.48K
$17.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1KNew |
$10.2K - $11.6K
|
1K
$11.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
785New |
$8.01K - $9.09K
|
785
$9.07K
|
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
540+ 117.39% |
$5.51K - $6.25K
|
1K
$11.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
415New |
$4.24K - $4.81K
|
415
$4.79K
|
|
|
Feb 14, 2024
Q4 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
310New |
$3.17K - $3.59K
|
310
$3.58K
|
|
|
Feb 12, 2024
Q4 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
270+ 1.79% |
$2.76K - $3.13K
|
15.3K
$177K
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
201+ 1.47% |
$2.05K - $2.33K
|
13.9K
$160K
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
123New |
$1.26K - $1.42K
|
123
$1.42K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
111New |
$1.13K - $1.29K
|
111
$1.28K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
59New |
$602 - $683
|
59
$681
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
32+ 1.83% |
$327 - $371
|
1.78K
$20.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
22New |
$225 - $255
|
22
$254
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
20+ 0.2% |
$204 - $232
|
9.93K
$115K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
18New |
$184 - $208
|
18
$208
|
|