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 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
658New |
$7.25K - $7.94K
|
658
$7.74K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
650New |
$7.16K - $7.85K
|
650
$7.64K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
243+ 1.09% |
$2.68K - $2.93K
|
22.4K
$264K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
229New |
$2.52K - $2.76K
|
229
$2.69K
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
200New |
$2.2K - $2.41K
|
200
$2.35K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
160New |
$1.76K - $1.93K
|
160
$1.88K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
144New |
$1.59K - $1.74K
|
144
$1.69K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
132New |
$1.45K - $1.59K
|
132
$1.55K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
211KNew |
$2.47M - $2.83M
|
211K
$2.48M
|
|
|
Nov 10, 2022
Q3 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
113KNew |
$1.33M - $1.52M
|
113K
$1.33M
|
|
|
Oct 20, 2022
Q3 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
80.4KNew |
$943K - $1.08M
|
80.4K
$946K
|
|
|
Nov 14, 2022
Q3 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
63.2KNew |
$741K - $848K
|
63.2K
$744K
|
|
|
Oct 21, 2022
Q3 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
40.6KNew |
$476K - $545K
|
40.6K
$478K
|
|
|
Nov 04, 2022
Q3 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
23.6KNew |
$276K - $316K
|
23.6K
$277K
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
17.9KNew |
$210K - $240K
|
17.9K
$211K
|
|
|
Nov 07, 2022
Q3 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
12.9KNew |
$151K - $173K
|
12.9K
$151K
|
|
|
Nov 04, 2022
Q3 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
10.3KNew |
$120K - $137K
|
10.3K
$121K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
4.08K+ 0.39% |
$47.8K - $54.7K
|
1.06M
$12.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
3.22K+ 11.48% |
$37.8K - $43.2K
|
31.3K
$368K
|
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
3.1KNew |
$36.3K - $41.6K
|
3.1K
$36.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.4KNew |
$28.1K - $32.2K
|
2.4K
$28.2K
|
|
|
Nov 08, 2022
Q3 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
2.32KNew |
$27.2K - $31.1K
|
2.32K
$27.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
635New |
$7.44K - $8.52K
|
635
$7.47K
|
|
|
Nov 15, 2022
Q3 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
353+ 2.16% |
$4.14K - $4.73K
|
16.7K
$196K
|
|
|
Oct 21, 2022
Q3 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
353+ 3.36% |
$4.14K - $4.73K
|
10.9K
$128K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
300New |
$3.52K - $4.02K
|
300
$3.53K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
174New |
$2.04K - $2.33K
|
174
$2.05K
|
|
|
Oct 14, 2022
Q3 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
140+ 0.61% |
$1.64K - $1.88K
|
23.1K
$271K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
38+ 1.43% |
$445 - $510
|
2.69K
$31.7K
|
|
| Q2 2022 | |||||||
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
190KNew |
$2.28M - $2.56M
|
190K
$2.23M
|
|
|
Jul 06, 2022
Q2 2022
|
Centric Wealth Management
|
BUY
|
- |
146KNew |
$1.75M - $1.97M
|
146K
$1.72M
|
|
|
Aug 08, 2022
Q2 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
127KNew |
$1.53M - $1.72M
|
127K
$1.5M
|
|
|
Jul 11, 2022
Q2 2022
|
Vigilare Wealth Management
|
BUY
|
- |
87KNew |
$1.04M - $1.17M
|
87K
$1.02M
|
|
|
Jul 21, 2022
Q2 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
64.1KNew |
$768K - $865K
|
64.1K
$753K
|
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
52.1KNew |
$625K - $704K
|
52.1K
$613K
|
|
|
Jul 08, 2022
Q2 2022
|
Qp Wealth Management, LLC
|
BUY
|
- |
34.5KNew |
$414K - $466K
|
34.5K
$406K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
32.6K+ 187.28% |
$391K - $440K
|
50K
$588K
|
|
|
Aug 01, 2022
Q2 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
20.2KNew |
$242K - $272K
|
20.2K
$237K
|
|
|
Aug 11, 2022
Q2 2022
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
15.6KNew |
$187K - $210K
|
15.6K
$183K
|
|
|
Jul 22, 2022
Q2 2022
|
Conestoga Capital Advisors, LLC
|
BUY
|
- |
11.4KNew |
$136K - $153K
|
11.4K
$133K
|
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
11.1KNew |
$133K - $150K
|
11.1K
$131K
|
|
|
Jul 18, 2022
Q2 2022
|
Collective Family Office LLC
|
BUY
|
- |
10KNew |
$120K - $135K
|
10K
$118K
|
|
|
Aug 15, 2022
Q2 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
7KNew |
$83.9K - $94.5K
|
7K
$82.3K
|
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
BUY
|
- |
1.55KNew |
$18.5K - $20.9K
|
1.55K
$18.2K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
900New |
$10.8K - $12.2K
|
900
$10.6K
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
700New |
$8.39K - $9.45K
|
700
$8.23K
|
|
|
Aug 12, 2022
Q2 2022
|
Piper Sandler & Co.
Minneapolis, MN |
BUY
|
- |
100New |
$1.2K - $1.35K
|
100
$1.18K
|
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
56New |
$671 - $756
|
56
$659
|
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
BUY
|
- |
29+ 0.16% |
$348 - $392
|
18.1K
$213K
|
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
16New |
$192 - $216
|
16
$188
|
|