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 |
|---|---|---|---|---|---|---|---|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
124New |
$1.36K - $1.58K
|
124
$1.39K
|
|
| Q4 2022 | |||||||
|
Jan 18, 2023
Q4 2022
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
190KNew |
$2.09M - $2.29M
|
190K
$2.12M
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
39KNew |
$430K - $471K
|
39K
$436K
|
|
|
Feb 13, 2023
Q4 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
38.6KNew |
$425K - $465K
|
38.6K
$431K
|
|
|
Feb 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
31.5KNew |
$347K - $380K
|
31.5K
$352K
|
|
|
Feb 13, 2023
Q4 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
24.1K+ 7319.45% |
$265K - $291K
|
24.4K
$273K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
16KNew |
$176K - $193K
|
16K
$179K
|
|
|
Jan 25, 2023
Q4 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
15.8KNew |
$174K - $190K
|
15.8K
$176K
|
|
|
Feb 09, 2023
Q4 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
14.3KNew |
$158K - $173K
|
14.3K
$160K
|
|
|
Feb 13, 2023
Q4 2022
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
13.7KNew |
$151K - $165K
|
13.7K
$153K
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
11.3KNew |
$125K - $137K
|
11.3K
$127K
|
|
|
Feb 03, 2023
Q4 2022
|
Sepio Capital, LP
|
BUY
|
- |
11.1KNew |
$122K - $133K
|
11.1K
$124K
|
|
|
Jan 19, 2023
Q4 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
9.76K+ 65.07% |
$108K - $118K
|
24.8K
$277K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
7.89KNew |
$87K - $95.3K
|
7.89K
$88.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
7K+ 100.0% |
$77.1K - $84.5K
|
14K
$156K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
5.3KNew |
$58.4K - $64K
|
5.3K
$59.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
4K+ 25.0% |
$44.1K - $48.3K
|
20K
$223K
|
|
|
Feb 14, 2023
Q4 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
2.75K+ 27.5% |
$30.3K - $33.2K
|
12.8K
$142K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.54KNew |
$28K - $30.7K
|
2.54K
$28.4K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
2.42KNew |
$26.7K - $29.2K
|
2.42K
$27.1K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
2.21KNew |
$24.3K - $26.6K
|
2.21K
$24.6K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.9KNew |
$20.9K - $22.9K
|
1.9K
$21.2K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
1.09KNew |
$12K - $13.1K
|
1.09K
$12.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
913New |
$10.1K - $11K
|
913
$10.2K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
800New |
$8.82K - $9.66K
|
800
$8.94K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
775New |
$8.54K - $9.35K
|
775
$8.66K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
674New |
$7.43K - $8.14K
|
674
$7.53K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
658New |
$7.25K - $7.94K
|
658
$7.35K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
650New |
$7.16K - $7.85K
|
650
$7.26K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
243+ 1.09% |
$2.68K - $2.93K
|
22.4K
$251K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
229New |
$2.52K - $2.76K
|
229
$2.56K
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
200New |
$2.2K - $2.41K
|
200
$2.23K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
160New |
$1.76K - $1.93K
|
160
$1.79K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
144New |
$1.59K - $1.74K
|
144
$1.61K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
132New |
$1.45K - $1.59K
|
132
$1.47K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
211KNew |
$2.47M - $2.83M
|
211K
$2.36M
|
|
|
Nov 10, 2022
Q3 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
113KNew |
$1.33M - $1.52M
|
113K
$1.27M
|
|
|
Oct 20, 2022
Q3 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
80.4KNew |
$943K - $1.08M
|
80.4K
$898K
|
|
|
Nov 14, 2022
Q3 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
63.2KNew |
$741K - $848K
|
63.2K
$706K
|
|
|
Oct 21, 2022
Q3 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
40.6KNew |
$476K - $545K
|
40.6K
$454K
|
|
|
Nov 04, 2022
Q3 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
23.6KNew |
$276K - $316K
|
23.6K
$263K
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
17.9KNew |
$210K - $240K
|
17.9K
$200K
|
|
|
Nov 07, 2022
Q3 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
12.9KNew |
$151K - $173K
|
12.9K
$144K
|
|
|
Nov 04, 2022
Q3 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
10.3KNew |
$120K - $137K
|
10.3K
$114K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
4.08K+ 0.39% |
$47.8K - $54.7K
|
1.06M
$11.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
3.22K+ 11.48% |
$37.8K - $43.2K
|
31.3K
$349K
|
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
3.1KNew |
$36.3K - $41.6K
|
3.1K
$34.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.4KNew |
$28.1K - $32.2K
|
2.4K
$26.8K
|
|
|
Nov 08, 2022
Q3 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
2.32KNew |
$27.2K - $31.1K
|
2.32K
$25.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
635New |
$7.44K - $8.52K
|
635
$7.09K
|
|