Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 19, 2021
Q2 2021
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-138KClosed |
$2.06M - $2.12M
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-26.1KClosed |
$388K - $400K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-21.4KClosed |
$319K - $328K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-18.4KClosed |
$274K - $282K
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
Trilogy Capital Inc.
|
SELL
|
- |
-15.3KClosed |
$227K - $234K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-15KClosed |
$223K - $230K
|
0
$0
|
|
Nov 18, 2022
Q2 2021
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-10KClosed |
$149K - $153K
|
0
$0
|
|
Jul 13, 2021
Q2 2021
|
Ellevest, Inc.
|
SELL
|
- |
-8KClosed |
$119K - $123K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Archer Investment Corp
|
SELL
|
- |
-7.53KClosed |
$112K - $115K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-3KClosed |
$44.6K - $46K
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.39KClosed |
$20.7K - $21.3K
|
0
$0
|
|
Jul 17, 2024
Q2 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-811Closed |
$12.1K - $12.4K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-760Closed |
$11.3K - $11.6K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-717Closed |
$10.7K - $11K
|
0
$0
|
|
Nov 12, 2021
Q2 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-500Closed |
$7.44K - $7.66K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Hudock, Inc.
|
SELL
|
- |
-386Closed |
$5.74K - $5.91K
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
Trust CO
|
SELL
|
- |
-365Closed |
$5.43K - $5.59K
|
0
$0
|
|
Jul 19, 2021
Q2 2021
|
Country Trust Bank
|
SELL
|
- |
-340Closed |
$5.06K - $5.21K
|
0
$0
|
|
Jul 30, 2021
Q2 2021
|
Fusion Family Wealth LLC
|
SELL
|
- |
-235Closed |
$3.49K - $3.6K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Sageworth Trust CO
|
SELL
|
- |
-30Closed |
$446 - $460
|
0
$0
|
|
Q1 2021 | |||||||
May 17, 2021
Q1 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-3.52MClosed |
$51M - $53.3M
|
0
$0
|
|
May 18, 2021
Q1 2021
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-55KClosed |
$798K - $834K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Davenport & CO LLC
|
SELL
|
- |
-28.6KClosed |
$415K - $434K
|
0
$0
|
|
Apr 07, 2021
Q1 2021
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-25.2KClosed |
$366K - $382K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-15.9KClosed |
$230K - $241K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-13.9KClosed |
$202K - $211K
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-12.2KClosed |
$178K - $186K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Asset Management Corp
|
SELL
|
- |
-11.5KClosed |
$167K - $174K
|
0
$0
|
|
Apr 16, 2021
Q1 2021
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-7.61K- 38.03% |
$110K - $115K
|
12.4K
$145K
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-5.84KClosed |
$84.7K - $88.5K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-5.63KClosed |
$81.7K - $85.3K
|
0
$0
|
|
May 21, 2021
Q1 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-4.7KClosed |
$68.3K - $71.3K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-4.03KClosed |
$58.5K - $61.1K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-3.28KClosed |
$47.6K - $49.8K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-2.4KClosed |
$34.9K - $36.4K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-2.28KClosed |
$33.1K - $34.6K
|
0
$0
|
|
Apr 23, 2021
Q1 2021
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-2KClosed |
$29K - $30.3K
|
0
$0
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-1.22KClosed |
$17.7K - $18.5K
|
0
$0
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-1.22KClosed |
$17.7K - $18.5K
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-839Closed |
$12.2K - $12.7K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-335- 2.48% |
$4.86K - $5.08K
|
13.2K
$154K
|
|
Apr 26, 2021
Q1 2021
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-314Closed |
$4.56K - $4.76K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-200Closed |
$2.9K - $3.03K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-65Closed |
$943 - $985
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-33Closed |
$479 - $500
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-18Closed |
$261 - $273
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-1Closed |
$14.5 - $15.2
|
0
$0
|
|
Q4 2020 | |||||||
Feb 16, 2021
Q4 2020
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-26.4KClosed |
$386K - $403K
|
0
$0
|
|
Jun 23, 2021
Q4 2020
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-11.2KClosed |
$164K - $171K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-10.7KClosed |
$156K - $163K
|
0
$0
|