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 |
|---|---|---|---|---|---|---|---|
|
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
$139K
|
|
|
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
$147K
|
|
|
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
|
|
|
Feb 10, 2021
Q4 2020
|
9258 Wealth Management, LLC
|
SELL
|
- |
-9.8KClosed |
$144K - $150K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-2.31KClosed |
$33.8K - $35.3K
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-1.6KClosed |
$23.4K - $24.4K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-962Closed |
$14.1K - $14.7K
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-689Closed |
$10.1K - $10.5K
|
0
$0
|
|
|
Jan 15, 2021
Q4 2020
|
First Financial Corp
|
SELL
|
- |
-668Closed |
$9.78K - $10.2K
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-450Closed |
$6.59K - $6.87K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Ballast Advisors LLC
|
SELL
|
- |
-373Closed |
$5.46K - $5.7K
|
0
$0
|
|
|
Jan 12, 2021
Q4 2020
|
Founders Capital Management
|
SELL
|
- |
-280- 35.0% |
$4.1K - $4.28K
|
520
$5.81K
|
|
|
Feb 01, 2021
Q4 2020
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-108Closed |
$1.58K - $1.65K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 10, 2020
Q3 2020
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-430KClosed |
$6.1M - $6.43M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-148KClosed |
$2.09M - $2.21M
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Wela Strategies, Inc.
|
SELL
|
- |
-117KClosed |
$1.66M - $1.75M
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-67.5KClosed |
$957K - $1.01M
|
0
$0
|
|
|
Oct 22, 2020
Q3 2020
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-31.4KClosed |
$446K - $470K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
F Dx Advisors, Inc.
|
SELL
|
- |
-26.7KClosed |
$378K - $398K
|
0
$0
|
|
|
Oct 16, 2020
Q3 2020
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-11.6KClosed |
$165K - $174K
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-11.3KClosed |
$160K - $168K
|
0
$0
|
|