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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-37.6K- 54.37% |
$422K - $444K
|
31.6K
$353K
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-36.7K- 46.72% |
$412K - $434K
|
41.9K
$468K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-33.3K- 26.26% |
$374K - $393K
|
93.6K
$1.05M
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-30.5K- 3.45% |
$343K - $360K
|
855K
$9.55M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-27.8K- 4.56% |
$312K - $328K
|
581K
$6.49M
|
|
|
Apr 15, 2025
Q1 2025
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-27.6K- 67.55% |
$310K - $326K
|
13.3K
$148K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-26.4K- 1.82% |
$296K - $311K
|
1.42M
$15.9M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-25K- 6.22% |
$280K - $295K
|
376K
$4.2M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-24.8K- 31.06% |
$278K - $293K
|
55.1K
$615K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-23.1K- 3.12% |
$259K - $272K
|
716K
$8M
|
|
|
Apr 11, 2025
Q1 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-22K- 11.75% |
$247K - $260K
|
165K
$1.85M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-20.5K- 15.32% |
$230K - $242K
|
113K
$1.26M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-19.4K- 11.51% |
$218K - $229K
|
150K
$1.67M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-17K- 59.79% |
$191K - $201K
|
11.4K
$128K
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-15.6K- 3.53% |
$175K - $184K
|
427K
$4.77M
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-12.7K- 11.95% |
$143K - $150K
|
93.7K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-12.6K- 51.29% |
$141K - $148K
|
11.9K
$133K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-12.3K- 28.79% |
$138K - $145K
|
30.4K
$340K
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-11.2K- 16.65% |
$125K - $132K
|
55.9K
$625K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-11.2K- 67.75% |
$125K - $132K
|
5.32K
$59.4K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-10.8K- 44.38% |
$121K - $127K
|
13.5K
$151K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-9.95K- 11.47% |
$112K - $117K
|
76.8K
$858K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.37K- 1.88% |
$105K - $111K
|
490K
$5.47M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-9.25K- 6.98% |
$104K - $109K
|
123K
$1.38M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-9.21K- 35.56% |
$103K - $109K
|
16.7K
$186K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-8.44K- 7.07% |
$94.7K - $99.6K
|
111K
$1.24M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-8.13K- 4.08% |
$91.2K - $95.9K
|
191K
$2.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-7.7K- 15.86% |
$86.4K - $90.9K
|
40.9K
$456K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-7.64K- 36.87% |
$85.7K - $90.2K
|
13.1K
$146K
|
|
|
Apr 30, 2025
Q1 2025
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-7.64K- 1.16% |
$85.7K - $90.1K
|
649K
$7.25M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-7.59K- 23.52% |
$85.1K - $89.5K
|
24.7K
$275K
|
|
|
May 14, 2025
Q1 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-7.57K- 7.17% |
$84.9K - $89.3K
|
98K
$1.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-7.48K- 29.85% |
$83.9K - $88.3K
|
17.6K
$196K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-7.48K- 4.11% |
$83.9K - $88.2K
|
174K
$1.95M
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-6.53K- 14.26% |
$73.2K - $77K
|
39.2K
$438K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.36K- 7.06% |
$71.3K - $75K
|
83.7K
$935K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-6.18K- 17.5% |
$69.4K - $73K
|
29.1K
$326K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-6.09K- 7.03% |
$68.3K - $71.9K
|
80.5K
$899K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-5.93K- 23.18% |
$66.5K - $69.9K
|
19.6K
$219K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-5.79K- 2.92% |
$64.9K - $68.3K
|
193K
$2.15M
|
|
|
May 14, 2025
Q1 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-5.66K- 3.75% |
$63.5K - $66.8K
|
145K
$1.62M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5.65K- 4.52% |
$63.3K - $66.6K
|
119K
$1.33M
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-5.64K- 4.2% |
$63.2K - $66.5K
|
129K
$1.44M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-5.39K- 17.49% |
$60.5K - $63.6K
|
25.4K
$284K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-5.31K- 9.65% |
$59.6K - $62.7K
|
49.7K
$555K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-5.25K- 14.43% |
$58.8K - $61.9K
|
31.1K
$347K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-5.19K- 9.73% |
$58.2K - $61.2K
|
48.2K
$538K
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
SELL
|
- |
-5.16K- 29.66% |
$57.9K - $60.8K
|
12.2K
$137K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-4.93K- 3.16% |
$55.3K - $58.2K
|
151K
$1.69M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-4.65K- 5.42% |
$52.2K - $54.9K
|
81.1K
$906K
|