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 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-418- 1.31% |
$4.69K - $4.93K
|
31.5K
$352K
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-416- 42.75% |
$4.67K - $4.91K
|
557
$6.22K
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-406- 3.44% |
$4.56K - $4.79K
|
11.4K
$127K
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-348- 1.28% |
$3.9K - $4.11K
|
26.8K
$300K
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-340- 2.63% |
$3.81K - $4.01K
|
12.6K
$141K
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-323- 1.88% |
$3.62K - $3.81K
|
16.8K
$188K
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-247- 1.96% |
$2.77K - $2.91K
|
12.4K
$138K
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-233- 0.75% |
$2.61K - $2.75K
|
30.9K
$346K
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-210- 3.17% |
$2.36K - $2.48K
|
6.42K
$71.7K
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-177- 0.72% |
$1.99K - $2.09K
|
24.4K
$272K
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-144- 8.22% |
$1.62K - $1.7K
|
1.61K
$18K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-143- 1.34% |
$1.6K - $1.69K
|
10.5K
$117K
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-131- 0.35% |
$1.47K - $1.55K
|
37.7K
$421K
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-129- 50.0% |
$1.45K - $1.52K
|
129
$1.44K
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-125- 5.75% |
$1.4K - $1.48K
|
2.05K
$22.9K
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-86- 31.73% |
$965 - $1.01K
|
185
$2.07K
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-84- 57.93% |
$942 - $991
|
61
$681
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-68- 0.75% |
$763 - $802
|
8.99K
$100K
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-50- 11.14% |
$561 - $590
|
399
$4.46K
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-40- 0.72% |
$449 - $472
|
5.5K
$61.4K
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-39- 0.52% |
$438 - $460
|
7.51K
$83.9K
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-35- 0.08% |
$393 - $413
|
41.9K
$468K
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-26- 0.23% |
$292 - $307
|
11.1K
$124K
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-20- 0.11% |
$224 - $236
|
17.7K
$198K
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-17- 18.48% |
$191 - $201
|
75
$838
|
|
Q4 2024 | |||||||
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-553K- 99.46% |
$6.31M - $6.91M
|
3K
$33.5K
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-87.4K- 9.18% |
$998K - $1.09M
|
864K
$9.65M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-27.6K- 18.52% |
$315K - $345K
|
121K
$1.36M
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-24.4K- 9.18% |
$278K - $305K
|
241K
$2.69M
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-22.6K- 56.79% |
$258K - $282K
|
17.2K
$192K
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-21.1K- 50.82% |
$241K - $264K
|
20.4K
$228K
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-12.1K- 54.18% |
$138K - $151K
|
10.2K
$114K
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-11.1K- 85.76% |
$126K - $138K
|
1.84K
$20.5K
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-8.54K- 33.95% |
$97.5K - $107K
|
16.6K
$186K
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-8.25K- 8.38% |
$94.2K - $103K
|
90.1K
$1.01M
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-8.14K- 39.53% |
$93K - $102K
|
12.5K
$139K
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-6.13K- 55.69% |
$70K - $76.7K
|
4.88K
$54.5K
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-4.5K- 18.89% |
$51.4K - $56.3K
|
19.3K
$216K
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-4.12K- 61.37% |
$47.1K - $51.6K
|
2.6K
$29K
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-3.93K- 99.85% |
$44.9K - $49.2K
|
6
$67
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-3K- 27.27% |
$34.3K - $37.5K
|
8K
$89.4K
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
SELL
|
- |
-3K- 20.9% |
$34.3K - $37.5K
|
11.4K
$127K
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.94K- 90.64% |
$33.6K - $36.8K
|
304
$3.4K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.64K- 43.97% |
$18.7K - $20.5K
|
2.09K
$23.3K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.43K- 36.99% |
$16.4K - $17.9K
|
2.44K
$27.2K
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.08K- 4.72% |
$12.3K - $13.5K
|
21.8K
$244K
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-900- 8.04% |
$10.3K - $11.3K
|
10.3K
$115K
|
|
Feb 21, 2025
Q4 2024
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-500- 2.34% |
$5.71K - $6.25K
|
20.9K
$233K
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-500- 50.0% |
$5.71K - $6.25K
|
500
$5.59K
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-386- 4.04% |
$4.41K - $4.83K
|
9.18K
$103K
|