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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-325- 3.04% |
$3.71K - $4.06K
|
10.4K
$116K
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-165- 4.85% |
$1.88K - $2.06K
|
3.24K
$36.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-159- 0.81% |
$1.82K - $1.99K
|
19.5K
$218K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-105- 37.91% |
$1.2K - $1.31K
|
172
$1.92K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-88- 0.8% |
$1K - $1.1K
|
10.9K
$122K
|
|
|
Jan 30, 2025
Q4 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-86- 1.28% |
$982 - $1.08K
|
6.63K
$74K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-33- 1.05% |
$377 - $413
|
3.1K
$34.6K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.61M- 31.6% |
$18.5M - $20.1M
|
3.48M
$38.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-258K- 27.9% |
$2.97M - $3.23M
|
667K
$7.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-78.2K- 71.22% |
$901K - $979K
|
31.6K
$353K
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-24K- 60.0% |
$276K - $300K
|
16K
$179K
|
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
SELL
|
- |
-13.3K- 46.43% |
$153K - $167K
|
15.3K
$171K
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-8.92K- 37.15% |
$103K - $112K
|
15.1K
$169K
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-7.62K- 39.17% |
$87.8K - $95.4K
|
11.8K
$132K
|
|
|
Nov 12, 2024
Q3 2024
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-6.06K- 58.74% |
$69.8K - $75.9K
|
4.26K
$47.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-5.4K- 23.94% |
$62.2K - $67.6K
|
17.1K
$192K
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-4.1K- 25.41% |
$47.2K - $51.3K
|
12K
$134K
|
|
|
Nov 12, 2024
Q3 2024
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-3K- 10.35% |
$34.6K - $37.6K
|
26K
$290K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-2.04K- 11.99% |
$23.5K - $25.6K
|
15K
$167K
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-977- 7.86% |
$11.3K - $12.2K
|
11.5K
$128K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-865- 0.43% |
$9.96K - $10.8K
|
202K
$2.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
SELL
|
- |
-824- 5.72% |
$9.49K - $10.3K
|
13.6K
$152K
|
|
|
Oct 24, 2024
Q3 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-566- 2.34% |
$6.52K - $7.09K
|
23.6K
$264K
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
SELL
|
- |
-350- 30.43% |
$4.03K - $4.38K
|
800
$8.94K
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-206- 1.66% |
$2.37K - $2.58K
|
12.2K
$136K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-20- 0.17% |
$230 - $250
|
11.5K
$128K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-16- 8.51% |
$184 - $200
|
172
$1.92K
|
|
| Q2 2024 | |||||||
|
Sep 05, 2024
Q2 2024
|
Stonebridge Advisors LLC
Wilton, CT |
SELL
|
- |
-1.02M- 60.85% |
$11.6M - $12.2M
|
659K
$7.36M
|
|
|
Jul 30, 2024
Q2 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-329K- 37.96% |
$3.71M - $3.91M
|
537K
$6M
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-87.1K- 79.32% |
$985K - $1.04M
|
22.7K
$254K
|
|
|
Jul 25, 2024
Q2 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-36K- 33.09% |
$407K - $428K
|
72.8K
$813K
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-10.6K- 46.85% |
$120K - $126K
|
12K
$134K
|
|
|
Jul 08, 2024
Q2 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-9.37K- 34.31% |
$106K - $111K
|
17.9K
$200K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-5.78K- 34.45% |
$65.3K - $68.8K
|
11K
$123K
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-5.34K- 20.61% |
$60.3K - $63.5K
|
20.5K
$229K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-4.58K- 75.33% |
$51.8K - $54.5K
|
1.5K
$16.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.46K- 15.13% |
$39.1K - $41.1K
|
19.4K
$217K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-3K- 18.02% |
$33.9K - $35.7K
|
13.7K
$152K
|
|
|
Aug 07, 2024
Q2 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-2.48K- 17.45% |
$28K - $29.5K
|
11.7K
$131K
|
|
|
Jul 17, 2024
Q2 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-2.42K- 14.97% |
$27.3K - $28.8K
|
13.8K
$154K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-2.22K- 77.05% |
$25K - $26.4K
|
660
$7.37K
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2K- 16.66% |
$22.6K - $23.8K
|
10K
$112K
|
|
|
Jun 10, 2025
Q2 2024
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-1.33KClosed |
$15.1K - $15.9K
|
0
$0
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.3K- 56.57% |
$14.7K - $15.5K
|
999
$11.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-916- 7.1% |
$10.4K - $10.9K
|
12K
$134K
|
|
|
Jul 19, 2024
Q2 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-700- 3.55% |
$7.91K - $8.33K
|
19K
$213K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-434- 58.57% |
$4.9K - $5.16K
|
307
$3.43K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-428- 94.48% |
$4.84K - $5.09K
|
25
$279
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-301- 0.49% |
$3.4K - $3.58K
|
60.5K
$676K
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-200- 1.03% |
$2.26K - $2.38K
|
19.3K
$216K
|
|