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 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-168- 0.47% |
$1.9K - $2K
|
35.3K
$394K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-100- 10.0% |
$1.13K - $1.19K
|
900
$10.1K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-75- 30.99% |
$848 - $893
|
167
$1.87K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-32- 5.73% |
$362 - $381
|
526
$5.88K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-14- 21.88% |
$158 - $167
|
50
$559
|
|
| Q1 2024 | |||||||
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-40K- 60.43% |
$458K - $481K
|
26.2K
$292K
|
|
|
May 03, 2024
Q1 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-21.3K- 66.63% |
$244K - $256K
|
10.7K
$119K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-15.1K- 92.41% |
$173K - $181K
|
1.24K
$13.9K
|
|
|
Apr 03, 2024
Q1 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-13.5K- 43.96% |
$154K - $162K
|
17.2K
$192K
|
|
|
May 03, 2024
Q1 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-8.34K- 43.97% |
$95.5K - $100K
|
10.6K
$119K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-7.12K- 27.49% |
$81.5K - $85.6K
|
18.8K
$210K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-3.2K- 28.99% |
$36.6K - $38.4K
|
7.83K
$87.4K
|
|
|
Apr 26, 2024
Q1 2024
|
Narwhal Capital Management
|
SELL
|
- |
-3K- 6.52% |
$34.4K - $36.1K
|
43K
$480K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-2.73K- 18.24% |
$31.2K - $32.8K
|
12.2K
$136K
|
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-2.44K- 40.84% |
$27.9K - $29.3K
|
3.54K
$39.5K
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.86K- 7.64% |
$21.3K - $22.3K
|
22.5K
$251K
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-1.85K- 11.37% |
$21.1K - $22.2K
|
14.4K
$161K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-1.41K- 51.18% |
$16.1K - $16.9K
|
1.35K
$15K
|
|
|
May 01, 2024
Q1 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1K- 5.6% |
$11.5K - $12K
|
16.9K
$188K
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-735- 26.87% |
$8.42K - $8.83K
|
2K
$22.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-708- 7.84% |
$8.11K - $8.51K
|
8.33K
$93K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-525- 55.61% |
$6.01K - $6.31K
|
419
$4.68K
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-500- 3.28% |
$5.73K - $6.01K
|
14.7K
$165K
|
|
|
May 14, 2024
Q1 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-356- 0.32% |
$4.08K - $4.28K
|
110K
$1.22M
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-200- 4.32% |
$2.29K - $2.4K
|
4.43K
$49.5K
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
SELL
|
- |
-150- 1.81% |
$1.72K - $1.8K
|
8.16K
$91.1K
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-85- 0.52% |
$973 - $1.02K
|
16.2K
$181K
|
|
|
May 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-50- 0.5% |
$573 - $601
|
10K
$112K
|
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-28- 2.35% |
$321 - $337
|
1.17K
$13K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-1- 50.0% |
$11.5 - $12
|
1
$11.2
|
|
| Q4 2023 | |||||||
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-45.9K- 79.82% |
$469K - $532K
|
11.6K
$130K
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-37.3K- 29.06% |
$380K - $432K
|
91K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-19.8K- 63.45% |
$202K - $229K
|
11.4K
$127K
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-7.08K- 35.64% |
$72.2K - $81.9K
|
12.8K
$143K
|
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-3.37K- 96.37% |
$34.4K - $39K
|
127
$1.42K
|
|
|
Feb 09, 2024
Q4 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-1.49K- 9.02% |
$15.2K - $17.3K
|
15K
$168K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-897- 23.02% |
$9.16K - $10.4K
|
3K
$33.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-660- 1.55% |
$6.74K - $7.64K
|
42K
$470K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-555- 8.69% |
$5.67K - $6.43K
|
5.83K
$65.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-550- 4.64% |
$5.62K - $6.37K
|
11.3K
$126K
|
|
|
Feb 12, 2024
Q4 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-400- 3.85% |
$4.08K - $4.63K
|
10K
$112K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-220- 0.9% |
$2.25K - $2.55K
|
24.3K
$271K
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-92- 5.54% |
$939 - $1.07K
|
1.57K
$17.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-92- 0.56% |
$939 - $1.07K
|
16.3K
$182K
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-91- 10.22% |
$929 - $1.05K
|
799
$8.92K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-67- 0.64% |
$684 - $776
|
10.5K
$117K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-26- 66.67% |
$265 - $301
|
13
$145
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-26.8K- 71.61% |
$293K - $308K
|
10.6K
$119K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-14.1K- 18.66% |
$154K - $162K
|
61.5K
$687K
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-8.09K- 36.67% |
$88.1K - $92.7K
|
14K
$156K
|
|