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 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-846Closed |
$9.3K - $10.8K
|
0
$0
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-770- 6.85% |
$8.46K - $9.83K
|
10.5K
$122K
|
|
May 08, 2023
Q1 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-767- 5.89% |
$8.43K - $9.79K
|
12.3K
$143K
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-734- 3.59% |
$8.07K - $9.37K
|
19.7K
$230K
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-352- 2.08% |
$3.87K - $4.5K
|
16.6K
$194K
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-131- 39.58% |
$1.44K - $1.67K
|
200
$2.34K
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-13- 0.1% |
$143 - $166
|
13.4K
$157K
|
|
Apr 17, 2023
Q1 2023
|
Rba Wealth Management, LLC
|
SELL
|
- |
-6- 0.06% |
$65.9 - $76.6
|
10K
$117K
|
|
Q4 2022 | |||||||
Jan 09, 2023
Q4 2022
|
Parkside Advisors LLC
|
SELL
|
- |
-60.1K- 6.42% |
$662K - $725K
|
876K
$10.2M
|
|
Jan 31, 2023
Q4 2022
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-55.5K- 68.94% |
$612K - $670K
|
25K
$292K
|
|
Feb 01, 2023
Q4 2022
|
Hartford Financial Management Inc.
|
SELL
|
- |
-44.1K- 29.62% |
$486K - $532K
|
105K
$1.22M
|
|
Feb 07, 2023
Q4 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-15.3K- 19.32% |
$169K - $185K
|
64K
$749K
|
|
Jan 31, 2023
Q4 2022
|
Sage Financial Group Inc
|
SELL
|
- |
-11.9K- 31.75% |
$131K - $143K
|
25.5K
$298K
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-8.28K- 54.42% |
$91.2K - $99.9K
|
6.93K
$81K
|
|
Jan 27, 2023
Q4 2022
|
Flc Capital Advisors
|
SELL
|
- |
-8K- 40.18% |
$88.2K - $96.6K
|
11.9K
$139K
|
|
Jan 23, 2023
Q4 2022
|
Jmac Enterprises LLC
|
SELL
|
- |
-5.91K- 6.88% |
$65.1K - $71.3K
|
79.9K
$934K
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-3.08K- 11.68% |
$33.9K - $37.2K
|
23.3K
$272K
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.69K- 13.79% |
$18.6K - $20.4K
|
10.6K
$123K
|
|
Feb 14, 2023
Q4 2022
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-1.33K- 7.34% |
$14.6K - $16K
|
16.7K
$196K
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.2K- 11.84% |
$13.2K - $14.4K
|
8.91K
$104K
|
|
Jan 11, 2023
Q4 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-845- 7.66% |
$9.31K - $10.2K
|
10.2K
$119K
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-748Closed |
$8.24K - $9.03K
|
0
$0
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
SELL
|
- |
-296- 80.43% |
$3.26K - $3.57K
|
72
$842
|
|
Jan 24, 2023
Q4 2022
|
Lcm Capital Management Inc
|
SELL
|
- |
-100- 0.56% |
$1.1K - $1.21K
|
17.9K
$209K
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-34- 0.12% |
$375 - $410
|
28K
$327K
|
|
Q3 2022 | |||||||
Nov 03, 2022
Q3 2022
|
Coastline Trust CO
|
SELL
|
- |
-84.6K- 68.63% |
$991K - $1.13M
|
38.7K
$452K
|
|
Nov 02, 2022
Q3 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-35.2K- 99.87% |
$413K - $472K
|
46
$538
|
|
Nov 15, 2022
Q3 2022
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-28.2K- 8.21% |
$330K - $378K
|
315K
$3.68M
|
|
Nov 14, 2022
Q3 2022
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-19.9KClosed |
$233K - $267K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-5.92K- 31.59% |
$69.4K - $79.4K
|
12.8K
$150K
|
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-5.36K- 11.52% |
$62.8K - $71.9K
|
41.2K
$481K
|
|
Nov 08, 2022
Q3 2022
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-4K- 12.26% |
$46.8K - $53.6K
|
28.6K
$334K
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-3.92K- 7.68% |
$45.9K - $52.5K
|
47.1K
$550K
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.44K- 4.3% |
$40.3K - $46.1K
|
76.4K
$894K
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-2.71K- 15.58% |
$31.7K - $36.3K
|
14.7K
$171K
|
|
Nov 10, 2022
Q3 2022
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-1.66KClosed |
$19.4K - $22.2K
|
0
$0
|
|
Oct 12, 2022
Q3 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-522Closed |
$6.12K - $7K
|
0
$0
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-400Closed |
$4.69K - $5.36K
|
0
$0
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-133- 85.26% |
$1.56K - $1.78K
|
23
$269
|
|
Oct 14, 2022
Q3 2022
|
Baldwin Brothers LLC
|
SELL
|
- |
-45- 2.55% |
$527 - $603
|
1.72K
$20.1K
|
|
Q2 2022 | |||||||
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-909K- 98.36% |
$10.9M - $12.3M
|
15.2K
$177K
|
|
Aug 24, 2022
Q2 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-649KClosed |
$7.78M - $8.76M
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Sg Americas Securities, LLC
|
SELL
|
- |
-494KClosed |
$5.92M - $6.67M
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-427K- 100.0% |
$5.12M - $5.76M
|
10
$117
|
|
Aug 01, 2022
Q2 2022
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-373KClosed |
$4.47M - $5.04M
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
SELL
|
- |
-188KClosed |
$2.25M - $2.54M
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-165KClosed |
$1.98M - $2.23M
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Diversified, LLC
|
SELL
|
- |
-114KClosed |
$1.37M - $1.54M
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
New Potomac Partners, LLC
|
SELL
|
- |
-85.8KClosed |
$1.03M - $1.16M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-50.5KClosed |
$606K - $682K
|
0
$0
|