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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-6.51K- 17.83% |
$71K - $74.7K
|
30K
$335K
|
|
|
Oct 18, 2023
Q3 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-4.5K- 25.42% |
$49.1K - $51.6K
|
13.2K
$147K
|
|
|
Nov 07, 2023
Q3 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-3.23K- 23.39% |
$35.2K - $37K
|
10.6K
$118K
|
|
|
Nov 13, 2023
Q3 2023
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-2.37K- 18.47% |
$25.8K - $27.1K
|
10.4K
$117K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.63K- 9.33% |
$17.8K - $18.7K
|
15.8K
$177K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-1.16K- 24.24% |
$12.6K - $13.3K
|
3.63K
$40.5K
|
|
|
Oct 19, 2023
Q3 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-941- 0.41% |
$10.3K - $10.8K
|
228K
$2.55M
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-938- 1.51% |
$10.2K - $10.8K
|
61.3K
$684K
|
|
|
Oct 12, 2023
Q3 2023
|
Essex Savings Bank
|
SELL
|
- |
-139- 1.12% |
$1.52K - $1.59K
|
12.3K
$138K
|
|
|
Oct 27, 2023
Q3 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-136- 0.58% |
$1.48K - $1.56K
|
23.5K
$263K
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-125- 17.48% |
$1.36K - $1.43K
|
590
$6.59K
|
|
|
Oct 18, 2023
Q3 2023
|
Clarity Financial LLC
|
SELL
|
- |
-29- 0.1% |
$316 - $333
|
30K
$335K
|
|
| Q2 2023 | |||||||
|
Jul 17, 2023
Q2 2023
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-353K- 77.1% |
$3.82M - $4.15M
|
105K
$1.17M
|
|
|
Aug 09, 2023
Q2 2023
|
Compton Capital Management Inc
|
SELL
|
- |
-121K- 86.48% |
$1.32M - $1.43M
|
19K
$212K
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-33.1KClosed |
$358K - $389K
|
0
$0
|
|
|
Jul 17, 2023
Q2 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-32.8K- 61.19% |
$356K - $386K
|
20.8K
$233K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-25K- 25.0% |
$271K - $294K
|
75K
$838K
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-13.3K- 7.86% |
$143K - $156K
|
155K
$1.74M
|
|
|
Aug 08, 2023
Q2 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-7.25K- 40.48% |
$78.5K - $85.2K
|
10.7K
$119K
|
|
|
Aug 04, 2023
Q2 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-2.15K- 47.57% |
$23.3K - $25.3K
|
2.37K
$26.5K
|
|
|
Jul 11, 2023
Q2 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-1.1K- 1.61% |
$11.9K - $12.9K
|
67K
$748K
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-1.08K- 0.55% |
$11.7K - $12.7K
|
195K
$2.18M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-965- 17.52% |
$10.5K - $11.3K
|
4.54K
$50.7K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
SELL
|
- |
-638- 75.24% |
$6.91K - $7.5K
|
210
$2.35K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-397- 2.57% |
$4.3K - $4.66K
|
15K
$168K
|
|
|
Aug 07, 2023
Q2 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-312- 2.18% |
$3.38K - $3.67K
|
14K
$156K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-270- 20.15% |
$2.92K - $3.17K
|
1.07K
$12K
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-20- 23.81% |
$217 - $235
|
64
$715
|
|
| Q1 2023 | |||||||
|
Dec 19, 2024
Q1 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-12.4KClosed |
$136K - $158K
|
0
$0
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-9.32K- 33.5% |
$102K - $119K
|
18.5K
$207K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-6.67K- 26.54% |
$73.3K - $85.1K
|
18.5K
$206K
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-2K- 23.53% |
$22K - $25.5K
|
6.5K
$72.6K
|
|
|
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
$117K
|
|
|
May 08, 2023
Q1 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-767- 5.89% |
$8.43K - $9.79K
|
12.3K
$137K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-734- 3.59% |
$8.07K - $9.37K
|
19.7K
$220K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-352- 2.08% |
$3.87K - $4.5K
|
16.6K
$186K
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-131- 39.58% |
$1.44K - $1.67K
|
200
$2.23K
|
|
|
Apr 17, 2023
Q1 2023
|
Rba Wealth Management, LLC
|
SELL
|
- |
-6- 0.06% |
$65.9 - $76.6
|
10K
$112K
|
|
| Q4 2022 | |||||||
|
Jan 09, 2023
Q4 2022
|
Parkside Advisors LLC
|
SELL
|
- |
-60.1K- 6.42% |
$662K - $725K
|
876K
$9.78M
|
|
|
Jan 31, 2023
Q4 2022
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-55.5K- 68.94% |
$612K - $670K
|
25K
$279K
|
|
|
Feb 01, 2023
Q4 2022
|
Hartford Financial Management Inc.
|
SELL
|
- |
-44.1K- 29.62% |
$486K - $532K
|
105K
$1.17M
|
|
|
Feb 07, 2023
Q4 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-15.3K- 19.32% |
$169K - $185K
|
64K
$715K
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Financial Group Inc
|
SELL
|
- |
-11.9K- 31.75% |
$131K - $143K
|
25.5K
$285K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-8.28K- 54.42% |
$91.2K - $99.9K
|
6.93K
$77.4K
|
|
|
Jan 27, 2023
Q4 2022
|
Flc Capital Advisors
|
SELL
|
- |
-8K- 40.18% |
$88.2K - $96.6K
|
11.9K
$133K
|
|
|
Jan 23, 2023
Q4 2022
|
Jmac Enterprises LLC
|
SELL
|
- |
-5.91K- 6.88% |
$65.1K - $71.3K
|
79.9K
$893K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-3.08K- 11.68% |
$33.9K - $37.2K
|
23.3K
$260K
|
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.69K- 13.79% |
$18.6K - $20.4K
|
10.6K
$118K
|
|
|
Feb 14, 2023
Q4 2022
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-1.33K- 7.34% |
$14.6K - $16K
|
16.7K
$187K
|
|