Balanced Wealth Group LLC Invesco ETF Tr Ii Pfd ETF Transaction History

Balanced Wealth Group LLC

  • $273 Billion
  • Q4 2025

A detailed history of Balanced Wealth Group LLC transactions in Invesco ETF Tr Ii Pfd ETF stock. As of the latest transaction made, Balanced Wealth Group LLC holds 40,272 shares of PGX stock, worth $457,489. This represents 0.17% of its overall portfolio holdings.

Number of Shares
40,272
Previous 32,252 24.87%
Holding current value
$457,489
Previous $360 Million 31.24%
% of portfolio
0.17%
Previous 0.16%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 13, 2026
BUY
$11.35 - $11.74 $91,027 - $94,154
8,020 Added 24.87%
40,272 $473 Million
Q3 2025

Oct 27, 2025
BUY
$11.15 - $11.87 $3,244 - $3,454
291 Added 0.91%
32,252 $360 Million
Q2 2025

Aug 13, 2025
BUY
$10.78 - $11.28 $201,629 - $210,981
18,704 Added 141.09%
31,961 $362 Million
Q1 2025

Apr 15, 2025
SELL
$11.22 - $11.8 $309,638 - $325,644
-27,597 Reduced 67.55%
13,257 $149 Million
Q4 2024

Feb 10, 2025
SELL
$11.42 - $12.5 $605,762 - $663,050
-53,044 Reduced 56.49%
40,854 $472 Million
Q3 2024

Oct 28, 2024
BUY
$11.52 - $12.52 $61,597 - $66,944
5,347 Added 6.04%
93,898 $1.16 Billion
Q2 2024

Aug 13, 2024
SELL
$11.3 - $11.9 $155,601 - $163,863
-13,770 Reduced 13.46%
88,551 $1.02 Billion
Q1 2024

May 13, 2024
BUY
$11.45 - $12.02 $267,300 - $280,606
23,345 Added 29.56%
102,321 $1.18 Billion
Q4 2023

Feb 06, 2024
BUY
$10.21 - $11.58 $806,344 - $914,542
78,976 New
78,976 $906 Million

Others Institutions Holding PGX

# of Institutions
473
Shares Held
173M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO ETF TR II PFD ETF

PGX Quotes by TradingView
  • Ticker PGX
  • Sector ETFs
  • Industry ETFs
More about PGX
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