Amplius Wealth Advisors, LLC Invesco ETF Tr Ii Pfd ETF Transaction History

Amplius Wealth Advisors, LLC

  • $858 Million
  • Q4 2025

A detailed history of Amplius Wealth Advisors, LLC transactions in Invesco ETF Tr Ii Pfd ETF stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 21,761 shares of PGX stock, worth $247,204. This represents 0.03% of its overall portfolio holdings.

Number of Shares
21,761
Previous 24,761 12.12%
Holding current value
$247,204
Previous $287,000 13.94%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Jan 12, 2026
SELL
$11.35 - $11.74 $34,050 - $35,220
-3,000 Reduced 12.12%
21,761 $247,000
Q4 2022

Jan 19, 2023
BUY
$11.02 - $12.07 $107,566 - $117,815
9,761 Added 65.07%
24,761 $0
Q4 2021

Jan 28, 2022
BUY
$14.6 - $15.16 $219,000 - $227,400
15,000 New
15,000 $225,000

Others Institutions Holding PGX

# of Institutions
475
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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