Bernard Wealth Management Corp. Invesco ETF Tr Ii Pfd ETF Transaction History

Bernard Wealth Management Corp.

  • $246 Billion
  • Q4 2025

A detailed history of Bernard Wealth Management Corp. transactions in Invesco ETF Tr Ii Pfd ETF stock. As of the latest transaction made, Bernard Wealth Management Corp. holds 1,395 shares of PGX stock, worth $15,847. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,395
Previous 1,385 0.72%
Holding current value
$15,847
Previous $16.1 Million 2.46%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 15, 2026
BUY
$11.35 - $11.74 $113 - $117
10 Added 0.72%
1,395 $15.7 Million
Q3 2025

Oct 14, 2025
SELL
$11.15 - $11.87 $2,620 - $2,789
-235 Reduced 14.51%
1,385 $16.1 Million
Q2 2025

Jul 24, 2025
BUY
$10.78 - $11.28 $129 - $135
12 Added 0.75%
1,620 $18 Million
Q1 2025

Apr 16, 2025
SELL
$11.22 - $11.8 $1,615 - $1,699
-144 Reduced 8.22%
1,608 $18 Million
Q4 2024

Feb 27, 2025
SELL
$11.42 - $12.5 $4,910 - $5,375
-430 Reduced 19.71%
1,752 $20.2 Million
Q4 2024

Feb 13, 2025
BUY
$11.42 - $12.5 $24,918 - $27,275
2,182 New
2,182 $25.9 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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