Csm Advisors, LLC Invesco ETF Tr Ii Pfd ETF Transaction History

Csm Advisors, LLC

  • $3.58 Billion
  • Q3 2025

A detailed history of Csm Advisors, LLC transactions in Invesco ETF Tr Ii Pfd ETF stock. As of the latest transaction made, Csm Advisors, LLC holds 40,000 shares of PGX stock, worth $454,400. This represents 0.01% of its overall portfolio holdings.

Number of Shares
40,000
Previous 61,700 35.17%
Holding current value
$454,400
Previous $687,000 32.46%
% of portfolio
0.01%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
$11.15 - $11.87 $241,955 - $257,578
-21,700 Reduced 35.17%
40,000 $464,000
Q4 2021

Feb 09, 2022
BUY
$14.6 - $15.16 $292,000 - $303,200
20,000 Added 47.96%
61,700 $926,000
Q2 2021

Aug 16, 2021
BUY
$14.87 - $15.32 $620,079 - $638,844
41,700 New
41,700 $639,000

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
Track This Portfolio

Track Csm Advisors, LLC Portfolio

Follow Csm Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Csm Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Csm Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email