Ever Source Wealth Advisors, LLC Invesco ETF Tr Ii Pfd ETF Transaction History

Ever Source Wealth Advisors, LLC

$2.2 Billion
Q3 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Invesco ETF Tr Ii Pfd ETF stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 3,100 shares of PGX stock, worth $35,216. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,100

Previous 3,100 -0.0%

Holding current value

$35,216

Previous $34,000 2.94%

% of portfolio

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$11.42 - $12.5 $376 - $412	-33 Reduced 1.05%	3,100 $35,000
Q3 2024 Nov 08, 2024	BUY	$11.52 - $12.52 $380 - $413	33 Added 1.06%	3,133 $38,000
Q2 2024 Aug 13, 2024	BUY	$11.3 - $11.9 $4,520 - $4,760	400 Added 14.81%	3,100 $35,000
Q1 2024 Jun 11, 2024	SELL	$11.45 - $12.02 $5,060 - $5,312	-442 Reduced 14.07%	2,700 $32,000
Q4 2023 Feb 09, 2024	BUY	$10.21 - $11.58 $4,512 - $5,118	442 Added 16.37%	3,142 $36,000

Q3 2023 Nov 03, 2023	SELL	$10.9 - $11.47 $25,593 - $26,931	-2,348 Reduced 46.51%	2,700 $29,000
Q2 2023 Aug 04, 2023	SELL	$10.83 - $11.75 $35,739 - $38,775	-3,300 Reduced 39.53%	5,048 $57,000
Q1 2023 May 11, 2023	SELL	$10.99 - $12.77 $4,857 - $5,644	-442 Reduced 5.03%	8,348 $95,000
Q4 2022 Feb 09, 2023	SELL	$11.02 - $12.07 $619,599 - $678,635	-56,225 Reduced 86.48%	8,790 $98,000
Q3 2022 Nov 07, 2022	BUY	$11.72 - $13.41 $757,838 - $867,117	64,662 Added 18317.85%	65,015 $772,000
Q2 2022 Aug 01, 2022	BUY	$11.99 - $13.5 $4,232 - $4,765	353 New	353 $4,000

Others Institutions Holding PGX

# of Institutions

475

Shares Held

173M

Call Options Held

Put Options Held

View Full List

About INVESCO ETF TR II PFD ETF

Ticker PGX
Sector ETFs
Industry ETFs

More about PGX

Track This Portfolio

Portfolio Update

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

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Account

Ever Source Wealth Advisors, LLC Invesco ETF Tr Ii Pfd ETF Transaction History