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

Hhm Wealth Advisors, LLC

$848 Million
Q3 2025

A detailed history of Hhm Wealth Advisors, LLC transactions in Invesco ETF Tr Ii Pfd ETF stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 540 shares of PGX stock, worth $6,134. This represents 0.0% of its overall portfolio holdings.

Number of Shares

540

Previous 1,080 50.0%

Holding current value

$6,134

Previous $12,000 50.0%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	SELL	$11.15 - $11.87 $6,021 - $6,409	-540 Reduced 50.0%	540 $6,000
Q2 2025 Aug 11, 2025	SELL	$10.78 - $11.28 $31,908 - $33,388	-2,960 Reduced 73.27%	1,080 $12,000
Q1 2025 May 08, 2025	BUY	$11.22 - $11.8 $482 - $507	43 Added 1.08%	4,040 $45,000
Q4 2024 Jan 24, 2025	BUY	$11.42 - $12.5 $491 - $537	43 Added 1.09%	3,997 $46,000
Q3 2024 Nov 12, 2024	BUY	$11.52 - $12.52 $28,270 - $30,724	2,454 Added 163.6%	3,954 $48,000

Q4 2023 Feb 05, 2024	SELL	$10.21 - $11.58 $2,552 - $2,895	-250 Reduced 14.29%	1,500 $17,000
Q1 2022 Apr 27, 2022	SELL	$13.13 - $14.91 $13,431 - $15,252	-1,023 Reduced 36.89%	1,750 $24,000
Q1 2020 May 12, 2020	BUY	$10.01 - $15.25 $27,757 - $42,288	2,773 New	2,773 $36,000

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

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