Montag A & Associates Inc Invesco ETF Tr Ii Pfd ETF Transaction History

Montag A & Associates Inc

  • $2.14 Billion
  • Q3 2025

A detailed history of Montag A & Associates Inc transactions in Invesco ETF Tr Ii Pfd ETF stock. As of the latest transaction made, Montag A & Associates Inc holds 30 shares of PGX stock, worth $340. This represents 0.0% of its overall portfolio holdings.

Number of Shares
30
Previous 449 93.32%
Holding current value
$340
Previous $4,000 100.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2025
SELL
$11.15 - $11.87 $4,671 - $4,973
-419 Reduced 93.32%
30 $0
Q2 2025

Aug 07, 2025
BUY
$10.78 - $11.28 $323 - $338
30 Added 7.16%
449 $4,000
Q1 2024

May 07, 2024
SELL
$11.45 - $12.02 $6,011 - $6,310
-525 Reduced 55.61%
419 $4,000
Q4 2022

Feb 02, 2023
SELL
$11.02 - $12.07 $1,465 - $1,605
-133 Reduced 12.35%
944 $10,000
Q2 2022

Aug 10, 2022
SELL
$11.99 - $13.5 $3,201 - $3,604
-267 Reduced 19.87%
1,077 $13,000
Q4 2020

Feb 12, 2021
BUY
$14.64 - $15.27 $19,676 - $20,522
1,344 New
1,344 $21,000

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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