New Edge Wealth, LLC Invesco ETF Tr Ii Pfd ETF Transaction History

New Edge Wealth, LLC

$6.58 Billion
Q3 2025

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 09, 2025	SELL	$11.22 - $11.8 $20,857 - $21,936	-1,859 Reduced 4.68%	37,831 $424,000
Q4 2024 Feb 04, 2025	SELL	$11.42 - $12.5 $349,440 - $382,487	-30,599 Reduced 43.53%	39,690 $457,000
Q3 2024 Nov 12, 2024	SELL	$11.52 - $12.52 $373,098 - $405,485	-32,387 Reduced 31.54%	70,289 $868,000
Q2 2024 Aug 01, 2024	SELL	$11.3 - $11.9 $326,626 - $343,969	-28,905 Reduced 21.97%	102,676 $1.19 Million
Q1 2024 May 06, 2024	SELL	$11.45 - $12.02 $170,776 - $179,278	-14,915 Reduced 10.18%	131,581 $1.56 Million

Q4 2023 Jan 29, 2024	BUY	$10.21 - $11.58 $40,860 - $46,343	4,002 Added 2.81%	146,496 $1.68 Million
Q3 2023 Nov 08, 2023	BUY	$10.9 - $11.47 $429,667 - $452,135	39,419 Added 38.24%	142,494 $1.56 Million
Q2 2023 Aug 09, 2023	BUY	$10.83 - $11.75 $996,175 - $1.08 Million	91,983 Added 829.27%	103,075 $1.17 Million
Q1 2023 May 08, 2023	BUY	$10.99 - $12.77 $121,901 - $141,644	11,092 New	11,092 $127,000

Others Institutions Holding PGX

# of Institutions

475

Shares Held

173M

Call Options Held

0

Put Options Held

0

About INVESCO ETF TR II PFD ETF

Ticker PGX
Sector ETFs
Industry ETFs

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