Sky Oak Wealth, LLC Invesco ETF Tr Ii Pfd ETF Transaction History

Sky Oak Wealth, LLC

  • $525 Million
  • Q3 2025

A detailed history of Sky Oak Wealth, LLC transactions in Invesco ETF Tr Ii Pfd ETF stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 29,778 shares of PGX stock, worth $338,278. This represents 0.07% of its overall portfolio holdings.

Number of Shares
29,778
Previous 29,778 -0.0%
Holding current value
$338,278
Previous $331,000 4.23%
% of portfolio
0.07%
Previous 0.07%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025
BUY
$10.78 - $11.28 $10,780 - $11,280
1,000 Added 3.47%
29,778 $331,000
Q4 2024

Jan 24, 2025
BUY
$11.42 - $12.5 $102,780 - $112,500
9,000 Added 45.51%
28,778 $331,000
Q2 2024

Aug 12, 2024
BUY
$11.3 - $11.9 $76,817 - $80,896
6,798 Added 52.37%
19,778 $228,000
Q3 2023

Oct 24, 2023
BUY
$10.9 - $11.47 $141,482 - $148,880
12,980 New
12,980 $142,000
Q3 2020

Nov 03, 2020
SELL
$14.18 - $14.94 $17,214 - $18,137
-1,214 Reduced 10.38%
10,480 $154,000
Q1 2020

May 04, 2020
SELL
$10.01 - $15.25 $26,576 - $40,488
-2,655 Reduced 18.5%
11,694 $154,000
Q4 2019

Feb 04, 2020
BUY
$14.7 - $15.12 $210,930 - $216,956
14,349 New
14,349 $215,000

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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