Soa Wealth Advisors, Llc. Invesco ETF Tr Ii Pfd ETF Transaction History

Soa Wealth Advisors, Llc.

  • $960 Million
  • Q3 2025

A detailed history of Soa Wealth Advisors, Llc. transactions in Invesco ETF Tr Ii Pfd ETF stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 1,577 shares of PGX stock, worth $17,914. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,577
Previous 1,554 1.48%
Holding current value
$17,914
Previous $17,000 5.88%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 21, 2025
BUY
$11.15 - $11.87 $256 - $273
23 Added 1.48%
1,577 $18,000
Q2 2025

Jul 18, 2025
SELL
$10.78 - $11.28 $8,149 - $8,527
-756 Reduced 32.73%
1,554 $17,000
Q1 2025

Apr 14, 2025
BUY
$11.22 - $11.8 $381 - $401
34 Added 1.49%
2,310 $26,000
Q4 2024

Jan 28, 2025
BUY
$11.42 - $12.5 $376 - $412
33 Added 1.47%
2,276 $26,000
Q3 2024

Oct 08, 2024
BUY
$11.52 - $12.52 $368 - $400
32 Added 1.45%
2,243 $27,000
Q2 2024

Jul 17, 2024
SELL
$11.3 - $11.9 $7,932 - $8,353
-702 Reduced 24.1%
2,211 $25,000
Q1 2024

Apr 10, 2024
BUY
$11.45 - $12.02 $469 - $492
41 Added 1.43%
2,913 $34,000
Q4 2023

Jan 10, 2024
BUY
$10.21 - $11.58 $183 - $208
18 Added 0.63%
2,872 $32,000
Q3 2023

Oct 10, 2023
BUY
$10.9 - $11.47 $479 - $504
44 Added 1.57%
2,854 $31,000
Q2 2023

Jul 07, 2023
BUY
$10.83 - $11.75 $487 - $528
45 Added 1.63%
2,810 $31,000
Q1 2023

Apr 28, 2023
BUY
$10.99 - $12.77 $439 - $510
40 Added 1.47%
2,765 $31,000
Q4 2022

Jan 10, 2023
BUY
$11.02 - $12.07 $473 - $519
43 Added 1.6%
2,725 $0
Q3 2022

Oct 07, 2022
BUY
$11.72 - $13.41 $586 - $670
50 Added 1.9%
2,682 $31,000
Q2 2022

Jul 13, 2022
BUY
$11.99 - $13.5 $407 - $459
34 Added 1.31%
2,632 $32,000
Q1 2022

Apr 07, 2022
BUY
$13.13 - $14.91 $393 - $447
30 Added 1.17%
2,598 $35,000
Q4 2021

Jan 13, 2022
BUY
$14.6 - $15.16 $438 - $454
30 Added 1.18%
2,568 $38,000
Q3 2021

Oct 12, 2021
BUY
$14.93 - $15.37 $373 - $384
25 Added 0.99%
2,538 $38,000
Q2 2021

Jul 14, 2021
BUY
$14.87 - $15.32 $223 - $229
15 Added 0.6%
2,513 $38,000
Q1 2021

Apr 26, 2021
SELL
$14.51 - $15.16 $217 - $227
-15 Reduced 0.6%
2,498 $37,000
Q4 2020

Mar 10, 2021
BUY
$14.64 - $15.27 $36,790 - $38,373
2,513 New
2,513 $37,000

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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