Wealth Enhancement Advisory Services, LLC Invesco ETF Tr Ii Pfd ETF Transaction History

Wealth Enhancement Advisory Services, LLC

$46.2 Billion
Q4 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Invesco ETF Tr Ii Pfd ETF stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 207,083 shares of PGX stock, worth $2.35 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

207,083

Previous 146,833 41.03%

Holding current value

$2.35 Million

Previous $1.81 Million 31.66%

% of portfolio

0.01%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 10, 2025	BUY	$11.42 - $12.5 $688,055 - $753,125	60,250 Added 41.03%	207,083 $2.39 Million
Q3 2024 Oct 23, 2024	SELL	$11.52 - $12.52 $97,459 - $105,919	-8,460 Reduced 5.45%	146,833 $1.81 Million
Q2 2024 Jul 16, 2024	BUY	$11.3 - $11.9 $529,156 - $557,253	46,828 Added 43.17%	155,293 $1.79 Million
Q1 2024 Apr 15, 2024	BUY	$11.45 - $12.02 $217,710 - $228,548	19,014 Added 21.26%	108,465 $1.29 Million
Q4 2023 Jan 30, 2024	SELL	$10.21 - $11.58 $315,070 - $357,347	-30,859 Reduced 25.65%	89,451 $1.03 Million
Q3 2023 Nov 13, 2023	BUY	$10.9 - $11.47 $1.31 Million - $1.38 Million	120,310 New	120,310 $1.32 Million

Others Institutions Holding PGX

# of Institutions

513

Shares Held

178M

Call Options Held

36K

Put Options Held

100

View Full List

About INVESCO ETF TR II PFD ETF

Ticker PGX
Sector ETFs
Industry ETFs

More about PGX

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Wealth Enhancement Advisory Services, LLC Invesco ETF Tr Ii Pfd ETF Transaction History