Wealth Plan Investment Management, LLC Invesco ETF Tr Ii Pfd ETF Transaction History

Wealth Plan Investment Management, LLC

  • $1.38 Billion
  • Q3 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Invesco ETF Tr Ii Pfd ETF stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 14,139 shares of PGX stock, worth $160,619. This represents 0.01% of its overall portfolio holdings.

Number of Shares
14,139
Previous 16,303 13.27%
Holding current value
$160,619
Previous $181,000 9.39%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 27, 2025
SELL
$11.15 - $11.87 $24,128 - $25,686
-2,164 Reduced 13.27%
14,139 $164,000
Q2 2025

Jul 28, 2025
BUY
$10.78 - $11.28 $2,759 - $2,887
256 Added 1.6%
16,303 $181,000
Q1 2025

May 09, 2025
BUY
$11.22 - $11.8 $11,724 - $12,331
1,045 Added 6.97%
16,047 $180,000
Q4 2024

Jan 30, 2025
SELL
$11.42 - $12.5 $64,009 - $70,062
-5,605 Reduced 27.2%
15,002 $172,000
Q3 2024

Nov 05, 2024
SELL
$11.52 - $12.52 $21,841 - $23,737
-1,896 Reduced 8.43%
20,607 $254,000
Q2 2024

Aug 09, 2024
SELL
$11.3 - $11.9 $11,062 - $11,650
-979 Reduced 4.17%
22,503 $259,000
Q1 2024

May 16, 2024
SELL
$11.45 - $12.02 $13,178 - $13,835
-1,151 Reduced 4.67%
23,482 $278,000
Q4 2023

Jan 05, 2024
BUY
$10.21 - $11.58 $357 - $405
35 Added 0.14%
24,633 $282,000
Q3 2023

Nov 15, 2023
BUY
$10.9 - $11.47 $144,403 - $151,954
13,248 Added 116.72%
24,598 $269,000
Q3 2023

Nov 09, 2023
SELL
$10.9 - $11.47 $93,042 - $97,907
-8,536 Reduced 42.92%
11,350 $124,000
Q2 2023

Aug 14, 2023
BUY
$10.83 - $11.75 $210,069 - $227,914
19,397 Added 3966.67%
19,886 $226,000
Q2 2023

Jul 25, 2023
SELL
$10.83 - $11.75 $621,003 - $673,756
-57,341 Reduced 99.15%
489 $5,000
Q1 2023

May 08, 2023
SELL
$10.99 - $12.77 $170,191 - $197,756
-15,486 Reduced 21.12%
57,830 $663,000
Q4 2022

Feb 15, 2023
BUY
$11.02 - $12.07 $88,049 - $96,439
7,990 Added 12.23%
73,316 $819,000
Q3 2022

Dec 12, 2022
SELL
$11.72 - $13.41 $1.39 Million - $1.59 Million
-118,316 Reduced 64.43%
65,326 $775,000
Q1 2022

Sep 07, 2022
BUY
$13.13 - $14.91 $2.41 Million - $2.74 Million
183,642 New
183,642 $2.29 Million

Others Institutions Holding PGX

# of Institutions
476
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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