Latest Institutional Transactions on Invesco ETF Tr Ii Pfd ETF (PGX)
This table provides information on the latest institutional transactions involving Invesco ETF Tr Ii Pfd ETF (PGX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
317K+ 153.11% |
$3.62M - $3.96M
|
524K
$6.08M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
13.7KNew |
$157K - $171K
|
13.7K
$159K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.21K+ 4.25% |
$25.3K - $27.7K
|
54.3K
$630K
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-430- 19.71% |
$4.91K - $5.38K
|
1.75K
$20.3K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
449New |
$5.13K - $5.61K
|
449
$5.21K
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-23.6K- 28.43% |
$270K - $295K
|
59.5K
$690K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-8.14K- 39.53% |
$93K - $102K
|
12.5K
$145K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
7.85KNew |
$89.6K - $98.1K
|
7.85K
$91.1K
|
|
|
Feb 21, 2025
Q4 2024
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-500- 2.34% |
$5.71K - $6.25K
|
20.9K
$242K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
9.06KNew |
$103K - $113K
|
9.06K
$105K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.24K- 69.69% |
$25.5K - $28K
|
973
$11.3K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
24.2KNew |
$276K - $302K
|
24.2K
$281K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
64.4K+ 103.06% |
$736K - $806K
|
127K
$1.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
44.4K+ 5.08% |
$507K - $555K
|
919K
$10.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
10KNew |
$114K - $125K
|
10K
$116K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
14.6K+ 87.65% |
$166K - $182K
|
31.2K
$362K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-648K- 69.19% |
$7.39M - $8.09M
|
288K
$3.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
199+ 1.06% |
$2.27K - $2.49K
|
19K
$221K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
542+ 0.37% |
$6.19K - $6.78K
|
147K
$1.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.21M+ 14.86% |
$93.7M - $103M
|
63.4M
$736M
|
|
|
Feb 14, 2025
Q4 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-889- 1.86% |
$10.2K - $11.1K
|
47K
$545K
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
9+ 0.08% |
$103 - $113
|
11.8K
$137K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
609KNew |
$6.96M - $7.62M
|
609K
$7.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
8.72K+ 11.23% |
$99.6K - $109K
|
86.4K
$1M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-6.28K- 23.59% |
$71.7K - $78.5K
|
20.3K
$236K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
186K+ 81.89% |
$2.12M - $2.32M
|
413K
$4.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Investment Advisors LLC
|
BUY
|
- |
1.61K+ 7.55% |
$18.3K - $20.1K
|
22.9K
$265K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-4.5K- 18.89% |
$51.4K - $56.3K
|
19.3K
$224K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.04K+ 2.08% |
$91.8K - $100K
|
395K
$4.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
1.51M+ 31.0% |
$17.3M - $18.9M
|
6.4M
$74.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.55K+ 2.57% |
$52K - $56.9K
|
182K
$2.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
12.2K+ 5.17% |
$140K - $153K
|
249K
$2.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-8.54K- 33.95% |
$97.5K - $107K
|
16.6K
$193K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
44+ 0.35% |
$502 - $550
|
12.6K
$146K
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
2+ 2.2% |
$22.8 - $25
|
93
$1.08K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
43+ 0.42% |
$491 - $538
|
10.3K
$119K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
34+ 1.97% |
$388 - $425
|
1.76K
$20.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.49K+ 2.87% |
$17K - $18.6K
|
53.3K
$619K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
22.1KNew |
$253K - $276K
|
22.1K
$257K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
122K+ 3.27% |
$1.4M - $1.53M
|
3.86M
$44.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-185K- 3.25% |
$2.11M - $2.31M
|
5.49M
$63.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-40.3K- 6.1% |
$461K - $504K
|
620K
$7.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.28KNew |
$37.5K - $41K
|
3.28K
$38K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
52.5K+ 6.29% |
$599K - $656K
|
888K
$10.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
95.3KNew |
$1.09M - $1.19M
|
95.3K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.23K- 1.39% |
$14K - $15.3K
|
86.7K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
SELL
|
- |
-2.41K- 17.02% |
$27.6K - $30.2K
|
11.8K
$136K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-2.47K- 34.34% |
$28.2K - $30.9K
|
4.72K
$54.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
100KNew |
$1.14M - $1.25M
|
100K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
132KNew |
$1.51M - $1.66M
|
132K
$1.54M
|