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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2026
Q4 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
8.02K+ 24.87% |
$91K - $94.2K
|
40.3K
$457K
|
|
|
Jan 13, 2026
Q4 2025
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-4.85K- 8.93% |
$55K - $56.9K
|
49.4K
$562K
|
|
|
Jan 12, 2026
Q4 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-3K- 12.12% |
$34.1K - $35.2K
|
21.8K
$247K
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-14.3K- 48.39% |
$162K - $168K
|
15.2K
$173K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-324- 1.28% |
$3.68K - $3.8K
|
25.1K
$285K
|
|
|
Jan 12, 2026
Q4 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
6.57K+ 51.12% |
$74.6K - $77.2K
|
19.4K
$221K
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-18.3K- 86.55% |
$208K - $215K
|
2.85K
$32.4K
|
|
|
Jan 12, 2026
Q4 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-20.9K- 4.49% |
$237K - $245K
|
443K
$5.04M
|
|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
BUY
|
- |
21.2K+ 845.97% |
$241K - $249K
|
23.7K
$269K
|
|
|
Jan 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-3.14K- 1.29% |
$35.6K - $36.8K
|
241K
$2.74M
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
10.2K+ 14.64% |
$115K - $119K
|
79.5K
$903K
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
BUY
|
- |
32.3K+ 6.35% |
$366K - $379K
|
541K
$6.14M
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
2.8KNew |
$31.8K - $32.9K
|
2.8K
$31.8K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-18.2K- 47.65% |
$207K - $214K
|
20K
$227K
|
|
|
Jan 05, 2026
Q4 2025
|
First Hawaiian Bank
|
BUY
|
- |
15.2K+ 6.13% |
$172K - $178K
|
263K
$2.98M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-120- 6.03% |
$1.36K - $1.41K
|
1.87K
$21.2K
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-394K- 86.82% |
$4.4M - $4.68M
|
59.9K
$680K
|
|
|
Dec 18, 2025
Q3 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-314- 2.18% |
$3.5K - $3.73K
|
14.1K
$160K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.54K+ 1.79% |
$39.4K - $42K
|
201K
$2.29M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
201K+ 7.07% |
$2.25M - $2.39M
|
3.05M
$34.6M
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
1.28KNew |
$14.2K - $15.1K
|
1.28K
$14.5K
|
|
|
Nov 24, 2025
Q3 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-39K- 31.62% |
$435K - $463K
|
84.4K
$958K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-25.8K- 17.05% |
$288K - $306K
|
126K
$1.43M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-12K- 14.21% |
$134K - $143K
|
72.5K
$824K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-415- 42.65% |
$4.63K - $4.93K
|
558
$6.34K
|
|
|
Nov 19, 2025
Q3 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
SELL
|
- |
-18- 0.15% |
$201 - $214
|
11.7K
$133K
|
|
|
Nov 19, 2025
Q3 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
326+ 0.33% |
$3.63K - $3.87K
|
98.6K
$1.12M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
6.02KNew |
$67.1K - $71.4K
|
6.02K
$68.3K
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
BUY
|
- |
2.1K+ 10.36% |
$23.4K - $24.9K
|
22.3K
$254K
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-292- 2.69% |
$3.26K - $3.47K
|
10.6K
$120K
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-5.35K- 26.31% |
$59.7K - $63.5K
|
15K
$170K
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-68.6K- 6.3% |
$765K - $814K
|
1.02M
$11.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.75K+ 2.65% |
$30.7K - $32.7K
|
106K
$1.21M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.22K- 9.78% |
$47K - $50K
|
38.9K
$442K
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
42.1KNew |
$469K - $500K
|
42.1K
$478K
|
|
|
Nov 14, 2025
Q3 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-43.8K- 28.67% |
$488K - $520K
|
109K
$1.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-59.3K- 97.16% |
$661K - $704K
|
1.74K
$19.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-31.2K- 6.52% |
$348K - $371K
|
448K
$5.08M
|
|
|
Nov 14, 2025
Q3 2025
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-21.7K- 35.17% |
$242K - $258K
|
40K
$454K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-34.7K- 1.98% |
$387K - $412K
|
1.72M
$19.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-9.99K- 4.64% |
$111K - $119K
|
205K
$2.33M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
295K+ 56.7% |
$3.28M - $3.5M
|
814K
$9.25M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
9.53K+ 19.03% |
$106K - $113K
|
59.6K
$677K
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.99K+ 10.84% |
$66.8K - $71.1K
|
61.3K
$696K
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.52K+ 14.2% |
$28.1K - $29.9K
|
20.3K
$230K
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
742+ 36.79% |
$8.27K - $8.81K
|
2.76K
$31.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-820K- 16.75% |
$9.15M - $9.74M
|
4.08M
$46.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
58.9K+ 471.24% |
$657K - $699K
|
71.4K
$811K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-13.8K- 10.22% |
$154K - $164K
|
121K
$1.38M
|
|