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 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
255+ 1.5% |
$2.91K - $3.19K
|
17.3K
$196K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
SELL
|
- |
-3K- 20.9% |
$34.3K - $37.5K
|
11.4K
$129K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.43K- 36.99% |
$16.4K - $17.9K
|
2.44K
$27.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-11.1K- 85.76% |
$126K - $138K
|
1.84K
$20.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-24.4K- 9.18% |
$278K - $305K
|
241K
$2.74M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
16.4KNew |
$187K - $205K
|
16.4K
$186K
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
15.1KNew |
$173K - $189K
|
15.1K
$172K
|
|
| Q3 2024 | |||||||
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-7.62K- 39.17% |
$87.8K - $95.4K
|
11.8K
$134K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.53KNew |
$29.1K - $31.6K
|
2.53K
$28.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
17.7KNew |
$203K - $221K
|
17.7K
$201K
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
35+ 0.19% |
$403 - $438
|
18.3K
$208K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
2.5K+ 20.49% |
$28.8K - $31.3K
|
14.7K
$167K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
1.5KNew |
$17.3K - $18.8K
|
1.5K
$17K
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
19.8KNew |
$229K - $248K
|
19.8K
$225K
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-206- 1.66% |
$2.37K - $2.58K
|
12.2K
$138K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
34New |
$392 - $426
|
34
$386
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-5.4K- 23.94% |
$62.2K - $67.6K
|
17.1K
$195K
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
2.47KNew |
$28.4K - $30.9K
|
2.47K
$28K
|
|
|
Nov 12, 2024
Q3 2024
|
Cowen And Company, LLC
|
BUY
|
- |
19.7KNew |
$227K - $247K
|
19.7K
$224K
|
|
|
Nov 12, 2024
Q3 2024
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-6.06K- 58.74% |
$69.8K - $75.9K
|
4.26K
$48.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
10.5KNew |
$121K - $132K
|
10.5K
$120K
|
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
799New |
$9.2K - $10K
|
799
$9.08K
|
|
|
Nov 12, 2024
Q3 2024
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-3K- 10.35% |
$34.6K - $37.6K
|
26K
$295K
|
|
|
Nov 12, 2024
Q3 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
1.25MNew |
$14.4M - $15.7M
|
1.25M
$14.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
11.3KNew |
$130K - $141K
|
11.3K
$128K
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-24K- 60.0% |
$276K - $300K
|
16K
$182K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-865- 0.43% |
$9.96K - $10.8K
|
202K
$2.29M
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
661New |
$7.61K - $8.28K
|
661
$7.51K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
15KNew |
$173K - $188K
|
15K
$170K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
675+ 767.05% |
$7.78K - $8.45K
|
763
$8.67K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
4.55KNew |
$52.4K - $57K
|
4.55K
$51.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
76+ 0.27% |
$876 - $952
|
28.7K
$326K
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-977- 7.86% |
$11.3K - $12.2K
|
11.5K
$130K
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
5.86K+ 6.26% |
$67.5K - $73.4K
|
99.5K
$1.13M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
9+ 0.06% |
$104 - $113
|
14.8K
$168K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.21KNew |
$13.9K - $15.1K
|
1.21K
$13.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
209New |
$2.41K - $2.62K
|
209
$2.37K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
11.9KNew |
$137K - $149K
|
11.9K
$135K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
73+ 0.62% |
$841 - $914
|
11.9K
$135K
|
|
|
Oct 24, 2024
Q3 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-566- 2.34% |
$6.52K - $7.09K
|
23.6K
$268K
|
|
|
Oct 24, 2024
Q3 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
10KNew |
$115K - $125K
|
10K
$114K
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
10KNew |
$116K - $126K
|
10K
$114K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.25KNew |
$14.4K - $15.7K
|
1.25K
$14.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
4.87K+ 39.94% |
$56.1K - $60.9K
|
17.1K
$194K
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
188New |
$2.17K - $2.35K
|
188
$2.14K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
3KNew |
$34.6K - $37.6K
|
3K
$34.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
SELL
|
- |
-13.3K- 46.43% |
$153K - $167K
|
15.3K
$174K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
75+ 84.27% |
$864 - $939
|
164
$1.86K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-258K- 27.9% |
$2.97M - $3.23M
|
667K
$7.58M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
234K+ 16.9% |
$2.69M - $2.93M
|
1.62M
$18.4M
|
|