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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2+ 0.01% |
$22.8 - $25
|
39.1K
$454K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
271New |
$3.09K - $3.39K
|
271
$3.14K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-37- 0.66% |
$423 - $463
|
5.54K
$64.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
414+ 0.39% |
$4.73K - $5.18K
|
106K
$1.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
25+ 1.47% |
$286 - $313
|
1.73K
$20K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.56K+ 4.87% |
$29.2K - $31.9K
|
55K
$638K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
15.6KNew |
$178K - $195K
|
15.6K
$181K
|
|
|
Feb 12, 2025
Q4 2024
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-307- 2.76% |
$3.51K - $3.84K
|
10.8K
$126K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-71K- 4.41% |
$811K - $888K
|
1.54M
$17.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.55K- 1.66% |
$40.5K - $44.3K
|
211K
$2.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.4M+ 9.51% |
$16M - $17.5M
|
16.1M
$187M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
10.1KNew |
$115K - $126K
|
10.1K
$117K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-72K- 7.03% |
$822K - $900K
|
952K
$11M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.71K+ 8.05% |
$30.9K - $33.9K
|
36.4K
$422K
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-15.5K- 4.31% |
$177K - $193K
|
344K
$3.99M
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
351New |
$4.01K - $4.39K
|
351
$4.07K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
200New |
$2.28K - $2.5K
|
200
$2.32K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
59.7KNew |
$682K - $747K
|
59.7K
$693K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
4.32KNew |
$49.3K - $54K
|
4.32K
$50.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-450- 0.92% |
$5.14K - $5.63K
|
48.6K
$563K
|
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-4.12K- 61.37% |
$47.1K - $51.6K
|
2.6K
$30.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
155K+ 14.98% |
$1.77M - $1.94M
|
1.19M
$13.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
226+ 0.46% |
$2.58K - $2.83K
|
49.5K
$575K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.9M+ 14.81% |
$21.7M - $23.7M
|
14.7M
$171M
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
22.9KNew |
$262K - $286K
|
22.9K
$266K
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-542K- 72.68% |
$6.19M - $6.77M
|
204K
$2.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
7.8K+ 28.15% |
$89K - $97.4K
|
35.5K
$412K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
115+ 0.73% |
$1.31K - $1.44K
|
15.9K
$185K
|
|
|
Feb 11, 2025
Q4 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-4K- 7.49% |
$45.7K - $50K
|
49.4K
$573K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
45.8KNew |
$524K - $573K
|
45.8K
$532K
|
|
|
Feb 10, 2025
Q4 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
1.98KNew |
$22.6K - $24.7K
|
1.98K
$22.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-18.6K- 8.56% |
$212K - $232K
|
198K
$2.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
148K+ 11.41% |
$1.69M - $1.85M
|
1.45M
$16.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-8.25K- 8.38% |
$94.2K - $103K
|
90.1K
$1.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-53K- 56.49% |
$606K - $663K
|
40.9K
$474K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-6.13K- 55.69% |
$70K - $76.7K
|
4.88K
$56.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-165- 4.85% |
$1.88K - $2.06K
|
3.24K
$37.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
204K+ 81.1% |
$2.32M - $2.54M
|
454K
$5.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
10.1KNew |
$115K - $126K
|
10.1K
$117K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
114K+ 18.32% |
$1.31M - $1.43M
|
739K
$8.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
12.6KNew |
$144K - $158K
|
12.6K
$146K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
8.2KNew |
$93.6K - $103K
|
8.2K
$95.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
96+ 2.15% |
$1.1K - $1.2K
|
4.56K
$52.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-193K- 17.92% |
$2.21M - $2.42M
|
886K
$10.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
31K+ 36.98% |
$354K - $388K
|
115K
$1.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
400+ 1.66% |
$4.57K - $5K
|
24.5K
$284K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
26.3KNew |
$300K - $328K
|
26.3K
$305K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.11K- 4.71% |
$24.1K - $26.4K
|
42.7K
$495K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-487- 7.01% |
$5.56K - $6.09K
|
6.46K
$74.9K
|