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 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.83K+ 7.42% |
$20.9K - $22.9K
|
26.5K
$307K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.36K- 10.81% |
$27K - $29.5K
|
19.5K
$226K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
23+ 1.49% |
$263 - $288
|
1.57K
$18.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.11KNew |
$12.7K - $13.9K
|
1.11K
$12.9K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-640- 4.71% |
$7.31K - $8K
|
12.9K
$150K
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
11.2KNew |
$128K - $140K
|
11.2K
$130K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-204K- 10.07% |
$2.33M - $2.55M
|
1.82M
$21.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-749- 2.14% |
$8.55K - $9.36K
|
34.2K
$397K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
7.58K+ 3.38% |
$86.5K - $94.7K
|
231K
$2.68M
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-1.14K- 4.45% |
$13K - $14.3K
|
24.5K
$284K
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-2.83K- 3.62% |
$32.3K - $35.3K
|
75.3K
$873K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
31+ 1.23% |
$354 - $388
|
2.55K
$29.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
32.3K+ 8.88% |
$369K - $404K
|
396K
$4.59M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
72.7KNew |
$831K - $909K
|
72.7K
$844K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
868New |
$9.91K - $10.9K
|
868
$10.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
34K+ 61.79% |
$388K - $425K
|
89.1K
$1.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
3.54K+ 1.38% |
$40.5K - $44.3K
|
261K
$3.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
248KNew |
$2.84M - $3.1M
|
248K
$2.88M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.4K+ 2.85% |
$27.4K - $30K
|
86.6K
$1M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
90.1K+ 86.98% |
$1.03M - $1.13M
|
194K
$2.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-544- 4.68% |
$6.21K - $6.8K
|
11.1K
$129K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-33- 1.05% |
$377 - $413
|
3.1K
$36K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.05K- 2.9% |
$12K - $13.2K
|
35.2K
$408K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-920- 38.59% |
$10.5K - $11.5K
|
1.46K
$17K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-78- 0.13% |
$891 - $975
|
60K
$696K
|
|
|
Feb 06, 2025
Q4 2024
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-201K- 27.96% |
$2.29M - $2.51M
|
517K
$6M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
120K+ 30.5% |
$1.37M - $1.5M
|
512K
$5.94M
|
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-325- 3.04% |
$3.71K - $4.06K
|
10.4K
$120K
|
|
|
Feb 06, 2025
Q4 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
24.6K+ 30.3% |
$281K - $307K
|
106K
$1.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-549- 1.04% |
$6.27K - $6.86K
|
52K
$603K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
20.9K+ 3.24% |
$239K - $262K
|
668K
$7.75M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
73New |
$834 - $913
|
73
$847
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
2.73K+ 3.36% |
$31.1K - $34.1K
|
83.7K
$971K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
92New |
$1.05K - $1.15K
|
92
$1.07K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-54.4K- 9.55% |
$621K - $680K
|
515K
$5.97M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
695K+ 818.58% |
$7.94M - $8.69M
|
780K
$9.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-42K- 60.69% |
$479K - $524K
|
27.2K
$315K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.56MNew |
$29.3M - $32M
|
2.56M
$29.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-375- 5.53% |
$4.28K - $4.69K
|
6.4K
$74.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
BUY
|
- |
155+ 0.73% |
$1.77K - $1.94K
|
21.4K
$248K
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
1.38K+ 1.31% |
$15.7K - $17.2K
|
106K
$1.23M
|
|
|
Feb 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-242- 2.0% |
$2.76K - $3.03K
|
11.8K
$137K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
1.97K+ 4.94% |
$22.5K - $24.7K
|
41.9K
$486K
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-1.98K- 6.76% |
$22.6K - $24.7K
|
27.3K
$316K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
SELL
|
- |
-2.5K- 10.64% |
$28.6K - $31.3K
|
21K
$244K
|
|
|
Feb 05, 2025
Q4 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-3.7K- 0.84% |
$42.2K - $46.2K
|
435K
$5.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-5.76K- 43.29% |
$65.8K - $72K
|
7.55K
$87.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-3K- 27.27% |
$34.3K - $37.5K
|
8K
$92.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
395New |
$4.51K - $4.94K
|
395
$4.58K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-147- 0.41% |
$1.68K - $1.84K
|
35.3K
$410K
|