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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
31.3KNew |
$349K - $371K
|
31.3K
$355K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
245New |
$2.73K - $2.91K
|
245
$2.78K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-9.37K- 38.22% |
$104K - $111K
|
15.1K
$172K
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
20.7K+ 8.23% |
$231K - $246K
|
272K
$3.09M
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
130+ 1.11% |
$1.45K - $1.54K
|
11.8K
$134K
|
|
|
Oct 29, 2025
Q3 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-16.2K- 15.86% |
$181K - $193K
|
86.1K
$979K
|
|
|
Oct 29, 2025
Q3 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
68+ 0.48% |
$758 - $807
|
14.3K
$162K
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-540- 50.0% |
$6.02K - $6.41K
|
540
$6.13K
|
|
|
Oct 29, 2025
Q3 2025
|
Providence First Trust CO
|
SELL
|
- |
-500- 3.11% |
$5.58K - $5.94K
|
15.6K
$177K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
374New |
$4.17K - $4.44K
|
374
$4.25K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
SELL
|
- |
-4.15K- 0.88% |
$46.2K - $49.2K
|
467K
$5.31M
|
|
|
Oct 28, 2025
Q3 2025
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
318KNew |
$3.54M - $3.77M
|
318K
$3.61M
|
|
|
Oct 28, 2025
Q3 2025
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-10.7K- 1.66% |
$120K - $127K
|
635K
$7.21M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
6.63K+ 23.01% |
$73.9K - $78.7K
|
35.5K
$403K
|
|
|
Oct 28, 2025
Q3 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
430+ 1.56% |
$4.79K - $5.1K
|
28.1K
$319K
|
|
|
Oct 28, 2025
Q3 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-5.05K- 6.31% |
$56.3K - $60K
|
75K
$852K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-500- 2.25% |
$5.58K - $5.94K
|
21.8K
$247K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-625- 8.31% |
$6.97K - $7.42K
|
6.9K
$78.4K
|
|
|
Oct 28, 2025
Q3 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-452- 1.13% |
$5.04K - $5.37K
|
39.4K
$448K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
61.9KNew |
$691K - $735K
|
61.9K
$704K
|
|
|
Oct 28, 2025
Q3 2025
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-4.57K- 16.83% |
$50.9K - $54.2K
|
22.6K
$256K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-27.3K- 5.13% |
$304K - $324K
|
504K
$5.73M
|
|
|
Oct 27, 2025
Q3 2025
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-1.04M- 22.19% |
$11.6M - $12.3M
|
3.63M
$41.3M
|
|
|
Oct 27, 2025
Q3 2025
|
First United Bank & Trust
|
SELL
|
- |
-882- 21.72% |
$9.83K - $10.5K
|
3.18K
$36.1K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
9.01K+ 12.59% |
$101K - $107K
|
80.6K
$916K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-8.39K- 13.9% |
$93.5K - $99.6K
|
52K
$590K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.16K- 13.27% |
$24.1K - $25.7K
|
14.1K
$161K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
300New |
$3.35K - $3.56K
|
300
$3.41K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
11.1K+ 5.71% |
$124K - $132K
|
206K
$2.34M
|
|
|
Oct 27, 2025
Q3 2025
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
1.93K+ 4.47% |
$21.5K - $22.9K
|
45.1K
$512K
|
|
|
Oct 27, 2025
Q3 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
291+ 0.91% |
$3.24K - $3.45K
|
32.3K
$366K
|
|
|
Oct 24, 2025
Q3 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
32+ 0.19% |
$357 - $380
|
16.7K
$190K
|
|
|
Oct 24, 2025
Q3 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
66+ 0.19% |
$736 - $783
|
34.4K
$391K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
1.2KNew |
$13.4K - $14.2K
|
1.2K
$13.6K
|
|
|
Oct 23, 2025
Q3 2025
|
Harfst & Associates, Inc.
|
BUY
|
- |
306KNew |
$3.41M - $3.64M
|
306K
$3.48M
|
|
|
Oct 23, 2025
Q3 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-9.66K- 14.64% |
$108K - $115K
|
56.3K
$640K
|
|
|
Oct 23, 2025
Q3 2025
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-1.34K- 0.33% |
$14.9K - $15.9K
|
407K
$4.62M
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
201K+ 110.0% |
$2.24M - $2.38M
|
383K
$4.35M
|
|
|
Oct 23, 2025
Q3 2025
|
Ramiah Investment Group
Brookfield, WI |
SELL
|
- |
-1.39K- 3.17% |
$15.5K - $16.5K
|
42.4K
$482K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.18K- 3.8% |
$13.2K - $14K
|
29.9K
$340K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
376+ 5.77% |
$4.19K - $4.46K
|
6.89K
$78.2K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-88.6K- 6.33% |
$988K - $1.05M
|
1.31M
$14.9M
|
|
|
Oct 22, 2025
Q3 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
66+ 0.58% |
$736 - $783
|
11.5K
$130K
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-19.7K- 38.76% |
$219K - $233K
|
31.1K
$353K
|
|
|
Oct 22, 2025
Q3 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-7.37K- 3.59% |
$82.1K - $87.4K
|
198K
$2.25M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.49K+ 3.53% |
$27.8K - $29.6K
|
73.1K
$830K
|
|
|
Oct 22, 2025
Q3 2025
|
Madrona Financial Services, LLC
|
SELL
|
- |
-22- 0.09% |
$245 - $261
|
24.8K
$282K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.28K- 25.65% |
$47.7K - $50.8K
|
12.4K
$141K
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
170+ 1.07% |
$1.9K - $2.02K
|
16K
$182K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.48K- 1.2% |
$50K - $53.2K
|
369K
$4.2M
|
|