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 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-3.93K- 99.85% |
$44.9K - $49.2K
|
6
$69.6
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
31.5K+ 33.8% |
$359K - $393K
|
124K
$1.44M
|
|
|
Feb 04, 2025
Q4 2024
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
8.91K+ 4.17% |
$102K - $111K
|
222K
$2.58M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
4.14K+ 0.84% |
$47.2K - $51.7K
|
496K
$5.75M
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-2.33K- 8.27% |
$26.6K - $29.1K
|
25.8K
$299K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
6.54K+ 2.91% |
$74.7K - $81.8K
|
232K
$2.69M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
735+ 2.36% |
$8.39K - $9.19K
|
31.9K
$370K
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
32.7KNew |
$373K - $409K
|
32.7K
$379K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.67K+ 16.04% |
$19.1K - $20.9K
|
12.1K
$140K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-30.6K- 43.53% |
$349K - $382K
|
39.7K
$460K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.13K- 1.96% |
$47.1K - $51.6K
|
207K
$2.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-175K- 13.16% |
$1.99M - $2.18M
|
1.15M
$13.4M
|
|
|
Feb 03, 2025
Q4 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-6.33K- 0.95% |
$72.2K - $79.1K
|
657K
$7.62M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-4.43K- 24.52% |
$50.5K - $55.3K
|
13.6K
$158K
|
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
394KNew |
$4.49M - $4.92M
|
394K
$4.57M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-139K- 81.89% |
$1.59M - $1.74M
|
30.8K
$357K
|
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
15.8KNew |
$180K - $197K
|
15.8K
$183K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-26.8K- 85.01% |
$306K - $335K
|
4.72K
$54.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
23.5K+ 15.5% |
$268K - $293K
|
175K
$2.03M
|
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-9.39K- 38.26% |
$107K - $117K
|
15.2K
$176K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
34.1K+ 15146.22% |
$389K - $426K
|
34.3K
$398K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-37.9K- 32.18% |
$433K - $474K
|
79.9K
$927K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
19.3K+ 38.07% |
$220K - $241K
|
69.8K
$810K
|
|
|
Jan 31, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
2.27M+ 64.66% |
$25.9M - $28.3M
|
5.77M
$66.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
718KNew |
$8.19M - $8.97M
|
718K
$8.32M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
25.9K+ 4.73% |
$296K - $324K
|
573K
$6.65M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-2.5K- 0.47% |
$28.5K - $31.2K
|
534K
$6.19M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.72K+ 2.32% |
$19.7K - $21.5K
|
75.9K
$880K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-944- 2.45% |
$10.8K - $11.8K
|
37.6K
$436K
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
21.8K+ 45.95% |
$249K - $272K
|
69.2K
$803K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-27.6K- 18.52% |
$315K - $345K
|
121K
$1.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-646- 0.11% |
$7.38K - $8.08K
|
591K
$6.86M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-38.6K- 54.75% |
$441K - $483K
|
31.9K
$371K
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-1K- 0.52% |
$11.4K - $12.5K
|
190K
$2.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.08K- 4.72% |
$12.3K - $13.5K
|
21.8K
$253K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
356+ 20.55% |
$4.07K - $4.45K
|
2.09K
$24.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-21.1K- 50.82% |
$241K - $264K
|
20.4K
$237K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-5.61K- 27.2% |
$64K - $70.1K
|
15K
$174K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-22.6K- 56.79% |
$258K - $282K
|
17.2K
$199K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
3.52KNew |
$40.2K - $44K
|
3.52K
$40.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-86- 1.28% |
$982 - $1.08K
|
6.63K
$76.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.08M- 30.07% |
$12.3M - $13.5M
|
2.51M
$29.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-18.4K- 9.19% |
$210K - $230K
|
182K
$2.11M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
308+ 1.17% |
$3.52K - $3.85K
|
26.7K
$310K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.61K- 18.44% |
$29.8K - $32.6K
|
11.5K
$134K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-220- 0.8% |
$2.51K - $2.75K
|
27.1K
$315K
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-54- 0.31% |
$617 - $675
|
17.3K
$200K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.2K- 4.42% |
$13.7K - $15K
|
25.9K
$300K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
3.08KNew |
$35.2K - $38.5K
|
3.08K
$35.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-235- 0.56% |
$2.68K - $2.94K
|
41.8K
$485K
|