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 22, 2025
Q3 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-900- 3.85% |
$10K - $10.7K
|
22.5K
$256K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
210+ 9.65% |
$2.34K - $2.49K
|
2.39K
$27.1K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9.12K+ 7.69% |
$102K - $108K
|
128K
$1.45M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-8.3K- 20.35% |
$92.5K - $98.5K
|
32.5K
$369K
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-2.78K- 4.55% |
$31K - $33K
|
58.3K
$662K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
23+ 1.48% |
$256 - $273
|
1.58K
$17.9K
|
|
|
Oct 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-76.9K- 37.8% |
$858K - $913K
|
127K
$1.44M
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.75K+ 4.85% |
$30.6K - $32.6K
|
59.3K
$674K
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
BUY
|
- |
6.57KNew |
$73.3K - $78K
|
6.57K
$74.6K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-11.2K- 3.72% |
$125K - $133K
|
290K
$3.29M
|
|
|
Oct 21, 2025
Q3 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-621- 1.11% |
$6.92K - $7.37K
|
55.3K
$628K
|
|
|
Oct 20, 2025
Q3 2025
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-2.18K- 3.87% |
$24.3K - $25.9K
|
54.3K
$617K
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
2.81K+ 1.74% |
$31.3K - $33.3K
|
164K
$1.86M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.15K- 6.57% |
$12.8K - $13.7K
|
16.4K
$186K
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
6.57K+ 45.63% |
$73.2K - $77.9K
|
21K
$238K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
SELL
|
- |
-816- 4.25% |
$9.1K - $9.69K
|
18.4K
$209K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-702- 2.62% |
$7.83K - $8.33K
|
26.1K
$297K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
171+ 0.68% |
$1.91K - $2.03K
|
25.4K
$289K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
148New |
$1.65K - $1.76K
|
148
$1.68K
|
|
|
Oct 17, 2025
Q3 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-2.41K- 4.46% |
$26.8K - $28.6K
|
51.6K
$586K
|
|
|
Oct 17, 2025
Q3 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
6.41K+ 1.41% |
$71.5K - $76.1K
|
460K
$5.22M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
295+ 7.57% |
$3.29K - $3.5K
|
4.19K
$47.6K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-12.5K- 6.31% |
$139K - $148K
|
185K
$2.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
2.16K+ 3.7% |
$24.1K - $25.6K
|
60.4K
$686K
|
|
|
Oct 16, 2025
Q3 2025
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
7+ 0.01% |
$78.1 - $83.1
|
106K
$1.21M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-14.7K- 58.61% |
$164K - $174K
|
10.4K
$118K
|
|
|
Oct 15, 2025
Q3 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-1.7K- 12.6% |
$18.9K - $20.1K
|
11.8K
$134K
|
|
|
Oct 15, 2025
Q3 2025
|
Friedenthal Financial
|
SELL
|
- |
-1.02K- 3.54% |
$11.4K - $12.1K
|
27.9K
$317K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
13.5K+ 33.77% |
$151K - $161K
|
53.6K
$609K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-4.95K- 2.51% |
$55.1K - $58.7K
|
192K
$2.18M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-2.3K- 5.24% |
$25.7K - $27.3K
|
41.6K
$473K
|
|
|
Oct 15, 2025
Q3 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
148+ 1.98% |
$1.65K - $1.76K
|
7.62K
$86.6K
|
|
|
Oct 15, 2025
Q3 2025
|
First Premier Bank
|
SELL
|
- |
-11.8K- 4.61% |
$132K - $140K
|
244K
$2.77M
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
9.63K+ 9.33% |
$107K - $114K
|
113K
$1.28M
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-3.75K- 12.13% |
$41.8K - $44.5K
|
27.2K
$309K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-20.7K- 56.31% |
$231K - $246K
|
16.1K
$183K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
808+ 1.46% |
$9.01K - $9.59K
|
56.1K
$637K
|
|
|
Oct 14, 2025
Q3 2025
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
31.4KNew |
$350K - $373K
|
31.4K
$357K
|
|
|
Oct 14, 2025
Q3 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
38.4K+ 6.24% |
$429K - $456K
|
655K
$7.44M
|
|
|
Oct 14, 2025
Q3 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-235- 14.51% |
$2.62K - $2.79K
|
1.39K
$15.7K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1New |
$11.2 - $11.9
|
1
$11.4
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
518+ 2.15% |
$5.78K - $6.15K
|
24.6K
$279K
|
|
|
Oct 14, 2025
Q3 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
29.1K+ 20.61% |
$325K - $346K
|
170K
$1.94M
|
|
|
Oct 14, 2025
Q3 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
14.8KNew |
$165K - $176K
|
14.8K
$169K
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
4.39K+ 9.03% |
$48.9K - $52K
|
53K
$602K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-30.9K- 6.7% |
$345K - $367K
|
431K
$4.9M
|
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-11.2K- 32.12% |
$124K - $132K
|
23.6K
$268K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
175+ 0.95% |
$1.95K - $2.08K
|
18.6K
$211K
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
143+ 0.25% |
$1.59K - $1.7K
|
56.5K
$642K
|
|
|
Oct 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
1KNew |
$11.2K - $11.9K
|
1K
$11.4K
|
|