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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-2.81K- 20.24% |
$32.1K - $35.1K
|
11.1K
$128K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
494+ 3.08% |
$5.64K - $6.18K
|
16.5K
$192K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.02K- 7.62% |
$23.1K - $25.3K
|
24.5K
$285K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
5.36K+ 9.69% |
$61.2K - $67K
|
60.7K
$704K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-7.66K- 1.54% |
$87.5K - $95.8K
|
488K
$5.66M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
14.8K+ 3.38% |
$169K - $185K
|
453K
$5.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
54+ 0.18% |
$617 - $675
|
30.8K
$358K
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
255+ 1.5% |
$2.91K - $3.19K
|
17.3K
$200K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
854+ 0.23% |
$9.75K - $10.7K
|
374K
$4.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-3.21K- 5.5% |
$36.6K - $40.1K
|
55K
$638K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
SELL
|
- |
-3K- 20.9% |
$34.3K - $37.5K
|
11.4K
$132K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
268New |
$3.06K - $3.35K
|
268
$3.11K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
6.83K+ 7.91% |
$78K - $85.4K
|
93.2K
$1.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-12.8K- 10.84% |
$146K - $160K
|
105K
$1.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-52.2K- 26.56% |
$596K - $653K
|
144K
$1.68M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-18.3K- 11.97% |
$209K - $229K
|
135K
$1.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
23.9K+ 5.02% |
$272K - $298K
|
499K
$5.79M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
171+ 0.96% |
$1.95K - $2.14K
|
18.1K
$210K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
5.84K+ 6.9% |
$66.7K - $73K
|
90.4K
$1.05M
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-28.7K- 9.86% |
$327K - $358K
|
262K
$3.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
75+ 0.27% |
$857 - $938
|
27.9K
$323K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
15KNew |
$171K - $188K
|
15K
$174K
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-743- 3.19% |
$8.49K - $9.29K
|
22.5K
$261K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.43K- 36.99% |
$16.4K - $17.9K
|
2.44K
$28.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
21.7K+ 103.97% |
$248K - $272K
|
42.6K
$494K
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
16.6KNew |
$190K - $208K
|
16.6K
$193K
|
|
|
Jan 16, 2025
Q4 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
30.3K+ 5.73% |
$346K - $379K
|
559K
$6.49M
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-7.97K- 4.86% |
$91K - $99.6K
|
156K
$1.81M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-159- 0.81% |
$1.82K - $1.99K
|
19.5K
$227K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-4.8K- 22.55% |
$54.8K - $60K
|
16.5K
$191K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-27.2K- 16.92% |
$311K - $340K
|
134K
$1.55M
|
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
90+ 0.73% |
$1.03K - $1.13K
|
12.4K
$143K
|
|
|
Jan 15, 2025
Q4 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
9.61K+ 5.41% |
$110K - $120K
|
187K
$2.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-2.5K- 11.06% |
$28.6K - $31.3K
|
20.1K
$233K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.58K+ 8.35% |
$29.4K - $32.2K
|
33.4K
$388K
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
2.67K+ 11.83% |
$30.5K - $33.3K
|
25.2K
$292K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-11.1K- 85.76% |
$126K - $138K
|
1.84K
$21.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-4.68K- 6.3% |
$53.5K - $58.5K
|
69.7K
$808K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-116- 0.56% |
$1.32K - $1.45K
|
20.7K
$240K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.44K+ 7.02% |
$16.4K - $18K
|
22K
$255K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-4.36K- 2.14% |
$49.8K - $54.5K
|
199K
$2.31M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.9K- 8.99% |
$33.2K - $36.3K
|
29.4K
$341K
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
BUY
|
- |
166+ 0.96% |
$1.9K - $2.08K
|
17.4K
$202K
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
30.3KNew |
$346K - $379K
|
30.3K
$352K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
723+ 1.5% |
$8.26K - $9.04K
|
49K
$569K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.27K+ 6.23% |
$25.9K - $28.4K
|
38.7K
$449K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.09K+ 299.0% |
$23.9K - $26.2K
|
2.79K
$32.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-6.07K- 24.36% |
$69.3K - $75.9K
|
18.8K
$219K
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
BUY
|
- |
47.7K+ 3.84% |
$544K - $596K
|
1.29M
$14.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-2.13K- 7.07% |
$24.3K - $26.6K
|
27.9K
$324K
|