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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-170- 17.73% |
$1.83K - $1.92K
|
789
$8.96K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-154- 1.47% |
$1.66K - $1.74K
|
10.3K
$117K
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
24+ 2.09% |
$259 - $271
|
1.17K
$13.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-19.7K- 21.87% |
$212K - $222K
|
70.4K
$800K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-92- 53.49% |
$992 - $1.04K
|
80
$909
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-27.6K- 55.24% |
$297K - $311K
|
22.4K
$254K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-43- 46.74% |
$464 - $485
|
49
$557
|
|
|
Jul 23, 2025
Q2 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-104- 0.71% |
$1.12K - $1.17K
|
14.6K
$165K
|
|
|
Jul 22, 2025
Q2 2025
|
Iowa State Bank
|
SELL
|
- |
-36.4K- 35.85% |
$392K - $410K
|
65.1K
$739K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-25.3K- 47.69% |
$273K - $286K
|
27.8K
$316K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.5K- 11.44% |
$16.1K - $16.9K
|
11.6K
$132K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.39K- 13.86% |
$25.7K - $26.9K
|
14.8K
$168K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
BUY
|
- |
400+ 2.82% |
$4.31K - $4.51K
|
14.6K
$166K
|
|
|
Jul 18, 2025
Q2 2025
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-8.8K- 69.81% |
$94.9K - $99.3K
|
3.81K
$43.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-2.17K- 74.99% |
$23.4K - $24.5K
|
725
$8.24K
|
|
|
Jul 15, 2025
Q2 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
13.8KNew |
$149K - $156K
|
13.8K
$157K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2.97KNew |
$32K - $33.5K
|
2.97K
$33.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-60.3K- 85.25% |
$650K - $680K
|
10.4K
$118K
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
1.78K+ 21.77% |
$19.1K - $20K
|
9.93K
$113K
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-550- 3.16% |
$5.93K - $6.2K
|
16.9K
$192K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-4- 0.03% |
$43.1 - $45.1
|
13K
$148K
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-300- 37.5% |
$3.23K - $3.38K
|
500
$5.68K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.13K- 7.25% |
$12.2K - $12.8K
|
14.5K
$165K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
61+ 1.26% |
$658 - $688
|
4.9K
$55.6K
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-207- 0.42% |
$2.23K - $2.33K
|
48.6K
$552K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
446KNew |
$4.81M - $5.03M
|
446K
$5.07M
|
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-633- 19.71% |
$6.82K - $7.14K
|
2.58K
$29.3K
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.71K- 7.61% |
$18.4K - $19.2K
|
20.7K
$235K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.64K+ 94.41% |
$28.4K - $29.7K
|
5.43K
$61.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-38- 0.58% |
$410 - $429
|
6.46K
$73.4K
|
|
| Q1 2025 | |||||||
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.36K+ 10.73% |
$15.3K - $16K
|
14K
$159K
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
25.3KNew |
$284K - $299K
|
25.3K
$288K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-1.84K- 13.99% |
$20.7K - $21.7K
|
11.3K
$129K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
6K+ 60.0% |
$67.3K - $70.8K
|
16K
$182K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
176KNew |
$1.98M - $2.08M
|
176K
$2M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.33K- 39.85% |
$14.9K - $15.6K
|
2K
$22.7K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-5.25K- 14.43% |
$58.8K - $61.9K
|
31.1K
$353K
|
|
|
May 15, 2025
Q1 2025
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
53KNew |
$595K - $625K
|
53K
$602K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-588- 4.97% |
$6.6K - $6.94K
|
11.3K
$128K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
13.1KNew |
$147K - $154K
|
13.1K
$149K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
44.8K+ 170.66% |
$503K - $529K
|
71.1K
$808K
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-12.6K- 51.29% |
$141K - $148K
|
11.9K
$136K
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
28.4KNew |
$319K - $335K
|
28.4K
$323K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
320New |
$3.59K - $3.78K
|
320
$3.64K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
3.4K+ 5.0% |
$38.1K - $40.1K
|
71.4K
$812K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
60New |
$673 - $708
|
60
$682
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
12.5KNew |
$141K - $148K
|
12.5K
$142K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
241New |
$2.7K - $2.84K
|
241
$2.74K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
271K+ 181.62% |
$3.04M - $3.2M
|
420K
$4.77M
|
|