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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.86KNew |
$43.3K - $45.5K
|
3.86K
$43.8K
|
|
|
May 13, 2025
Q1 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
49+ 0.4% |
$550 - $578
|
12.2K
$138K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
10.8KNew |
$121K - $128K
|
10.8K
$123K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
200+ 1.05% |
$2.24K - $2.36K
|
19.2K
$218K
|
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-589- 5.04% |
$6.61K - $6.95K
|
11.1K
$126K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.86K- 4.68% |
$20.9K - $21.9K
|
37.8K
$430K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
83.5KNew |
$937K - $985K
|
83.5K
$948K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
447New |
$5.02K - $5.27K
|
447
$5.08K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
14.4KNew |
$162K - $170K
|
14.4K
$164K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-17K- 59.79% |
$191K - $201K
|
11.4K
$130K
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
SELL
|
- |
-753- 6.65% |
$8.45K - $8.89K
|
10.6K
$120K
|
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-4.25K- 16.48% |
$47.7K - $50.2K
|
21.5K
$245K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-118K- 22.99% |
$1.33M - $1.4M
|
397K
$4.51M
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
850KNew |
$9.54M - $10M
|
850K
$9.66M
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-340- 2.63% |
$3.81K - $4.01K
|
12.6K
$143K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-50- 11.14% |
$561 - $590
|
399
$4.53K
|
|
|
May 01, 2025
Q1 2025
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
160+ 1.48% |
$1.8K - $1.89K
|
11K
$125K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-7.7K- 15.86% |
$86.4K - $90.9K
|
40.9K
$464K
|
|
|
Apr 29, 2025
Q1 2025
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-1.52K- 1.44% |
$17.1K - $17.9K
|
104K
$1.18M
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
11.8KNew |
$132K - $139K
|
11.8K
$134K
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
17.5K+ 3.38% |
$196K - $206K
|
534K
$6.07M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
122+ 0.56% |
$1.37K - $1.44K
|
21.9K
$249K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
1.86KNew |
$20.9K - $22K
|
1.86K
$21.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
7.56K+ 382.53% |
$84.8K - $89.1K
|
9.53K
$108K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.52K- 74.58% |
$39.5K - $41.5K
|
1.2K
$13.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-1K- 6.67% |
$11.2K - $11.8K
|
14K
$159K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
100New |
$1.12K - $1.18K
|
100
$1.14K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
100KNew |
$1.12M - $1.18M
|
100K
$1.14M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-129- 50.0% |
$1.45K - $1.52K
|
129
$1.47K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.56K+ 8.17% |
$28.7K - $30.2K
|
33.9K
$385K
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
12.6KNew |
$141K - $149K
|
12.6K
$143K
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
49KNew |
$549K - $578K
|
49K
$556K
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
47+ 0.62% |
$527 - $555
|
7.61K
$86.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-84- 57.93% |
$942 - $991
|
61
$693
|
|
|
Apr 17, 2025
Q1 2025
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
27.4K+ 12.33% |
$308K - $323K
|
250K
$2.84M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
23.8KNew |
$267K - $281K
|
23.8K
$270K
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
21.5KNew |
$241K - $253K
|
21.5K
$244K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-1.5K- 7.46% |
$16.8K - $17.7K
|
18.6K
$211K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-7.48K- 29.85% |
$83.9K - $88.3K
|
17.6K
$200K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
132+ 1.27% |
$1.48K - $1.56K
|
10.5K
$120K
|
|
|
Apr 11, 2025
Q1 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-22K- 11.75% |
$247K - $260K
|
165K
$1.88M
|
|
|
Apr 10, 2025
Q1 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
100+ 33.33% |
$1.12K - $1.18K
|
400
$4.54K
|
|
|
Apr 10, 2025
Q1 2025
|
Edge Wealth Management LLC
|
BUY
|
- |
2.2K+ 7.86% |
$24.6K - $25.9K
|
30.1K
$342K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
27+ 0.77% |
$303 - $319
|
3.55K
$40.3K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-500- 6.99% |
$5.61K - $5.9K
|
6.65K
$75.5K
|
|
| Q4 2024 | |||||||
|
Aug 25, 2025
Q4 2024
|
Nautilus Advisors LLC
La Jolla, CA |
BUY
|
- |
40.7KNew |
$465K - $509K
|
40.7K
$462K
|
|
|
May 14, 2025
Q4 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
200New |
$2.28K - $2.5K
|
200
$2.27K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
13.7KNew |
$157K - $171K
|
13.7K
$156K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-8.14K- 39.53% |
$93K - $102K
|
12.5K
$142K
|
|
|
Feb 21, 2025
Q4 2024
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-500- 2.34% |
$5.71K - $6.25K
|
20.9K
$237K
|
|