Latest Institutional Purchases of Invesco ETF Tr Ii Pfd ETF (PGX)

PGX Quotes by TradingView

This list provides information on the latest institutional transactions involving Invesco ETF Tr Ii Pfd ETF (PGX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Jan 19, 2023 Q4 2022
Amplius Wealth Advisors, LLC

BUY
 -
9.76K
+ 65.07%
$108K - $118K
24.8K $281K
Feb 14, 2023 Q4 2022
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
7.89K
New
$87K - $95.3K
7.89K $89.7K
Feb 13, 2023 Q4 2022
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
7K
+ 100.0%
$77.1K - $84.5K
14K $159K
Jan 10, 2023 Q4 2022
Madden Securities Corp

BUY
 -
5.3K
New
$58.4K - $64K
5.3K $60.2K
Feb 14, 2023 Q4 2022
Cary Street Partners Asset Management LLC

Richmond, VA
BUY
 -
4K
+ 25.0%
$44.1K - $48.3K
20K $227K
Feb 14, 2023 Q4 2022
Prelude Capital Management, LLC

New York, NY
BUY
 -
2.75K
+ 27.5%
$30.3K - $33.2K
12.8K $145K
Jan 11, 2023 Q4 2022
Accurate Wealth Management, LLC

BUY
 -
2.54K
New
$28K - $30.7K
2.54K $28.9K
Jan 10, 2023 Q4 2022
Ewg Elevate Inc.

BUY
 -
2.42K
New
$26.7K - $29.2K
2.42K $27.5K
Jan 30, 2023 Q4 2022
Prairie View Partners, LLC

BUY
 -
2.21K
New
$24.3K - $26.6K
2.21K $25K
Jan 17, 2023 Q4 2022
Romano Brothers And Company

Evanston, IL
BUY
 -
1.9K
New
$20.9K - $22.9K
1.9K $21.6K
Feb 14, 2023 Q4 2022
Advanced Asset Management Advisors Inc

Dublin, OH
BUY
 -
913
New
$10.1K - $11K
913 $10.4K
Jan 31, 2023 Q4 2022
Wfa Of San Diego, LLC

BUY
 -
800
New
$8.82K - $9.66K
800 $9.09K
Feb 10, 2023 Q4 2022
Leelyn Smith, LLC

Geneva, IL
BUY
 -
775
New
$8.54K - $9.35K
775 $8.8K
Feb 17, 2023 Q4 2022
Coppell Advisory Solutions Corp.

Coppell, TX
BUY
 -
674
New
$7.43K - $8.14K
674 $7.66K
Feb 09, 2023 Q4 2022
New Hampshire Trust

Concord, NH
BUY
 -
658
New
$7.25K - $7.94K
658 $7.47K
Jan 11, 2023 Q4 2022
Mc Elhenny Sheffield Capital Management, LLC

BUY
 -
650
New
$7.16K - $7.85K
650 $7.38K
Feb 13, 2023 Q4 2022
Trustcore Financial Services, LLC

BUY
 -
243
+ 1.09%
$2.68K - $2.93K
22.4K $255K
Sep 01, 2023 Q4 2022
Jag Capital Management, LLC

BUY
 -
229
New
$2.52K - $2.76K
229 $2.6K
Mar 15, 2023 Q4 2022
Milestone Investment Advisors LLC

Middleton, WI
BUY
 -
200
New
$2.2K - $2.41K
200 $2.27K
Feb 13, 2023 Q4 2022
Delta Asset Management LLC

Memphis, TN
BUY
 -
160
New
$1.76K - $1.93K
160 $1.82K
Feb 10, 2023 Q4 2022
Comerica Securities,Inc.

BUY
 -
132
New
$1.45K - $1.59K
132 $1.5K
Q3 2022
Nov 14, 2022 Q3 2022
Pfs Investments Inc.

Duluth, GA
BUY
 -
211K
New
$2.47M - $2.83M
211K $2.4M
Nov 10, 2022 Q3 2022
Private Advisory Group LLC

Redmond, WA
BUY
 -
113K
New
$1.33M - $1.52M
113K $1.29M
Oct 20, 2022 Q3 2022
Traynor Capital Management, Inc.

BUY
 -
80.4K
New
$943K - $1.08M
80.4K $914K
Nov 14, 2022 Q3 2022
Vanguard Personalized Indexing Management, LLC

Oakland, CA
BUY
 -
63.2K
New
$741K - $848K
63.2K $718K
Oct 21, 2022 Q3 2022
All Season Financial Advisors, Inc.

BUY
 -
40.6K
New
$476K - $545K
40.6K $462K
Nov 04, 2022 Q3 2022
Winthrop Advisory Group LLC

BUY
 -
23.6K
New
$276K - $316K
23.6K $268K
Nov 07, 2022 Q3 2022
Lmcg Investments, LLC

Boston, MA
BUY
 -
12.9K
New
$151K - $173K
12.9K $146K
Nov 04, 2022 Q3 2022
Vontobel Holding Ltd.

BUY
 -
10.3K
New
$120K - $137K
10.3K $116K
Nov 14, 2022 Q3 2022
Covington Capital Management

BUY
 -
4.08K
+ 0.39%
$47.8K - $54.7K
1.06M $12.1M
Nov 10, 2022 Q3 2022
Legacy Wealth Planning, LLC

BUY
 -
3.22K
+ 11.48%
$37.8K - $43.2K
31.3K $355K
Nov 16, 2022 Q3 2022
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
BUY
 -
3.1K
New
$36.3K - $41.6K
3.1K $35.2K
Nov 14, 2022 Q3 2022
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
2.4K
New
$28.1K - $32.2K
2.4K $27.3K
Nov 08, 2022 Q3 2022
Tfo Tdc, LLC

BUY
 -
2.32K
New
$27.2K - $31.1K
2.32K $26.4K
Nov 14, 2022 Q3 2022
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
635
New
$7.44K - $8.52K
635 $7.21K
Nov 15, 2022 Q3 2022
Neuberger Berman Group LLC

New York, NY
BUY
 -
353
+ 2.16%
$4.14K - $4.73K
16.7K $190K
Oct 21, 2022 Q3 2022
Cra Financial Services, LLC

BUY
 -
353
+ 3.36%
$4.14K - $4.73K
10.9K $123K
Nov 15, 2022 Q3 2022
Oxler Private Wealth LLC

New York, NY
BUY
 -
300
New
$3.52K - $4.02K
300 $3.41K
Oct 26, 2022 Q3 2022
Wipfli Financial Advisors Llc,

BUY
 -
174
New
$2.04K - $2.33K
174 $1.98K
Oct 14, 2022 Q3 2022
Guidance Point Advisors, LLC

BUY
 -
140
+ 0.61%
$1.64K - $1.88K
23.1K $262K
Oct 21, 2022 Q3 2022
Selective Wealth Management, Inc.

BUY
 -
38
+ 1.43%
$445 - $510
2.69K $30.6K
Q2 2022
Jul 25, 2022 Q2 2022
Walker Asset Management, LLC

BUY
 -
190K
New
$2.28M - $2.56M
190K $2.16M
Jul 06, 2022 Q2 2022
Centric Wealth Management

BUY
 -
146K
New
$1.75M - $1.97M
146K $1.66M
Aug 08, 2022 Q2 2022
Bank Of Nova Scotia

BUY
 -
127K
New
$1.53M - $1.72M
127K $1.45M
Jul 11, 2022 Q2 2022
Vigilare Wealth Management

BUY
 -
87K
New
$1.04M - $1.17M
87K $988K
Jul 15, 2022 Q2 2022
Hb Wealth Management, LLC

BUY
 -
52.1K
New
$625K - $704K
52.1K $592K
Jul 08, 2022 Q2 2022
Qp Wealth Management, LLC

BUY
 -
34.5K
New
$414K - $466K
34.5K $392K
Jul 19, 2022 Q2 2022
Tci Wealth Advisors, Inc.

BUY
 -
32.6K
+ 187.28%
$391K - $440K
50K $568K
Aug 01, 2022 Q2 2022
Tranquility Partners, LLC

BUY
 -
20.2K
New
$242K - $272K
20.2K $229K

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