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
Aug 11, 2022 Q2 2022
Essex Private Wealth Management, LLC

Topsfield, MA
BUY
 -
15.6K
New
$187K - $210K
15.6K $177K
Jul 22, 2022 Q2 2022
Conestoga Capital Advisors, LLC

BUY
 -
11.4K
New
$136K - $153K
11.4K $129K
Aug 05, 2022 Q2 2022
Meridian Wealth Management, LLC

BUY
 -
11.1K
New
$133K - $150K
11.1K $126K
Jul 18, 2022 Q2 2022
Collective Family Office LLC

BUY
 -
10K
New
$120K - $135K
10K $114K
Aug 15, 2022 Q2 2022
Standard Family Office LLC

Sioux Falls, SD
BUY
 -
7K
New
$83.9K - $94.5K
7K $79.5K
Aug 05, 2022 Q2 2022
South State Corp

BUY
 -
1.55K
New
$18.5K - $20.9K
1.55K $17.6K
Jul 29, 2022 Q2 2022
Total Clarity Wealth Management, Inc.

BUY
 -
900
New
$10.8K - $12.2K
900 $10.2K
Aug 01, 2022 Q2 2022
Investors Asset Management Of Georgia Inc

BUY
 -
700
New
$8.39K - $9.45K
700 $7.95K
Aug 12, 2022 Q2 2022
Piper Sandler & Co.

Minneapolis, MN
BUY
 -
100
New
$1.2K - $1.35K
100 $1.14K
Aug 03, 2022 Q2 2022
Iag Wealth Partners, LLC

BUY
 -
56
New
$671 - $756
56 $636
Aug 15, 2022 Q2 2022
First Manhattan CO

New York, NY
BUY
 -
16
New
$192 - $216
16 $182
Aug 16, 2022 Q2 2022
Mine & Arao Wealth Creation & Management, Llc.

Campbell, CA
BUY
 -
12
+ 0.45%
$144 - $162
2.65K $30.1K
Oct 17, 2024 Q2 2022
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
11
+ 1.29%
$132 - $149
861 $9.78K
Aug 08, 2022 Q2 2022
Curi Wealth Management, LLC

BUY
 -
2
+ 0.05%
$24 - $27
4.04K $45.9K
Jul 22, 2022 Q2 2022
Urban Wealth Management, LLC

BUY
 -
0
New
$0 - $0
0 $0
Q1 2022
Apr 27, 2022 Q1 2022
Magnolia Wealth Management, LLC

BUY
 -
202K
New
$2.65M - $3.01M
202K $2.29M
Apr 15, 2022 Q1 2022
Paladin Advisory Group, LLC

BUY
 -
96.3K
New
$1.26M - $1.44M
96.3K $1.09M
May 13, 2022 Q1 2022
Bluesphere Advisors, LLC

East Norriton, PA
BUY
 -
24.7K
+ 217.12%
$324K - $368K
36K $409K
Apr 25, 2022 Q1 2022
Orcam Financial Group

Encinitas, CA
BUY
 -
12.5K
New
$164K - $186K
12.5K $142K
Jan 19, 2024 Q1 2022
Cedrus LLC

Littleton, CO
BUY
 -
10.1K
New
$133K - $151K
10.1K $115K
May 10, 2022 Q1 2022
Wms Partners, LLC

BUY
 -
10K
New
$131K - $149K
10K $114K
Apr 19, 2022 Q1 2022
Joseph P. Lucia & Associates, LLC

BUY
 -
5.51K
New
$72.3K - $82.1K
5.51K $62.5K
Jun 17, 2022 Q1 2022
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
570
New
$7.48K - $8.5K
570 $6.48K
May 02, 2022 Q1 2022
Rainey & Randall Investment Management Inc.

Celebration, FL
BUY
 -
334
+ 2.52%
$4.39K - $4.98K
13.6K $154K
May 06, 2022 Q1 2022
Aspiriant, LLC

BUY
 -
224
+ 1.26%
$2.94K - $3.34K
18K $204K
Apr 25, 2022 Q1 2022
Westside Investment Management, Inc.

BUY
 -
1
+ 0.14%
$13.1 - $14.9
704 $8K
Q4 2021
Jan 20, 2022 Q4 2021
Seven Bridge Financial Group, LLC

BUY
 -
36K
New
$525K - $545K
36K $409K
May 10, 2022 Q4 2021
Lockerman Financial Group, Inc.

BUY
 -
17.9K
New
$262K - $272K
17.9K $204K
Jan 19, 2022 Q4 2021
Intelligence Driven Advisers, LLC

BUY
 -
17.5K
New
$255K - $265K
17.5K $198K
Feb 15, 2022 Q4 2021
Wellington Shields & Co., LLC

New York, NY
BUY
 -
12.4K
New
$182K - $189K
12.4K $141K
Feb 10, 2022 Q4 2021
Tortoise Investment Management, LLC

BUY
 -
2.09K
New
$30.5K - $31.7K
2.09K $23.7K
Feb 09, 2022 Q4 2021
Allegheny Financial Group LTD

Pittsburgh, PA
BUY
 -
92
New
$1.34K - $1.39K
92 $1.05K
Jan 28, 2022 Q4 2021
Financial Management Professionals, Inc.

BUY
 -
28
New
$409 - $424
28 $318
Feb 08, 2022 Q4 2021
Financial Avengers, Inc.

Oakland, CA
BUY
 -
7
New
$102 - $106
7 $79.5
Q3 2021
Oct 22, 2021 Q3 2021
Parallel Advisors, LLC

BUY
 CALL
3.56K
New
$53.2K - $54.7K
3.56K $40.5K
Nov 04, 2021 Q3 2021
Strategic Asset Management, LLC

BUY
 -
800
New
$11.9K - $12.3K
800 $9.09K
Nov 15, 2021 Q3 2021
Balentine LLC

Atlanta, GA
BUY
 -
16
New
$239 - $246
16 $182
Q2 2021
Dec 13, 2023 Q2 2021
Continuum Advisory, LLC

Eagle, ID
BUY
 -
13.8K
New
$205K - $211K
13.8K $157K
Jul 21, 2021 Q2 2021
Townsend Asset Management Corp

BUY
 -
3.35K
New
$49.7K - $51.2K
3.35K $38K
Jul 14, 2021 Q2 2021
Pacifica Partners Inc.

BUY
 -
200
New
$2.97K - $3.06K
200 $2.27K
Aug 13, 2021 Q2 2021
Advisor Resource Council

BUY
 -
58
New
$862 - $889
58 $659
Q1 2021
Apr 09, 2021 Q1 2021
Graves Light Lenhart Wealth, Inc.

Harrisonburg, VA
BUY
 -
2.85K
+ 70.01%
$41.4K - $43.2K
6.92K $78.6K
May 13, 2021 Q1 2021
Axiom Investment Management LLC

New York, NY
BUY
 -
500
New
$7.26K - $7.58K
500 $5.68K
May 14, 2021 Q1 2021
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
299
New
$4.34K - $4.53K
299 $3.4K
Apr 15, 2021 Q1 2021
City Holding CO

BUY
 -
142
New
$2.06K - $2.15K
142 $1.61K
Q3 2020
Oct 23, 2020 Q3 2020
Cypress Wealth Services, LLC

BUY
 PUT
16.3K
New
$232K - $244K
16.3K $186K
Q2 2020
Aug 12, 2020 Q2 2020
Tctc Holdings, LLC

Dallas, TX
BUY
 -
2.78K
New
$34.8K - $40.4K
2.78K $31.5K
Q1 2020
May 18, 2020 Q1 2020
Pin Oak Investment Advisors Inc

Houston, TX
BUY
 -
100
New
$1K - $1.53K
100 $1.14K
Q4 2019
Mar 16, 2020 Q4 2019
Insight Wealth Partners, LLC

BUY
 -
22.3K
New
$327K - $337K
22.3K $253K

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