Latest Institutional Purchases of Invesco ETF Tr Ii Pfd ETF (PGX)
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 |
|---|---|---|---|---|---|---|---|
|
Oct 04, 2024
Q3 2024
|
Eclectic Associates Inc
|
BUY
|
- |
244+ 1.45% |
$2.81K - $3.05K
|
17K
$196K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
225New |
$2.59K - $2.82K
|
225
$2.59K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
209New |
$2.41K - $2.62K
|
209
$2.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
190+ 1.02% |
$2.19K - $2.38K
|
18.8K
$216K
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
188New |
$2.17K - $2.35K
|
188
$2.16K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
187+ 0.79% |
$2.15K - $2.34K
|
23.8K
$274K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
184+ 1.16% |
$2.12K - $2.3K
|
16.1K
$185K
|
|
|
Nov 12, 2024
Q3 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
180+ 1.49% |
$2.07K - $2.25K
|
12.3K
$141K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
162+ 10.38% |
$1.87K - $2.03K
|
1.72K
$19.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
160+ 1.46% |
$1.84K - $2K
|
11.1K
$128K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
151+ 0.82% |
$1.74K - $1.89K
|
18.7K
$215K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
145+ 0.21% |
$1.67K - $1.82K
|
69.1K
$795K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
110+ 0.4% |
$1.27K - $1.38K
|
27.3K
$314K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
88+ 0.81% |
$1.01K - $1.1K
|
11K
$127K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
85+ 0.48% |
$979 - $1.06K
|
17.8K
$205K
|
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
82+ 0.07% |
$945 - $1.03K
|
113K
$1.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
76+ 0.27% |
$876 - $952
|
28.7K
$330K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
75+ 84.27% |
$864 - $939
|
164
$1.89K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
73+ 0.62% |
$841 - $914
|
11.9K
$137K
|
|
|
Nov 05, 2024
Q3 2024
|
Acas, LLC
|
BUY
|
- |
72+ 0.34% |
$829 - $901
|
21.2K
$244K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
63+ 0.04% |
$726 - $789
|
146K
$1.68M
|
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
62+ 0.18% |
$714 - $776
|
35K
$402K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
61+ 0.89% |
$703 - $764
|
6.95K
$79.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
57+ 0.52% |
$657 - $714
|
11.1K
$127K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
53+ 2.27% |
$611 - $664
|
2.38K
$27.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
51+ 0.17% |
$588 - $639
|
30.8K
$354K
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
45+ 0.6% |
$518 - $563
|
7.59K
$87.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
35+ 0.19% |
$403 - $438
|
18.3K
$210K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
34New |
$392 - $426
|
34
$391
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
33+ 1.06% |
$380 - $413
|
3.13K
$36K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
32+ 1.45% |
$369 - $401
|
2.24K
$25.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
29+ 1.17% |
$334 - $363
|
2.52K
$29K
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
25+ 25.0% |
$288 - $313
|
125
$1.44K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
22+ 1.45% |
$253 - $275
|
1.54K
$17.7K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
20+ 0.71% |
$230 - $250
|
2.84K
$32.6K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
9+ 0.06% |
$104 - $113
|
14.8K
$170K
|
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
6+ 0.01% |
$69.1 - $75.1
|
107K
$1.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
5+ 0.07% |
$57.6 - $62.6
|
7.19K
$82.7K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5+ 0.08% |
$57.6 - $62.6
|
6.41K
$73.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
5+ 0.07% |
$57.6 - $62.6
|
6.78K
$78K
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
3+ 0.02% |
$34.6 - $37.6
|
13.9K
$160K
|
|
|
Nov 13, 2024
Q3 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
2+ 0.01% |
$23 - $25
|
13.9K
$159K
|
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
1+ 1.11% |
$11.5 - $12.5
|
91
$1.05K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Carmenna Advisors LLC
New York, NY |
BUY
|
- |
292KNew |
$3.3M - $3.47M
|
292K
$3.36M
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
234KNew |
$2.65M - $2.79M
|
234K
$2.69M
|
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
153KNew |
$1.73M - $1.82M
|
153K
$1.76M
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
131KNew |
$1.48M - $1.56M
|
131K
$1.5M
|
|
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
32.3KNew |
$365K - $384K
|
32.3K
$371K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
22.9K+ 54.11% |
$259K - $273K
|
65.3K
$751K
|
|