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 |
---|---|---|---|---|---|---|---|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
18New |
$184 - $208
|
18
$207
|
|
Q3 2023 | |||||||
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
499KNew |
$5.44M - $5.72M
|
499K
$5.74M
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
60K+ 38.43% |
$654K - $688K
|
216K
$2.48M
|
|
Nov 08, 2023
Q3 2023
|
Plancorp, LLC
|
BUY
|
- |
25.7KNew |
$280K - $295K
|
25.7K
$295K
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
24.1KNew |
$263K - $277K
|
24.1K
$278K
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
21.8KNew |
$238K - $250K
|
21.8K
$251K
|
|
Oct 24, 2023
Q3 2023
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
13.6K+ 4.43% |
$148K - $156K
|
321K
$3.69M
|
|
Oct 10, 2023
Q3 2023
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
13.5KNew |
$147K - $154K
|
13.5K
$155K
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
10KNew |
$109K - $115K
|
10K
$115K
|
|
Nov 14, 2023
Q3 2023
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
8.09KNew |
$88.2K - $92.8K
|
8.09K
$93.1K
|
|
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
BUY
|
- |
8.04K+ 2.69% |
$87.7K - $92.3K
|
307K
$3.53M
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
7.07K+ 74.49% |
$77K - $81K
|
16.6K
$190K
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
4.2K+ 30.0% |
$45.7K - $48.1K
|
18.2K
$209K
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.63KNew |
$17.8K - $18.7K
|
1.63K
$18.8K
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.15KNew |
$12.5K - $13.1K
|
1.15K
$13.2K
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
810New |
$8.83K - $9.29K
|
810
$9.32K
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
672+ 6.29% |
$7.32K - $7.71K
|
11.4K
$131K
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
637+ 3.23% |
$6.94K - $7.31K
|
20.4K
$234K
|
|
Oct 23, 2023
Q3 2023
|
Innova Wealth Partners
|
BUY
|
- |
633+ 2.54% |
$6.9K - $7.26K
|
25.6K
$294K
|
|
Nov 14, 2023
Q3 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
586+ 1.6% |
$6.39K - $6.72K
|
37.1K
$427K
|
|
Oct 10, 2023
Q3 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
443New |
$4.83K - $5.08K
|
443
$5.09K
|
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
BUY
|
- |
275+ 0.8% |
$3K - $3.15K
|
34.6K
$398K
|
|
Oct 16, 2023
Q3 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
207+ 1.59% |
$2.26K - $2.37K
|
13.2K
$152K
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
163New |
$1.78K - $1.87K
|
163
$1.87K
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
160New |
$1.74K - $1.84K
|
160
$1.84K
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
128New |
$1.4K - $1.47K
|
128
$1.47K
|
|
Oct 25, 2023
Q3 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
92+ 0.18% |
$1K - $1.06K
|
51.9K
$597K
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
44New |
$480 - $505
|
44
$506
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
14New |
$153 - $161
|
14
$161
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
BUY
|
- |
11+ 1.66% |
$120 - $126
|
672
$7.73K
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3+ 1.64% |
$32.7 - $34.4
|
186
$2.14K
|
|
Q2 2023 | |||||||
Aug 02, 2023
Q2 2023
|
Gratus Capital LLC
|
BUY
|
- |
75KNew |
$812K - $881K
|
75K
$863K
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
32.4K+ 274.22% |
$351K - $380K
|
44.2K
$508K
|
|
Jul 13, 2023
Q2 2023
|
Win Advisors, Inc
|
BUY
|
- |
30.8KNew |
$334K - $362K
|
30.8K
$355K
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
18.5KNew |
$200K - $217K
|
18.5K
$212K
|
|
Aug 17, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
17.2K+ 9.21% |
$187K - $202K
|
204K
$2.35M
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
14.8KNew |
$160K - $173K
|
14.8K
$170K
|
|
Jul 27, 2023
Q2 2023
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
BUY
|
- |
12.3KNew |
$133K - $144K
|
12.3K
$141K
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
11.8KNew |
$128K - $139K
|
11.8K
$136K
|
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
11.7KNew |
$127K - $137K
|
11.7K
$135K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
5.66KNew |
$61.3K - $66.5K
|
5.66K
$65.1K
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
5K+ 343.41% |
$54.2K - $58.8K
|
6.46K
$74.2K
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3K+ 454.85% |
$32.5K - $35.3K
|
3.66K
$42.1K
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.83KNew |
$19.8K - $21.4K
|
1.83K
$21K
|
|
Jul 11, 2023
Q2 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
920+ 2.85% |
$9.96K - $10.8K
|
33.2K
$381K
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
587+ 0.71% |
$6.36K - $6.9K
|
82.9K
$953K
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
234+ 0.26% |
$2.53K - $2.75K
|
88.7K
$1.02M
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
117New |
$1.27K - $1.37K
|
117
$1.35K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
70New |
$758 - $823
|
70
$805
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
34New |
$368 - $400
|
34
$391
|