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 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
76+ 0.27% |
$876 - $952
|
28.7K
$326K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
75+ 84.27% |
$864 - $939
|
164
$1.86K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
73+ 0.62% |
$841 - $914
|
11.9K
$135K
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
35+ 0.19% |
$403 - $438
|
18.3K
$208K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
34New |
$392 - $426
|
34
$386
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
25+ 25.0% |
$288 - $313
|
125
$1.42K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
9+ 0.06% |
$104 - $113
|
14.8K
$168K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Carmenna Advisors LLC
New York, NY |
BUY
|
- |
292KNew |
$3.3M - $3.47M
|
292K
$3.31M
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
234KNew |
$2.65M - $2.79M
|
234K
$2.66M
|
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
153KNew |
$1.73M - $1.82M
|
153K
$1.73M
|
|
|
Dec 02, 2025
Q2 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
46.8KNew |
$528K - $556K
|
46.8K
$531K
|
|
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
32.3KNew |
$365K - $384K
|
32.3K
$367K
|
|
|
Jul 11, 2024
Q2 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
13.2K+ 42.56% |
$149K - $157K
|
44.1K
$501K
|
|
|
Aug 05, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
11.8KNew |
$134K - $141K
|
11.8K
$135K
|
|
|
Aug 14, 2024
Q2 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
10.2KNew |
$115K - $121K
|
10.2K
$116K
|
|
|
Jul 26, 2024
Q2 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
4.42K+ 24.54% |
$49.9K - $52.5K
|
22.4K
$255K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2.01KNew |
$22.7K - $23.9K
|
2.01K
$22.8K
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
2KNew |
$22.6K - $23.8K
|
2K
$22.7K
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1.49KNew |
$16.8K - $17.7K
|
1.49K
$16.9K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
975New |
$11K - $11.6K
|
975
$11.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
BUY
|
- |
923+ 715.5% |
$10.4K - $11K
|
1.05K
$12K
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
- |
767New |
$8.67K - $9.13K
|
767
$8.71K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
647New |
$7.31K - $7.7K
|
647
$7.35K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
506New |
$5.72K - $6.02K
|
506
$5.75K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
165New |
$1.86K - $1.96K
|
165
$1.87K
|
|
|
Jul 26, 2024
Q2 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
87+ 0.83% |
$983 - $1.04K
|
10.5K
$119K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
59New |
$667 - $702
|
59
$670
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
40+ 0.39% |
$452 - $476
|
10.2K
$116K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
8+ 1.44% |
$90.4 - $95.2
|
564
$6.41K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2024 | |||||||
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
435KNew |
$4.98M - $5.23M
|
435K
$4.94M
|
|
|
Apr 22, 2024
Q1 2024
|
Retireful, LLC
|
BUY
|
- |
251KNew |
$2.88M - $3.02M
|
251K
$2.85M
|
|
|
May 10, 2024
Q1 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
40.5KNew |
$464K - $487K
|
40.5K
$460K
|
|
|
May 15, 2024
Q1 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
37.5K+ 296.91% |
$430K - $451K
|
50.2K
$570K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
31.2KNew |
$357K - $375K
|
31.2K
$355K
|
|
|
May 13, 2024
Q1 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
21.9KNew |
$251K - $263K
|
21.9K
$249K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
16.5K+ 6.28% |
$189K - $198K
|
280K
$3.18M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14.8K+ 119.48% |
$169K - $177K
|
27.1K
$308K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
7.92KNew |
$90.7K - $95.2K
|
7.92K
$90K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
3.84KNew |
$44K - $46.2K
|
3.84K
$43.6K
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
3.56K+ 48.93% |
$40.8K - $42.8K
|
10.8K
$123K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.62KNew |
$18.5K - $19.4K
|
1.62K
$18.4K
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1.34KNew |
$15.3K - $16.1K
|
1.34K
$15.2K
|
|
|
May 10, 2024
Q1 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
753+ 1.44% |
$8.62K - $9.05K
|
52.9K
$601K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
743New |
$8.51K - $8.93K
|
743
$8.44K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
500New |
$5.73K - $6.01K
|
500
$5.68K
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
417New |
$4.77K - $5.01K
|
417
$4.74K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
400+ 35.34% |
$4.58K - $4.81K
|
1.53K
$17.4K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
332New |
$3.8K - $3.99K
|
332
$3.77K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
146New |
$1.67K - $1.75K
|
146
$1.66K
|
|