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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
14New |
$152 - $165
|
14
$161
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
222KNew |
$2.43M - $2.83M
|
222K
$2.55M
|
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
127KNew |
$1.39M - $1.62M
|
127K
$1.46M
|
|
|
May 03, 2023
Q1 2023
|
B&D White Capital Company, LLC
|
BUY
|
- |
99.1KNew |
$1.09M - $1.27M
|
99.1K
$1.14M
|
|
|
Apr 27, 2023
Q1 2023
|
Sunesis Advisors, LLC
|
BUY
|
- |
22.5KNew |
$247K - $287K
|
22.5K
$259K
|
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
22.1K+ 8.82% |
$243K - $282K
|
273K
$3.14M
|
|
|
May 15, 2023
Q1 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
18.9KNew |
$208K - $242K
|
18.9K
$218K
|
|
|
May 11, 2023
Q1 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
16.2KNew |
$178K - $206K
|
16.2K
$186K
|
|
|
May 08, 2023
Q1 2023
|
Suncoast Equity Management
|
BUY
|
- |
12.7KNew |
$140K - $162K
|
12.7K
$146K
|
|
|
May 15, 2023
Q1 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
11KNew |
$120K - $140K
|
11K
$126K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4.58KNew |
$50.3K - $58.5K
|
4.58K
$52.7K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
2.76KNew |
$30.4K - $35.3K
|
2.76K
$31.8K
|
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
1.1K+ 5.33% |
$12.1K - $14.1K
|
21.8K
$251K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
989+ 8990.91% |
$10.9K - $12.6K
|
1K
$11.5K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
969+ 10.51% |
$10.6K - $12.4K
|
10.2K
$117K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
894New |
$9.83K - $11.4K
|
894
$10.3K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
682New |
$7.5K - $8.71K
|
682
$7.84K
|
|
|
May 04, 2023
Q1 2023
|
Alterity Financial Group, LLC
Bangor, ME |
BUY
|
- |
511+ 4.64% |
$5.62K - $6.53K
|
11.5K
$132K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
172+ 0.71% |
$1.89K - $2.2K
|
24.5K
$282K
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
124New |
$1.36K - $1.58K
|
124
$1.43K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
35New |
$385 - $447
|
35
$403
|
|
| Q4 2022 | |||||||
|
Jan 18, 2023
Q4 2022
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
190KNew |
$2.09M - $2.29M
|
190K
$2.19M
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
89KNew |
$981K - $1.07M
|
89K
$1.02M
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
39KNew |
$430K - $471K
|
39K
$449K
|
|
|
Feb 13, 2023
Q4 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
38.6KNew |
$425K - $465K
|
38.6K
$443K
|
|
|
Feb 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
31.5KNew |
$347K - $380K
|
31.5K
$362K
|
|
|
Feb 13, 2023
Q4 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
24.1K+ 7319.45% |
$265K - $291K
|
24.4K
$281K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
16KNew |
$176K - $193K
|
16K
$184K
|
|
|
Jan 25, 2023
Q4 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
15.8KNew |
$174K - $190K
|
15.8K
$181K
|
|
|
Feb 09, 2023
Q4 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
14.3KNew |
$158K - $173K
|
14.3K
$164K
|
|
|
Feb 13, 2023
Q4 2022
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
13.7KNew |
$151K - $165K
|
13.7K
$158K
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
11.3KNew |
$125K - $137K
|
11.3K
$130K
|
|
|
Feb 03, 2023
Q4 2022
|
Sepio Capital, LP
|
BUY
|
- |
11.1KNew |
$122K - $133K
|
11.1K
$127K
|
|
|
Jan 19, 2023
Q4 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
9.76K+ 65.07% |
$108K - $118K
|
24.8K
$285K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
7.89KNew |
$87K - $95.3K
|
7.89K
$90.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
7K+ 100.0% |
$77.1K - $84.5K
|
14K
$161K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
5.3KNew |
$58.4K - $64K
|
5.3K
$61K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
4K+ 25.0% |
$44.1K - $48.3K
|
20K
$230K
|
|
|
Feb 14, 2023
Q4 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
2.75K+ 27.5% |
$30.3K - $33.2K
|
12.8K
$147K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.54KNew |
$28K - $30.7K
|
2.54K
$29.3K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
2.42KNew |
$26.7K - $29.2K
|
2.42K
$27.9K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
2.21KNew |
$24.3K - $26.6K
|
2.21K
$25.4K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.9KNew |
$20.9K - $22.9K
|
1.9K
$21.9K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
1.09KNew |
$12K - $13.1K
|
1.09K
$12.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1KNew |
$11K - $12.1K
|
1K
$11.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
913New |
$10.1K - $11K
|
913
$10.5K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
800New |
$8.82K - $9.66K
|
800
$9.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
775New |
$8.54K - $9.35K
|
775
$8.91K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
674New |
$7.43K - $8.14K
|
674
$7.75K
|
|