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 02, 2023
Q2 2023
|
Gratus Capital LLC
|
BUY
|
- |
75KNew |
$812K - $881K
|
75K
$852K
|
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
32.4K+ 274.22% |
$351K - $380K
|
44.2K
$502K
|
|
|
Jul 13, 2023
Q2 2023
|
Win Advisors, Inc
|
BUY
|
- |
30.8KNew |
$334K - $362K
|
30.8K
$350K
|
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
18.5KNew |
$200K - $217K
|
18.5K
$210K
|
|
|
Aug 17, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
17.2K+ 9.21% |
$187K - $202K
|
204K
$2.32M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
14.8KNew |
$160K - $173K
|
14.8K
$168K
|
|
|
Jul 27, 2023
Q2 2023
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
BUY
|
- |
12.3KNew |
$133K - $144K
|
12.3K
$139K
|
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
11.8KNew |
$128K - $139K
|
11.8K
$134K
|
|
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
11.7KNew |
$127K - $137K
|
11.7K
$133K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
5.66KNew |
$61.3K - $66.5K
|
5.66K
$64.3K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
5K+ 343.41% |
$54.2K - $58.8K
|
6.46K
$73.3K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3K+ 454.85% |
$32.5K - $35.3K
|
3.66K
$41.6K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.83KNew |
$19.8K - $21.4K
|
1.83K
$20.7K
|
|
|
Jul 11, 2023
Q2 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
920+ 2.85% |
$9.96K - $10.8K
|
33.2K
$377K
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
587+ 0.71% |
$6.36K - $6.9K
|
82.9K
$942K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
234+ 0.26% |
$2.53K - $2.75K
|
88.7K
$1.01M
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
117New |
$1.27K - $1.37K
|
117
$1.33K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
70New |
$758 - $823
|
70
$795
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
34New |
$368 - $400
|
34
$386
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
14New |
$152 - $165
|
14
$159
|
|
|
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
$2.52M
|
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
127KNew |
$1.39M - $1.62M
|
127K
$1.44M
|
|
|
May 03, 2023
Q1 2023
|
B&D White Capital Company, LLC
|
BUY
|
- |
99.1KNew |
$1.09M - $1.27M
|
99.1K
$1.13M
|
|
|
Apr 27, 2023
Q1 2023
|
Sunesis Advisors, LLC
|
BUY
|
- |
22.5KNew |
$247K - $287K
|
22.5K
$256K
|
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
22.1K+ 8.82% |
$243K - $282K
|
273K
$3.1M
|
|
|
May 15, 2023
Q1 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
18.9KNew |
$208K - $242K
|
18.9K
$215K
|
|
|
May 11, 2023
Q1 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
16.2KNew |
$178K - $206K
|
16.2K
$184K
|
|
|
May 08, 2023
Q1 2023
|
Suncoast Equity Management
|
BUY
|
- |
12.7KNew |
$140K - $162K
|
12.7K
$144K
|
|
|
May 15, 2023
Q1 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
11KNew |
$120K - $140K
|
11K
$125K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4.58KNew |
$50.3K - $58.5K
|
4.58K
$52K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
2.76KNew |
$30.4K - $35.3K
|
2.76K
$31.4K
|
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
1.1K+ 5.33% |
$12.1K - $14.1K
|
21.8K
$248K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
989+ 8990.91% |
$10.9K - $12.6K
|
1K
$11.4K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
894New |
$9.83K - $11.4K
|
894
$10.2K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
682New |
$7.5K - $8.71K
|
682
$7.75K
|
|
|
May 04, 2023
Q1 2023
|
Alterity Financial Group, LLC
Bangor, ME |
BUY
|
- |
511+ 4.64% |
$5.62K - $6.53K
|
11.5K
$131K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
172+ 0.71% |
$1.89K - $2.2K
|
24.5K
$278K
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
124New |
$1.36K - $1.58K
|
124
$1.41K
|
|
| Q4 2022 | |||||||
|
Jan 18, 2023
Q4 2022
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
190KNew |
$2.09M - $2.29M
|
190K
$2.16M
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
39KNew |
$430K - $471K
|
39K
$443K
|
|
|
Feb 13, 2023
Q4 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
38.6KNew |
$425K - $465K
|
38.6K
$438K
|
|
|
Feb 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
31.5KNew |
$347K - $380K
|
31.5K
$358K
|
|
|
Feb 13, 2023
Q4 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
24.1K+ 7319.45% |
$265K - $291K
|
24.4K
$277K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
16KNew |
$176K - $193K
|
16K
$182K
|
|
|
Jan 25, 2023
Q4 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
15.8KNew |
$174K - $190K
|
15.8K
$179K
|
|
|
Feb 09, 2023
Q4 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
14.3KNew |
$158K - $173K
|
14.3K
$162K
|
|
|
Feb 13, 2023
Q4 2022
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
13.7KNew |
$151K - $165K
|
13.7K
$156K
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
11.3KNew |
$125K - $137K
|
11.3K
$129K
|
|
|
Feb 03, 2023
Q4 2022
|
Sepio Capital, LP
|
BUY
|
- |
11.1KNew |
$122K - $133K
|
11.1K
$126K
|
|