Mbl Wealth, LLC Invesco Exchange Traded Fd Tr Transaction History

Mbl Wealth, LLC

$945 Million
Q2 2025

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Apr 21, 2025	SELL	N/A	-948 Reduced 4.16%	21,817 $0
Q3 2024 Jan 08, 2025	BUY	N/A	940 Added 4.31%	22,765 $0
Q2 2024 Jul 19, 2024	BUY	N/A	2,935 Added 15.54%	21,825 $0
Q1 2024 Apr 22, 2024	BUY	$0.0 - $75.46 $0 - $170,162	2,255 Added 13.56%	18,890 $0
Q4 2023 Jan 18, 2024	BUY	$70.99 - $80.08 $223,476 - $252,091	3,148 Added 23.34%	16,635 $1.23 Million
Q3 2023 Oct 11, 2023	SELL	$0.0 - $80.13 $0 - $6,009	-75 Reduced 0.55%	13,487 $1.03 Million
Q2 2023 Jul 17, 2023	SELL	$0.0 - $72.15 $0 - $32,178	-446 Reduced 3.18%	13,562 $928,000
Q1 2023 Apr 11, 2023	SELL	$63.35 - $77.01 $58,915 - $71,619	-930 Reduced 6.23%	14,008 $957,000
Q4 2022 Jan 12, 2023	SELL	$69.06 - $79.75 $39,709 - $45,856	-575 Reduced 3.71%	14,938 $1.09 Million
Q3 2022 Jan 12, 2023	BUY	$57.66 - $72.3 $37,363 - $46,850	648 Added 4.36%	15,513 $946,000
Q2 2022 Jan 12, 2023	SELL	$60.48 - $81.27 $907 - $1,219	-15 Reduced 0.1%	14,865 $914,000
Q1 2022 May 02, 2022	BUY	$49.44 - $69.04 $132,252 - $184,682	2,675 Added 21.92%	14,880 $1 Million
Q3 2021 Oct 25, 2021	BUY	$37.22 - $46.35 $454,270 - $565,701	12,205 New	12,205 $551,000

Others Institutions Holding RYE

# of Institutions

145

Shares Held

3.4M

Call Options Held

200

Put Options Held

0

About INVESCO EXCHANGE-TRADED FD TR

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