Swisher Financial Concepts, Inc. Invesco Exchange Traded Fd Tr Transaction History

Swisher Financial Concepts, Inc.

$140 Million
Q2 2025

A detailed history of Swisher Financial Concepts, Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Swisher Financial Concepts, Inc. holds 18,484 shares of RWJ stock, worth $816,438. This represents 0.57% of its overall portfolio holdings.

Number of Shares

18,484

Previous 26,521 30.3%

Holding current value

$816,438

Previous $1.08 Million 25.86%

% of portfolio

0.57%

Previous 0.99%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	SELL	$34.78 - $43.42 $279,526 - $348,966	-8,037 Reduced 30.3%	18,484 $800,000
Q1 2025 Apr 09, 2025	SELL	$40.15 - $47.73 $487,902 - $580,014	-12,152 Reduced 31.42%	26,521 $1.08 Million
Q4 2024 Feb 13, 2025	SELL	$44.2 - $49.46 $5.97 Million - $6.68 Million	-135,150 Reduced 77.75%	38,673 $1.77 Million
Q3 2024 Nov 05, 2024	BUY	$39.15 - $46.02 $2.92 Million - $3.43 Million	74,556 Added 75.11%	173,823 $7.27 Million
Q2 2024 Jul 22, 2024	BUY	$39.16 - $42.3 $70,997 - $76,689	1,813 Added 1.86%	99,267 $3.95 Million
Q1 2024 Apr 23, 2024	BUY	$38.56 - $42.81 $203,712 - $226,165	5,283 Added 5.73%	97,454 $3.96 Million
Q4 2023 Feb 13, 2024	BUY	$33.62 - $42.1 $3.1 Million - $3.88 Million	92,171 New	92,171 $3.82 Million

Others Institutions Holding RWJ

# of Institutions

207

Shares Held

21.1M

Call Options Held

Put Options Held

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker RWJ
Sector ETFs
Industry ETFs

More about RWJ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Swisher Financial Concepts, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Swisher Financial Concepts, Inc. with notifications on news.

Account

Swisher Financial Concepts, Inc. Invesco Exchange Traded Fd Tr Transaction History