Kingswood Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Kingswood Wealth Advisors, LLC

$1.27 Trillion
Q2 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 14,540 shares of PEY stock, worth $297,924. This represents 0.02% of its overall portfolio holdings.

Number of Shares

14,540

Previous 14,947 2.72%

Holding current value

$297,924

Previous $321 Million 7.52%

% of portfolio

0.02%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	SELL	$18.68 - $21.54 $7,602 - $8,766	-407 Reduced 2.72%	14,540 $297 Million
Q1 2025 Jul 25, 2025	BUY	$20.82 - $22.08 $8,473 - $8,986	407 Added 2.8%	14,947 $321 Million
Q1 2025 Apr 21, 2025	BUY	$20.82 - $22.08 $2,977 - $3,157	143 Added 0.97%	14,947 $321 Million
Q4 2024 Jan 22, 2025	SELL	$21.1 - $23.08 $296,834 - $324,689	-14,068 Reduced 48.73%	14,804 $315 Million
Q3 2024 Oct 21, 2024	BUY	$19.4 - $21.93 $278,448 - $314,761	14,353 Added 98.86%	28,872 $633 Million
Q2 2024 Jul 09, 2024	BUY	$19.3 - $20.66 $6,851 - $7,334	355 Added 2.51%	14,519 $285 Million
Q1 2024 Apr 15, 2024	SELL	$19.47 - $21.39 $2,375 - $2,609	-122 Reduced 0.85%	14,164 $293 Million
Q4 2023 Jan 16, 2024	BUY	$18.0 - $21.28 $2,700 - $3,192	150 Added 1.06%	14,286 $302 Million
Q3 2023 Oct 23, 2023	BUY	$19.01 - $20.79 $268,725 - $293,887	14,136 New	14,136 $271 Million

Others Institutions Holding PEY

# of Institutions

222

Shares Held

22.1M

Call Options Held

77.7K

Put Options Held

37.9K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker PEY
Sector ETFs
Industry ETFs

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Kingswood Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History