Cjm Wealth Advisers, Ltd. Invesco Exchange Traded Fd Tr Transaction History

Cjm Wealth Advisers, Ltd.

$283 Billion
Q1 2025

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Sep 15, 2023	SELL	$34.03 - $40.86 $194,379 - $233,392	-5,712 Closed	0 $0
Q1 2023 Sep 15, 2023	SELL	$36.3 - $48.21 $1,234 - $1,639	-34 Reduced 0.59%	5,712 $231 Million
Q4 2022 Sep 15, 2023	SELL	$36.32 - $52.3 $138,633 - $199,629	-3,817 Reduced 39.91%	5,746 $220 Million
Q3 2022 Sep 15, 2023	SELL	$45.37 - $64.82 $6,261 - $8,945	-138 Reduced 1.42%	9,563 $461 Million
Q2 2022 Sep 15, 2023	BUY	$42.19 - $68.38 $44,383 - $71,935	1,052 Added 12.16%	9,701 $443 Million
Q1 2022 Sep 15, 2023	SELL	$50.93 - $72.96 $482,103 - $690,639	-9,466 Reduced 52.26%	8,649 $563 Million
Q4 2021 Sep 15, 2023	BUY	$68.87 - $95.56 $1.25 Million - $1.73 Million	18,115 New	18,115 $1.29 Billion

Others Institutions Holding PBW

# of Institutions

142

Shares Held

3.25M

Call Options Held

1.2K

Put Options Held

12.5K

About INVESCO EXCHANGE-TRADED FD TR

Ticker PBW
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cjm Wealth Advisers, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Cjm Wealth Advisers, Ltd. with notifications on news.