Roi Financial Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Roi Financial Advisors, LLC

$157 Billion
Q2 2025

A detailed history of Roi Financial Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Roi Financial Advisors, LLC holds 45,084 shares of PUI stock, worth $2 Million. This represents 1.2% of its overall portfolio holdings.

Number of Shares

45,084

Previous 43,787 2.96%

Holding current value

$2 Million

Previous $1.79 Billion 5.2%

% of portfolio

1.2%

Previous 1.3%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	BUY	$37.97 - $42.42 $49,247 - $55,018	1,297 Added 2.96%	45,084 $1.89 Billion
Q1 2025 May 09, 2025	BUY	$38.44 - $41.5 $21,142 - $22,825	550 Added 1.27%	43,787 $1.79 Billion
Q4 2024 Feb 12, 2025	SELL	$38.34 - $42.71 $6,517 - $7,260	-170 Reduced 0.39%	43,237 $1.67 Billion
Q3 2024 Nov 05, 2024	BUY	$34.56 - $40.45 $17,176 - $20,103	497 Added 1.16%	43,407 $1.76 Billion
Q2 2024 Aug 09, 2024	SELL	$32.29 - $36.48 $28,124 - $31,774	-871 Reduced 1.99%	42,910 $1.5 Billion
Q1 2024 May 13, 2024	SELL	$30.24 - $33.67 $37,830 - $42,121	-1,251 Reduced 2.78%	43,781 $1.47 Billion
Q4 2023 Feb 13, 2024	BUY	$28.54 - $32.72 $1.29 Million - $1.47 Million	45,032 New	45,032 $1.44 Billion

Others Institutions Holding PUI

# of Institutions

Shares Held

912K

Call Options Held

Put Options Held

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About INVESCO EXCHANGE-TRADED FD TR

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Roi Financial Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History