Ae Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History

Ae Wealth Management LLC

  • $11.7 Billion
  • Q2 2025

A detailed history of Ae Wealth Management LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Ae Wealth Management LLC holds 10 shares of PBW stock, worth $340. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10
Previous 593 98.31%
Holding current value
$340
Previous $9,000 100.0%
% of portfolio
0.0%
Previous 0.0%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
SELL
$13.42 - $20.22 $7,823 - $11,788
-583 Reduced 98.31%
10 $0
Q1 2025

May 06, 2025
SELL
$15.74 - $22.48 $11,757 - $16,792
-747 Reduced 55.75%
593 $9,000
Q4 2024

Feb 13, 2025
BUY
$19.01 - $21.64 $25,473 - $28,997
1,340 New
1,340 $26,000
Q4 2023

Feb 14, 2024
BUY
$24.57 - $30.79 $44,840 - $56,191
1,825 Added 22.58%
9,907 $294,000
Q3 2023

Oct 11, 2023
BUY
$31.15 - $43.7 $13,176 - $18,485
423 Added 5.52%
8,082 $254,000
Q2 2023

Jul 10, 2023
BUY
$34.03 - $40.86 $5,580 - $6,701
164 Added 2.19%
7,659 $307,000
Q1 2023

Apr 14, 2023
SELL
$36.3 - $48.21 $10,454 - $13,884
-288 Reduced 3.7%
7,495 $302,000
Q4 2022

Jan 31, 2023
BUY
$36.32 - $52.3 $653 - $941
18 Added 0.23%
7,783 $298,000
Q3 2022

Oct 25, 2022
BUY
$45.37 - $64.82 $352,298 - $503,327
7,765 New
7,765 $374,000
Q1 2022

Apr 18, 2022
SELL
$50.93 - $72.96 $1.57 Million - $2.24 Million
-30,745 Closed
0 $0
Q4 2021

Jan 20, 2022
SELL
$68.87 - $95.56 $367,696 - $510,194
-5,339 Reduced 14.8%
30,745 $2.2 Million
Q3 2021

Nov 01, 2021
BUY
$73.5 - $92.23 $129,139 - $162,048
1,757 Added 5.12%
36,084 $2.79 Million
Q2 2021

Jul 21, 2021
BUY
$71.8 - $99.25 $43,295 - $59,847
603 Added 1.79%
34,327 $3.2 Million
Q1 2021

Apr 27, 2021
BUY
$89.06 - $136.0 $515,924 - $787,848
5,793 Added 20.74%
33,724 $3.32 Million
Q4 2020

Feb 01, 2021
SELL
$62.45 - $108.63 $153,314 - $266,686
-2,455 Reduced 8.08%
27,931 $2.89 Million
Q3 2020

Nov 06, 2020
BUY
$40.95 - $60.78 $145,700 - $216,255
3,558 Added 13.26%
30,386 $1.85 Million
Q2 2020

Aug 05, 2020
BUY
$24.62 - $40.63 $660,505 - $1.09 Million
26,828 New
26,828 $1.09 Million

Others Institutions Holding PBW

# of Institutions
138
Shares Held
3.08M
Call Options Held
11.6K
Put Options Held
17.7K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

PBW Quotes by TradingView
  • Ticker PBW
  • Sector ETFs
  • Industry ETFs
More about PBW
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