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 9,746 shares of PSI stock, worth $589,048. This represents 0.0% of its overall portfolio holdings.

Number of Shares

9,746

Previous 9,280 5.02%

Holding current value

$589,048

Previous $439,000 33.03%

% of portfolio

0.0%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	BUY	$39.29 - $60.31 $18,309 - $28,104	466 Added 5.02%	9,746 $584,000
Q1 2025 May 06, 2025	SELL	$47.38 - $64.98 $12,934 - $17,739	-273 Reduced 2.86%	9,280 $439,000
Q4 2024 Feb 13, 2025	SELL	$53.26 - $60.98 $72,540 - $83,054	-1,362 Reduced 12.48%	9,553 $553,000
Q3 2024 Nov 14, 2024	BUY	$49.13 - $66.72 $30,853 - $41,900	628 Added 6.1%	10,915 $627,000
Q2 2024 Aug 12, 2024	BUY	$50.1 - $64.84 $53,707 - $69,508	1,072 Added 11.63%	10,287 $646,000
Q1 2024 May 15, 2024	BUY	$45.91 - $58.22 $70,242 - $89,076	1,530 Added 19.91%	9,215 $520,000
Q4 2023 Feb 14, 2024	BUY	$37.92 - $50.06 $64,426 - $85,051	1,699 Added 28.38%	7,685 $380,000
Q3 2023 Oct 11, 2023	BUY	$41.42 - $140.41 $247,940 - $840,494	5,986 New	5,986 $256,000
Q1 2022 Apr 18, 2022	SELL	$38.61 - $51.98 $665,057 - $895,355	-17,225 Closed	0 $0
Q4 2021 Jan 20, 2022	BUY	$40.99 - $51.81 $706,052 - $892,427	17,225 New	17,225 $2.64 Million

Others Institutions Holding PSI

# of Institutions

129

Shares Held

3.58M

Call Options Held

5.7K

Put Options Held

1.1K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker PSI
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Ae Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History