Aj Wealth Strategies, LLC Invesco Exchange Traded Fd Tr Transaction History

Aj Wealth Strategies, LLC

$2.07 Billion
Q2 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 04, 2022	SELL	$20.18 - $23.39 $5.98 Million - $6.93 Million	-296,393 Closed	0 $0
Q1 2022 May 13, 2022	BUY	$21.72 - $23.32 $6.44 Million - $6.91 Million	296,393 New	296,393 $6.89 Million

Others Institutions Holding PBP

# of Institutions

52

Shares Held

2.13M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

602K
Shares

$13.5 Million
0.0% of portfolio
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

204K
Shares

$4.55 Million
0.14% of portfolio
Edmonds Duncan Registered Investment Advisors, LLC

195K
Shares

$4.36 Million
1.06% of portfolio
Mount Lucas Management LP Newtown, PA

112K
Shares

$2.51 Million
0.71% of portfolio
Lpl Financial LLC Fort Mill, SC

81.6K
Shares

$1.82 Million
0.0% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker PBP
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