American Portfolios Advisors Invesco Exchange Traded Fd Tr Transaction History

American Portfolios Advisors

$2.36 Trillion
Q3 2022

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Mar 20, 2023	BUY	$38.22 - $50.53 $3,822 - $5,053	100 New	100 $3.97 Million
Q1 2022 Mar 21, 2023	BUY	$45.4 - $54.71 $4,540 - $5,471	100 New	100 $4.91 Million
Q3 2020 Mar 22, 2023	BUY	$33.95 - $39.12 $9,811 - $11,305	289 New	289 $10.7 Million
Q2 2020 Mar 24, 2023	SELL	$27.58 - $35.28 $51,519 - $65,903	-1,868 Closed	0 $0
Q1 2020 Mar 24, 2023	BUY	$23.89 - $42.5 $44,626 - $79,390	1,868 New	1,868 $54.2 Million
Q4 2019 Mar 24, 2023	BUY	$36.34 - $38.84 $67,883 - $72,553	1,868 New	1,868 $72.2 Million
Q3 2019 Mar 24, 2023	BUY	$37.14 - $38.2 $49,173 - $50,576	1,324 Added 243.38%	1,868 $69.9 Million
Q2 2019 Mar 24, 2023	BUY	N/A	544 New	544 $20.2 Million
Q2 2018 Mar 24, 2023	BUY	N/A	2 New	2 $70,000

Others Institutions Holding PFI

# of Institutions

33

Shares Held

751K

Call Options Held

0

Put Options Held

0

Transamerica Financial Advisors, Inc. Clearwater, FL

271K
Shares

$17.1 Million
1.46% of portfolio
Janney Montgomery Scott LLC

120K
Shares

$7.57 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

56.8K
Shares

$3.59 Million
0.0% of portfolio
Morgan Stanley New York, NY

39.6K
Shares

$2.5 Million
0.0% of portfolio
Silver Oak Securities, Inc Jackson, TN

38.8K
Shares

$2.45 Million
0.24% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker PFI
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of American Portfolios Advisors, based on Form 13F filings with the SEC.

News

Stay updated on American Portfolios Advisors with notifications on news.