Aptus Capital Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Aptus Capital Advisors, LLC

$11.2 Billion
Q2 2025

A detailed history of Aptus Capital Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Aptus Capital Advisors, LLC holds 9,040 shares of PFM stock, worth $456,700. This represents 0.0% of its overall portfolio holdings.

Number of Shares

9,040

Previous 9,040 -0.0%

Holding current value

$456,700

Previous $413,000 5.33%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 31, 2024	SELL	$40.49 - $43.23 $40,490 - $43,230	-1,000 Reduced 9.96%	9,040 $385,000
Q1 2024 May 15, 2024	BUY	$39.51 - $42.57 $241,801 - $260,528	6,120 Added 156.12%	10,040 $427,000
Q3 2023 Nov 08, 2023	BUY	$36.49 - $39.21 $51,086 - $54,894	1,400 Added 55.56%	3,920 $143,000
Q2 2023 Aug 11, 2023	BUY	$36.1 - $38.23 $90,250 - $95,574	2,500 Added 12500.0%	2,520 $96,000
Q1 2023 May 09, 2023	SELL	$35.15 - $37.76 $14,060 - $15,104	-400 Reduced 95.24%	20 $0
Q3 2022 Nov 02, 2022	BUY	$32.34 - $38.01 $12,936 - $15,204	400 Added 2000.0%	420 $14,000
Q3 2020 Oct 19, 2020	BUY	$28.15 - $31.61 $563 - $632	20 New	20 $0
Q4 2019 Feb 10, 2020	SELL	$28.8 - $30.86 $16,992 - $18,207	-590 Closed	0 $0
Q3 2019 Nov 12, 2019	BUY	$28.09 - $29.84 $16,573 - $17,605	590 New	590 $17,000

Others Institutions Holding PFM

# of Institutions

144

Shares Held

9.15M

Call Options Held

Put Options Held

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About INVESCO EXCHANGE-TRADED FD TR

Ticker PFM
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Aptus Capital Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History