Arkadios Wealth Advisors Invesco S&P Smallcap Energy Et Transaction History

Arkadios Wealth Advisors

$1.4 Billion
Q2 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 26, 2023	SELL	$8.34 - $9.87 $9,374 - $11,093	-1,124 Reduced 2.34%	46,830 $443,000
Q1 2023 May 02, 2023	BUY	$8.57 - $10.96 $2,451 - $3,134	286 Added 0.6%	47,954 $444,000
Q4 2022 Jan 11, 2023	SELL	$9.37 - $11.51 $35,690 - $43,841	-3,809 Reduced 7.4%	47,668 $0
Q3 2022 Oct 21, 2022	BUY	$7.93 - $10.58 $2,045 - $2,729	258 Added 0.5%	51,477 $439,000
Q2 2022 Jul 14, 2022	BUY	$8.58 - $12.44 $1,278 - $1,853	149 Added 0.29%	51,219 $446,000
Q1 2022 May 02, 2022	BUY	$7.25 - $10.29 $406 - $576	56 Added 0.11%	51,070 $512,000
Q4 2021 Feb 03, 2022	BUY	$6.67 - $8.64 $3,895 - $5,045	584 Added 1.16%	51,014 $356,000
Q3 2021 Oct 19, 2021	SELL	$5.7 - $8.24 $245 - $354	-43 Reduced 0.09%	50,430 $384,000
Q2 2021 Jul 28, 2021	BUY	$5.74 - $8.34 $166,264 - $241,576	28,966 Added 134.68%	50,473 $405,000
Q1 2021 Apr 26, 2021	BUY	$4.48 - $7.47 $96,351 - $160,657	21,507 New	21,507 $135,000

Others Institutions Holding PSCE

# of Institutions

2

Shares Held

78.1K

Call Options Held

0

Put Options Held

0

Strategic Wealth Advisors Group, LLC Sacramento, CA

59.2K
Shares

$3.1 Million
0.02% of portfolio
American Portfolios Advisors Holbrook, NY

18.9K
Shares

$989,970
0.01% of portfolio

About INVESCO S&P SMALLCAP ENERGY ET

Ticker PSCE
Sector ETFs
Industry ETFs

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