Arkadios Wealth Advisors Invesco Exchange Traded Fd Tr Transaction History

Arkadios Wealth Advisors

$2.49 Billion
Q1 2025

A detailed history of Arkadios Wealth Advisors transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Arkadios Wealth Advisors holds 112,502 shares of PWV stock, worth $6.8 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

112,502

Previous 117,683 4.4%

Holding current value

$6.8 Million

Previous $6.69 Million 0.01%

% of portfolio

0.27%

Previous 0.39%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	SELL	$56.58 - $60.89 $293,140 - $315,471	-5,181 Reduced 4.4%	112,502 $6.69 Million
Q4 2024 Jan 15, 2025	SELL	$56.33 - $61.73 $217,828 - $238,709	-3,867 Reduced 3.18%	117,683 $6.69 Million
Q3 2024 Oct 24, 2024	SELL	$54.33 - $59.01 $1.19 Million - $1.29 Million	-21,813 Reduced 15.22%	121,550 $7.09 Million
Q2 2024 Jul 29, 2024	BUY	$54.01 - $56.78 $725,948 - $763,179	13,441 Added 10.35%	143,363 $7.89 Million
Q1 2024 Apr 30, 2024	SELL	$50.05 - $56.68 $1,101 - $1,246	-22 Reduced 0.02%	129,922 $7.36 Million
Q4 2023 Jan 24, 2024	BUY	$44.09 - $50.95 $508,974 - $588,166	11,544 Added 9.75%	129,944 $6.59 Million
Q3 2023 Oct 13, 2023	BUY	$46.03 - $48.86 $744,673 - $790,457	16,178 Added 15.83%	118,400 $5.54 Million
Q2 2023 Jul 26, 2023	BUY	$43.67 - $46.63 $133,149 - $142,174	3,049 Added 3.07%	102,222 $4.77 Million
Q1 2023 May 02, 2023	BUY	$43.51 - $48.07 $65,352 - $72,201	1,502 Added 1.54%	99,173 $4.49 Million
Q4 2022 Jan 11, 2023	BUY	$42.18 - $49.21 $1.1 Million - $1.29 Million	26,189 Added 36.64%	97,671 $0
Q3 2022 Oct 21, 2022	BUY	$41.65 - $47.7 $758,696 - $868,903	18,216 Added 34.2%	71,482 $2.98 Million
Q2 2022 Jul 14, 2022	BUY	$42.73 - $50.01 $449,263 - $525,805	10,514 Added 24.59%	53,266 $2.33 Million
Q1 2022 May 02, 2022	BUY	$46.43 - $50.64 $655,452 - $714,884	14,117 Added 49.3%	42,752 $2.09 Million
Q4 2021 Feb 03, 2022	BUY	$44.89 - $48.92 $381,699 - $415,966	8,503 Added 42.24%	28,635 $1.4 Million
Q3 2021 Oct 19, 2021	BUY	$42.97 - $45.96 $284,891 - $304,714	6,630 Added 49.1%	20,132 $895,000
Q2 2021 Jul 28, 2021	BUY	$42.85 - $46.04 $440,969 - $473,797	10,291 Added 320.49%	13,502 $599,000
Q1 2021 Apr 26, 2021	BUY	$38.09 - $43.0 $107,451 - $121,303	2,821 Added 723.33%	3,211 $136,000
Q4 2019 Feb 14, 2020	BUY	$36.63 - $41.64 $14,285 - $16,239	390 New	390 $16,000

Others Institutions Holding PWV

# of Institutions

173

Shares Held

12M

Call Options Held

Put Options Held

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker PWV
Sector ETFs
Industry ETFs

More about PWV

Track This Portfolio

Portfolio Update

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

News

Stay updated on Arkadios Wealth Advisors with notifications on news.

Account

Arkadios Wealth Advisors Invesco Exchange Traded Fd Tr Transaction History