Atlas Private Wealth Advisors Invesco Exchange Traded Fd Tr Transaction History

Atlas Private Wealth Advisors

$731 Million
Q2 2025

A detailed history of Atlas Private Wealth Advisors transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Atlas Private Wealth Advisors holds 97,911 shares of PFM stock, worth $4.77 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares

97,911

Previous 109,931 10.93%

Holding current value

$4.77 Million

Previous $5.03 Million 6.28%

% of portfolio

0.64%

Previous 0.73%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	SELL	$41.05 - $48.17 $493,420 - $579,003	-12,020 Reduced 10.93%	97,911 $4.72 Million
Q1 2025 Apr 17, 2025	SELL	$44.92 - $48.18 $417,306 - $447,592	-9,290 Reduced 7.79%	109,931 $5.03 Million
Q4 2024 Jan 21, 2025	SELL	$45.72 - $48.2 $400,552 - $422,280	-8,761 Reduced 6.85%	119,221 $5.47 Million
Q3 2024 Oct 08, 2024	SELL	$42.65 - $46.55 $501,052 - $546,869	-11,748 Reduced 8.41%	127,982 $5.96 Million
Q2 2024 Jul 12, 2024	BUY	$40.49 - $43.23 $1.95 Million - $2.09 Million	48,270 Added 52.78%	139,730 $5.96 Million
Q1 2024 May 03, 2024	SELL	$39.51 - $42.57 $15.5 Million - $16.7 Million	-391,366 Reduced 81.06%	91,460 $3.89 Million
Q4 2023 Jan 10, 2024	SELL	$35.25 - $39.92 $16 Million - $18.2 Million	-454,845 Reduced 48.51%	482,826 $19.3 Million
Q3 2023 Oct 10, 2023	BUY	$36.49 - $39.21 $3.21 Million - $3.45 Million	87,870 Added 10.34%	937,671 $34.3 Million
Q2 2023 Aug 04, 2023	BUY	$36.1 - $38.23 $16.6 Million - $17.6 Million	460,807 Added 118.46%	849,801 $32.5 Million
Q1 2023 Apr 12, 2023	BUY	$35.15 - $37.76 $1.81 Million - $1.95 Million	51,556 Added 15.28%	388,994 $14.2 Million
Q4 2022 Feb 14, 2023	BUY	$32.48 - $38.02 $1.56 Million - $1.82 Million	47,935 Added 16.56%	337,438 $12.3 Million
Q3 2022 Nov 14, 2022	BUY	$32.34 - $38.01 $1.35 Million - $1.58 Million	41,690 Added 16.82%	289,503 $9.36 Million
Q2 2022 Aug 15, 2022	BUY	$33.37 - $39.02 $8.05 Million - $9.42 Million	241,340 Added 3728.41%	247,813 $8.55 Million
Q1 2022 Apr 26, 2022	SELL	$36.5 - $39.94 $730 - $798	-20 Reduced 0.31%	6,473 $249,000
Q4 2021 Apr 21, 2022	BUY	$36.17 - $39.8 $52,265 - $57,510	1,445 Added 28.63%	6,493 $258,000
Q3 2021 Oct 26, 2021	BUY	$35.96 - $38.0 $96,085 - $101,536	2,672 Added 112.46%	5,048 $182,000
Q2 2021 Aug 02, 2021	BUY	$34.79 - $36.84 $60,917 - $64,506	1,751 Added 280.16%	2,376 $86,000
Q1 2021 Apr 28, 2021	BUY	$32.09 - $34.8 $20,056 - $21,750	625 New	625 $22,000

Others Institutions Holding PFM

# of Institutions

145

Shares Held

9.41M

Call Options Held

Put Options Held

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About INVESCO EXCHANGE-TRADED FD TR

Ticker PFM
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Atlas Private Wealth Advisors Invesco Exchange Traded Fd Tr Transaction History