Avantax Advisory Services, Inc. Invesco Exchange Traded Fd Tr Transaction History

Avantax Advisory Services, Inc.

$17.6 Billion
Q2 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 32,700 shares of PFM stock, worth $1.63 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

32,700

Previous 38,631 15.35%

Holding current value

$1.63 Million

Previous $1.77 Million 10.92%

% of portfolio

0.01%

Previous 0.01%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$41.05 - $48.17 $243,467 - $285,696	-5,931 Reduced 15.35%	32,700 $1.58 Million
Q1 2025 May 06, 2025	BUY	$44.92 - $48.18 $49,097 - $52,660	1,093 Added 2.91%	38,631 $1.77 Million
Q4 2024 Feb 07, 2025	BUY	$45.72 - $48.2 $59,253 - $62,467	1,296 Added 3.58%	37,538 $1.72 Million
Q3 2024 Nov 13, 2024	BUY	$42.65 - $46.55 $13,648 - $14,896	320 Added 0.89%	36,242 $1.69 Million
Q2 2024 Aug 09, 2024	BUY	$40.49 - $43.23 $52,637 - $56,198	1,300 Added 3.75%	35,922 $1.53 Million
Q1 2024 May 08, 2024	BUY	$39.51 - $42.57 $213,274 - $229,792	5,398 Added 18.47%	34,622 $1.47 Million
Q4 2023 Feb 07, 2024	SELL	$35.25 - $39.92 $1.39 Million - $1.58 Million	-39,497 Reduced 57.47%	29,224 $1.17 Million
Q3 2023 Nov 07, 2023	BUY	$36.49 - $39.21 $78,635 - $84,497	2,155 Added 3.24%	68,721 $2.51 Million
Q2 2023 Aug 11, 2023	BUY	$36.1 - $38.23 $152,378 - $161,368	4,221 Added 6.77%	66,566 $2.54 Million
Q1 2023 Apr 28, 2023	BUY	$35.15 - $37.76 $137,752 - $147,981	3,919 Added 6.71%	62,345 $2.28 Million
Q4 2022 Feb 13, 2023	BUY	$32.48 - $38.02 $1.27 Million - $1.49 Million	39,126 Added 202.73%	58,426 $2.13 Million
Q3 2022 Nov 01, 2022	BUY	$32.34 - $38.01 $40,166 - $47,208	1,242 Added 6.88%	19,300 $624,000
Q2 2022 Aug 02, 2022	SELL	$33.37 - $39.02 $172,723 - $201,967	-5,176 Reduced 22.28%	18,058 $623,000
Q1 2022 Apr 27, 2022	SELL	$36.5 - $39.94 $5.37 Million - $5.88 Million	-147,190 Reduced 86.37%	23,234 $894,000
Q4 2021 Jan 24, 2022	BUY	$36.17 - $39.8 $49,480 - $54,446	1,368 Added 0.81%	170,424 $6.77 Million
Q3 2021 Oct 21, 2021	BUY	$35.96 - $38.0 $857,681 - $906,338	23,851 Added 16.43%	169,056 $6.08 Million
Q2 2021 Jul 29, 2021	BUY	$34.79 - $36.84 $836,769 - $886,075	24,052 Added 19.85%	145,205 $5.28 Million
Q1 2021 May 13, 2021	BUY	$32.09 - $34.8 $3.89 Million - $4.22 Million	121,153 New	121,153 $4.19 Million
Q4 2020 Jan 22, 2021	SELL	$29.52 - $32.95 $355,450 - $396,750	-12,041 Closed	0 $0
Q3 2020 Oct 14, 2020	BUY	$28.15 - $31.61 $131,770 - $147,966	4,681 Added 63.6%	12,041 $364,000
Q2 2020 Aug 06, 2020	BUY	$23.79 - $29.99 $175,094 - $220,726	7,360 New	7,360 $207,000

Others Institutions Holding PFM

# of Institutions

144

Shares Held

9.12M

Call Options Held

Put Options Held

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About INVESCO EXCHANGE-TRADED FD TR

Ticker PFM
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Avantax Advisory Services, Inc. Invesco Exchange Traded Fd Tr Transaction History