Axis Wealth Partners, LLC Invesco Exchange Traded Fd Tr Transaction History

Axis Wealth Partners, LLC

  • $171 Billion
  • Q3 2025

A detailed history of Axis Wealth Partners, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Axis Wealth Partners, LLC holds 63,062 shares of PEY stock, worth $1.31 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares
63,062
Previous 66,248 4.81%
Holding current value
$1.31 Million
Previous $1.35 Billion 1.75%
% of portfolio
0.78%
Previous 0.89%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
SELL
$20.38 - $21.7 $64,930 - $69,136
-3,186 Reduced 4.81%
63,062 $1.33 Billion
Q2 2025

Jul 15, 2025
SELL
$18.68 - $21.54 $57,795 - $66,644
-3,094 Reduced 4.46%
66,248 $1.35 Billion
Q1 2025

Apr 28, 2025
SELL
$20.82 - $22.08 $121,651 - $129,013
-5,843 Reduced 7.77%
69,342 $1.49 Billion
Q4 2024

Feb 07, 2025
BUY
$21.1 - $23.08 $1.59 Million - $1.74 Million
75,185 New
75,185 $1.6 Billion

Others Institutions Holding PEY

# of Institutions
221
Shares Held
21.9M
Call Options Held
77.7K
Put Options Held
37.9K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

PEY Quotes by TradingView
  • Ticker PEY
  • Sector ETFs
  • Industry ETFs
More about PEY
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