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

Axis Wealth Partners, LLC

  • $152 Billion
  • Q2 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 66,248 shares of PEY stock, worth $1.42 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares
66,248
Previous 69,342 4.46%
Holding current value
$1.42 Million
Previous $1.49 Billion 9.18%
% of portfolio
0.89%
Previous 1.1%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
219
Shares Held
22.8M
Call Options Held
72.1K
Put Options Held
42.2K
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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