Axxcess Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Axxcess Wealth Management, LLC

$4.06 Billion
Q2 2025

A detailed history of Axxcess Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 1,829 shares of PKW stock, worth $229,740. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,829

Previous 1,864 1.88%

Holding current value

$229,740

Previous $210,000 7.62%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	SELL	$98.58 - $123.6 $3,450 - $4,326	-35 Reduced 1.88%	1,829 $226,000
Q1 2025 Apr 30, 2025	SELL	$109.15 - $120.99 $86,119 - $95,461	-789 Reduced 29.74%	1,864 $210,000
Q4 2024 Feb 10, 2025	SELL	$114.02 - $125.22 $342 - $375	-3 Reduced 0.11%	2,653 $305,000
Q4 2023 Feb 06, 2024	SELL	$84.45 - $99.49 $488,881 - $575,947	-5,789 Reduced 68.55%	2,656 $262,000
Q3 2023 Nov 14, 2023	BUY	$88.14 - $94.01 $510,242 - $544,223	5,789 Added 217.96%	8,445 $759,000
Q1 2023 May 03, 2023	SELL	$81.11 - $92.49 $3,082 - $3,514	-38 Reduced 1.41%	2,656 $225,000
Q4 2022 Feb 14, 2023	SELL	$76.6 - $90.17 $15,319 - $18,034	-200 Reduced 6.91%	2,694 $230,000
Q2 2022 Aug 11, 2022	SELL	$75.99 - $93.5 $3,799 - $4,675	-50 Reduced 1.7%	2,894 $224,000
Q4 2021 Aug 11, 2022	BUY	$90.64 - $98.11 $266,844 - $288,835	2,944 New	2,944 $284,000

Others Institutions Holding PKW

# of Institutions

246

Shares Held

4.72M

Call Options Held

Put Options Held

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About INVESCO EXCHANGE-TRADED FD TR

Ticker PKW
Sector ETFs
Industry ETFs

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Axxcess Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History