B.O.S.S. Retirement Advisors, LLC INVESCO ACTIVELY MANAGED EXC Transaction History

B.O.S.S. Retirement Advisors, LLC

  • $398 Billion
  • Q2 2025
Number of Shares
244,676
Previous 292,027 16.21%
Holding current value
$6.25 Billion
Previous $7.44 Billion 15.98%
% of portfolio
1.57%
Previous 2.16%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025
SELL
N/A
-47,351 Reduced 16.21%
244,676 $6.25 Billion
Q1 2025

Apr 23, 2025
SELL
N/A
-21,346 Reduced 6.81%
292,027 $7.44 Billion
Q4 2024

Jan 21, 2025
BUY
N/A
313,373 New
313,373 $8.03 Billion
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