Beacon Pointe Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Beacon Pointe Advisors, LLC

  • $9.37 Billion
  • Q2 2025

A detailed history of Beacon Pointe Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 3,226 shares of PKB stock, worth $311,438. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,226
Previous 5,719 43.59%
Holding current value
$311,438
Previous $385,000 32.73%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 13, 2025
SELL
$62.05 - $80.65 $154,690 - $201,060
-2,493 Reduced 43.59%
3,226 $259,000
Q1 2025

May 13, 2025
BUY
$66.66 - $82.75 $166,183 - $206,295
2,493 Added 77.28%
5,719 $385,000
Q4 2024

Feb 14, 2025
SELL
$75.72 - $88.37 $188,769 - $220,306
-2,493 Reduced 43.59%
3,226 $244,000
Q3 2024

Nov 14, 2024
BUY
$66.28 - $79.78 $165,236 - $198,891
2,493 Added 77.28%
5,719 $455,000
Q1 2024

May 14, 2024
SELL
$60.78 - $74.86 $152,679 - $188,048
-2,512 Reduced 43.78%
3,226 $241,000
Q4 2023

Feb 08, 2024
SELL
$46.69 - $63.57 $96,648 - $131,589
-2,070 Reduced 26.51%
5,738 $362,000
Q3 2023

Nov 14, 2023
SELL
$49.8 - $57.21 $2,490 - $2,860
-50 Reduced 0.64%
7,808 $393,000
Q4 2022

Feb 14, 2023
BUY
$36.73 - $43.09 $288,624 - $338,601
7,858 New
7,858 $320,000
Q1 2022

May 17, 2022
BUY
$42.9 - $54.34 $111,411 - $141,120
2,597 Added 47.78%
8,032 $345,000
Q4 2021

Feb 14, 2022
SELL
$47.61 - $54.6 $5,713 - $6,552
-120 Reduced 2.16%
5,435 $297,000
Q3 2021

Nov 15, 2021
SELL
$47.06 - $51.81 $31,530 - $34,712
-670 Reduced 10.76%
5,555 $263,000
Q2 2021

Aug 17, 2021
BUY
$47.39 - $54.37 $295,002 - $338,453
6,225 New
6,225 $309,000

Others Institutions Holding PKB

# of Institutions
88
Shares Held
1.07M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED FD TR

PKB Quotes by TradingView
  • Ticker PKB
  • Sector ETFs
  • Industry ETFs
More about PKB
Track This Portfolio

Track Beacon Pointe Advisors, LLC Portfolio

Follow Beacon Pointe Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Pointe Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Pointe Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email