Bellwether Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Bellwether Advisors, LLC

$438 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 12, 2021	SELL	N/A	-152 Closed	0 $0
Q2 2021 Aug 10, 2021	BUY	N/A	152 New	152 $7,000

Others Institutions Holding PEJ

# of Institutions

112

Shares Held

2.03M

Call Options Held

3.7K

Put Options Held

300

Prudential PLC London, England, X0

242K
Shares

$11 Million
0.09% of portfolio
Bank Of America Corp Charlotte, NC

213K
Shares

$9.66 Million
0.0% of portfolio
Morgan Stanley New York, NY

144K
Shares

$6.54 Million
0.0% of portfolio
Kingsview Wealth Management, LLC Grants Pass, OR

141K
Shares

$6.41 Million
0.17% of portfolio
Lpl Financial LLC Fort Mill, SC

134K
Shares

$6.1 Million
0.0% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker PEJ
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

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

News

Stay updated on Bellwether Advisors, LLC with notifications on news.