Capital Planning Advisors, LLC Invesco ETF Tr Ii S&P Midcap L Transaction History

Capital Planning Advisors, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 15, 2023	SELL	$49.86 - $56.95 $20.5 Million - $23.5 Million	-411,810 Reduced 97.82%	9,165 $480,000
Q4 2022 Feb 09, 2023	SELL	$48.1 - $55.93 $2.34 Million - $2.72 Million	-48,624 Reduced 10.35%	420,975 $22.5 Million
Q3 2022 Nov 14, 2022	BUY	$48.04 - $56.34 $1.36 Million - $1.59 Million	28,220 Added 6.39%	469,599 $22.6 Million
Q2 2022 Aug 10, 2022	BUY	$49.21 - $57.04 $21.7 Million - $25.2 Million	441,379 New	441,379 $22.7 Million

202

7.26M

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