Captrust Financial Advisors Invesco Exchange Traded Fd Tr Transaction History

Captrust Financial Advisors

$38.8 Billion
Q1 2025

A detailed history of Captrust Financial Advisors transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Captrust Financial Advisors holds 9,200 shares of PSJ stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

9,200

Previous 9,200 -0.0%

Holding current value

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	N/A	274 Added 3.07%	9,200 $0
Q3 2024 Nov 14, 2024	SELL	N/A	-252 Reduced 2.75%	8,926 $0
Q2 2024 Aug 14, 2024	BUY	N/A	565 Added 6.56%	9,178 $0
Q1 2024 May 15, 2024	BUY	$0.0 - $40.76 $0 - $10,271	252 Added 3.01%	8,613 $0
Q4 2023 Feb 14, 2024	SELL	$30.45 - $38.94 $56,180 - $71,844	-1,845 Reduced 18.08%	8,361 $322,000
Q3 2023 Nov 14, 2023	BUY	$31.66 - $113.15 $193,252 - $690,667	6,104 Added 148.81%	10,206 $330,000
Q4 2022 Feb 15, 2023	BUY	$88.61 - $97.62 $36,773 - $40,512	415 Added 11.26%	4,102 $373,000
Q3 2021 Nov 16, 2021	BUY	N/A	1,400 Added 61.22%	3,687 $530,000
Q2 2021 Aug 16, 2021	SELL	N/A	-213 Reduced 8.52%	2,287 $377,000
Q3 2020 Nov 17, 2020	BUY	N/A	200 Added 8.7%	2,500 $316,000
Q2 2018 Aug 13, 2018	BUY	N/A	2,300 New	2,300 $176,000

Others Institutions Holding PSJ

# of Institutions

118

Shares Held

Call Options Held

Put Options Held

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker PSJ
Sector ETFs
Industry ETFs

More about PSJ

Track This Portfolio

Portfolio Update

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

News

Stay updated on Captrust Financial Advisors with notifications on news.

Account

Captrust Financial Advisors Invesco Exchange Traded Fd Tr Transaction History