Captrust Financial Advisors Invesco Exchange Traded Fd Tr Transaction History

Captrust Financial Advisors

$30 Billion
Q1 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 15, 2023	BUY	$9.47 - $11.25 $2,841 - $3,375	300 Added 1.35%	22,601 $228,000
Q4 2022 Feb 15, 2023	BUY	$9.26 - $10.63 $24,076 - $27,638	2,600 Added 13.2%	22,301 $210,000
Q3 2022 Nov 16, 2022	BUY	$8.58 - $11.18 $28,314 - $36,894	3,300 Added 20.12%	19,701 $167,000
Q2 2022 Aug 16, 2022	BUY	$9.82 - $13.14 $58,920 - $78,840	6,000 Added 57.69%	16,401 $161,000
Q1 2022 May 16, 2022	BUY	$11.62 - $15.59 $41,553 - $55,749	3,576 Added 52.4%	10,401 $134,000

Q4 2021 Feb 14, 2022	BUY	$14.65 - $16.67 $99,986 - $113,772	6,825 New	6,825 $106,000
Q2 2021 Aug 16, 2021	SELL	$14.85 - $16.13 $994 - $1,080	-67 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$13.43 - $14.89 $899 - $997	67 New	67 $1,000

Others Institutions Holding PSP

# of Institutions

6

Shares Held

13.5K

Call Options Held

0

Put Options Held

0

About INVESCO EXCHANGE-TRADED FD TR

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