Clearstead Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Clearstead Advisors, LLC

$5.78 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 11, 2021	SELL	$18.64 - $20.53 $8,723 - $9,608	-468 Closed	0 $0
Q1 2020 May 14, 2020	BUY	$14.66 - $22.1 $6,860 - $10,342	468 New	468 $8,000

Others Institutions Holding PBP

# of Institutions

54

Shares Held

2.14M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

530K
Shares

$11.9 Million
0.0% of portfolio
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

200K
Shares

$4.5 Million
0.13% of portfolio
Edmonds Duncan Registered Investment Advisors, LLC

195K
Shares

$4.39 Million
1.06% of portfolio
Cullen/Frost Bankers, Inc.

109K
Shares

$2.45 Million
0.04% of portfolio
Mount Lucas Management LP Newtown, PA

108K
Shares

$2.43 Million
0.7% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

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