Clearstead Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Clearstead Advisors, LLC

$6.94 Billion
Q2 2025

A detailed history of Clearstead Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Clearstead Advisors, LLC holds 426,266 shares of PFM stock, worth $21.6 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

426,266

Previous 431,127 1.13%

Holding current value

$21.6 Million

Previous $19.7 Million 4.04%

% of portfolio

0.3%

Previous 0.31%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$41.05 - $48.17 $199,544 - $234,154	-4,861 Reduced 1.13%	426,266 $20.5 Million
Q1 2025 May 13, 2025	SELL	$44.92 - $48.18 $381,999 - $409,722	-8,504 Reduced 1.93%	431,127 $19.7 Million
Q4 2024 Feb 10, 2025	BUY	$45.72 - $48.2 $219,044 - $230,926	4,791 Added 1.1%	439,631 $20.2 Million
Q3 2024 Nov 13, 2024	BUY	$42.65 - $46.55 $375,789 - $410,152	8,811 Added 2.07%	434,840 $20.2 Million
Q2 2024 Aug 09, 2024	BUY	$40.49 - $43.23 $17.2 Million - $18.4 Million	426,029 New	426,029 $18.2 Million

Others Institutions Holding PFM

# of Institutions

143

Shares Held

9.11M

Call Options Held

Put Options Held

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About INVESCO EXCHANGE-TRADED FD TR

Ticker PFM
Sector ETFs
Industry ETFs

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Clearstead Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History