Cliftonlarsonallen Wealth Advisors, LLC Invesco Actively Managed ETF T Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 11, 2024	SELL	$45.43 - $46.93 $81,546 - $84,239	-1,795 Reduced 15.07%	10,115 $468,000
Q1 2024 May 02, 2024	SELL	$46.24 - $47.35 $554,972 - $568,294	-12,002 Reduced 50.19%	11,910 $557,000
Q4 2023 Jan 16, 2024	BUY	$43.49 - $47.4 $549,757 - $599,183	12,641 Added 112.16%	23,912 $1.13 Million
Q3 2023 Oct 13, 2023	BUY	$44.55 - $46.82 $502,123 - $527,708	11,271 New	11,271 $503,000
Q1 2023 Apr 12, 2023	SELL	$46.61 - $48.66 $4.83 Million - $5.04 Million	-103,632 Reduced 85.84%	17,101 $807,000
Q4 2022 Jan 19, 2023	BUY	$44.32 - $47.8 $5.35 Million - $5.77 Million	120,733 New	120,733 $0
Q2 2022 Jul 08, 2022	SELL	$47.72 - $52.41 $662,639 - $727,765	-13,886 Reduced 43.16%	18,290 $881,000
Q1 2022 Apr 27, 2022	BUY	$51.76 - $55.9 $1.67 Million - $1.8 Million	32,176 New	32,176 $1.69 Million

189

32.8M

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