Copia Wealth Management INVESCO S&P SMALLCAP ENERGY ETF Transaction History

Copia Wealth Management

  • $135 Billion
  • Q3 2025
Number of Shares
428
Previous 572 25.17%
Holding current value
$18.2 Million
Previous $22.2 Million 17.93%
% of portfolio
0.01%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
SELL
N/A
-144 Reduced 25.17%
428 $18.2 Million
Q2 2025

Jul 28, 2025
SELL
N/A
-73 Reduced 11.32%
572 $22.2 Million
Q1 2025

Apr 17, 2025
SELL
N/A
-683 Reduced 51.43%
645 $27 Million
Q4 2024

Mar 06, 2025
BUY
N/A
1,328 New
1,328 $64.3 Million
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