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

Copia Wealth Management

  • $119 Billion
  • Q2 2025
Number of Shares
572
Previous 645 11.32%
Holding current value
$22.2 Million
Previous $27 Million 17.75%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
Track This Portfolio

Track Copia Wealth Management Portfolio

Follow Copia Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Copia Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Copia Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email