Creative Planning Invesco Exchange Traded Fd Tr Transaction History

Creative Planning

$116 Billion
Q2 2025

A detailed history of Creative Planning transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Creative Planning holds 9,404 shares of PFM stock, worth $475,090. This represents 0.0% of its overall portfolio holdings.

Number of Shares

9,404

Previous 9,245 1.72%

Holding current value

$475,090

Previous $423,000 6.86%

% of portfolio

0.0%

Previous 0.0%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$41.05 - $48.17 $6,526 - $7,659	159 Added 1.72%	9,404 $452,000
Q1 2025 May 15, 2025	BUY	$44.92 - $48.18 $494 - $529	11 Added 0.12%	9,245 $423,000
Q4 2024 Feb 14, 2025	BUY	$45.72 - $48.2 $502 - $530	11 Added 0.12%	9,234 $423,000
Q3 2024 Oct 11, 2024	SELL	$42.65 - $46.55 $3,838 - $4,189	-90 Reduced 0.97%	9,223 $429,000
Q2 2024 Aug 15, 2024	BUY	$40.49 - $43.23 $10,365 - $11,066	256 Added 2.83%	9,313 $397,000
Q1 2024 May 10, 2024	SELL	$39.51 - $42.57 $2,449 - $2,639	-62 Reduced 0.68%	9,057 $385,000
Q4 2023 Feb 14, 2024	BUY	$35.25 - $39.92 $493 - $558	14 Added 0.15%	9,119 $363,000
Q3 2023 Nov 16, 2023	SELL	$36.49 - $39.21 $55,464 - $59,599	-1,520 Reduced 14.31%	9,105 $332,000
Q2 2023 Jul 21, 2023	BUY	$36.1 - $38.23 $722 - $764	20 Added 0.19%	10,625 $406,000
Q1 2023 May 15, 2023	BUY	$35.15 - $37.76 $738 - $792	21 Added 0.2%	10,605 $388,000
Q4 2022 Feb 10, 2023	BUY	$32.48 - $38.02 $682 - $798	21 Added 0.2%	10,584 $386,000
Q3 2022 Nov 03, 2022	BUY	$32.34 - $38.01 $614 - $722	19 Added 0.18%	10,563 $342,000
Q2 2022 Aug 15, 2022	SELL	$33.37 - $39.02 $1,635 - $1,911	-49 Reduced 0.46%	10,544 $364,000
Q1 2022 May 16, 2022	BUY	$36.5 - $39.94 $693 - $758	19 Added 0.18%	10,593 $407,000
Q4 2021 Feb 11, 2022	SELL	$36.17 - $39.8 $26,548 - $29,213	-734 Reduced 6.49%	10,574 $420,000
Q3 2021 Nov 10, 2021	SELL	$35.96 - $38.0 $6,005 - $6,346	-167 Reduced 1.46%	11,308 $407,000
Q2 2021 Aug 04, 2021	BUY	$34.79 - $36.84 $33,641 - $35,624	967 Added 9.2%	11,475 $416,000
Q1 2021 Apr 30, 2021	BUY	$32.09 - $34.8 $609 - $661	19 Added 0.18%	10,508 $363,000
Q4 2020 Jan 29, 2021	SELL	$29.52 - $32.95 $324,720 - $362,450	-11,000 Reduced 51.19%	10,489 $345,000
Q3 2020 Nov 05, 2020	BUY	$28.15 - $31.61 $619 - $695	22 Added 0.1%	21,489 $650,000
Q2 2020 Jul 23, 2020	BUY	$23.79 - $29.99 $58,023 - $73,145	2,439 Added 12.82%	21,467 $605,000
Q1 2020 May 05, 2020	BUY	$21.35 - $31.73 $164,480 - $244,447	7,704 Added 68.03%	19,028 $469,000
Q4 2018 Feb 01, 2019	SELL	$23.52 - $27.72 $16,464 - $19,404	-700 Reduced 5.82%	11,324 $280,000
Q2 2018 Jul 20, 2018	BUY	$24.79 - $26.23 $298,074 - $315,389	12,024 New	12,024 $309,000

Others Institutions Holding PFM

# of Institutions

144

Shares Held

9.15M

Call Options Held

Put Options Held

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Creative Planning Invesco Exchange Traded Fd Tr Transaction History