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 7,445 shares of PWB stock, worth $938,814. This represents 0.0% of its overall portfolio holdings.

Number of Shares

7,445

Previous 7,260 2.55%

Holding current value

$938,814

Previous $697,000 25.39%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$86.24 - $117.44 $15,954 - $21,726	185 Added 2.55%	7,445 $874,000
Q1 2025 May 15, 2025	BUY	$94.5 - $110.71 $183,141 - $214,555	1,938 Added 36.41%	7,260 $697,000
Q4 2024 Feb 14, 2025	SELL	$98.04 - $108.11 $36,274 - $40,000	-370 Reduced 6.5%	5,322 $541,000
Q3 2024 Oct 11, 2024	BUY	$86.85 - $98.91 $1,476 - $1,681	17 Added 0.3%	5,692 $561,000
Q2 2024 Aug 15, 2024	BUY	$83.83 - $94.82 $33,951 - $38,402	405 Added 7.69%	5,675 $536,000
Q1 2024 May 10, 2024	BUY	$75.84 - $90.45 $122,026 - $145,534	1,609 Added 43.95%	5,270 $470,000
Q4 2023 Feb 14, 2024	BUY	$65.5 - $77.84 $239,795 - $284,972	3,661 New	3,661 $284,000
Q1 2022 May 16, 2022	SELL	$65.02 - $80.84 $162,615 - $202,180	-2,501 Closed	0 $0
Q4 2021 Feb 11, 2022	BUY	$73.2 - $82.12 $183,073 - $205,382	2,501 New	2,501 $202,000

Others Institutions Holding PWB

# of Institutions

204

Shares Held

7.46M

Call Options Held

Put Options Held

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About INVESCO EXCHANGE-TRADED FD TR

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Creative Planning Invesco Exchange Traded Fd Tr Transaction History