Creative Planning Invesco Exchange Traded Fd Tr Transaction History

Creative Planning

$106 Billion
Q1 2025

A detailed history of Creative Planning transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Creative Planning holds 9,760 shares of PWV stock, worth $610,585. This represents 0.0% of its overall portfolio holdings.

Number of Shares

9,760

Holding current value

$610,585

% of portfolio

0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$56.58 - $60.89 $552,220 - $594,286	9,760 New	9,760 $580,000
Q2 2022 Aug 15, 2022	SELL	$42.73 - $50.01 $181,602 - $212,542	-4,250 Closed	0 $0
Q4 2021 Feb 11, 2022	BUY	$44.89 - $48.92 $190,782 - $207,910	4,250 New	4,250 $207,000
Q3 2021 Nov 10, 2021	SELL	$42.97 - $45.96 $602,138 - $644,037	-14,013 Closed	0 $0
Q2 2021 Aug 04, 2021	BUY	$42.85 - $46.04 $273,640 - $294,011	6,386 Added 83.73%	14,013 $621,000
Q4 2020 Jan 29, 2021	SELL	$32.7 - $38.56 $6,474 - $7,634	-198 Reduced 2.53%	7,627 $294,000
Q3 2020 Nov 05, 2020	BUY	$32.75 - $35.61 $21,549 - $23,431	658 Added 9.18%	7,825 $266,000
Q2 2020 Jul 23, 2020	SELL	$28.67 - $37.21 $108,946 - $141,398	-3,800 Reduced 34.65%	7,167 $240,000
Q1 2020 May 05, 2020	BUY	$25.96 - $42.08 $36,136 - $58,575	1,392 Added 14.54%	10,967 $330,000
Q1 2019 Apr 24, 2019	BUY	$32.33 - $36.43 $81,471 - $91,803	2,520 Added 35.72%	9,575 $339,000
Q2 2018 Jul 20, 2018	BUY	$35.27 - $37.26 $248,829 - $262,869	7,055 New	7,055 $252,000

Others Institutions Holding PWV

# of Institutions

173

Shares Held

12M

Call Options Held

Put Options Held

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About INVESCO EXCHANGE-TRADED FD TR

Ticker PWV
Sector ETFs
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