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 9,765 shares of PWV stock, worth $607,871. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,765
Previous 9,760 0.05%
Holding current value
$607,871
Previous $580,000 4.48%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
BUY
$52.26 - $62.14 $261 - $310
5 Added 0.05%
9,765 $606,000
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
177
Shares Held
12.2M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED FD TR

PWV Quotes by TradingView
  • Ticker PWV
  • Sector ETFs
  • Industry ETFs
More about PWV
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