Elwood & Goetz Wealth Advisory Group, LLC Invesco Exchange Traded Fd Tr Transaction History

Elwood & Goetz Wealth Advisory Group, LLC

$493 Million
Q3 2025

A detailed history of Elwood & Goetz Wealth Advisory Group, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Elwood & Goetz Wealth Advisory Group, LLC holds 17,039 shares of PBW stock, worth $520,030. This represents 0.1% of its overall portfolio holdings.

Number of Shares

17,039

Previous 17,316 1.6%

Holding current value

$520,030

Previous $344,000 43.02%

% of portfolio

0.1%

Previous 0.08%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$20.09 - $29.42 $5,564 - $8,149	-277 Reduced 1.6%	17,039 $492,000
Q2 2025 Jul 17, 2025	BUY	$13.42 - $20.22 $232,380 - $350,129	17,316 New	17,316 $344,000
Q2 2023 Jul 28, 2023	BUY	$34.03 - $40.86 $2,518 - $3,023	74 Added 1.01%	7,372 $295,000
Q1 2023 Apr 19, 2023	BUY	$36.3 - $48.21 $21,162 - $28,106	583 Added 8.68%	7,298 $294,000
Q4 2022 Jan 27, 2023	BUY	$36.32 - $52.3 $9,334 - $13,441	257 Added 3.98%	6,715 $257,000

Q3 2022 Oct 28, 2022	BUY	$45.37 - $64.82 $408 - $583	9 Added 0.14%	6,458 $311,000
Q2 2022 Aug 11, 2022	SELL	$42.19 - $68.38 $5,147 - $8,342	-122 Reduced 1.86%	6,449 $295,000
Q1 2022 Apr 15, 2022	BUY	$50.93 - $72.96 $12,019 - $17,218	236 Added 3.73%	6,571 $428,000
Q4 2021 Jan 14, 2022	BUY	$68.87 - $95.56 $54,269 - $75,301	788 Added 14.21%	6,335 $452,000
Q3 2021 Oct 18, 2021	BUY	$73.5 - $92.23 $140,532 - $176,343	1,912 Added 52.6%	5,547 $428,000
Q2 2021 Jul 15, 2021	BUY	$71.8 - $99.25 $14,072 - $19,453	196 Added 5.7%	3,635 $339,000
Q1 2021 Apr 15, 2021	SELL	$89.06 - $136.0 $55,306 - $84,456	-621 Reduced 15.3%	3,439 $338,000
Q4 2020 Jan 22, 2021	SELL	$62.45 - $108.63 $30,912 - $53,771	-495 Reduced 10.87%	4,060 $420,000
Q3 2020 Oct 13, 2020	SELL	$40.95 - $60.78 $80,343 - $119,250	-1,962 Reduced 30.11%	4,555 $277,000
Q2 2020 Jul 13, 2020	BUY	$24.62 - $40.63 $160,448 - $264,785	6,517 New	6,517 $265,000
Q1 2020 Apr 30, 2020	SELL	$22.87 - $44.75 $136,419 - $266,933	-5,965 Closed	0 $0
Q4 2019 Jan 14, 2020	BUY	$28.2 - $34.23 $168,213 - $204,181	5,965 New	5,965 $204,000

Others Institutions Holding PBW

# of Institutions

157

Shares Held

5.16M

Call Options Held

16K

Put Options Held

15K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker PBW
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Elwood & Goetz Wealth Advisory Group, LLC Invesco Exchange Traded Fd Tr Transaction History