Foresight Capital Management Advisors, Inc. Invesco Exchange Traded Fd Tr Transaction History

Foresight Capital Management Advisors, Inc.

$167 Million
Q2 2025

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 11, 2022	SELL	$101.31 - $122.44 $1,924 - $2,326	-19 Closed	0 $0
Q1 2022 May 05, 2022	SELL	$112.99 - $126.4 $217,053 - $242,814	-1,921 Reduced 99.02%	19 $2,000
Q4 2021 May 04, 2022	BUY	$115.84 - $130.08 $224,729 - $252,355	1,940 New	1,940 $239,000

Others Institutions Holding RWJ

# of Institutions

204

Shares Held

21.1M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

2.71M
Shares

$131 Million
0.04% of portfolio
Morgan Stanley New York, NY

2.05M
Shares

$99.7 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.79M
Shares

$87 Million
0.02% of portfolio
Fusion Family Wealth LLC

1.44M
Shares

$70.1 Million
5.32% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.29M
Shares

$62.6 Million
0.08% of portfolio

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About INVESCO EXCHANGE-TRADED FD TR

Ticker RWJ
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