Fortress Wealth Group, LLC Invesco Exchange Traded Fd Tr Transaction History

Fortress Wealth Group, LLC

$194 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 04, 2021	SELL	$47.19 - $52.38 $185,315 - $205,696	-3,927 Closed	0 $0
Q2 2021 Aug 13, 2021	BUY	$42.16 - $53.93 $165,562 - $211,783	3,927 New	3,927 $205,000

Others Institutions Holding PEJ

# of Institutions

112

Shares Held

1.76M

Call Options Held

1.2K

Put Options Held

7K

Kingsview Wealth Management, LLC Grants Pass, OR

226K
Shares

$10.9 Million
0.23% of portfolio
Prudential PLC London, England, X0

211K
Shares

$10.1 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

200K
Shares

$9.61 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

198K
Shares

$9.52 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

112K
Shares

$5.38 Million
0.0% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

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