Ifp Advisors, Inc Invesco Exchange Traded Fd Tr Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 18, 2023	SELL	$20.07 - $23.36 $53,285 - $62,020	-2,655 Reduced 74.75%	897 $18,000
Q2 2022 Sep 06, 2022	BUY	$20.44 - $24.28 $72,602 - $86,242	3,552 New	3,552 $79,000
Q2 2022 Aug 12, 2022	SELL	$20.44 - $24.28 $72,602 - $86,242	-3,552 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$22.99 - $25.59 $61,038 - $67,941	2,655 Added 295.99%	3,552 $85,000
Q1 2020 May 12, 2020	BUY	$11.48 - $23.42 $10,297 - $21,007	897 New	897 $13,000
Q4 2019 Jan 17, 2020	SELL	$21.44 - $23.51 $13,614 - $14,928	-635 Closed	0 $0
Q1 2019 May 15, 2019	SELL	$19.36 - $22.22 $45,786 - $52,550	-2,365 Reduced 78.83%	635 $13,000
Q4 2018 Jan 23, 2019	SELL	$18.31 - $22.16 $47,477 - $57,460	-2,593 Reduced 46.36%	3,000 $57,000
Q3 2018 Oct 25, 2018	SELL	$21.87 - $22.8 $56,621 - $59,029	-2,589 Reduced 31.64%	5,593 $0
Q2 2018 Aug 07, 2018	BUY	$21.19 - $22.65 $159,920 - $170,939	7,547 Added 1188.5%	8,182 $0
Q1 2016 Jun 03, 2019	BUY	N/A	635	635 $13,000

Others Institutions Holding CVY

# of Institutions

41

Shares Held

722K

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

124K
Shares

$3.11 Million
0.0% of portfolio
Hbk Sorce Advisory LLC Erie, PA

110K
Shares

$2.75 Million
0.11% of portfolio
Commonwealth Equity Services, LLC

90.6K
Shares

$2.28 Million
0.0% of portfolio
Cambridge Investment Research Advisors, Inc.

69.8K
Shares

$1.75 Million
0.01% of portfolio
Mgb Wealth Management, LLC Addison, TX

58K
Shares

$1.46 Million
0.55% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker CVY
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