Ifp Advisors, Inc Invesco Exchange Traded Fd Tr Transaction History

Ifp Advisors, Inc

$2.05 Billion
Q4 2023

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Sep 06, 2022	BUY	N/A	1,405 New	1,405 $51,000
Q2 2022 Aug 12, 2022	SELL	N/A	-1,405 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	N/A	165 Added 13.31%	1,405 $0
Q1 2022 Aug 08, 2022	BUY	N/A	327 Added 35.82%	1,240 $0
Q3 2021 Oct 06, 2021	BUY	N/A	913 New	913 $48,000

Q2 2021 Jul 13, 2021	BUY	N/A	0 New	0 $0
Q1 2021 Apr 30, 2021	BUY	N/A	0 New	0 $0
Q4 2020 Jan 25, 2021	BUY	N/A	0 New	0 $0
Q3 2020 Oct 29, 2020	BUY	N/A	0 New	0 $0
Q2 2020 Aug 05, 2020	BUY	N/A	0 New	0 $0
Q1 2020 May 12, 2020	SELL	N/A	-40 Closed	0 $0
Q4 2019 Jan 17, 2020	SELL	N/A	-20 Reduced 33.33%	40 $2,000
Q3 2019 Nov 07, 2019	BUY	N/A	60 New	60 $2,000
Q3 2018 Oct 25, 2018	SELL	N/A	-175 Closed	0 $0
Q2 2018 Aug 07, 2018	BUY	N/A	175 New	175 $0

Others Institutions Holding PFI

# of Institutions

32

Shares Held

756K

Call Options Held

0

Put Options Held

0

Transamerica Financial Advisors, Inc. Clearwater, FL

268K
Shares

$13.1 Million
1.36% of portfolio
Janney Montgomery Scott LLC

150K
Shares

$7.31 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

57.3K
Shares

$2.8 Million
0.0% of portfolio
Morgan Stanley New York, NY

39.6K
Shares

$1.93 Million
0.0% of portfolio
Silver Oak Securities, Inc Jackson, TN

27K
Shares

$1.32 Million
0.21% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

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