Institute For Wealth Management, Llc. Closed Holding Positions

Institute For Wealth Management, Llc.

  • $763 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
PBS
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
340
$21.27 - $35.83 $7.23K - $12.2K
PXQ
Invesco Exchange Traded Fd Tr
Q1 2020 Filed on Apr 29, 2020
700
N/A
PSJ
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
400
N/A
PSP
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
2,015
$6.77 - $13.14 $13.6K - $26.5K
PGJ
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
75
$33.66 - $45.81 $2.52K - $3.44K
EQWL
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
600
$41.51 - $63.69 $24.9K - $38.2K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
315
$34.9 - $55.56 $11K - $17.5K
RYF
Invesco S&P 500 Equal Weight F

ETFs
Q1 2020 Filed on Apr 29, 2020
966
$26.3 - $48.11 $25.4K - $46.5K
PEJ
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
300
$19.69 - $45.6 $5.91K - $13.7K
PBJ
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
151
$25.25 - $34.35 $3.81K - $5.19K
PKB
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
978
$17.58 - $36.89 $17.2K - $36.1K
GURU
Global X Guru Index ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
11
$23.51 - $37.55 $259 - $413
PPA
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
75
$41.14 - $73.86 $3.09K - $5.54K
PKW
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
300
$41.45 - $70.64 $12.4K - $21.2K
Invesco Exchange Traded Fd T
Q1 2020 Filed on Apr 29, 2020
220
N/A
PTH
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
45
$23.94 - $33.2 $1.08K - $1.49K
PTF
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
100
$19.31 - $29.54 $1.93K - $2.95K
PUI
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
297
$24.07 - $37.61 $7.15K - $11.2K
RYH
Invesco S&P 500 Equal Weight H

ETFs
Q1 2020 Filed on Apr 29, 2020
486
$160.15 - $230.68 $77.8K - $112K
RGI
Invesco S&P 500 Equal Weight I

ETFs
Q1 2020 Filed on Apr 29, 2020
273
N/A
RYT
Invesco S&P 500 Equal Weight T

ETFs
Q1 2020 Filed on Apr 29, 2020
171
$139.82 - $212.0 $23.9K - $36.3K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
112
$10.01 - $15.25 $1.12K - $1.71K
Invesco Exchng Traded Fd Tr
Q1 2020 Filed on Apr 29, 2020
65
N/A
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
Q1 2020 Filed on Apr 29, 2020
835
$28.05 - $43.64 $23.4K - $36.4K
RWK
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
575
$35.18 - $65.78 $20.2K - $37.8K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
465
$37.59 - $68.32 $17.5K - $31.8K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
Q1 2020 Filed on Apr 29, 2020
380
$25.66 - $44.35 $9.75K - $16.9K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
Q1 2020 Filed on Apr 29, 2020
1,110
$25.01 - $34.64 $27.8K - $38.5K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
Q1 2020 Filed on Apr 29, 2020
21
$14.17 - $26.35 $298 - $553
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
Q1 2020 Filed on Apr 29, 2020
734
$21.55 - $27.52 $15.8K - $20.2K
KBWD
Invesco ETF Tr Ii Kbw High Div

ETFs
Q1 2020 Filed on Apr 29, 2020
450
$9.78 - $22.94 $4.4K - $10.3K
PIO
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
1,200
$20.8 - $32.39 $25K - $38.9K
RPG
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
38
$17.21 - $27.22 $654 - $1.03K
PHO
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
285
$26.72 - $41.11 $7.62K - $11.7K
PBW
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
40
$22.87 - $44.75 $915 - $1.79K
Invesco Exchng Traded Fd Tr
Q1 2020 Filed on Apr 29, 2020
219
N/A
PIZ
Invesco Exchange Traded Fd Tr
Q1 2020 Filed on Apr 29, 2020
4,843
N/A
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
Q1 2020 Filed on Apr 29, 2020
1,875
$32.0 - $59.44 $60K - $111K
Invesco Exchng Traded Fd Tr
Q1 2020 Filed on Apr 29, 2020
3,367
N/A
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
Q1 2020 Filed on Apr 29, 2020
256
$15.07 - $19.34 $3.86K - $4.95K
EWA
Ishares Msci Australia ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
2,516
$12.82 - $23.54 $32.3K - $59.2K
ICVT
Ishares Tr Convertible Bond Et

ETFs
Q1 2020 Filed on Apr 29, 2020
100
$46.56 - $68.74 $4.66K - $6.87K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
Q1 2020 Filed on Apr 29, 2020
63
$35.83 - $62.24 $2.26K - $3.92K
ONEO
Spdr Russell 1000 Momentum Foc

ETFs
Q1 2020 Filed on Apr 29, 2020
591
$47.0 - $79.97 $27.8K - $47.3K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
Q1 2020 Filed on Apr 29, 2020
51
$35.95 - $59.38 $1.83K - $3.03K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
1,087
$29.7 - $55.41 $32.3K - $60.2K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
Q1 2020 Filed on Apr 29, 2020
245
$35.74 - $66.24 $8.76K - $16.2K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
Q1 2020 Filed on Apr 29, 2020
185
$14.31 - $29.16 $2.65K - $5.39K
Spdr Series Trust
Q1 2020 Filed on Apr 29, 2020
901
N/A
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