Investment Planning Advisors, Inc. Invesco Exchange Traded Fd Tr Transaction History

Investment Planning Advisors, Inc.

$273 Million
Q3 2025

A detailed history of Investment Planning Advisors, Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 161,774 shares of RWL stock, worth $18.1 Million. This represents 6.55% of its overall portfolio holdings.

Number of Shares

161,774

Previous 24,234 567.55%

Holding current value

$18.1 Million

Previous $2.53 Million 608.39%

% of portfolio

6.55%

Previous 1.24%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	BUY	$102.17 - $110.66 $14.1 Million - $15.2 Million	137,540 Added 567.55%	161,774 $17.9 Million
Q2 2025 Jul 21, 2025	BUY	$89.02 - $104.29 $232,698 - $272,614	2,614 Added 12.09%	24,234 $2.53 Million
Q1 2025 Apr 22, 2025	SELL	$96.9 - $104.39 $11.5 Million - $12.4 Million	-118,968 Reduced 84.62%	21,620 $2.15 Million
Q4 2024 Jan 22, 2025	SELL	$97.11 - $104.1 $435,829 - $467,200	-4,488 Reduced 3.09%	140,588 $13.8 Million
Q2 2024 Jul 22, 2024	BUY	$89.19 - $93.47 $12.9 Million - $13.6 Million	145,076 New	145,076 $13.4 Billion

Others Institutions Holding RWL

# of Institutions

306

Shares Held

45.2M

Call Options Held

Put Options Held

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About INVESCO EXCHANGE-TRADED FD TR

Ticker RWL
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Investment Planning Advisors, Inc. Invesco Exchange Traded Fd Tr Transaction History