J.W. Cole Advisors, Inc. Invesco Exchange Traded Fd Tr Transaction History

J.W. Cole Advisors, Inc.

$4.58 Billion
Q2 2025

A detailed history of J.W. Cole Advisors, Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 34,346 shares of PFM stock, worth $1.74 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

34,346

Previous 34,145 0.59%

Holding current value

$1.74 Million

Previous $1.56 Million 5.82%

% of portfolio

0.04%

Previous 0.05%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	BUY	$41.05 - $48.17 $8,251 - $9,682	201 Added 0.59%	34,346 $1.65 Million
Q1 2025 May 05, 2025	BUY	$44.92 - $48.18 $137,230 - $147,189	3,055 Added 9.83%	34,145 $1.56 Million
Q4 2024 Jan 30, 2025	SELL	$45.72 - $48.2 $47,594 - $50,176	-1,041 Reduced 3.24%	31,090 $1.43 Million
Q3 2024 Oct 24, 2024	SELL	$42.65 - $46.55 $32,883 - $35,890	-771 Reduced 2.34%	32,131 $1.5 Million
Q2 2024 Aug 08, 2024	BUY	$40.49 - $43.23 $38,303 - $40,895	946 Added 2.96%	32,902 $1.4 Million
Q1 2024 Apr 30, 2024	BUY	$39.51 - $42.57 $1.26 Million - $1.36 Million	31,956 New	31,956 $1.36 Million

Others Institutions Holding PFM

# of Institutions

144

Shares Held

9.15M

Call Options Held

Put Options Held

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About INVESCO EXCHANGE-TRADED FD TR

Ticker PFM
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J.W. Cole Advisors, Inc. Invesco Exchange Traded Fd Tr Transaction History