Jfs Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Jfs Wealth Advisors, LLC

$1.56 Billion
Q2 2025

A detailed history of Jfs Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 3,034 shares of PHO stock, worth $217,719. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,034

Previous 4,464 32.03%

Holding current value

$217,719

Previous $288,000 26.39%

% of portfolio

0.01%

Previous 0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	SELL	$58.13 - $69.92 $83,125 - $99,985	-1,430 Reduced 32.03%	3,034 $212,000
Q1 2025 Apr 22, 2025	SELL	$63.77 - $68.75 $12,817 - $13,818	-201 Reduced 4.31%	4,464 $288,000
Q4 2024 Jan 30, 2025	SELL	$65.79 - $72.14 $6,973 - $7,646	-106 Reduced 2.22%	4,665 $306,000
Q3 2024 Oct 25, 2024	BUY	$63.82 - $70.54 $60,692 - $67,083	951 Added 24.9%	4,771 $336,000
Q2 2024 Jul 15, 2024	BUY	$63.04 - $68.93 $36,941 - $40,392	586 Added 18.12%	3,820 $247,000
Q3 2023 Nov 02, 2023	BUY	$52.79 - $58.32 $52 - $58	1 Added 0.03%	3,234 $171,000
Q4 2022 Feb 13, 2023	SELL	$45.7 - $53.8 $2,742 - $3,228	-60 Reduced 1.82%	3,233 $166,000
Q3 2022 Oct 21, 2022	BUY	$45.75 - $54.57 $9,607 - $11,459	210 Added 6.81%	3,293 $151,000
Q3 2021 Nov 09, 2021	BUY	$53.8 - $59.62 $165,865 - $183,808	3,083 New	3,083 $169,000

Others Institutions Holding PHO

# of Institutions

438

Shares Held

13.1M

Call Options Held

7.6K

Put Options Held

25.1K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker PHO
Sector ETFs
Industry ETFs

More about PHO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Jfs Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jfs Wealth Advisors, LLC with notifications on news.

Account

Jfs Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History