Joseph Group Capital Management Invesco Exchange Traded Fd Tr Transaction History

Joseph Group Capital Management

$275 Million
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 10, 2022	SELL	$32.05 - $38.22 $1,442 - $1,719	-45 Closed	0 $0
Q4 2021 Feb 10, 2022	BUY	$32.57 - $35.71 $1,465 - $1,606	45 New	45 $2,000

Others Institutions Holding PUI

# of Institutions

41

Shares Held

917K

Call Options Held

0

Put Options Held

0

Transamerica Financial Advisors, Inc. Clearwater, FL

330K
Shares

$15.6 Million
1.58% of portfolio
Janney Montgomery Scott LLC

114K
Shares

$5.4 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

94.3K
Shares

$4.47 Million
0.0% of portfolio
Silver Oak Securities, Inc Jackson, TN

59.2K
Shares

$2.8 Million
0.22% of portfolio
Roi Financial Advisors, LLC Beaverton, OR

45.1K
Shares

$2.14 Million
1.2% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

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