Kingsview Wealth Management, LLC Invesco Ex Traded Self Indx Fd Transaction History

Kingsview Wealth Management, LLC

$4.71 Billion
Q4 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Invesco Ex Traded Self Indx Fd stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 117,355 shares of IUS stock, worth $6.03 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

117,355

Previous 117,897 0.46%

Holding current value

$6.03 Million

Previous $5.93 Million 1.7%

% of portfolio

0.12%

Previous 0.13%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$49.39 - $52.31 $26,769 - $28,352	-542 Reduced 0.46%	117,355 $5.83 Million
Q3 2024 Nov 12, 2024	BUY	$46.07 - $50.3 $251,311 - $274,386	5,455 Added 4.85%	117,897 $5.93 Million
Q2 2024 Aug 14, 2024	SELL	$45.1 - $47.67 $16,957 - $17,923	-376 Reduced 0.33%	112,442 $5.33 Million
Q1 2024 May 09, 2024	SELL	$42.73 - $47.46 $92,638 - $102,893	-2,168 Reduced 1.89%	112,818 $5.35 Million
Q4 2023 Feb 08, 2024	SELL	$38.09 - $43.63 $81,360 - $93,193	-2,136 Reduced 1.82%	114,986 $4.98 Million
Q3 2023 Nov 07, 2023	BUY	$39.65 - $42.08 $170,812 - $181,280	4,308 Added 3.82%	117,122 $4.66 Million
Q2 2023 Aug 10, 2023	SELL	$37.69 - $40.53 $84,237 - $90,584	-2,235 Reduced 1.94%	112,814 $4.57 Million
Q1 2023 May 15, 2023	SELL	$36.39 - $39.35 $34,206 - $36,989	-940 Reduced 0.81%	115,049 $4.41 Million
Q4 2022 Feb 13, 2023	SELL	$33.61 - $38.67 $588,847 - $677,498	-17,520 Reduced 13.12%	115,989 $4.24 Million
Q3 2022 Nov 14, 2022	BUY	$33.2 - $39.73 $82,867 - $99,166	2,496 Added 1.91%	133,509 $4.43 Million
Q2 2022 Aug 16, 2022	BUY	$34.62 - $41.02 $4.54 Million - $5.37 Million	131,013 New	131,013 $4.64 Million
Q1 2022 Feb 08, 2024	SELL	$37.83 - $41.25 $3.64 Million - $3.97 Million	-96,216 Reduced 83.68%	18,770 $761,000

Others Institutions Holding IUS

# of Institutions

Shares Held

5.98M

Call Options Held

Put Options Held

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About INVESCO EX-TRADED SELF INDX FD

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Kingsview Wealth Management, LLC Invesco Ex Traded Self Indx Fd Transaction History