Morris Retirement Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Morris Retirement Advisors, LLC

$211 Million
Q2 2025

A detailed history of Morris Retirement Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Morris Retirement Advisors, LLC holds 3,675 shares of PWV stock, worth $229,908. This represents 0.11% of its overall portfolio holdings.

Number of Shares

3,675

Previous 3,655 0.55%

Holding current value

$229,908

Previous $214,000 6.54%

% of portfolio

0.11%

Previous 0.12%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 08, 2025	BUY	$52.26 - $62.14 $1,045 - $1,242	20 Added 0.55%	3,675 $228,000
Q4 2024 Jan 13, 2025	SELL	$56.33 - $61.73 $2,647 - $2,901	-47 Reduced 1.27%	3,655 $207,000
Q3 2024 Oct 03, 2024	BUY	$54.33 - $59.01 $1,358 - $1,475	25 Added 0.68%	3,702 $215,000
Q2 2024 Aug 06, 2024	SELL	$54.01 - $56.78 $5,401 - $5,678	-100 Reduced 2.65%	3,677 $202,000
Q1 2024 May 03, 2024	SELL	$50.05 - $56.68 $30,730 - $34,801	-614 Reduced 13.98%	3,777 $214,000
Q4 2023 Feb 12, 2024	SELL	$44.09 - $50.95 $4.66 Million - $5.38 Million	-105,647 Reduced 96.01%	4,391 $222,000
Q3 2023 Nov 08, 2023	BUY	$46.03 - $48.86 $569,345 - $604,349	12,369 Added 12.66%	110,038 $5.15 Million
Q2 2023 Jul 17, 2023	SELL	$43.67 - $46.63 $2.45 Million - $2.61 Million	-56,073 Reduced 36.47%	97,669 $4.55 Million
Q1 2023 Apr 13, 2023	SELL	$43.51 - $48.07 $1.54 Million - $1.7 Million	-35,378 Reduced 18.71%	153,742 $6.96 Million
Q4 2022 Feb 02, 2023	SELL	$42.18 - $49.21 $339,169 - $395,697	-8,041 Reduced 4.08%	189,120 $8.9 Million
Q3 2022 Oct 14, 2022	BUY	$41.65 - $47.7 $1.14 Million - $1.3 Million	27,290 Added 16.07%	197,161 $8.36 Million
Q2 2022 Aug 08, 2022	SELL	$42.73 - $50.01 $2.02 Million - $2.36 Million	-47,250 Reduced 21.76%	169,871 $7.42 Million
Q1 2022 May 10, 2022	BUY	$46.43 - $50.64 $3.1 Million - $3.39 Million	66,867 Added 44.5%	217,121 $10.6 Million
Q4 2021 Feb 02, 2022	BUY	$44.89 - $48.92 $2.61 Million - $2.84 Million	58,089 Added 63.03%	150,254 $7.33 Million
Q3 2021 Oct 28, 2021	SELL	$42.97 - $45.96 $301,993 - $323,006	-7,028 Reduced 7.09%	92,165 $4.1 Million
Q2 2021 Jul 29, 2021	BUY	$42.85 - $46.04 $4.25 Million - $4.57 Million	99,193 New	99,193 $4.4 Million

Others Institutions Holding PWV

# of Institutions

173

Shares Held

12M

Call Options Held

Put Options Held

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About INVESCO EXCHANGE-TRADED FD TR

Ticker PWV
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Morris Retirement Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History