Optimum Investment Advisors Invesco Exchange Traded Fd Tr Transaction History

Optimum Investment Advisors

$244 Million
Q3 2025

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 21, 2020	SELL	$17.58 - $36.89 $5,273 - $11,067	-300 Closed	0 $0
Q3 2018 Oct 05, 2018	SELL	N/A	-1,902 Reduced 86.38%	300 $9,000
Q2 2018 Oct 05, 2018	BUY	N/A	2,202 New	2,202 $67,000

Others Institutions Holding PKB

# of Institutions

88

Shares Held

1.07M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

162K
Shares

$15.6 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

106K
Shares

$10.2 Million
0.01% of portfolio
Morgan Stanley New York, NY

98K
Shares

$9.46 Million
0.0% of portfolio
Raymond James & Associates St Petersburg, FL

77.1K
Shares

$7.44 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

53K
Shares

$5.12 Million
0.0% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

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