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

Pcg Wealth Advisors, LLC

$271 Million
Q1 2025

A detailed history of Pcg Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Pcg Wealth Advisors, LLC holds 41,192 shares of EQWL stock, worth $4.19 Million. This represents 1.56% of its overall portfolio holdings.

Number of Shares

41,192

Previous 38,507 6.97%

Holding current value

$4.19 Million

Previous $3.94 Million 7.82%

% of portfolio

1.56%

Previous 1.53%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	BUY	$100.56 - $108.28 $270,003 - $290,731	2,685 Added 6.97%	41,192 $4.25 Million
Q4 2024 Jan 21, 2025	BUY	$101.22 - $107.72 $138,064 - $146,930	1,364 Added 3.67%	38,507 $3.94 Million
Q3 2024 Oct 15, 2024	BUY	$93.07 - $102.32 $228,114 - $250,786	2,451 Added 7.07%	37,143 $3.8 Million
Q2 2024 Jul 15, 2024	BUY	$90.17 - $95.04 $224,793 - $236,934	2,493 Added 7.74%	34,692 $3.28 Million
Q1 2024 Apr 19, 2024	BUY	$86.61 - $94.89 $452,537 - $495,800	5,225 Added 19.37%	32,199 $3.06 Million
Q4 2023 Jan 29, 2024	BUY	$74.98 - $87.87 $2.02 Million - $2.37 Million	26,974 New	26,974 $2.36 Million

Others Institutions Holding EQWL

# of Institutions

134

Shares Held

5.45M

Call Options Held

Put Options Held

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker EQWL
Sector ETFs
Industry ETFs

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