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

Pcg Wealth Advisors, LLC

$194 Million
Q2 2025

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 05, 2025	SELL	$26.71 - $32.52 $151,846 - $184,876	-5,685 Reduced 28.63%	14,169 $414,000
Q4 2024 Jan 21, 2025	SELL	$28.09 - $32.7 $347,866 - $404,956	-12,384 Reduced 38.41%	19,854 $587,000
Q3 2024 Oct 15, 2024	SELL	$28.95 - $33.76 $69,190 - $80,686	-2,390 Reduced 6.9%	32,238 $955,000
Q2 2024 Jul 15, 2024	BUY	$32.21 - $37.35 $539,742 - $625,873	16,757 Added 93.77%	34,628 $1.15 Million
Q1 2024 Apr 19, 2024	SELL	$29.06 - $35.8 $14,471 - $17,828	-498 Reduced 2.71%	17,871 $639,000
Q4 2023 Jan 29, 2024	SELL	$29.26 - $33.79 $29,435 - $33,992	-1,006 Reduced 5.19%	18,369 $567,000
Q3 2023 Oct 19, 2023	BUY	$27.07 - $33.81 $378 - $473	14 Added 0.07%	19,375 $629,000
Q2 2023 Jul 20, 2023	SELL	$24.26 - $28.42 $39,204 - $45,926	-1,616 Reduced 7.7%	19,361 $538,000
Q1 2023 May 08, 2023	BUY	$24.81 - $31.79 $4,540 - $5,817	183 Added 0.88%	20,977 $566,000
Q4 2022 Feb 13, 2023	BUY	$28.3 - $35.28 $588,470 - $733,612	20,794 New	20,794 $615,000

Others Institutions Holding PXE

# of Institutions

49

Shares Held

789K

Call Options Held

0

Put Options Held

0

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