Pensionmark Financial Group, LLC Invesco Ex Traded Self Indx Fd Transaction History

Pensionmark Financial Group, LLC

$4.23 Billion
Q2 2025

A detailed history of Pensionmark Financial Group, LLC transactions in Invesco Ex Traded Self Indx Fd stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 67,919 shares of IUS stock, worth $3.55 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

67,919

Previous 108,119 37.18%

Holding current value

$3.55 Million

Previous $5.34 Million 34.46%

% of portfolio

0.08%

Previous 0.14%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	SELL	$43.78 - $51.5 $1.76 Million - $2.07 Million	-40,200 Reduced 37.18%	67,919 $3.5 Million
Q1 2025 Apr 29, 2025	BUY	$48.25 - $52.09 $2.04 Million - $2.21 Million	42,358 Added 64.41%	108,119 $5.34 Million
Q4 2024 Feb 12, 2025	BUY	$49.39 - $52.31 $272,731 - $288,855	5,522 Added 9.17%	65,761 $3.27 Million
Q3 2024 Nov 25, 2024	SELL	$46.07 - $50.3 $137 Million - $149 Million	-2,969,783 Reduced 98.01%	60,239 $3.03 Million
Q3 2024 Nov 14, 2024	BUY	$46.07 - $50.3 $140 Million - $152 Million	3,030,022 New	3,030,022 $152 Million

Others Institutions Holding IUS

# of Institutions

102

Shares Held

8.19M

Call Options Held

Put Options Held

View Full List

About INVESCO EX-TRADED SELF INDX FD

Ticker IUS
Sector ETFs
Industry ETFs

More about IUS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Pensionmark Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pensionmark Financial Group, LLC with notifications on news.

Account

Pensionmark Financial Group, LLC Invesco Ex Traded Self Indx Fd Transaction History