Pinnacle Family Advisors, LLC Invesco 1 30 Laddered Treasury Transaction History

Pinnacle Family Advisors, LLC

$162 Million
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 15, 2022	SELL	$30.03 - $33.75 $319,879 - $359,505	-10,652 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$33.24 - $36.07 $354,072 - $384,217	10,652 New	10,652 $360,000
Q4 2020 Feb 16, 2021	SELL	$38.11 - $39.3 $520,163 - $536,405	-13,649 Closed	0 $0
Q3 2020 Nov 16, 2020	BUY	$38.97 - $40.37 $111,726 - $115,740	2,867 Added 26.59%	13,649 $536,000
Q2 2020 Aug 12, 2020	BUY	$38.21 - $40.26 $411,980 - $434,083	10,782 New	10,782 $424,000
Q1 2020 May 13, 2020	SELL	$34.68 - $40.27 $775,271 - $900,235	-22,355 Closed	0 $0
Q4 2019 Feb 14, 2020	SELL	$34.39 - $36.12 $48,146 - $50,568	-1,400 Reduced 5.89%	22,355 $772,000
Q3 2019 Nov 14, 2019	BUY	$33.71 - $36.39 $800,781 - $864,444	23,755 New	23,755 $845,000

Others Institutions Holding PLW

# of Institutions

74

Shares Held

20.6M

Call Options Held

0

Put Options Held

0

About INVESCO 1-30 LADDERED TREASURY

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