Precedent Wealth Partners, LLC Invesco Exchange Traded Fd Tr Transaction History

Precedent Wealth Partners, LLC

$477 Billion
Q4 2025

A detailed history of Precedent Wealth Partners, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 21,781 shares of PEY stock, worth $439,540. This represents 0.09% of its overall portfolio holdings.

Number of Shares

21,781

Previous 23,963 9.11%

Holding current value

$439,540

Previous $505 Million 12.05%

% of portfolio

0.09%

Previous 0.11%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 07, 2026	SELL	$20.16 - $21.33 $43,989 - $46,542	-2,182 Reduced 9.11%	21,781 $444 Million
Q2 2025 Jul 21, 2025	SELL	$18.68 - $21.54 $232,397 - $267,979	-12,441 Reduced 34.17%	23,963 $489 Million
Q1 2025 Apr 17, 2025	SELL	$20.82 - $22.08 $28,294 - $30,006	-1,359 Reduced 3.6%	36,404 $782 Million
Q4 2024 Jan 21, 2025	BUY	$21.1 - $23.08 $15,719 - $17,194	745 Added 2.01%	37,763 $803 Million
Q3 2024 Oct 17, 2024	BUY	$19.4 - $21.93 $451,554 - $510,442	23,276 Added 169.38%	37,018 $812 Million

Q2 2024 Jul 23, 2024	BUY	$19.3 - $20.66 $265,220 - $283,909	13,742 New	13,742 $270 Million

Others Institutions Holding PEY

# of Institutions

227

Shares Held

21.7M

Call Options Held

56.3K

Put Options Held

44.6K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker PEY
Sector ETFs
Industry ETFs

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Precedent Wealth Partners, LLC Invesco Exchange Traded Fd Tr Transaction History