Prism Advisors, Inc. Invesco Exchange Traded Fd Tr Transaction History

Prism Advisors, Inc.

  • $341 Million
  • Q2 2025

A detailed history of Prism Advisors, Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Prism Advisors, Inc. holds 10,638 shares of PBW stock, worth $337,330. This represents 0.06% of its overall portfolio holdings.

Number of Shares
10,638
Previous 10,310 3.18%
Holding current value
$337,330
Previous $162,000 30.25%
% of portfolio
0.06%
Previous 0.05%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 08, 2025
BUY
$13.42 - $20.22 $4,401 - $6,632
328 Added 3.18%
10,638 $211,000
Q1 2025

May 01, 2025
SELL
$15.74 - $22.48 $582 - $831
-37 Reduced 0.36%
10,310 $162,000
Q4 2024

Jan 22, 2025
BUY
$19.01 - $21.64 $196,696 - $223,909
10,347 New
10,347 $207,000
Q1 2024

Apr 05, 2024
BUY
$21.3 - $28.9 $199,261 - $270,359
9,355 New
9,355 $215,000
Q3 2023

Nov 09, 2023
BUY
$31.15 - $43.7 $62,300 - $87,400
2,000 Added 38.59%
7,183 $225,000
Q2 2023

Aug 10, 2023
BUY
$34.03 - $40.86 $176,377 - $211,777
5,183 New
5,183 $207,000
Q3 2022

Oct 12, 2022
BUY
$45.37 - $64.82 $191,325 - $273,345
4,217 New
4,217 $203,000
Q2 2022

Jul 11, 2022
SELL
$42.19 - $68.38 $132,982 - $215,533
-3,152 Closed
0 $0
Q3 2021

Oct 26, 2021
BUY
$73.5 - $92.23 $37,485 - $47,037
510 Added 19.3%
3,152 $243,000
Q1 2021

Apr 15, 2021
SELL
$89.06 - $136.0 $159,951 - $244,256
-1,796 Reduced 40.47%
2,642 $260,000
Q4 2020

Feb 11, 2021
SELL
$62.45 - $108.63 $85,369 - $148,497
-1,367 Reduced 23.55%
4,438 $459,000
Q2 2020

Jul 20, 2020
BUY
$24.62 - $40.63 $142,919 - $235,857
5,805 New
5,805 $236,000
Q1 2020

Apr 14, 2020
SELL
$22.87 - $44.75 $149,546 - $292,620
-6,539 Closed
0 $0
Q4 2019

Jan 23, 2020
BUY
$28.2 - $34.23 $184,399 - $223,829
6,539 New
6,539 $224,000

Others Institutions Holding PBW

# of Institutions
136
Shares Held
3.06M
Call Options Held
11.6K
Put Options Held
17.7K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

PBW Quotes by TradingView
  • Ticker PBW
  • Sector ETFs
  • Industry ETFs
More about PBW
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