Prospera Financial Services Inc Invesco Exchange Traded Fd Tr Transaction History

Prospera Financial Services Inc

$3.5 Billion
Q2 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 27, 2022	SELL	$34.6 - $42.43 $11,556 - $14,171	-334 Reduced 0.71%	46,602 $1.62 Million
Q2 2022 Aug 08, 2022	SELL	$35.63 - $48.89 $52,518 - $72,063	-1,474 Reduced 3.04%	46,936 $1.7 Million
Q1 2022 May 04, 2022	BUY	$42.87 - $50.75 $11,960 - $14,159	279 Added 0.58%	48,410 $2.36 Million
Q4 2021 Feb 10, 2022	SELL	$44.18 - $53.27 $135,455 - $163,325	-3,066 Reduced 5.99%	48,131 $2.36 Million
Q3 2021 Nov 12, 2021	BUY	$47.19 - $52.38 $163,702 - $181,706	3,469 Added 7.27%	51,197 $2.58 Million
Q2 2021 Aug 12, 2021	BUY	$42.16 - $53.93 $27,108 - $34,676	643 Added 1.37%	47,728 $2.5 Million
Q1 2021 May 06, 2021	BUY	$38.89 - $54.78 $1.83 Million - $2.58 Million	47,085 New	47,085 $2.16 Million
Q4 2020 Feb 12, 2021	SELL	$30.0 - $40.03 $16,470 - $21,976	-549 Closed	0 $0
Q3 2020 Nov 04, 2020	BUY	$29.11 - $34.05 $15,981 - $18,693	549 New	549 $18,000

Others Institutions Holding PEJ

# of Institutions

115

Shares Held

2.1M

Call Options Held

4.1K

Put Options Held

100

Prudential PLC London, England, X0

251K
Shares

$12 Million
0.08% of portfolio
Bank Of America Corp Charlotte, NC

210K
Shares

$10 Million
0.0% of portfolio
Goldman Sachs Group Inc New York, NY

184K
Shares

$8.8 Million
0.0% of portfolio
Morgan Stanley New York, NY

151K
Shares

$7.21 Million
0.0% of portfolio
Kingsview Wealth Management, LLC Grants Pass, OR

136K
Shares

$6.51 Million
0.16% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker PEJ
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