Soa Wealth Advisors, Llc. Invesco Exchange Traded Fd Tr Transaction History

Soa Wealth Advisors, Llc.

$960 Million
Q3 2025

A detailed history of Soa Wealth Advisors, Llc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 225 shares of PBW stock, worth $6,867. This represents 0.0% of its overall portfolio holdings.

Number of Shares

225

Previous 368 38.86%

Holding current value

$6,867

Previous $7,000 14.29%

% of portfolio

0.0%

Previous 0.0%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	SELL	$20.09 - $29.42 $2,872 - $4,207	-143 Reduced 38.86%	225 $6,000
Q2 2025 Jul 18, 2025	BUY	$13.42 - $20.22 $13 - $20	1 Added 0.27%	368 $7,000
Q4 2024 Jan 28, 2025	SELL	$19.01 - $21.64 $2,642 - $3,007	-139 Reduced 27.47%	367 $7,000
Q3 2024 Oct 08, 2024	BUY	$17.77 - $23.99 $35 - $47	2 Added 0.4%	506 $10,000
Q2 2024 Jul 17, 2024	SELL	$19.21 - $23.08 $1,383 - $1,661	-72 Reduced 12.5%	504 $10,000

Q1 2024 Apr 10, 2024	BUY	$21.3 - $28.9 $85 - $115	4 Added 0.7%	576 $13,000
Q4 2023 Jan 10, 2024	BUY	$24.57 - $30.79 $98 - $123	4 Added 0.7%	572 $16,000
Q3 2023 Oct 10, 2023	BUY	$31.15 - $43.7 $93 - $131	3 Added 0.53%	568 $17,000
Q2 2023 Jul 07, 2023	BUY	$34.03 - $40.86 $136 - $163	4 Added 0.71%	565 $22,000
Q1 2023 Apr 28, 2023	BUY	$36.3 - $48.21 $254 - $337	7 Added 1.26%	561 $22,000
Q4 2022 Jan 10, 2023	BUY	$36.32 - $52.3 $326 - $470	9 Added 1.65%	554 $0
Q3 2022 Oct 07, 2022	BUY	$45.37 - $64.82 $362 - $518	8 Added 1.49%	545 $26,000
Q2 2022 Jul 13, 2022	BUY	$42.19 - $68.38 $126 - $205	3 Added 0.56%	537 $24,000
Q1 2022 Apr 07, 2022	BUY	$50.93 - $72.96 $203 - $291	4 Added 0.75%	534 $34,000
Q4 2021 Jan 13, 2022	SELL	$68.87 - $95.56 $7,024 - $9,747	-102 Reduced 16.14%	530 $38,000
Q3 2021 Oct 12, 2021	SELL	$73.5 - $92.23 $23,814 - $29,882	-324 Reduced 33.89%	632 $48,000
Q2 2021 Jul 14, 2021	BUY	$71.8 - $99.25 $5,456 - $7,543	76 Added 8.64%	956 $89,000
Q1 2021 Apr 26, 2021	BUY	$89.06 - $136.0 $801 - $1,224	9 Added 1.03%	880 $86,000
Q4 2020 Mar 10, 2021	BUY	$62.45 - $108.63 $54,393 - $94,616	871 New	871 $116,000

Others Institutions Holding PBW

# of Institutions

157

Shares Held

5.16M

Call Options Held

16K

Put Options Held

15K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker PBW
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Soa Wealth Advisors, Llc. Invesco Exchange Traded Fd Tr Transaction History