Sowell Financial Services LLC Invesco Exchange Traded Fd Tr Transaction History

Sowell Financial Services LLC

$2.1 Billion
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 24, 2024	BUY	$78.19 - $92.18 $788,233 - $929,266	10,081 New	10,081 $929,000
Q1 2023 May 12, 2023	BUY	$76.43 - $82.25 $394,837 - $424,903	5,166 New	5,166 $416,000
Q2 2021 Aug 05, 2021	SELL	$72.89 - $77.5 $217,868 - $231,647	-2,989 Closed	0 $0
Q1 2021 May 07, 2021	BUY	$64.6 - $72.81 $64 - $72	1 Added 0.03%	2,989 $225,000
Q4 2020 Jan 13, 2021	SELL	$53.19 - $67.87 $22,871 - $29,184	-430 Reduced 12.58%	2,988 $203,000
Q3 2020 Nov 12, 2020	BUY	$52.31 - $59.6 $104 - $119	2 Added 0.06%	3,418 $190,000
Q2 2020 Aug 13, 2020	BUY	$47.22 - $64.14 $661 - $897	14 Added 0.41%	3,416 $189,000
Q1 2020 May 12, 2020	BUY	$41.14 - $73.86 $5,553 - $9,971	135 Added 4.13%	3,402 $170,000
Q4 2019 Feb 07, 2020	SELL	$65.31 - $70.09 $79,155 - $84,949	-1,212 Reduced 27.06%	3,267 $223,000
Q3 2019 Nov 14, 2019	BUY	$63.52 - $69.48 $284,506 - $311,200	4,479 New	4,479 $303,000
Q4 2018 Mar 05, 2019	SELL	$46.46 - $61.91 $3.16 Million - $4.2 Million	-67,913 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	$55.19 - $61.72 $3.75 Million - $4.19 Million	67,913 New	67,913 $5.66 Million

Others Institutions Holding PPA

# of Institutions

367

Shares Held

17.3M

Call Options Held

9.3K

Put Options Held

800

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