Spire Wealth Management Invesco Exchange Traded Fd Tr Transaction History

Spire Wealth Management

$2.74 Billion
Q3 2025

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 24, 2025	BUY	$19.01 - $21.64 $2,376 - $2,705	125 New	125 $2,000
Q3 2023 Nov 08, 2023	SELL	$31.15 - $43.7 $1,495 - $2,097	-48 Reduced 50.0%	48 $1,000
Q1 2023 May 09, 2023	SELL	$36.3 - $48.21 $6,425 - $8,533	-177 Reduced 64.84%	96 $3,000
Q4 2022 Feb 03, 2023	SELL	$36.32 - $52.3 $1,888 - $2,719	-52 Reduced 16.0%	273 $10,000
Q3 2022 Nov 07, 2022	SELL	$45.37 - $64.82 $13,066 - $18,668	-288 Reduced 46.98%	325 $16,000
Q2 2022 Jul 22, 2022	BUY	$42.19 - $68.38 $126 - $205	3 Added 0.49%	613 $28,000
Q1 2022 Apr 18, 2022	BUY	$50.93 - $72.96 $5,143 - $7,368	101 Added 19.84%	610 $40,000
Q4 2021 Jan 14, 2022	SELL	$68.87 - $95.56 $17,492 - $24,272	-254 Reduced 33.29%	509 $36,000
Q3 2021 Oct 22, 2021	BUY	$73.5 - $92.23 $24,696 - $30,989	336 Added 78.69%	763 $59,000
Q2 2021 Jul 26, 2021	SELL	$71.8 - $99.25 $9,908 - $13,696	-138 Reduced 24.42%	427 $64,000
Q1 2021 May 21, 2021	BUY	$89.06 - $136.0 $50,318 - $76,840	565 New	565 $56,000

Others Institutions Holding PBW

# of Institutions

144

Shares Held

3.2M

Call Options Held

11.6K

Put Options Held

17.7K

About INVESCO EXCHANGE-TRADED FD TR

Ticker PBW
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Spire Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Spire Wealth Management with notifications on news.