Spire Wealth Management Invesco Exchange Traded Fd Tr Transaction History

Spire Wealth Management

$2.7 Billion
Q2 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

136

Shares Held

3.06M

Call Options Held

11.6K

Put Options Held

17.7K

About INVESCO EXCHANGE-TRADED FD TR

Ticker PBW
Sector ETFs
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