Strategies Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Strategies Wealth Advisors, LLC

$916 Billion
Q2 2025

A detailed history of Strategies Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Strategies Wealth Advisors, LLC holds 23,454 shares of PFM stock, worth $1.19 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

23,454

Previous 23,439 0.06%

Holding current value

$1.19 Million

Previous $1.07 Billion 5.29%

% of portfolio

0.12%

Previous 0.13%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$41.05 - $48.17 $615 - $722	15 Added 0.06%	23,454 $1.13 Billion
Q1 2025 May 14, 2025	BUY	$44.92 - $48.18 $673 - $722	15 Added 0.06%	23,439 $1.07 Billion
Q4 2024 Feb 13, 2025	BUY	$45.72 - $48.2 $640 - $674	14 Added 0.06%	23,424 $1.12 Billion
Q3 2024 Oct 07, 2024	BUY	$42.65 - $46.55 $597 - $651	14 Added 0.06%	23,410 $1.09 Billion
Q2 2024 Jul 29, 2024	BUY	$40.49 - $43.23 $647 - $691	16 Added 0.07%	23,396 $998 Million
Q1 2024 Apr 22, 2024	BUY	$39.51 - $42.57 $632 - $681	16 Added 0.07%	23,380 $995 Million
Q4 2023 Jan 22, 2024	SELL	$35.25 - $39.92 $18,753 - $21,237	-532 Reduced 2.23%	23,364 $932 Million
Q3 2023 Oct 10, 2023	SELL	$36.49 - $39.21 $9,888 - $10,625	-271 Reduced 1.12%	23,896 $873 Million
Q2 2023 Jul 12, 2023	SELL	$36.1 - $38.23 $6,461 - $6,843	-179 Reduced 0.74%	24,167 $924 Million
Q1 2023 Jun 27, 2023	BUY	$35.15 - $37.76 $667 - $717	19 Added 0.08%	24,346 $891 Million
Q4 2022 Jun 27, 2023	BUY	$32.48 - $38.02 $7,665 - $8,972	236 Added 0.98%	24,327 $888 Million
Q2 2022 Jun 27, 2023	BUY	$33.37 - $39.02 $4,104 - $4,799	123 Added 0.51%	24,091 $831 Million
Q1 2022 Jun 27, 2023	BUY	$36.5 - $39.94 $4,124 - $4,513	113 Added 0.47%	23,968 $922 Million
Q4 2021 Jun 26, 2023	BUY	$36.17 - $39.8 $862,835 - $949,428	23,855 New	23,855 $948 Million

Others Institutions Holding PFM

# of Institutions

143

Shares Held

9.11M

Call Options Held

Put Options Held

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About INVESCO EXCHANGE-TRADED FD TR

Ticker PFM
Sector ETFs
Industry ETFs

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Strategies Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History