Successful Portfolios LLC Invesco ETF Tr Ii Natl Amt Fre Transaction History

Successful Portfolios LLC

$149 Million
Q4 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 10, 2023	SELL	$22.11 - $23.83 $4,422 - $4,766	-200 Reduced 1.72%	11,450 $253,000
Q2 2023 Jul 20, 2023	SELL	$23.03 - $24.11 $225,463 - $236,036	-9,790 Reduced 45.66%	11,650 $274,000
Q4 2022 Jan 27, 2023	BUY	$21.69 - $23.55 $140,985 - $153,075	6,500 Added 43.51%	21,440 $0
Q2 2022 Jul 22, 2022	SELL	$22.84 - $24.92 $1,142 - $1,246	-50 Reduced 0.33%	14,940 $350,000
Q2 2021 Jul 23, 2021	SELL	$26.8 - $27.43 $1,608 - $1,645	-60 Reduced 0.4%	14,990 $409,000
Q1 2019 Apr 22, 2019	SELL	$24.89 - $25.69 $12,445 - $12,845	-500 Reduced 3.22%	15,050 $386,000
Q4 2018 Jan 14, 2019	SELL	$24.38 - $24.99 $12,190 - $12,495	-500 Reduced 3.12%	15,550 $388,000
Q3 2018 Oct 15, 2018	SELL	$24.7 - $25.31 $9,880 - $10,124	-400 Reduced 2.43%	16,050 $398,000
Q2 2018 Jul 24, 2018	BUY	$24.86 - $25.29 $408,947 - $416,020	16,450 New	16,450 $413,000

Others Institutions Holding PZA

# of Institutions

236

Shares Held

82.6M

Call Options Held

4.7K

Put Options Held

35K

About INVESCO ETF TR II NATL AMT-FRE

Ticker PZA
Sector ETFs
Industry ETFs

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