Sugarloaf Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Sugarloaf Wealth Management, LLC

$460 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 15, 2020	SELL	$48.04 - $66.49 $4,804 - $6,648	-100 Closed	0 $0
Q4 2019 Jan 29, 2020	BUY	$55.19 - $65.7 $5,519 - $6,570	100 New	100 $6,000

Others Institutions Holding PJP

# of Institutions

97

Shares Held

793K

Call Options Held

0

Put Options Held

0

Peak Asset Management, LLC Louisville, CO

137K
Shares

$11.8 Million
2.25% of portfolio
Morgan Stanley New York, NY

66.7K
Shares

$5.74 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

52.5K
Shares

$4.52 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

43.7K
Shares

$3.76 Million
0.0% of portfolio
Dumont & Blake Investment Advisors LLC

39.5K
Shares

$3.4 Million
0.48% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker PJP
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