Summit Financial, LLC Invesco Exchange Traded Fd Tr Transaction History

Summit Financial, LLC

$3.54 Billion
Q1 2025

A detailed history of Summit Financial, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Summit Financial, LLC holds 16,851 shares of PEJ stock, worth $809,016. This represents 0.02% of its overall portfolio holdings.

Number of Shares

16,851

Holding current value

$809,016

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 14, 2025	BUY	$46.78 - $57.72 $788,289 - $972,639	16,851 New	16,851 $819,000

Others Institutions Holding PEJ

# of Institutions

107

Shares Held

3.58M

Call Options Held

Put Options Held

High Tower Advisors, LLC Chicago, IL

570K
Shares

$27.3 Million
0.04% of portfolio
Morgan Stanley New York, NY

460K
Shares

$22.1 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

280K
Shares

$13.4 Million
0.0% of portfolio
Jpmorgan Chase & CO New York, NY

260K
Shares

$12.5 Million
0.0% of portfolio
Kingsview Wealth Management, LLC Grants Pass, OR

226K
Shares

$10.9 Million
0.23% of portfolio

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker PEJ
Sector ETFs
Industry ETFs

More about PEJ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial, LLC with notifications on news.

Account

Summit Financial, LLC Invesco Exchange Traded Fd Tr Transaction History