Transamerica Financial Advisors, Inc. Invesco Exchange Traded Fd Tr Transaction History

Transamerica Financial Advisors, Inc.

$871 Million
Q2 2025

A detailed history of Transamerica Financial Advisors, Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Transamerica Financial Advisors, Inc. holds 330,002 shares of PUI stock, worth $14.6 Million. This represents 1.58% of its overall portfolio holdings.

Number of Shares

330,002

Previous 264 124900.76%

Holding current value

$14.6 Million

Previous $11,000 125381.82%

% of portfolio

1.58%

Previous 0.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$37.97 - $42.42 $12.5 Million - $14 Million	329,738 Added 124900.76%	330,002 $13.8 Million
Q1 2024 May 15, 2024	SELL	$30.24 - $33.67 $1,874 - $2,087	-62 Reduced 19.02%	264 $9,000
Q2 2023 Aug 14, 2023	SELL	$31.8 - $34.12 $4,420 - $4,742	-139 Reduced 29.89%	326 $11,000
Q1 2023 May 15, 2023	SELL	$31.19 - $34.9 $4,959 - $5,549	-159 Reduced 25.48%	465 $16,000
Q4 2022 Feb 14, 2023	SELL	$30.77 - $35.65 $12 Million - $13.9 Million	-390,425 Reduced 99.84%	624 $22,000
Q3 2022 Nov 14, 2022	SELL	$32.05 - $38.31 $447,802 - $535,267	-13,972 Reduced 3.45%	391,049 $12.5 Million
Q2 2022 Aug 15, 2022	BUY	$32.05 - $38.22 $13 Million - $15.5 Million	405,021 New	405,021 $0
Q3 2020 Nov 12, 2020	SELL	$28.43 - $31.93 $7,505 - $8,429	-264 Closed	0 $0
Q2 2020 Aug 13, 2020	BUY	$27.15 - $32.9 $7,167 - $8,685	264 New	264 $8,000
Q4 2019 Feb 05, 2020	SELL	$32.82 - $35.0 $159,603 - $170,205	-4,863 Closed	0 $0
Q3 2019 Nov 12, 2019	BUY	$33.7 - $35.16 $161,827 - $168,838	4,802 Added 7872.13%	4,863 $171,000
Q2 2019 Aug 21, 2019	SELL	N/A	-5,716 Reduced 98.94%	61 $2,000
Q1 2019 May 14, 2019	BUY	N/A	5,715 Added 9217.74%	5,777 $187,000
Q3 2018 Nov 13, 2018	SELL	N/A	-30 Reduced 32.61%	62 $2,000
Q2 2018 Jul 25, 2018	BUY	N/A	92 New	92 $3,000

Others Institutions Holding PUI

# of Institutions

Shares Held

903K

Call Options Held

Put Options Held

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About INVESCO EXCHANGE-TRADED FD TR

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Transamerica Financial Advisors, Inc. Invesco Exchange Traded Fd Tr Transaction History