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 244 shares of PYZ stock, worth $24,278. This represents 0.0% of its overall portfolio holdings.

Number of Shares

244

Previous 781 68.76%

Holding current value

$24,278

Previous $67,000 67.16%

% of portfolio

0.0%

Previous 0.01%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$72.53 - $93.16 $38,948 - $50,026	-537 Reduced 68.76%	244 $22,000
Q1 2025 May 14, 2025	SELL	$84.63 - $93.15 $8,547 - $9,408	-101 Reduced 11.45%	781 $67,000
Q4 2024 Feb 12, 2025	SELL	$86.43 - $99.56 $518 - $597	-6 Reduced 0.68%	882 $77,000
Q3 2024 Nov 13, 2024	SELL	$84.84 - $96.31 $43,353 - $49,214	-511 Reduced 36.53%	888 $86,000
Q1 2024 May 15, 2024	SELL	$79.94 - $92.9 $65,151 - $75,713	-815 Reduced 36.81%	1,399 $130,000
Q4 2023 Feb 12, 2024	SELL	$72.45 - $87.15 $10.8 Million - $13 Million	-148,982 Reduced 98.54%	2,214 $190,000
Q3 2023 Nov 14, 2023	SELL	$77.36 - $89.78 $190,382 - $220,948	-2,461 Reduced 1.6%	151,196 $11.9 Million
Q2 2023 Aug 14, 2023	SELL	$76.44 - $85.74 $219,153 - $245,816	-2,867 Reduced 1.83%	153,657 $13.2 Million
Q1 2023 May 15, 2023	BUY	$78.66 - $92.96 $200,111 - $236,490	2,544 Added 1.65%	156,524 $13.3 Million
Q4 2022 Feb 14, 2023	BUY	$72.37 - $86.64 $11.1 Million - $13.3 Million	153,976 Added 3849400.0%	153,980 $12.2 Million
Q3 2022 Nov 14, 2022	SELL	$69.0 - $87.76 $11.5 Million - $14.6 Million	-166,717 Reduced 100.0%	4 $1,000
Q2 2022 Aug 15, 2022	BUY	$71.91 - $103.73 $11.9 Million - $17.2 Million	166,096 Added 26575.36%	166,721 $0
Q1 2022 May 12, 2022	BUY	$83.84 - $100.85 $52,400 - $63,031	625 New	625 $62,000
Q4 2021 Feb 14, 2022	SELL	$85.2 - $96.56 $81,792 - $92,697	-960 Closed	0 $0
Q3 2021 Nov 15, 2021	SELL	$80.03 - $93.64 $25,769 - $30,152	-322 Reduced 25.12%	960 $82,000
Q2 2021 Aug 10, 2021	SELL	$81.02 - $95.07 $10,046 - $11,788	-124 Reduced 8.82%	1,282 $113,000
Q1 2021 May 17, 2021	BUY	$69.7 - $85.21 $8,642 - $10,566	124 Added 9.67%	1,406 $117,000
Q4 2020 Feb 16, 2021	BUY	$55.21 - $71.56 $70,779 - $91,739	1,282 New	1,282 $92,000
Q3 2019 Nov 12, 2019	SELL	$57.15 - $60.16 $1,257 - $1,323	-22 Closed	0 $0
Q2 2019 Aug 21, 2019	BUY	N/A	22 New	22 $2,000
Q1 2019 May 14, 2019	SELL	N/A	-22 Closed	0 $0
Q2 2018 Jul 25, 2018	BUY	N/A	22 New	22 $2,000

Others Institutions Holding PYZ

# of Institutions

Shares Held

210K

Call Options Held

Put Options Held

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