Ulland Investment Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Ulland Investment Advisors, LLC

$120 Million
Q1 2025

A detailed history of Ulland Investment Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Ulland Investment Advisors, LLC holds 10,227 shares of PSI stock, worth $428,920. This represents 0.41% of its overall portfolio holdings.

Number of Shares

10,227

Previous 18,551 44.87%

Holding current value

$428,920

Previous $1.07 Million 54.84%

% of portfolio

0.41%

Previous 0.68%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	SELL	$47.38 - $64.98 $394,391 - $540,893	-8,324 Reduced 44.87%	10,227 $485,000
Q4 2024 Jan 16, 2025	SELL	$53.26 - $60.98 $123,722 - $141,656	-2,323 Reduced 11.13%	18,551 $1.07 Million
Q3 2024 Oct 15, 2024	SELL	$49.13 - $66.72 $169,252 - $229,850	-3,445 Reduced 14.17%	20,874 $1.2 Million
Q2 2024 Jul 16, 2024	SELL	$50.1 - $64.84 $36,322 - $47,009	-725 Reduced 2.89%	24,319 $1.53 Million
Q1 2024 Apr 25, 2024	BUY	$45.91 - $58.22 $1.03 Million - $1.3 Million	22,339 Added 825.84%	25,044 $1.41 Million
Q4 2023 Jan 16, 2024	SELL	$37.92 - $50.06 $4,550 - $6,007	-120 Reduced 4.25%	2,705 $134,000
Q3 2023 Oct 23, 2023	BUY	$41.42 - $140.41 $78,490 - $266,076	1,895 Added 203.76%	2,825 $121,000
Q2 2023 Jul 20, 2023	SELL	$109.08 - $136.79 $3,272 - $4,103	-30 Reduced 3.13%	930 $127,000
Q4 2022 Jan 31, 2023	SELL	$28.55 - $111.55 $34,545 - $134,975	-1,210 Reduced 55.76%	960 $96,000
Q3 2022 Oct 12, 2022	SELL	$30.0 - $38.99 $477,300 - $620,330	-15,910 Reduced 88.0%	2,170 $195,000
Q2 2022 Jul 25, 2022	SELL	$32.26 - $42.95 $267,919 - $356,699	-8,305 Reduced 31.48%	18,080 $1.76 Million
Q1 2022 May 09, 2022	SELL	$38.61 - $51.98 $18,725 - $25,210	-485 Reduced 1.8%	26,385 $3.42 Million
Q4 2021 Feb 16, 2022	BUY	$40.99 - $51.81 $1.1 Million - $1.39 Million	26,870 New	26,870 $4.13 Million

Others Institutions Holding PSI

# of Institutions

143

Shares Held

3.86M

Call Options Held

3.8K

Put Options Held

800

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker PSI
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Ulland Investment Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History