Wealthspire Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Wealthspire Advisors, LLC

  • $17.6 Billion
  • Q2 2025

A detailed history of Wealthspire Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 10,295 shares of PBW stock, worth $240,594. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,295
Previous 13,437 23.38%
Holding current value
$240,594
Previous $211,000 2.84%
% of portfolio
0.0%
Previous 0.0%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
SELL
$13.42 - $20.22 $42,165 - $63,531
-3,142 Reduced 23.38%
10,295 $205,000
Q1 2025

May 09, 2025
SELL
$15.74 - $22.48 $122,897 - $175,523
-7,808 Reduced 36.75%
13,437 $211,000
Q4 2024

Feb 03, 2025
SELL
$19.01 - $21.64 $6,615 - $7,530
-348 Reduced 1.61%
21,245 $425,000
Q3 2024

Nov 13, 2024
SELL
$17.77 - $23.99 $158,863 - $214,470
-8,940 Reduced 29.28%
21,593 $432,000
Q2 2024

Aug 08, 2024
BUY
$19.21 - $23.08 $125,594 - $150,897
6,538 Added 27.25%
30,533 $615,000
Q1 2024

May 06, 2024
SELL
$21.3 - $28.9 $752,869 - $1.02 Million
-35,346 Reduced 59.56%
23,995 $553,000
Q4 2023

Feb 06, 2024
BUY
$24.57 - $30.79 $889,802 - $1.12 Million
36,215 Added 156.6%
59,341 $1.76 Million
Q3 2023

Nov 06, 2023
SELL
$31.15 - $43.7 $9,345 - $13,110
-300 Reduced 1.28%
23,126 $726,000
Q2 2023

Jul 31, 2023
SELL
$34.03 - $40.86 $15,279 - $18,346
-449 Reduced 1.88%
23,426 $939,000
Q1 2023

May 09, 2023
BUY
$36.3 - $48.21 $105,415 - $140,001
2,904 Added 13.85%
23,875 $964,000
Q4 2022

Feb 13, 2023
SELL
$36.32 - $52.3 $916,644 - $1.32 Million
-25,238 Reduced 54.62%
20,971 $803,000
Q3 2022

Nov 14, 2022
BUY
$45.37 - $64.82 $257,247 - $367,529
5,670 Added 13.99%
46,209 $2.23 Million
Q2 2022

Aug 09, 2022
BUY
$42.19 - $68.38 $408,103 - $661,439
9,673 Added 31.34%
40,539 $1.85 Million
Q1 2022

May 09, 2022
BUY
$50.93 - $72.96 $8,607 - $12,330
169 Added 0.55%
30,866 $2.01 Million
Q4 2021

Feb 14, 2022
SELL
$68.87 - $95.56 $1.79 Million - $2.48 Million
-25,976 Reduced 45.83%
30,697 $2.19 Million
Q3 2021

Nov 15, 2021
SELL
$73.5 - $92.23 $452,392 - $567,675
-6,155 Reduced 9.8%
56,673 $4.38 Million
Q2 2021

Aug 13, 2021
BUY
$71.8 - $99.25 $2.17 Million - $3 Million
30,272 Added 92.98%
62,828 $5.86 Million
Q1 2021

May 17, 2021
BUY
$89.06 - $136.0 $1.98 Million - $3.03 Million
22,249 Added 215.86%
32,556 $3.2 Million
Q4 2020

Feb 16, 2021
BUY
$62.45 - $108.63 $643,672 - $1.12 Million
10,307 New
10,307 $1.07 Million

Others Institutions Holding PBW

# of Institutions
136
Shares Held
3.15M
Call Options Held
1.2K
Put Options Held
12.5K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

PBW Quotes by TradingView
  • Ticker PBW
  • Sector ETFs
  • Industry ETFs
More about PBW
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