Optima Capital LLC Invesco Exchange Traded Fd Tr Transaction History

Optima Capital LLC

$231 Billion
Q4 2025

A detailed history of Optima Capital LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Optima Capital LLC holds 60 shares of PBW stock, worth $1,831. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$1,831

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 23, 2026	BUY	$30.18 - $35.92 $1,810 - $2,155	60 New	60 $1.83 Million

Others Institutions Holding PBW

# of Institutions

164

Shares Held

5.19M

Call Options Held

16K

Put Options Held

15K

Morgan Stanley New York, NY

959K
Shares

$29.3 Million
0.0% of portfolio
High Tower Advisors, LLC Chicago, IL

812K
Shares

$24.8 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

535K
Shares

$16.3 Million
0.0% of portfolio
Goldman Sachs Group Inc New York, NY

264K
Shares

$8.05 Million
0.0% of portfolio
Allianz Se Munich, 2M

214K
Shares

$6.53 Million
0.14% of portfolio

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About INVESCO EXCHANGE-TRADED FD TR

Ticker PBW
Sector ETFs
Industry ETFs

More about PBW

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