Ae Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History

Ae Wealth Management LLC

  • $13.5 Billion
  • Q3 2025

A detailed history of Ae Wealth Management LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Ae Wealth Management LLC holds 7,346 shares of PEY stock, worth $148,242. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,346
Previous 11,939 38.47%
Holding current value
$148,242
Previous $243,000 36.63%
% of portfolio
0.0%
Previous 0.0%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
SELL
$20.38 - $21.7 $93,605 - $99,668
-4,593 Reduced 38.47%
7,346 $154,000
Q2 2025

Aug 06, 2025
BUY
$18.68 - $21.54 $83,593 - $96,391
4,475 Added 59.95%
11,939 $243,000
Q1 2025

May 06, 2025
BUY
$20.82 - $22.08 $12,117 - $12,850
582 Added 8.46%
7,464 $160,000
Q4 2024

Feb 13, 2025
BUY
$21.1 - $23.08 $145,210 - $158,836
6,882 New
6,882 $146,000
Q4 2023

Feb 14, 2024
BUY
$18.0 - $21.28 $4,914 - $5,809
273 Added 2.65%
10,562 $223,000
Q3 2023

Oct 11, 2023
SELL
$19.01 - $20.79 $608 - $665
-32 Reduced 0.31%
10,289 $197,000
Q2 2023

Jul 10, 2023
BUY
$18.28 - $20.15 $188,667 - $207,968
10,321 New
10,321 $198,000
Q2 2022

Aug 03, 2022
BUY
$19.88 - $22.48 $11,192 - $12,656
563 Added 0.63%
89,328 $1.84 Million
Q1 2022

Apr 18, 2022
BUY
$20.59 - $22.09 $604,666 - $648,717
29,367 Added 49.44%
88,765 $1.94 Million
Q4 2021

Jan 20, 2022
BUY
$19.52 - $21.06 $2,459 - $2,653
126 Added 0.21%
59,398 $1.25 Million
Q3 2021

Nov 01, 2021
BUY
$19.38 - $20.78 $28,953 - $31,045
1,494 Added 2.59%
59,272 $1.17 Million
Q2 2021

Jul 21, 2021
BUY
$20.25 - $21.63 $54,472 - $58,184
2,690 Added 4.88%
57,778 $1.19 Million
Q1 2021

Apr 27, 2021
BUY
$17.22 - $20.45 $429,242 - $509,757
24,927 Added 82.65%
55,088 $1.12 Million
Q4 2020

Feb 01, 2021
BUY
$14.33 - $17.59 $81,824 - $100,438
5,710 Added 23.35%
30,161 $524,000
Q3 2020

Nov 06, 2020
BUY
$13.69 - $15.37 $28,201 - $31,662
2,060 Added 9.2%
24,451 $351,000
Q2 2020

Aug 05, 2020
BUY
$12.35 - $16.47 $276,528 - $368,779
22,391 New
22,391 $323,000

Others Institutions Holding PEY

# of Institutions
228
Shares Held
21.9M
Call Options Held
56.3K
Put Options Held
44.6K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

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