Ae Wealth Management LLC Invesco ETF Tr Ii Fundamental Transaction History

Ae Wealth Management LLC

  • $14.9 Billion
  • Q4 2025

A detailed history of Ae Wealth Management LLC transactions in Invesco ETF Tr Ii Fundamental stock. As of the latest transaction made, Ae Wealth Management LLC holds 74 shares of PFIG stock, worth $1,788. This represents 0.0% of its overall portfolio holdings.

Number of Shares
74
Previous 66 12.12%
Holding current value
$1,788
Previous $1,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 26, 2026
BUY
$24.17 - $24.45 $193 - $195
8 Added 12.12%
74 $1,000
Q2 2025

Aug 06, 2025
SELL
$23.47 - $24.07 $727 - $746
-31 Reduced 31.96%
66 $1,000
Q4 2024

Feb 13, 2025
BUY
$23.43 - $24.2 $2,272 - $2,347
97 New
97 $2,000
Q2 2020

Aug 05, 2020
SELL
$25.09 - $27.19 $491,789 - $532,951
-19,601 Closed
0 $0
Q1 2020

May 07, 2020
BUY
$23.03 - $26.98 $73,557 - $86,174
3,194 Added 19.47%
19,601 $498,000
Q4 2019

Jan 15, 2020
BUY
$26.08 - $26.39 $110,474 - $111,788
4,236 Added 34.8%
16,407 $431,000
Q3 2019

Nov 05, 2019
BUY
$25.82 - $26.38 $44,023 - $44,977
1,705 Added 16.29%
12,171 $319,000
Q2 2019

Jul 22, 2019
BUY
$25.27 - $25.96 $264,475 - $271,697
10,466 New
10,466 $271,000

Others Institutions Holding PFIG

# of Institutions
33
Shares Held
1.4M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO ETF TR II FUNDAMENTAL

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