Balboa Wealth Partners Invesco Exchange Traded Fd Tr Transaction History

Balboa Wealth Partners

  • $552 Million
  • Q3 2025

A detailed history of Balboa Wealth Partners transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Balboa Wealth Partners holds 4,169 shares of RWJ stock, worth $195,859. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,169
Holding current value
$195,859
% of portfolio
0.04%

Shares

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

Nov 06, 2025
BUY
$42.88 - $49.1 $178,766 - $204,697
4,169 New
4,169 $201,000
Q1 2023

May 11, 2023
SELL
$105.74 - $126.98 $425,920 - $511,475
-4,028 Reduced 69.01%
1,809 $202,000
Q4 2022

Feb 14, 2023
BUY
$33.08 - $116.46 $193,087 - $679,777
5,837 New
5,837 $633,000

Others Institutions Holding RWJ

# of Institutions
213
Shares Held
20.5M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED FD TR

RWJ Quotes by TradingView
  • Ticker RWJ
  • Sector ETFs
  • Industry ETFs
More about RWJ
Track This Portfolio

Track Balboa Wealth Partners Portfolio

Follow Balboa Wealth Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Balboa Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Balboa Wealth Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email