Beta Wealth Group, Inc. Invesco ETF Tr Ii Var Rate Pfd Transaction History

Beta Wealth Group, Inc.

$187 Million
Q3 2025

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 08, 2025	BUY	$23.32 - $24.45 $131,827 - $138,215	5,653 Added 6.47%	93,078 $2.28 Million
Q1 2025 May 08, 2025	BUY	$24.07 - $24.5 $916,946 - $933,327	38,095 Added 77.22%	87,425 $2.12 Million
Q4 2024 Jan 31, 2025	BUY	$24.19 - $24.63 $9,990 - $10,172	413 Added 0.84%	49,330 $1.19 Million
Q3 2024 Nov 01, 2024	BUY	$23.61 - $24.64 $116,255 - $121,327	4,924 Added 11.19%	48,917 $1.2 Million
Q2 2024 Aug 12, 2024	SELL	$23.41 - $24.08 $127,022 - $130,658	-5,426 Reduced 10.98%	43,993 $1.05 Million

Q1 2024 May 14, 2024	BUY	$22.99 - $23.82 $1.14 Million - $1.18 Million	49,419 New	49,419 $1.17 Million

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