Capital Advisory Group Advisory Services, LLC Invesco Exchange Traded Fd Tr Transaction History

Capital Advisory Group Advisory Services, LLC

  • $330 Million
  • Q4 2025

A detailed history of Capital Advisory Group Advisory Services, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Capital Advisory Group Advisory Services, LLC holds 53,169 shares of PFM stock, worth $2.7 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares
53,169
Previous 53,626 0.85%
Holding current value
$2.7 Million
Previous $2.72 Million 0.59%
% of portfolio
0.82%
Previous 0.86%

Shares

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

Jan 21, 2026
SELL
$49.99 - $51.56 $22,845 - $23,562
-457 Reduced 0.85%
53,169 $2.7 Million
Q3 2025

Oct 29, 2025
SELL
$48.04 - $50.89 $32,042 - $33,943
-667 Reduced 1.23%
53,626 $2.72 Million
Q2 2025

Jul 10, 2025
SELL
$41.05 - $48.17 $37,807 - $44,364
-921 Reduced 1.67%
54,293 $2.62 Million
Q1 2025

Apr 15, 2025
SELL
$44.92 - $48.18 $50,849 - $54,539
-1,132 Reduced 2.01%
55,214 $2.5 Million
Q4 2024

Feb 03, 2025
BUY
$45.72 - $48.2 $168,798 - $177,954
3,692 Added 7.01%
56,346 $2.58 Million
Q3 2024

Oct 15, 2024
BUY
$42.65 - $46.55 $141,427 - $154,359
3,316 Added 6.72%
52,654 $2.45 Million
Q2 2024

Jul 22, 2024
BUY
$40.49 - $43.23 $48,385 - $51,659
1,195 Added 2.48%
49,338 $2.11 Million
Q1 2024

Apr 18, 2024
BUY
$39.51 - $42.57 $30,975 - $33,374
784 Added 1.66%
48,143 $2.05 Million
Q4 2023

Jan 09, 2024
SELL
$35.25 - $39.92 $70,429 - $79,760
-1,998 Reduced 4.05%
47,359 $1.89 Million
Q3 2023

Oct 18, 2023
BUY
$36.49 - $39.21 $9,122 - $9,802
250 Added 0.51%
49,357 $1.8 Million
Q2 2023

Jul 13, 2023
BUY
$36.1 - $38.23 $10,360 - $10,972
287 Added 0.59%
49,107 $1.88 Million
Q1 2023

Apr 19, 2023
BUY
$35.15 - $37.76 $3,444 - $3,700
98 Added 0.2%
48,820 $1.79 Million
Q4 2022

Feb 14, 2023
SELL
$32.48 - $38.02 $3,410 - $3,992
-105 Reduced 0.22%
48,722 $1.78 Million
Q3 2022

Nov 07, 2022
BUY
$32.34 - $38.01 $77,421 - $90,995
2,394 Added 5.16%
48,827 $1.58 Million
Q2 2022

Aug 12, 2022
SELL
$33.37 - $39.02 $12,947 - $15,139
-388 Reduced 0.83%
46,433 $1.67 Million
Q1 2022

Apr 29, 2022
BUY
$36.5 - $39.94 $32,156 - $35,187
881 Added 1.92%
46,821 $1.8 Million
Q4 2021

Feb 15, 2022
BUY
$36.17 - $39.8 $149,960 - $165,010
4,146 Added 9.92%
45,940 $1.83 Million
Q3 2021

Nov 12, 2021
BUY
$35.96 - $38.0 $186,596 - $197,182
5,189 Added 14.18%
41,794 $1.5 Million
Q2 2021

Nov 12, 2021
BUY
$34.79 - $36.84 $84,922 - $89,926
2,441 Added 7.14%
36,605 $1.33 Million
Q1 2021

May 14, 2021
BUY
$32.09 - $34.8 $60,008 - $65,075
1,870 Added 5.79%
34,164 $1.18 Million
Q4 2020

Feb 18, 2021
BUY
$29.52 - $32.95 $254,993 - $284,622
8,638 Added 36.52%
32,294 $1.06 Million
Q3 2020

Nov 16, 2020
BUY
$28.15 - $31.61 $731 - $821
26 Added 0.11%
23,656 $716,000
Q2 2020

Aug 14, 2020
BUY
$23.79 - $29.99 $562,157 - $708,663
23,630 New
23,630 $666,000
Q1 2020

May 18, 2020
SELL
$21.35 - $31.73 $0 - $0
0 Closed
0 $0
Q4 2019

Feb 14, 2020
BUY
$28.8 - $30.86 $0 - $0
0 New
0 $0

Others Institutions Holding PFM

# of Institutions
147
Shares Held
9.5M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED FD TR

PFM Quotes by TradingView
  • Ticker PFM
  • Sector ETFs
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More about PFM
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