Clearstead Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Clearstead Advisors, LLC

$7.4 Billion
Q3 2025

A detailed history of Clearstead Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Clearstead Advisors, LLC holds 417,054 shares of PFM stock, worth $21.2 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

417,054

Previous 426,266 2.16%

Holding current value

$21.2 Million

Previous $20.5 Million 3.06%

% of portfolio

0.29%

Previous 0.3%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	SELL	$48.04 - $50.89 $442,544 - $468,798	-9,212 Reduced 2.16%	417,054 $21.2 Million
Q2 2025 Aug 08, 2025	SELL	$41.05 - $48.17 $199,544 - $234,154	-4,861 Reduced 1.13%	426,266 $20.5 Million
Q1 2025 May 13, 2025	SELL	$44.92 - $48.18 $381,999 - $409,722	-8,504 Reduced 1.93%	431,127 $19.7 Million
Q4 2024 Feb 10, 2025	BUY	$45.72 - $48.2 $219,044 - $230,926	4,791 Added 1.1%	439,631 $20.2 Million
Q3 2024 Nov 13, 2024	BUY	$42.65 - $46.55 $375,789 - $410,152	8,811 Added 2.07%	434,840 $20.2 Million

Q2 2024 Aug 09, 2024	BUY	$40.49 - $43.23 $17.2 Million - $18.4 Million	426,029 New	426,029 $18.2 Million

Others Institutions Holding PFM

# of Institutions

143

Shares Held

9.49M

Call Options Held

Put Options Held

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About INVESCO EXCHANGE-TRADED FD TR

Ticker PFM
Sector ETFs
Industry ETFs

More about PFM

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Clearstead Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History