A detailed history of Elmwood Wealth Management, Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Elmwood Wealth Management, Inc. holds 45,953 shares of PIO stock, worth $1.87 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares
45,953
Previous 40,635 13.09%
Holding current value
$1.87 Million
Previous $1.64 Million 20.52%
% of portfolio
0.89%
Previous 0.8%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024

BUY
$39.3 - $43.08 $208,997 - $229,099
5,318 Added 13.09%
45,953 $1.98 Million
Q2 2024

Aug 13, 2024

BUY
$40.03 - $43.54 $53,440 - $58,125
1,335 Added 3.4%
40,635 $1.64 Million
Q1 2024

May 10, 2024

BUY
$37.72 - $43.11 $860,581 - $983,554
22,815 Added 138.4%
39,300 $1.69 Million
Q4 2023

Jan 30, 2024

SELL
$31.37 - $39.63 $709,746 - $896,628
-22,625 Reduced 57.85%
16,485 $651,000
Q3 2023

Nov 15, 2023

SELL
$33.39 - $37.04 $15,025 - $16,668
-450 Reduced 1.14%
39,110 $1.32 Million
Q2 2023

Aug 10, 2023

SELL
$34.03 - $36.12 $52,406 - $55,624
-1,540 Reduced 3.75%
39,560 $1.42 Million
Q1 2023

Apr 28, 2023

BUY
$32.88 - $36.59 $14,302 - $15,916
435 Added 1.07%
41,100 $1.44 Million
Q4 2022

Jan 25, 2023

BUY
$28.54 - $34.37 $570 - $687
20 Added 0.05%
40,665 $0
Q3 2022

Nov 14, 2022

BUY
$28.37 - $34.93 $19,433 - $23,927
685 Added 1.71%
40,645 $1.17 Million
Q2 2022

Jul 12, 2022

BUY
$30.21 - $36.91 $41,146 - $50,271
1,362 Added 3.53%
39,960 $1.24 Million
Q1 2022

May 16, 2022

BUY
$34.3 - $43.08 $158,671 - $199,288
4,626 Added 13.62%
38,598 $1.41 Million
Q4 2021

Feb 08, 2022

BUY
$39.32 - $43.52 $103,686 - $114,762
2,637 Added 8.42%
33,972 $1.48 Million
Q2 2021

Aug 13, 2021

BUY
$36.57 - $40.13 $7,314 - $8,026
200 Added 0.64%
31,335 $1.24 Million
Q1 2021

May 13, 2021

BUY
$34.14 - $36.53 $24,171 - $25,863
708 Added 2.33%
31,135 $1.13 Million
Q2 2020

Aug 13, 2020

BUY
$23.12 - $30.49 $703,472 - $927,719
30,427 New
30,427 $874,000
Q1 2020

May 12, 2020

SELL
$20.8 - $32.39 $784,742 - $1.22 Million
-37,728 Closed
0 $0
Q4 2019

Feb 05, 2020

BUY
$26.87 - $30.95 $1.01 Million - $1.17 Million
37,728 New
37,728 $1.17 Million
Q3 2019

Nov 13, 2019

SELL
$26.85 - $28.36 $996,269 - $1.05 Million
-37,105 Closed
0 $0
Q2 2019

Aug 07, 2019

BUY
$26.25 - $28.14 $59,850 - $64,159
2,280 Added 6.55%
37,105 $1.03 Million
Q1 2019

May 22, 2019

BUY
$22.76 - $27.21 $23,533 - $28,135
1,034 Added 3.06%
34,825 $936,000
Q4 2018

Feb 14, 2019

BUY
$22.13 - $25.76 $5,709 - $6,646
258 Added 0.77%
33,791 $779,000
Q3 2018

Oct 11, 2018

BUY
$24.9 - $26.2 $1,170 - $1,231
47 Added 0.14%
33,533 $861 Million
Q2 2018

Aug 22, 2018

BUY
$24.8 - $26.37 $830,452 - $883,025
33,486 New
33,486 $837 Million

Others Institutions Holding PIO

About INVESCO EXCHANGE-TRADED FD TR


  • Ticker PIO
  • Sector ETFs
  • Industry ETFs
More about PIO
Track This Portfolio

Track Elmwood Wealth Management, Inc. Portfolio

Follow Elmwood Wealth Management, Inc. 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 Elmwood Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Elmwood Wealth Management, Inc. with notifications on news.