Evolution Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Evolution Wealth Advisors, LLC

  • $1.02 Billion
  • Q4 2025

A detailed history of Evolution Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Evolution Wealth Advisors, LLC holds 6,758 shares of PBW stock, worth $206,254. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,758
Holding current value
$206,254
% of portfolio
0.02%

Shares

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

Jan 12, 2026
BUY
$30.18 - $35.92 $203,956 - $242,747
6,758 New
6,758 $206,000
Q4 2024

Jan 17, 2025
SELL
$19.01 - $21.64 $61,801 - $70,351
-3,251 Reduced 22.64%
11,108 $222,000
Q3 2024

Nov 06, 2024
SELL
$17.77 - $23.99 $6,645 - $8,972
-374 Reduced 2.54%
14,359 $287,000
Q4 2023

Jan 31, 2024
SELL
$24.57 - $30.79 $98,623 - $123,591
-4,014 Reduced 21.41%
14,733 $437,000
Q3 2023

Nov 06, 2023
SELL
$31.15 - $43.7 $189,329 - $265,608
-6,078 Reduced 24.48%
18,747 $589,000
Q2 2023

Jul 17, 2023
SELL
$34.03 - $40.86 $1,701 - $2,043
-50 Reduced 0.2%
24,825 $995,000
Q3 2022

Nov 01, 2022
SELL
$45.37 - $64.82 $328,614 - $469,491
-7,243 Reduced 22.55%
24,875 $1.2 Million
Q2 2022

Aug 02, 2022
SELL
$42.19 - $68.38 $1.85 Million - $3 Million
-43,941 Reduced 57.77%
32,118 $1.47 Million
Q1 2022

Apr 29, 2022
BUY
$50.93 - $72.96 $250,066 - $358,233
4,910 Added 6.9%
76,059 $4.96 Million
Q4 2021

Jan 28, 2022
SELL
$68.87 - $95.56 $114,530 - $158,916
-1,663 Reduced 2.28%
71,149 $5.08 Million
Q3 2021

Nov 09, 2021
BUY
$73.5 - $92.23 $68,134 - $85,497
927 Added 1.29%
72,812 $5.62 Million
Q2 2021

Jul 22, 2021
SELL
$71.8 - $99.25 $206,784 - $285,840
-2,880 Reduced 3.85%
71,885 $6.7 Million
Q1 2021

Apr 20, 2021
BUY
$89.06 - $136.0 $289,979 - $442,816
3,256 Added 4.55%
74,765 $7.36 Million
Q4 2020

Feb 02, 2021
BUY
$62.45 - $108.63 $75,252 - $130,899
1,205 Added 1.71%
71,509 $7.39 Million
Q3 2020

Oct 15, 2020
BUY
$40.95 - $60.78 $2.88 Million - $4.27 Million
70,304 New
70,304 $4.27 Million

Others Institutions Holding PBW

# of Institutions
161
Shares Held
5.2M
Call Options Held
16K
Put Options Held
15K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

PBW Quotes by TradingView
  • Ticker PBW
  • Sector ETFs
  • Industry ETFs
More about PBW
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