Kestra Private Wealth Services, LLC Invesco Exchange Traded Fd Tr Transaction History

Kestra Private Wealth Services, LLC

$7.16 Billion
Q3 2025

A detailed history of Kestra Private Wealth Services, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 4,841 shares of PSI stock, worth $358,572. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,841

Previous 5,196 6.83%

Holding current value

$358,572

Previous $311,000 9.32%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$58.74 - $71.59 $20,852 - $25,414	-355 Reduced 6.83%	4,841 $340,000
Q2 2025 Aug 07, 2025	SELL	$39.29 - $60.31 $64,317 - $98,727	-1,637 Reduced 23.96%	5,196 $311,000
Q1 2025 May 05, 2025	BUY	$47.38 - $64.98 $121,434 - $166,543	2,563 Added 60.02%	6,833 $323,000
Q3 2024 Nov 13, 2024	SELL	$49.13 - $66.72 $9,826 - $13,344	-200 Reduced 4.47%	4,270 $245,000
Q1 2024 May 02, 2024	SELL	$45.91 - $58.22 $918 - $1,164	-20 Reduced 0.45%	4,470 $252,000

Q4 2023 Feb 05, 2024	BUY	$37.92 - $50.06 $170,260 - $224,769	4,490 New	4,490 $222,000
Q2 2023 Aug 08, 2023	BUY	$109.08 - $136.79 $188,708 - $236,646	1,730 New	1,730 $236,000

Others Institutions Holding PSI

# of Institutions

147

Shares Held

3.41M

Call Options Held

7.4K

Put Options Held

500

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About INVESCO EXCHANGE-TRADED FD TR

Ticker PSI
Sector ETFs
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Kestra Private Wealth Services, LLC Invesco Exchange Traded Fd Tr Transaction History