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

Kingswood Wealth Advisors, LLC

  • $1.65 Trillion
  • Q3 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 22,962 shares of PEY stock, worth $463,373. This represents 0.03% of its overall portfolio holdings.

Number of Shares
22,962
Previous 14,540 57.92%
Holding current value
$463,373
Previous $297 Million 63.0%
% of portfolio
0.03%
Previous 0.02%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
$20.38 - $21.7 $171,640 - $182,757
8,422 Added 57.92%
22,962 $484 Million
Q2 2025

Jul 23, 2025
SELL
$18.68 - $21.54 $7,602 - $8,766
-407 Reduced 2.72%
14,540 $297 Million
Q1 2025

Jul 25, 2025
BUY
$20.82 - $22.08 $8,473 - $8,986
407 Added 2.8%
14,947 $321 Million
Q1 2025

Apr 21, 2025
BUY
$20.82 - $22.08 $2,977 - $3,157
143 Added 0.97%
14,947 $321 Million
Q4 2024

Jan 22, 2025
SELL
$21.1 - $23.08 $296,834 - $324,689
-14,068 Reduced 48.73%
14,804 $315 Million
Q3 2024

Oct 21, 2024
BUY
$19.4 - $21.93 $278,448 - $314,761
14,353 Added 98.86%
28,872 $633 Million
Q2 2024

Jul 09, 2024
BUY
$19.3 - $20.66 $6,851 - $7,334
355 Added 2.51%
14,519 $285 Million
Q1 2024

Apr 15, 2024
SELL
$19.47 - $21.39 $2,375 - $2,609
-122 Reduced 0.85%
14,164 $293 Million
Q4 2023

Jan 16, 2024
BUY
$18.0 - $21.28 $2,700 - $3,192
150 Added 1.06%
14,286 $302 Million
Q3 2023

Oct 23, 2023
BUY
$19.01 - $20.79 $268,725 - $293,887
14,136 New
14,136 $271 Million

Others Institutions Holding PEY

# of Institutions
227
Shares Held
21.9M
Call Options Held
56.3K
Put Options Held
44.6K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

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