Kowal Investment Group, LLC Invesco Exchange Traded Fd Tr Transaction History

Kowal Investment Group, LLC

$538 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 11, 2022	SELL	$51.43 - $59.66 $16,714 - $19,389	-325 Closed	0 $0
Q3 2021 Nov 12, 2021	BUY	$47.8 - $54.98 $15,534 - $17,868	325 New	325 $17,000

Others Institutions Holding PFI

# of Institutions

41

Shares Held

884K

Call Options Held

0

Put Options Held

0

Transamerica Financial Advisors, Inc. Clearwater, FL

283K
Shares

$16.1 Million
1.59% of portfolio
Janney Montgomery Scott LLC

119K
Shares

$6.77 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

57.3K
Shares

$3.26 Million
0.0% of portfolio
Morgan Stanley New York, NY

44.2K
Shares

$2.52 Million
0.0% of portfolio
Rps Advisory Solutions LLC Louisville, KY

43K
Shares

$2.45 Million
1.53% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

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