Legacy Financial Advisors, Inc. Invesco Exchange Traded Fd Tr Transaction History

Legacy Financial Advisors, Inc.

$602 Million
Q3 2025

A detailed history of Legacy Financial Advisors, Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Legacy Financial Advisors, Inc. holds 31,976 shares of RWJ stock, worth $1.5 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

31,976

Previous 29,217 9.44%

Holding current value

$1.5 Million

Previous $1.26 Million 22.15%

% of portfolio

0.26%

Previous 0.24%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$42.88 - $49.1 $118,305 - $135,466	2,759 Added 9.44%	31,976 $1.54 Million
Q2 2025 Aug 07, 2025	BUY	$34.78 - $43.42 $70,394 - $87,882	2,024 Added 7.44%	29,217 $1.26 Million
Q1 2025 May 14, 2025	BUY	$40.15 - $47.73 $40,832 - $48,541	1,017 Added 3.89%	27,193 $1.11 Million
Q4 2024 Feb 13, 2025	BUY	$44.2 - $49.46 $15,028 - $16,816	340 Added 1.32%	26,176 $1.2 Million
Q3 2024 Nov 13, 2024	BUY	$39.15 - $46.02 $33,825 - $39,761	864 Added 3.46%	25,836 $1.18 Million

Q2 2024 Aug 13, 2024	BUY	$39.16 - $42.3 $977,903 - $1.06 Million	24,972 New	24,972 $1 Million

Others Institutions Holding RWJ

# of Institutions

213

Shares Held

20.5M

Call Options Held

Put Options Held

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About INVESCO EXCHANGE-TRADED FD TR

Ticker RWJ
Sector ETFs
Industry ETFs

More about RWJ

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Legacy Financial Advisors, Inc. Invesco Exchange Traded Fd Tr Transaction History