Lifeworks Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Lifeworks Advisors, LLC

$720 Million
Q3 2025

A detailed history of Lifeworks Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 12,180 shares of PEY stock, worth $245,792. This represents 0.04% of its overall portfolio holdings.

Number of Shares

12,180

Previous 12,180 -0.0%

Holding current value

$245,792

Previous $248,000 3.23%

% of portfolio

0.04%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	SELL	$18.68 - $21.54 $146,955 - $169,455	-7,867 Reduced 39.24%	12,180 $248,000
Q1 2025 May 06, 2025	SELL	$20.82 - $22.08 $58,941 - $62,508	-2,831 Reduced 12.37%	20,047 $430,000
Q3 2024 Nov 06, 2024	SELL	$19.4 - $21.93 $65,649 - $74,211	-3,384 Reduced 12.89%	22,878 $501,000
Q2 2024 Aug 13, 2024	SELL	$19.3 - $20.66 $11,251 - $12,044	-583 Reduced 2.17%	26,262 $515,000
Q1 2024 May 10, 2024	SELL	$19.47 - $21.39 $15,809 - $17,368	-812 Reduced 2.94%	26,845 $554,000

Q4 2023 Feb 12, 2024	SELL	$18.0 - $21.28 $14,832 - $17,534	-824 Reduced 2.89%	27,657 $584,000
Q3 2023 Nov 01, 2023	BUY	$19.01 - $20.79 $541,423 - $592,119	28,481 New	28,481 $546,000

Others Institutions Holding PEY

# of Institutions

228

Shares Held

21.9M

Call Options Held

56.3K

Put Options Held

44.6K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker PEY
Sector ETFs
Industry ETFs

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Lifeworks Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History