Oxford Financial Group LTD Invesco Exchange Traded Fd Tr Transaction History

Oxford Financial Group LTD

$1.76 Billion
Q3 2025

A detailed history of Oxford Financial Group LTD transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Oxford Financial Group LTD holds 34,514 shares of PEY stock, worth $696,492. This represents 0.04% of its overall portfolio holdings.

Number of Shares

34,514

Previous 34,514 -0.0%

Holding current value

$696,492

Previous $704,000 3.27%

% of portfolio

0.04%

Previous 0.04%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$18.68 - $21.54 $67,248 - $77,544	-3,600 Reduced 9.45%	34,514 $704,000
Q1 2025 May 15, 2025	SELL	$20.82 - $22.08 $121,047 - $128,373	-5,814 Reduced 13.24%	38,114 $818,000
Q3 2023 Nov 13, 2023	SELL	$19.01 - $20.79 $72,903 - $79,729	-3,835 Reduced 8.03%	43,928 $842,000
Q2 2023 Aug 10, 2023	SELL	$18.28 - $20.15 $6,032 - $6,649	-330 Reduced 0.69%	47,763 $918,000
Q1 2023 May 12, 2023	SELL	$18.83 - $21.76 $33,140 - $38,297	-1,760 Reduced 3.53%	48,093 $958,000

Q1 2022 May 13, 2022	BUY	$20.59 - $22.09 $1.03 Million - $1.1 Million	49,853 New	49,853 $1.09 Million

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
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Oxford Financial Group LTD Invesco Exchange Traded Fd Tr Transaction History