Pensionmark Financial Group, LLC Invesco Exchange Traded Fd Tr Transaction History

Pensionmark Financial Group, LLC

$4.67 Billion
Q3 2025

A detailed history of Pensionmark Financial Group, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 8,812 shares of RWJ stock, worth $413,987. This represents 0.01% of its overall portfolio holdings.

Number of Shares

8,812

Previous 8,790 0.25%

Holding current value

$413,987

Previous $380,000 11.84%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	BUY	$42.88 - $49.1 $943 - $1,080	22 Added 0.25%	8,812 $425,000
Q2 2025 Aug 04, 2025	SELL	$34.78 - $43.42 $949,702 - $1.19 Million	-27,306 Reduced 75.65%	8,790 $380,000
Q1 2025 Apr 29, 2025	SELL	$40.15 - $47.73 $9,314 - $11,073	-232 Reduced 0.64%	36,096 $1.47 Million
Q4 2024 Feb 12, 2025	BUY	$44.2 - $49.46 $406,153 - $454,487	9,189 Added 33.86%	36,328 $1.66 Million
Q3 2024 Nov 14, 2024	BUY	$39.15 - $46.02 $88,948 - $104,557	2,272 Added 9.14%	27,139 $1.24 Million

Q2 2024 Aug 14, 2024	BUY	$39.16 - $42.3 $3,211 - $3,468	82 Added 0.33%	24,867 $996,000
Q1 2024 May 15, 2024	BUY	$38.56 - $42.81 $955,709 - $1.06 Million	24,785 New	24,785 $1.06 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
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Pensionmark Financial Group, LLC Invesco Exchange Traded Fd Tr Transaction History