Steel Peak Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History

Steel Peak Wealth Management LLC

  • $2.87 Billion
  • Q4 2025

A detailed history of Steel Peak Wealth Management LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 9,026 shares of PFM stock, worth $459,152. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,026
Holding current value
$459,152
% of portfolio
0.02%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 20, 2026
BUY
$49.99 - $51.56 $451,209 - $465,380
9,026 New
9,026 $459,000
Q2 2025

Jul 22, 2025
SELL
$41.05 - $48.17 $5.55 Million - $6.51 Million
-135,131 Reduced 88.66%
17,283 $832,000
Q1 2025

Apr 30, 2025
BUY
$44.92 - $48.18 $4.29 Million - $4.6 Million
95,467 Added 167.64%
152,414 $6.98 Million
Q4 2024

Jan 22, 2025
BUY
$45.72 - $48.2 $1.81 Million - $1.91 Million
39,664 Added 229.5%
56,947 $2.61 Million
Q1 2024

Apr 17, 2024
SELL
$39.51 - $42.57 $483,088 - $520,503
-12,227 Reduced 41.43%
17,283 $735,000
Q4 2023

Jan 23, 2024
BUY
$35.25 - $39.92 $1.04 Million - $1.18 Million
29,510 New
29,510 $1.18 Million
Q4 2022

Jan 25, 2023
BUY
$32.48 - $38.02 $924,900 - $1.08 Million
28,476 Added 161.84%
46,071 $0
Q4 2021

Jan 31, 2022
BUY
$36.17 - $39.8 $28,031 - $30,844
775 Added 4.61%
17,595 $699,000
Q1 2021

May 18, 2021
SELL
$32.09 - $34.8 $1.28 Million - $1.38 Million
-39,750 Reduced 70.27%
16,820 $582,000
Q4 2020

Feb 04, 2021
BUY
$29.52 - $32.95 $1.67 Million - $1.86 Million
56,570 New
56,570 $1.86 Million
Q1 2020

Apr 16, 2020
SELL
$21.35 - $31.73 $884,957 - $1.32 Million
-41,450 Closed
0 $0
Q4 2019

Feb 06, 2020
BUY
$28.8 - $30.86 $1.19 Million - $1.28 Million
41,450 New
41,450 $1.27 Million

Others Institutions Holding PFM

# of Institutions
147
Shares Held
9.47M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED FD TR

PFM Quotes by TradingView
  • Ticker PFM
  • Sector ETFs
  • Industry ETFs
More about PFM
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