Uma Financial Services, Inc. Invesco Exchange Traded Fd Tr Transaction History

Uma Financial Services, Inc.

  • $648 Million
  • Q3 2025

A detailed history of Uma Financial Services, Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Uma Financial Services, Inc. holds 582 shares of PBW stock, worth $17,762. This represents 0.0% of its overall portfolio holdings.

Number of Shares
582
Previous 736 20.92%
Holding current value
$17,762
Previous $14,000 14.29%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
SELL
$20.09 - $29.42 $3,093 - $4,530
-154 Reduced 20.92%
582 $16,000
Q2 2025

Jul 11, 2025
BUY
$13.42 - $20.22 $496 - $748
37 Added 5.29%
736 $14,000
Q4 2024

Feb 12, 2025
BUY
$19.01 - $21.64 $13,287 - $15,126
699 New
699 $13,000

Others Institutions Holding PBW

# of Institutions
157
Shares Held
5.16M
Call Options Held
16K
Put Options Held
15K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

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