Wealth Enhancement Advisory Services, LLC Invesco Exchange Traded Fd Tr Transaction History

Wealth Enhancement Advisory Services, LLC

  • $65.4 Billion
  • Q4 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 40,441 shares of PEY stock, worth $816,099. This represents 0.0% of its overall portfolio holdings.

Number of Shares
40,441
Previous 34,975 15.63%
Holding current value
$816,099
Previous $736,000 10.87%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 08, 2026
BUY
$20.16 - $21.33 $110,194 - $116,589
5,466 Added 15.63%
40,441 $816,000
Q3 2025

Oct 29, 2025
SELL
$20.38 - $21.7 $18,606 - $19,812
-913 Reduced 2.54%
34,975 $736,000
Q2 2025

Jul 10, 2025
SELL
$18.68 - $21.54 $32,054 - $36,962
-1,716 Reduced 4.56%
35,888 $732,000
Q1 2025

Apr 16, 2025
SELL
$20.82 - $22.08 $52,966 - $56,171
-2,544 Reduced 6.34%
37,604 $807,000
Q4 2024

Mar 17, 2025
BUY
$21.1 - $23.08 $286,348 - $313,218
13,571 Added 51.06%
40,148 $853,000
Q3 2024

Oct 23, 2024
SELL
$19.4 - $21.93 $18,759 - $21,206
-967 Reduced 3.51%
26,577 $582,000
Q2 2024

Jul 16, 2024
SELL
$19.3 - $20.66 $32,713 - $35,018
-1,695 Reduced 5.8%
27,544 $540,000
Q1 2024

Apr 15, 2024
SELL
$19.47 - $21.39 $37,732 - $41,453
-1,938 Reduced 6.22%
29,239 $603,000
Q4 2023

Jan 30, 2024
BUY
$18.0 - $21.28 $1,494 - $1,766
83 Added 0.27%
31,177 $659,000
Q3 2023

Nov 13, 2023
BUY
$19.01 - $20.79 $591,096 - $646,444
31,094 New
31,094 $596,000

Others Institutions Holding PEY

# of Institutions
225
Shares Held
21.7M
Call Options Held
56.3K
Put Options Held
44.6K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

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