WEALTHSPIRE ADVISORS, LLC – Invesco Taxable Municipal Bond ETF Transaction History
WEALTHSPIRE ADVISORS, LLC portfolio value:
$44.77M
portfolio value
WEALTHSPIRE ADVISORS, LLC quarter portfolio value change:
-7.47%
quarter
Invesco Taxable Municipal Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +21.15% | 304.69K shares | 4.83M | $25.65 | 1.74M |
| Q2 2022 | share | Decrease | -2.45% | -36.20K shares | -3.88M | $27.72 | 1.44M |
| Q1 2022 | share | Increase | +0.45% | 6.61K shares | -4.64M | $29.67 | 1.47M |
| Q4 2021 | share | Increase | +24.22% | 286.65K shares | 9.50M | $32.92 | 1.47M |
| Q3 2021 | share | Increase | +7.87% | 86.31K shares | 2.54M | $32.77 | 1.18M |
| Q2 2021 | share | Increase | +7.15% | 73.21K shares | 3.60M | $32.82 | 1.09M |
| Q1 2021 | share | Increase | +10.34% | 95.95K shares | 1.70M | $31.47 | 1.02M |
| Q4 2020 | share | Increase | 0.00% | 928.21K shares | 31.09M | $32.7 | 928.21K |
| Q3 2020 | share | Increase | +43.18% | 251.73K shares | 8.65M | $32.35 | 834.74K |
| Q2 2020 | share | Increase | +14.81% | 75.18K shares | 3.49M | $31.71 | 583.01K |
| Q1 2020 | share | Increase | +90.64% | 241.44K shares | 7.25M | $29.52 | 507.82K |
| Q4 2019 | share | Increase | +3.72% | 9.54K shares | 114K | $29.98 | 266.38K |
| Q3 2019 | share | Increase | +52.98% | 88.95K shares | 3.04M | $30.4 | 256.84K |
| Q2 2019 | share | Increase | 0.00% | 167.88K shares | 5.27M | $29.23 | 167.88K |