Purchases and Sales Made in Q1 2022 in Invesco Actively Mngd ETF Tr S (PHDG)
This table provides information about the institutional ownership of Invesco Actively Mngd ETF Tr S (PHDG) during Q1 2022. The information is specifically focused on institutions that hold shares of INVESCO ACTIVELY MNGD ETF TR S.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
110+ 1.89% |
$3.93K - $4.2K
|
5.92K
$227K
|
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
34+ 0.05% |
$1.22K - $1.3K
|
69.6K
$2.67M
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3+ 0.11% |
$107 - $115
|
2.66K
$102K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-36- 0.22% |
$1.29K - $1.38K
|
16.4K
$628K
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-254- 3.28% |
$9.08K - $9.7K
|
7.49K
$287K
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-261- 3.17% |
$9.33K - $9.97K
|
7.98K
$306K
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-275Closed |
$9.83K - $10.5K
|
0
$0
|
|
|
May 10, 2024
Q1 2022
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-512- 2.08% |
$18.3K - $19.6K
|
24.2K
$927K
|
|
|
Apr 25, 2022
Q1 2022
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-543- 0.58% |
$19.4K - $20.7K
|
92.9K
$3.56M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-863- 5.18% |
$30.9K - $33K
|
15.8K
$606K
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.35KClosed |
$48.3K - $51.6K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Palladiem, LLC
|
SELL
|
- |
-2.34K- 9.22% |
$83.7K - $89.4K
|
23K
$884K
|
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-2.48K- 12.5% |
$88.7K - $94.7K
|
17.4K
$666K
|
|
|
Apr 11, 2022
Q1 2022
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-3.18K- 8.02% |
$114K - $122K
|
36.5K
$1.4M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.55K- 21.0% |
$163K - $174K
|
17.1K
$656K
|
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-5.26KClosed |
$188K - $201K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-6.87KClosed |
$245K - $262K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-8.16K- 8.03% |
$292K - $312K
|
93.5K
$3.59M
|
|
|
May 09, 2022
Q1 2022
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-8.71K- 48.1% |
$312K - $333K
|
9.4K
$361K
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-10.9KClosed |
$390K - $417K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-22.9K- 47.99% |
$820K - $876K
|
24.9K
$954K
|
|
|
May 11, 2022
Q1 2022
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-25.5K- 9.17% |
$910K - $972K
|
252K
$9.67M
|
|
|
May 10, 2022
Q1 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-38.9K- 48.65% |
$1.39M - $1.48M
|
41K
$1.57M
|
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-41KClosed |
$1.47M - $1.57M
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-53.5KClosed |
$1.91M - $2.04M
|
0
$0
|
|
|
Aug 05, 2022
Q1 2022
|
January Capital Advisors LLC
|
SELL
|
- |
-69.8K- 37.28% |
$2.5M - $2.67M
|
117K
$4.5M
|