Advisor Resource Council Invesco Actively Mngd ETF Tr S Transaction History

Advisor Resource Council

$298 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 26, 2022	SELL	$32.45 - $36.32 $686,771 - $768,676	-21,164 Reduced 55.85%	16,728 $569,000
Q2 2022 Jul 27, 2022	BUY	$32.43 - $36.31 $1.23 Million - $1.38 Million	37,892 New	37,892 $1.24 Million
Q1 2022 Apr 20, 2022	SELL	$35.76 - $38.2 $1.47 Million - $1.57 Million	-40,980 Closed	0 $0
Q4 2021 Feb 11, 2022	BUY	$35.35 - $38.48 $1.45 Million - $1.58 Million	40,980 New	40,980 $1.56 Million
Q3 2021 Nov 16, 2021	SELL	$35.35 - $37.03 $4.66 Million - $4.88 Million	-131,788 Closed	0 $0
Q2 2021 Aug 19, 2021	BUY	$33.9 - $35.87 $4.31 Million - $4.56 Million	127,103 Added 2712.98%	131,788 $4.69 Million
Q2 2021 Aug 13, 2021	BUY	$33.9 - $35.87 $158,821 - $168,050	4,685 New	4,685 $166,000

Others Institutions Holding PHDG

# of Institutions

51

Shares Held

2.19M

Call Options Held

0

Put Options Held

0

First Premier Bank

352K
Shares

$13.3 Million
3.35% of portfolio
Asset Allocation Strategies LLC Farmington, MI

314K
Shares

$11.9 Million
3.41% of portfolio
Strategic Wealth Advisors Group, LLC Sacramento, CA

212K
Shares

$8.04 Million
0.31% of portfolio
January Capital Advisors LLC

116K
Shares

$4.42 Million
3.38% of portfolio
Philip James Wealth Mangement, LLC Milton, GA

112K
Shares

$4.24 Million
0.52% of portfolio

About INVESCO ACTIVELY MNGD ETF TR S

Ticker PHDG
Sector ETFs
Industry ETFs

More about PHDG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Advisor Resource Council, based on Form 13F filings with the SEC.

News

Stay updated on Advisor Resource Council with notifications on news.