Advisor Resource Council Invesco Actively Mngd ETF Tr S Transaction History

Advisor Resource Council

$342 Million
Q1 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

49

Shares Held

2.25M

Call Options Held

0

Put Options Held

0

Asset Allocation Strategies LLC Farmington, MI

398K
Shares

$15 Million
5.17% of portfolio
First Premier Bank

369K
Shares

$13.9 Million
3.59% of portfolio
Strategic Wealth Advisors Group, LLC Sacramento, CA

212K
Shares

$7.99 Million
0.31% of portfolio
January Capital Advisors LLC

116K
Shares

$4.39 Million
3.38% of portfolio
Philip James Wealth Mangement, LLC Milton, GA

104K
Shares

$3.91 Million
2.7% of portfolio

About INVESCO ACTIVELY MNGD ETF TR S

Ticker PHDG
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