Clarus Wealth Advisors Invesco Exchange Traded Fd Tr Transaction History

Clarus Wealth Advisors

$200 Million
Q4 2024

A detailed history of Clarus Wealth Advisors transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Clarus Wealth Advisors holds 8,097 shares of PHO stock, worth $548,571. This represents 0.27% of its overall portfolio holdings.

Number of Shares

8,097

Previous 8,288 2.3%

Holding current value

$548,571

Previous $584,000 8.9%

% of portfolio

0.27%

Previous 0.3%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	SELL	$65.79 - $72.14 $12,565 - $13,778	-191 Reduced 2.3%	8,097 $532,000
Q3 2024 Oct 08, 2024	SELL	$63.82 - $70.54 $6,701 - $7,406	-105 Reduced 1.25%	8,288 $584,000
Q2 2024 Jul 11, 2024	SELL	$63.04 - $68.93 $40,597 - $44,390	-644 Reduced 7.13%	8,393 $544,000
Q1 2024 Apr 11, 2024	SELL	$58.49 - $66.57 $17,956 - $20,436	-307 Reduced 3.29%	9,037 $601,000
Q4 2023 Jan 22, 2024	SELL	$49.77 - $61.28 $28,916 - $35,603	-581 Reduced 5.85%	9,344 $568,000
Q2 2023 Jul 10, 2023	SELL	$51.27 - $56.39 $20,918 - $23,007	-408 Reduced 3.95%	9,925 $559,000
Q1 2023 Apr 10, 2023	BUY	$50.61 - $55.5 $11,842 - $12,987	234 Added 2.32%	10,333 $551,000
Q4 2022 Jan 12, 2023	BUY	$45.7 - $53.8 $54,383 - $64,022	1,190 Added 13.36%	10,099 $0
Q3 2022 Oct 11, 2022	SELL	$45.75 - $54.57 $13,953 - $16,643	-305 Reduced 3.31%	8,909 $415,000
Q2 2022 Jul 13, 2022	BUY	$43.41 - $53.73 $21,357 - $26,435	492 Added 5.64%	9,214 $433,000
Q1 2022 Apr 12, 2022	BUY	$49.6 - $59.81 $66,960 - $80,743	1,350 Added 18.31%	8,722 $457,000
Q4 2021 Jan 13, 2022	SELL	$54.71 - $60.84 $29,433 - $32,731	-538 Reduced 6.8%	7,372 $0
Q3 2021 Oct 06, 2021	SELL	$53.8 - $59.62 $6,240 - $6,915	-116 Reduced 1.45%	7,910 $437,000
Q2 2021 Jul 13, 2021	BUY	$49.88 - $53.52 $45,690 - $49,024	916 Added 12.88%	8,026 $441,000
Q1 2021 Apr 12, 2021	BUY	$45.75 - $49.43 $88,800 - $95,943	1,941 Added 37.55%	7,110 $0
Q4 2020 Jan 12, 2021	SELL	$39.82 - $46.45 $4,698 - $5,481	-118 Reduced 2.23%	5,169 $0
Q3 2020 Oct 08, 2020	BUY	$36.19 - $40.8 $191,336 - $215,709	5,287 New	5,287 $0
Q1 2020 Apr 08, 2020	SELL	$26.72 - $41.11 $143,566 - $220,884	-5,373 Closed	0 $0
Q4 2019 Jan 10, 2020	SELL	$34.86 - $38.72 $20,079 - $22,302	-576 Reduced 9.68%	5,373 $208,000
Q3 2019 Oct 11, 2019	BUY	$36.21 - $37.05 $20,748 - $21,229	573 Added 10.66%	5,949 $218,000
Q2 2019 Jul 24, 2019	BUY	N/A	5,376 New	5,376 $191,000

Others Institutions Holding PHO

# of Institutions

416

Shares Held

12.5M

Call Options Held

46.3K

Put Options Held

25.1K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker PHO
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Clarus Wealth Advisors Invesco Exchange Traded Fd Tr Transaction History