Creative Planning Invesco Exchange Traded Fd Tr Transaction History

Creative Planning

$106 Billion
Q1 2025

A detailed history of Creative Planning transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Creative Planning holds 61,125 shares of PHO stock, worth $4.18 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

61,125

Previous 60,941 0.3%

Holding current value

$4.18 Million

Previous $4.01 Million 1.65%

% of portfolio

0.0%

Previous 0.0%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$63.77 - $68.75 $11,733 - $12,650	184 Added 0.3%	61,125 $3.94 Million
Q4 2024 Feb 14, 2025	BUY	$65.79 - $72.14 $145,593 - $159,645	2,213 Added 3.77%	60,941 $4.01 Million
Q3 2024 Oct 11, 2024	BUY	$63.82 - $70.54 $18,763 - $20,738	294 Added 0.5%	58,728 $4.14 Million
Q2 2024 Aug 15, 2024	BUY	$63.04 - $68.93 $70,604 - $77,201	1,120 Added 1.95%	58,434 $3.79 Million
Q1 2024 May 10, 2024	BUY	$58.49 - $66.57 $1,169 - $1,331	20 Added 0.03%	57,314 $3.82 Million
Q4 2023 Feb 14, 2024	BUY	$49.77 - $61.28 $35,734 - $43,999	718 Added 1.27%	57,294 $3.49 Million
Q3 2023 Nov 16, 2023	SELL	$52.79 - $58.32 $23,808 - $26,302	-451 Reduced 0.79%	56,576 $3.01 Million
Q2 2023 Jul 21, 2023	SELL	$51.27 - $56.39 $13,125 - $14,435	-256 Reduced 0.45%	57,027 $3.22 Million
Q1 2023 May 15, 2023	SELL	$50.61 - $55.5 $452,250 - $495,948	-8,936 Reduced 13.49%	57,283 $3.06 Million
Q4 2022 Feb 10, 2023	BUY	$45.7 - $53.8 $16,954 - $19,959	371 Added 0.56%	66,219 $3.41 Million
Q3 2022 Nov 03, 2022	BUY	$45.75 - $54.57 $72,102 - $86,002	1,576 Added 2.45%	65,848 $3.01 Million
Q2 2022 Aug 15, 2022	BUY	$43.41 - $53.73 $65,722 - $81,347	1,514 Added 2.41%	64,272 $2.97 Million
Q1 2022 May 16, 2022	SELL	$49.6 - $59.81 $57,833 - $69,738	-1,166 Reduced 1.82%	62,758 $3.33 Million
Q4 2021 Feb 11, 2022	BUY	$54.71 - $60.84 $41,415 - $46,055	757 Added 1.2%	63,924 $3.89 Million
Q3 2021 Nov 10, 2021	BUY	$53.8 - $59.62 $173,236 - $191,976	3,220 Added 5.37%	63,167 $3.46 Million
Q2 2021 Aug 04, 2021	BUY	$49.88 - $53.52 $151,236 - $162,272	3,032 Added 5.33%	59,947 $3.21 Million
Q1 2021 Apr 30, 2021	SELL	$45.75 - $49.43 $90,264 - $97,525	-1,973 Reduced 3.35%	56,915 $2.81 Million
Q4 2020 Jan 29, 2021	BUY	$39.82 - $46.45 $184,963 - $215,760	4,645 Added 8.56%	58,888 $2.74 Million
Q3 2020 Nov 05, 2020	BUY	$36.19 - $40.8 $205,124 - $231,254	5,668 Added 11.67%	54,243 $2.15 Million
Q2 2020 Jul 23, 2020	SELL	$29.33 - $38.93 $5,191 - $6,890	-177 Reduced 0.36%	48,575 $1.77 Million
Q1 2020 May 05, 2020	SELL	$26.72 - $41.11 $40,454 - $62,240	-1,514 Reduced 3.01%	48,752 $1.53 Million
Q4 2019 Jan 30, 2020	BUY	$34.86 - $38.72 $13,002 - $14,442	373 Added 0.75%	50,266 $1.94 Million
Q3 2019 Nov 01, 2019	BUY	$36.21 - $37.05 $100,048 - $102,369	2,763 Added 5.86%	49,893 $1.83 Million
Q2 2019 Jul 26, 2019	BUY	N/A	1,886 Added 4.17%	47,130 $1.68 Million
Q1 2019 Apr 24, 2019	BUY	N/A	677 Added 1.52%	45,244 $1.54 Million
Q4 2018 Feb 01, 2019	BUY	N/A	5,252 Added 13.36%	44,567 $1.26 Million
Q3 2018 Oct 25, 2018	SELL	N/A	-48 Reduced 0.12%	39,315 $1.25 Million
Q2 2018 Jul 20, 2018	BUY	N/A	39,363 New	39,363 $1.19 Million

Others Institutions Holding PHO

# of Institutions

418

Shares Held

13.7M

Call Options Held

32.7K

Put Options Held

47.1K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker PHO
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Creative Planning Invesco Exchange Traded Fd Tr Transaction History