First Foundation Advisors Invesco Actively Mngd ETF Tr S Transaction History

First Foundation Advisors

$2.62 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 12, 2022	SELL	$32.43 - $36.31 $180,764 - $202,391	-5,574 Closed	0 $0
Q1 2022 May 05, 2022	BUY	$35.76 - $38.2 $199,326 - $212,926	5,574 New	5,574 $201,000

Others Institutions Holding PHDG

# of Institutions

53

Shares Held

1.8M

Call Options Held

0

Put Options Held

0

First Premier Bank

325K
Shares

$12.3 Million
2.75% of portfolio
Strategic Wealth Advisors Group, LLC Sacramento, CA

212K
Shares

$8.03 Million
0.31% of portfolio
January Capital Advisors LLC

116K
Shares

$4.41 Million
3.38% of portfolio
Asset Allocation Strategies LLC Farmington, MI

104K
Shares

$3.93 Million
0.77% of portfolio
Geneos Wealth Management Inc.

91.5K
Shares

$3.47 Million
0.09% of portfolio

About INVESCO ACTIVELY MNGD ETF TR S

Ticker PHDG
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