Householder Group Estate & Retirement Specialist, LLC Invesco Actively Mngd ETF Tr S Transaction History

Householder Group Estate & Retirement Specialist, LLC

$319 Million
Q1 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 23, 2024	BUY	$31.07 - $34.25 $62 - $68	2 Added 0.63%	317 $10,000
Q3 2023 Oct 10, 2023	BUY	$31.13 - $34.24 $62 - $68	2 Added 0.64%	315 $9,000
Q1 2023 Apr 13, 2023	BUY	$31.77 - $34.26 $9,944 - $10,723	313 New	313 $10,000
Q3 2022 Oct 11, 2022	BUY	$32.45 - $36.32 $988,329 - $1.11 Million	30,457 New	30,457 $1.04 Million

Others Institutions Holding PHDG

# of Institutions

Shares Held

2.25M

Call Options Held

Put Options Held

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

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