Mml Investors Services, LLC Invesco Actively Mngd ETF Tr S Transaction History

Mml Investors Services, LLC

$24.3 Billion
Q1 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 12, 2023	SELL	$31.77 - $34.26 $3.1 Million - $3.34 Million	-97,428 Reduced 50.99%	93,636 $3.08 Million
Q4 2022 Feb 13, 2023	BUY	$31.72 - $35.06 $6.06 Million - $6.7 Million	191,064 New	191,064 $6.17 Million
Q2 2022 Aug 12, 2022	SELL	$32.43 - $36.31 $8.34 Million - $9.34 Million	-257,233 Closed	0 $0
Q1 2022 May 13, 2022	BUY	$35.76 - $38.2 $5.37 Million - $5.74 Million	150,148 Added 140.21%	257,233 $9.3 Million
Q4 2021 Feb 14, 2022	BUY	$35.35 - $38.48 $486,557 - $529,638	13,764 Added 14.75%	107,085 $4.08 Million

Q3 2021 Nov 15, 2021	BUY	$35.35 - $37.03 $3.09 Million - $3.24 Million	87,386 Added 1472.38%	93,321 $3.33 Million
Q2 2021 Aug 13, 2021	BUY	$33.9 - $35.87 $201,196 - $212,888	5,935 New	5,935 $211,000

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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