Secure Asset Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Secure Asset Management, LLC

$520 Million
Q2 2025

A detailed history of Secure Asset Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Secure Asset Management, LLC holds 13,103 shares of PHO stock, worth $915,113. This represents 0.18% of its overall portfolio holdings.

Number of Shares

13,103

Previous 9,918 32.11%

Holding current value

$915,113

Previous $637,000 43.64%

% of portfolio

0.18%

Previous 0.13%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 10, 2025	BUY	$58.13 - $69.92 $185,144 - $222,695	3,185 Added 32.11%	13,103 $915,000
Q1 2025 Apr 10, 2025	BUY	$63.77 - $68.75 $285,498 - $307,793	4,477 Added 82.28%	9,918 $637,000
Q4 2024 Jan 17, 2025	BUY	$65.79 - $72.14 $30,987 - $33,977	471 Added 9.48%	5,441 $357,000
Q3 2024 Oct 16, 2024	SELL	$63.82 - $70.54 $829 - $917	-13 Reduced 0.26%	4,970 $350,000
Q2 2024 Jul 24, 2024	BUY	$63.04 - $68.93 $314,128 - $343,478	4,983 New	4,983 $323,000

Others Institutions Holding PHO

# of Institutions

421

Shares Held

13.6M

Call Options Held

32.7K

Put Options Held

47.1K

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About INVESCO EXCHANGE-TRADED FD TR

Ticker PHO
Sector ETFs
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Secure Asset Management, LLC Invesco Exchange Traded Fd Tr Transaction History