Sequoia Financial Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Sequoia Financial Advisors, LLC

$14.6 Billion
Q3 2025

A detailed history of Sequoia Financial Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 5,729 shares of PHO stock, worth $418,789. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,729

Holding current value

$418,789

% of portfolio

0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	BUY	$69.62 - $73.99 $398,852 - $423,888	5,729 New	5,729 $413,000
Q2 2025 Jul 25, 2025	BUY	$58.13 - $69.92 $121,026 - $145,573	2,082 Added 65.27%	5,272 $368,000
Q1 2025 Apr 23, 2025	SELL	$63.77 - $68.75 $21,554 - $23,237	-338 Reduced 9.58%	3,190 $205,000
Q4 2024 Aug 08, 2025	SELL	$65.79 - $72.14 $114,737 - $125,812	-1,744 Reduced 33.08%	3,528 $232,000
Q4 2024 Feb 07, 2025	BUY	$65.79 - $72.14 $232,107 - $254,509	3,528 New	3,528 $232,000
Q1 2024 Apr 30, 2024	SELL	$58.49 - $66.57 $61,472 - $69,965	-1,051 Reduced 25.68%	3,042 $202,000
Q4 2023 Jan 25, 2024	BUY	$49.77 - $61.28 $3,035 - $3,738	61 Added 1.51%	4,093 $249,000
Q2 2023 Aug 08, 2023	SELL	$51.27 - $56.39 $74,751 - $82,216	-1,458 Reduced 26.56%	4,032 $227,000
Q1 2023 Apr 24, 2023	BUY	$50.61 - $55.5 $277,848 - $304,695	5,490 New	5,490 $292,000

Others Institutions Holding PHO

# of Institutions

443

Shares Held

13.2M

Call Options Held

7.5K

Put Options Held

22K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker PHO
Sector ETFs
Industry ETFs

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Sequoia Financial Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History