Stamos Capital Partners, L.P. Invesco Exchange Traded Fd Tr Transaction History

Stamos Capital Partners, L.P.

$364 Million
Q1 2025

A detailed history of Stamos Capital Partners, L.P. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Stamos Capital Partners, L.P. holds 3,920 shares of PHO stock, worth $280,240. This represents 0.07% of its overall portfolio holdings.

Number of Shares

3,920

Previous 3,780 3.7%

Holding current value

$280,240

Previous $248,000 1.61%

% of portfolio

0.07%

Previous 0.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$63.77 - $68.75 $8,927 - $9,625	140 Added 3.7%	3,920 $252,000
Q4 2024 Feb 13, 2025	BUY	$65.79 - $72.14 $12,500 - $13,706	190 Added 5.29%	3,780 $248,000
Q3 2024 Nov 13, 2024	SELL	$63.82 - $70.54 $109,132 - $120,623	-1,710 Reduced 32.26%	3,590 $253,000
Q1 2024 May 14, 2024	SELL	$58.49 - $66.57 $26,320 - $29,956	-450 Reduced 7.83%	5,300 $352,000
Q4 2023 Feb 13, 2024	SELL	$49.77 - $61.28 $73,161 - $90,081	-1,470 Reduced 20.36%	5,750 $349,000
Q2 2023 Aug 11, 2023	BUY	$51.27 - $56.39 $175,856 - $193,417	3,430 Added 90.5%	7,220 $407,000
Q1 2023 May 12, 2023	BUY	$50.61 - $55.5 $191,811 - $210,345	3,790 New	3,790 $202,000

Others Institutions Holding PHO

# of Institutions

437

Shares Held

13.4M

Call Options Held

32.8K

Put Options Held

50.2K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker PHO
Sector ETFs
Industry ETFs

More about PHO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Stamos Capital Partners, L.P., based on Form 13F filings with the SEC.

News

Stay updated on Stamos Capital Partners, L.P. with notifications on news.

Account

Stamos Capital Partners, L.P. Invesco Exchange Traded Fd Tr Transaction History