Latest Institutional Transactions on Invesco Actively Mngd ETF Tr S (PHDG)
This table provides information on the latest institutional transactions involving Invesco Actively Mngd ETF Tr S (PHDG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5.5K+ 231.61% |
$194K - $206K
|
7.87K
$298K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
695New |
$24.5K - $26K
|
695
$26.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
5.5K+ 67.39% |
$194K - $206K
|
13.7K
$518K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
128New |
$4.51K - $4.79K
|
128
$4.85K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.22K- 20.89% |
$78.1K - $83K
|
8.4K
$318K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
240+ 1.83% |
$8.45K - $8.98K
|
13.4K
$507K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-16.9K- 29.18% |
$596K - $634K
|
41.1K
$1.56M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
40+ 0.13% |
$1.41K - $1.5K
|
31.7K
$1.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.42K- 76.43% |
$120K - $128K
|
1.05K
$39.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-20K- 36.95% |
$705K - $750K
|
34.2K
$1.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.61KNew |
$268K - $285K
|
7.61K
$288K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-237- 1.71% |
$8.34K - $8.87K
|
13.6K
$515K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10KNew |
$352K - $374K
|
10K
$379K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-233- 1.89% |
$8.2K - $8.72K
|
12.1K
$458K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.32K+ 1.58% |
$46.5K - $49.4K
|
85K
$3.22M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1+ 0.71% |
$35.2 - $37.4
|
142
$5.38K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-118- 22.43% |
$4.15K - $4.42K
|
408
$15.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
SELL
|
- |
-328- 0.38% |
$11.5K - $12.3K
|
84.9K
$3.22M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-11.3K- 11.58% |
$396K - $421K
|
85.9K
$3.26M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-171- 1.17% |
$6.02K - $6.4K
|
14.4K
$545K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-27.1K- 34.34% |
$956K - $1.02M
|
51.9K
$1.97M
|
|
|
Nov 12, 2025
Q3 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
44+ 0.08% |
$1.55K - $1.65K
|
58.6K
$2.22M
|
|
|
Nov 10, 2025
Q3 2025
|
Patten Group, Inc.
|
SELL
|
- |
-59.5K- 69.1% |
$2.09M - $2.23M
|
26.6K
$1.01M
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.04K- 7.44% |
$107K - $114K
|
37.8K
$1.43M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.88K- 15.33% |
$137K - $145K
|
21.4K
$812K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.08K+ 7.42% |
$38.1K - $40.5K
|
15.7K
$593K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
100+ 90.91% |
$3.52K - $3.74K
|
210
$7.96K
|
|
|
Oct 27, 2025
Q3 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-30- 0.13% |
$1.06K - $1.12K
|
23.8K
$901K
|
|
|
Oct 24, 2025
Q3 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-107K- 92.8% |
$3.76M - $4M
|
8.29K
$314K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-232- 0.25% |
$8.17K - $8.68K
|
91.5K
$3.47M
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-2.29K- 3.92% |
$80.8K - $85.9K
|
56.2K
$2.13M
|
|
|
Oct 15, 2025
Q3 2025
|
First Premier Bank
|
SELL
|
- |
-5.76K- 1.74% |
$203K - $216K
|
325K
$12.3M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-110K- 51.53% |
$3.89M - $4.13M
|
104K
$3.93M
|
|
|
Oct 07, 2025
Q3 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
9.81KNew |
$346K - $367K
|
9.81K
$372K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
826+ 3.11% |
$27.4K - $30.1K
|
27.4K
$1.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.6K- 7.94% |
$53K - $58.3K
|
18.5K
$702K
|
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1- 0.01% |
$33.2 - $36.5
|
10.5K
$397K
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-5.55K- 10.04% |
$184K - $202K
|
49.8K
$1.89M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
21New |
$696 - $766
|
21
$796
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
95New |
$3.15K - $3.46K
|
95
$3.6K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.2K- 19.85% |
$72.9K - $80.2K
|
8.89K
$337K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-1.7K- 86.88% |
$56.4K - $62.1K
|
257
$9.74K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.28K- 76.04% |
$175K - $193K
|
1.66K
$63K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
23+ 0.09% |
$762 - $839
|
26.6K
$1.01M
|
|
|
Jul 11, 2025
Q2 2025
|
Congress Park Capital LLC
|
SELL
|
- |
-12.4K- 67.39% |
$411K - $452K
|
6K
$227K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.12K+ 5.6% |
$137K - $150K
|
77.7K
$2.95M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
24.1KNew |
$870K - $933K
|
24.1K
$912K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-365- 2.41% |
$13.2K - $14.2K
|
14.8K
$559K
|
|