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 |
|---|---|---|---|---|---|---|---|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.78K+ 55.25% |
$125K - $138K
|
10.6K
$391K
|
|
|
Aug 18, 2025
Q2 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
8.17KNew |
$271K - $298K
|
8.17K
$301K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
48.6K+ 112.76% |
$1.61M - $1.77M
|
91.7K
$3.38M
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-25K- 10.47% |
$830K - $913K
|
214K
$7.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.6K+ 40.01% |
$549K - $604K
|
58K
$2.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$33.2 - $36.5
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.1KNew |
$435K - $479K
|
13.1K
$484K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-3.3K- 21.12% |
$109K - $120K
|
12.3K
$454K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
826+ 3.11% |
$27.4K - $30.1K
|
27.4K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
31.6K+ 139.6% |
$1.05M - $1.15M
|
54.2K
$2M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.6K- 7.94% |
$53K - $58.3K
|
18.5K
$683K
|
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1- 0.01% |
$33.2 - $36.5
|
10.5K
$386K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-200- 1.36% |
$6.63K - $7.29K
|
14.6K
$536K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-400- 2.81% |
$13.3K - $14.6K
|
13.8K
$510K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1- 0.04% |
$33.2 - $36.5
|
2.37K
$87.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-5.55K- 10.04% |
$184K - $202K
|
49.8K
$1.83M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
21New |
$696 - $766
|
21
$773
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-12.2K- 11.14% |
$404K - $444K
|
97.2K
$3.58M
|
|
|
Aug 12, 2025
Q2 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
85.2KNew |
$2.83M - $3.11M
|
85.2K
$3.14M
|
|
|
Aug 12, 2025
Q2 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
83.6KNew |
$2.77M - $3.05M
|
83.6K
$3.08M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
141New |
$4.67K - $5.14K
|
141
$5.19K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-23.5K- 22.92% |
$779K - $857K
|
79.1K
$2.91M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
24+ 27.91% |
$796 - $875
|
110
$4.05K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-32.1K- 68.78% |
$1.06M - $1.17M
|
14.6K
$537K
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
SELL
|
- |
-29.2K- 25.31% |
$967K - $1.06M
|
86.1K
$3.17M
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
95New |
$3.15K - $3.46K
|
95
$3.5K
|
|
|
Jul 30, 2025
Q2 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-1.26K- 5.02% |
$41.7K - $45.9K
|
23.8K
$877K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.2K- 19.85% |
$72.9K - $80.2K
|
8.89K
$327K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.93K- 18.97% |
$197K - $216K
|
25.3K
$933K
|
|
|
Jul 28, 2025
Q2 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-10.2K- 14.81% |
$337K - $371K
|
58.5K
$2.16M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-365- 40.97% |
$12.1K - $13.3K
|
526
$19.4K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-1.7K- 86.88% |
$56.4K - $62.1K
|
257
$9.47K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.28K- 76.04% |
$175K - $193K
|
1.66K
$61.3K
|
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
117+ 0.1% |
$3.88K - $4.27K
|
115K
$4.24M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
23+ 0.09% |
$762 - $839
|
26.6K
$981K
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-17.3K- 4.98% |
$574K - $631K
|
330K
$12.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Congress Park Capital LLC
|
SELL
|
- |
-12.4K- 67.39% |
$411K - $452K
|
6K
$221K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.12K+ 5.6% |
$137K - $150K
|
77.7K
$2.86M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
24.1KNew |
$870K - $933K
|
24.1K
$887K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.31K- 54.3% |
$192K - $206K
|
4.47K
$165K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-365- 2.41% |
$13.2K - $14.2K
|
14.8K
$544K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
59K+ 170.25% |
$2.14M - $2.29M
|
93.7K
$3.45M
|
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
126KNew |
$4.55M - $4.88M
|
126K
$4.64M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
93New |
$3.36K - $3.61K
|
93
$3.43K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-60- 1.01% |
$2.17K - $2.33K
|
5.86K
$216K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-746- 10.07% |
$27K - $28.9K
|
6.66K
$245K
|
|
|
May 08, 2025
Q1 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
325New |
$11.8K - $12.6K
|
325
$12K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.48KNew |
$234K - $251K
|
6.48K
$239K
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-30.4K- 74.61% |
$1.1M - $1.18M
|
10.3K
$381K
|
|