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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.78K- 17.29% |
$57.7K - $64.6K
|
8.52K
$324K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.92KClosed |
$192K - $215K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-4.07K- 34.57% |
$132K - $148K
|
7.7K
$293K
|
|
|
Aug 10, 2022
Q2 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-109KClosed |
$3.53M - $3.96M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.18KNew |
$70.7K - $79.1K
|
2.18K
$82.9K
|
|
|
Aug 05, 2022
Q2 2022
|
January Capital Advisors LLC
|
SELL
|
- |
-943- 0.8% |
$30.6K - $34.2K
|
116K
$4.43M
|
|
|
Aug 05, 2022
Q2 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-8.67KClosed |
$281K - $315K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Platform Technology Partners
|
SELL
|
- |
-10.9KClosed |
$354K - $396K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
6.12K+ 8.92% |
$198K - $222K
|
74.7K
$2.84M
|
|
|
Aug 02, 2022
Q2 2022
|
Treasure Coast Financial Planning
|
SELL
|
- |
-12KClosed |
$390K - $437K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-9.02K- 36.28% |
$292K - $327K
|
15.8K
$603K
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
1.49KNew |
$48.3K - $54.1K
|
1.49K
$56.7K
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-309KClosed |
$10M - $11.2M
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-17.4KClosed |
$563K - $630K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Delta Investment Management, LLC
|
SELL
|
- |
-58.8KClosed |
$1.91M - $2.13M
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-21.8K- 47.28% |
$708K - $793K
|
24.4K
$926K
|
|
|
Jul 08, 2022
Q2 2022
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-36.5KClosed |
$1.18M - $1.33M
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.35KClosed |
$48.3K - $51.6K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-6.87KClosed |
$245K - $262K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.1KNew |
$39.3K - $42K
|
1.1K
$41.8K
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-275Closed |
$9.83K - $10.5K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-53.5KClosed |
$1.91M - $2.04M
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Palladiem, LLC
|
SELL
|
- |
-2.34K- 9.22% |
$83.7K - $89.4K
|
23K
$876K
|
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-5.26KClosed |
$188K - $201K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-10.9KClosed |
$390K - $417K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-6.6KClosed |
$233K - $254K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-501Closed |
$17.7K - $19.3K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-3.76KClosed |
$133K - $145K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-275Closed |
$9.72K - $10.6K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-7Closed |
$247 - $269
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-57.7KClosed |
$2.04M - $2.22M
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
11.9KNew |
$419K - $439K
|
11.9K
$451K
|
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-39KClosed |
$1.38M - $1.45M
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 12, 2021
Q2 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-6.6KClosed |
$224K - $237K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-46.4KClosed |
$1.57M - $1.66M
|
0
$0
|
|
|
Jul 12, 2021
Q2 2021
|
Gradient Investments LLC
|
BUY
|
- |
429New |
$14.5K - $15.4K
|
429
$16.3K
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-24KClosed |
$791K - $837K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
First National Bank Of South Miami
|
SELL
|
- |
-2.67KClosed |
$88K - $93.1K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-52.1KClosed |
$1.72M - $1.82M
|
0
$0
|
|
|
Apr 15, 2021
Q1 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-3.67KClosed |
$121K - $128K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 18, 2021
Q4 2020
|
Truist Financial Corp
|
SELL
|
- |
-383KClosed |
$12.2M - $13M
|
0
$0
|
|
|
Jan 28, 2021
Q4 2020
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-4KClosed |
$128K - $135K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.27K+ 14.91% |
$64.1K - $72.2K
|
17.5K
$664K
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-210Closed |
$5.95K - $6.7K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Apr 28, 2020
Q1 2020
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-20.5KClosed |
$550K - $692K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Jul 30, 2019
Q2 2019
|
Hudock, Inc.
|
SELL
|
- |
-211Closed |
$5.67K - $6.01K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-23.5KClosed |
$612K - $665K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 05, 2018
Q3 2018
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-7.47KClosed |
$208K - $223K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$27.3 - $28.7
|
1
$38
|
|
|
Jul 30, 2018
Q2 2018
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-15.7KClosed |
$429K - $451K
|
0
$0
|
|