Latest Institutional Purchases of Invesco Actively Mngd ETF Tr S (PHDG)
This list provides information on the latest institutional transactions involving Invesco Actively Mngd ETF Tr S (PHDG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
16.7K+ 30.25% |
$622K - $655K
|
71.9K
$2.76M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
15.1K+ 16.95% |
$561K - $591K
|
104K
$3.99M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
12.8KNew |
$475K - $501K
|
12.8K
$490K
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
10.3K+ 19.67% |
$383K - $403K
|
62.6K
$2.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
9.33K+ 8.74% |
$348K - $366K
|
116K
$4.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.18K+ 62.22% |
$267K - $281K
|
18.7K
$718K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
6.45K+ 18.8% |
$240K - $253K
|
40.7K
$1.56M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.78K+ 25.45% |
$178K - $188K
|
23.6K
$905K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.84K+ 7.23% |
$106K - $111K
|
42.1K
$1.61M
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
556+ 0.5% |
$20.7K - $21.8K
|
112K
$4.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
518+ 1.28% |
$19.3K - $20.3K
|
40.8K
$1.57M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
37+ 8.73% |
$1.38K - $1.45K
|
461
$17.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
30+ 0.43% |
$1.12K - $1.18K
|
6.94K
$266K
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
4New |
$149 - $157
|
4
$153
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.3K+ 76.37% |
$822K - $876K
|
51.5K
$1.98M
|
|
|
Oct 09, 2024
Q3 2024
|
Congress Park Capital LLC
|
BUY
|
- |
19.7KNew |
$726K - $773K
|
19.7K
$756K
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
9.75KNew |
$359K - $383K
|
9.75K
$374K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
6.26KNew |
$231K - $246K
|
6.26K
$240K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.6K+ 5.94% |
$206K - $220K
|
99.9K
$3.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.14K+ 57.0% |
$152K - $162K
|
11.4K
$437K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.28K+ 9.94% |
$121K - $129K
|
36.3K
$1.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
602+ 3.15% |
$22.2K - $23.6K
|
19.7K
$757K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
60+ 3.2% |
$2.21K - $2.36K
|
1.93K
$74.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5+ 0.57% |
$184 - $196
|
885
$34K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4New |
$147 - $157
|
4
$153
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 02, 2024
Q2 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
196KNew |
$6.88M - $7.41M
|
196K
$7.53M
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
5.8KNew |
$203K - $219K
|
5.8K
$222K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$35.1 - $37.7
|
1
$38.4
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.25K+ 129.85% |
$109K - $120K
|
5.76K
$221K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
511New |
$17.2K - $18.8K
|
511
$19.6K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
111KNew |
$3.44M - $3.79M
|
111K
$4.25M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
695New |
$21.6K - $23.8K
|
695
$26.7K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
300New |
$9.32K - $10.3K
|
300
$11.5K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
190+ 0.36% |
$5.9K - $6.51K
|
52.4K
$2.01M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2+ 0.63% |
$62.1 - $68.5
|
317
$12.2K
|
|
| Q3 2023 | |||||||
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
204New |
$6.35K - $6.98K
|
204
$7.83K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2New |
$62.3 - $68.5
|
2
$76.7
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
6.32KNew |
$204K - $214K
|
6.32K
$243K
|
|
|
Aug 04, 2023
Q2 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
2.19KNew |
$70.4K - $74K
|
2.19K
$83.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
367+ 0.9% |
$11.8K - $12.4K
|
41.3K
$1.59M
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
480K+ 352.18% |
$15.3M - $16.4M
|
616K
$23.7M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
22.7KNew |
$720K - $776K
|
22.7K
$869K
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
435+ 3.69% |
$13.8K - $14.9K
|
12.2K
$468K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
128New |
$4.07K - $4.39K
|
128
$4.91K
|
|
| Q4 2022 | |||||||
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
18KNew |
$570K - $639K
|
18K
$690K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
13.4KNew |
$426K - $477K
|
13.4K
$515K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
13.4KNew |
$424K - $475K
|
13.4K
$513K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.3K+ 77.31% |
$326K - $365K
|
23.5K
$903K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
578New |
$18.3K - $20.5K
|
578
$22.2K
|
|