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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.12K+ 5.6% |
$137K - $150K
|
77.7K
$2.78M
|
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
117+ 0.1% |
$3.88K - $4.27K
|
115K
$4.11M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
23+ 0.09% |
$762 - $839
|
26.6K
$951K
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
126KNew |
$4.55M - $4.88M
|
126K
$4.5M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
59K+ 170.25% |
$2.14M - $2.29M
|
93.7K
$3.35M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
41.4KNew |
$1.5M - $1.61M
|
41.4K
$1.48M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
38.6K+ 474.63% |
$1.39M - $1.49M
|
46.7K
$1.67M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
24.1KNew |
$870K - $933K
|
24.1K
$860K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
22.6KNew |
$818K - $877K
|
22.6K
$808K
|
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
8.21KNew |
$297K - $318K
|
8.21K
$293K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.48KNew |
$234K - $251K
|
6.48K
$232K
|
|
|
May 05, 2025
Q1 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
6.17K+ 9.86% |
$223K - $239K
|
68.7K
$2.45M
|
|
|
May 08, 2025
Q1 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
325New |
$11.8K - $12.6K
|
325
$11.6K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
93New |
$3.36K - $3.61K
|
93
$3.32K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
63+ 3.32% |
$2.28K - $2.44K
|
1.96K
$70K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3+ 0.34% |
$108 - $116
|
891
$31.8K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$36.2 - $38.8
|
1
$35.7
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1+ 1.18% |
$36.2 - $38.8
|
86
$3.07K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.04% |
$36.2 - $38.8
|
2.37K
$84.8K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
95KNew |
$3.54M - $3.73M
|
95K
$3.39M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
31.6KNew |
$1.18M - $1.24M
|
31.6K
$1.13M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.71K+ 16.65% |
$101K - $106K
|
19K
$679K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
518+ 1.28% |
$19.3K - $20.3K
|
40.8K
$1.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
225+ 5625.0% |
$8.38K - $8.83K
|
229
$8.18K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
125+ 6.47% |
$4.66K - $4.9K
|
2.06K
$73.5K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
37+ 8.73% |
$1.38K - $1.45K
|
461
$16.5K
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
26New |
$969 - $1.02K
|
26
$929
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
4New |
$149 - $157
|
4
$143
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
9.75KNew |
$359K - $383K
|
9.75K
$348K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.14K+ 57.0% |
$152K - $162K
|
11.4K
$407K
|
|
| Q2 2024 | |||||||
|
Aug 02, 2024
Q2 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
196KNew |
$6.88M - $7.41M
|
196K
$7.01M
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
5.8KNew |
$203K - $219K
|
5.8K
$207K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.25K+ 129.85% |
$109K - $120K
|
5.76K
$206K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
511New |
$17.2K - $18.8K
|
511
$18.3K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
111KNew |
$3.44M - $3.79M
|
111K
$3.95M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
695New |
$21.6K - $23.8K
|
695
$24.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
300New |
$9.32K - $10.3K
|
300
$10.7K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
190+ 0.36% |
$5.9K - $6.51K
|
52.4K
$1.87M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2+ 0.63% |
$62.1 - $68.5
|
317
$11.3K
|
|
| Q3 2023 | |||||||
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
204New |
$6.35K - $6.98K
|
204
$7.29K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2New |
$62.3 - $68.5
|
2
$71.4
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
6.32KNew |
$204K - $214K
|
6.32K
$226K
|
|
|
Aug 04, 2023
Q2 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
2.19KNew |
$70.4K - $74K
|
2.19K
$78.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
367+ 0.9% |
$11.8K - $12.4K
|
41.3K
$1.48M
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
480K+ 352.18% |
$15.3M - $16.4M
|
616K
$22M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
22.7KNew |
$720K - $776K
|
22.7K
$809K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
128New |
$4.07K - $4.39K
|
128
$4.57K
|
|
| Q4 2022 | |||||||
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
18KNew |
$570K - $639K
|
18K
$642K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
13.4KNew |
$424K - $475K
|
13.4K
$477K
|
|