Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-25K- 10.47% |
$830K - $913K
|
214K
$7.89M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-23.5K- 22.92% |
$779K - $857K
|
79.1K
$2.91M
|
|
|
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
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-12.2K- 11.14% |
$404K - $444K
|
97.2K
$3.58M
|
|
|
Jul 28, 2025
Q2 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-10.2K- 14.81% |
$337K - $371K
|
58.5K
$2.16M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.93K- 18.97% |
$197K - $216K
|
25.3K
$933K
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-5.55K- 10.04% |
$184K - $202K
|
49.8K
$1.83M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.28K- 76.04% |
$175K - $193K
|
1.66K
$61.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-3.3K- 21.12% |
$109K - $120K
|
12.3K
$454K
|
|
|
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 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-1.7K- 86.88% |
$56.4K - $62.1K
|
257
$9.47K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.6K- 7.94% |
$53K - $58.3K
|
18.5K
$683K
|
|
|
Jul 30, 2025
Q2 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-1.26K- 5.02% |
$41.7K - $45.9K
|
23.8K
$877K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-400- 2.81% |
$13.3K - $14.6K
|
13.8K
$510K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-365- 40.97% |
$12.1K - $13.3K
|
526
$19.4K
|
|
|
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
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$33.2 - $36.5
|
0
$0
|
|
|
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
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1- 0.04% |
$33.2 - $36.5
|
2.37K
$87.4K
|
|
| Q1 2025 | |||||||
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-30.4K- 74.61% |
$1.1M - $1.18M
|
10.3K
$381K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.31K- 54.3% |
$192K - $206K
|
4.47K
$165K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-746- 10.07% |
$27K - $28.9K
|
6.66K
$245K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-365- 2.41% |
$13.2K - $14.2K
|
14.8K
$544K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-60- 1.01% |
$2.17K - $2.33K
|
5.86K
$216K
|
|
| Q3 2024 | |||||||
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-77- 14.69% |
$2.84K - $3.02K
|
447
$16.5K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-15.7K- 49.56% |
$551K - $593K
|
16K
$589K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.32K- 30.19% |
$44.3K - $48.5K
|
3.05K
$112K
|
|
| Q4 2023 | |||||||
|
Jan 22, 2024
Q4 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-110K- 86.64% |
$3.41M - $3.76M
|
17K
$624K
|
|
|
Feb 13, 2024
Q4 2023
|
Anson Capital, Inc.
|
SELL
|
- |
-98K- 79.54% |
$3.04M - $3.36M
|
25.2K
$928K
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-1.68K- 6.71% |
$52.1K - $57.4K
|
23.3K
$858K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-600- 50.0% |
$18.6K - $20.6K
|
600
$22.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-432- 0.89% |
$13.4K - $14.8K
|
48.3K
$1.78M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-350- 41.67% |
$10.9K - $12K
|
490
$18K
|
|
| Q2 2023 | |||||||
|
Jan 15, 2025
Q2 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-176KClosed |
$5.65M - $5.94M
|
0
$0
|
|
|
Jul 10, 2023
Q2 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-2.45K- 80.99% |
$79K - $83K
|
576
$21.2K
|
|
| Q4 2022 | |||||||
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-3.4K- 10.66% |
$108K - $121K
|
28.5K
$1.05M
|
|
| Q3 2022 | |||||||
|
Oct 26, 2022
Q3 2022
|
Advisor Resource Council
|
SELL
|
- |
-21.2K- 55.85% |
$687K - $769K
|
16.7K
$616K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-17.3K- 7.56% |
$562K - $629K
|
212K
$7.8M
|
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-12K- 60.92% |
$390K - $437K
|
7.71K
$284K
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-11.5K- 49.58% |
$374K - $419K
|
11.7K
$432K
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.26K- 21.44% |
$73.4K - $82.2K
|
8.29K
$305K
|
|
| Q2 2022 | |||||||
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-309KClosed |
$10M - $11.2M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-252KClosed |
$8.17M - $9.15M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-109KClosed |
$3.53M - $3.96M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Delta Investment Management, LLC
|
SELL
|
- |
-58.8KClosed |
$1.91M - $2.13M
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-36.5KClosed |
$1.18M - $1.33M
|
0
$0
|
|
|
May 10, 2024
Q2 2022
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-24.2KClosed |
$783K - $877K
|
0
$0
|
|