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 |
|---|---|---|---|---|---|---|---|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-73.9K- 19.05% |
$2.72M - $2.9M
|
314K
$12.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-8.44K- 19.7% |
$311K - $331K
|
34.4K
$1.32M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-5.11K- 6.55% |
$188K - $201K
|
73K
$2.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-4.99K- 16.31% |
$184K - $196K
|
25.6K
$983K
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
SELL
|
- |
-1.77K- 0.5% |
$65.4K - $69.6K
|
352K
$13.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.74K- 9.25% |
$64.2K - $68.4K
|
17.1K
$656K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.56K- 11.9% |
$57.4K - $61.1K
|
11.5K
$443K
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-872- 1.55% |
$32.1K - $34.2K
|
55.3K
$2.13M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-644- 1.15% |
$23.7K - $25.3K
|
55.2K
$2.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-616- 1.64% |
$22.7K - $24.2K
|
37K
$1.42M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-340- 4.37% |
$12.5K - $13.3K
|
7.44K
$286K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-185- 0.46% |
$6.82K - $7.26K
|
40.3K
$1.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-167- 0.94% |
$6.16K - $6.56K
|
17.6K
$678K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-92- 1.47% |
$3.39K - $3.61K
|
6.17K
$237K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-77- 14.69% |
$2.84K - $3.02K
|
447
$17.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-55- 0.26% |
$2.03K - $2.16K
|
21.4K
$820K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-34- 1.24% |
$1.25K - $1.33K
|
2.71K
$104K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-15.7K- 49.56% |
$551K - $593K
|
16K
$614K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-3K- 12.12% |
$105K - $113K
|
21.8K
$836K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-702- 6.69% |
$24.6K - $26.5K
|
9.79K
$376K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.32K- 30.19% |
$44.3K - $48.5K
|
3.05K
$117K
|
|
| Q4 2023 | |||||||
|
Jan 22, 2024
Q4 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-110K- 86.64% |
$3.41M - $3.76M
|
17K
$651K
|
|
|
Feb 13, 2024
Q4 2023
|
Anson Capital, Inc.
|
SELL
|
- |
-98K- 79.54% |
$3.04M - $3.36M
|
25.2K
$968K
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-1.68K- 6.71% |
$52.1K - $57.4K
|
23.3K
$895K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.58K- 15.98% |
$49K - $54K
|
8.29K
$318K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-600- 50.0% |
$18.6K - $20.6K
|
600
$23K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-432- 0.89% |
$13.4K - $14.8K
|
48.3K
$1.86M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-350- 41.67% |
$10.9K - $12K
|
490
$18.8K
|
|
| Q3 2023 | |||||||
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-16.5K- 61.14% |
$514K - $565K
|
10.5K
$403K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-294- 93.33% |
$9.15K - $10.1K
|
21
$807
|
|
| Q2 2023 | |||||||
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-92K- 93.83% |
$2.96M - $3.11M
|
6.05K
$232K
|
|
|
Jul 10, 2023
Q2 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-2.45K- 80.99% |
$79K - $83K
|
576
$22.1K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-97.4K- 50.99% |
$3.1M - $3.34M
|
93.6K
$3.6M
|
|
| Q4 2022 | |||||||
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-3.4K- 10.66% |
$108K - $121K
|
28.5K
$1.1M
|
|
| Q3 2022 | |||||||
|
Oct 26, 2022
Q3 2022
|
Advisor Resource Council
|
SELL
|
- |
-21.2K- 55.85% |
$687K - $769K
|
16.7K
$643K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-17.3K- 7.56% |
$562K - $629K
|
212K
$8.14M
|
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-12K- 60.92% |
$390K - $437K
|
7.71K
$296K
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-11.5K- 49.58% |
$374K - $419K
|
11.7K
$450K
|
|
|
Nov 14, 2022
Q3 2022
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-6.65K- 23.98% |
$216K - $242K
|
21.1K
$810K
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.26K- 21.44% |
$73.4K - $82.2K
|
8.29K
$318K
|
|
| 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
|
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-21.8K- 47.28% |
$708K - $793K
|
24.4K
$936K
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-17.4KClosed |
$563K - $630K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-12.1K- 19.22% |
$393K - $440K
|
50.9K
$1.96M
|
|
|
Aug 02, 2022
Q2 2022
|
Treasure Coast Financial Planning
|
SELL
|
- |
-12KClosed |
$390K - $437K
|
0
$0
|
|