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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-22.8K- 63.49% |
$798K - $859K
|
13.1K
$496K
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-15.7K- 49.56% |
$551K - $593K
|
16K
$606K
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
SELL
|
- |
-15K- 4.08% |
$527K - $567K
|
354K
$13.4M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-11.5K- 25.77% |
$402K - $432K
|
33K
$1.25M
|
|
Jul 31, 2024
Q2 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-9.9K- 2.49% |
$347K - $374K
|
388K
$14.7M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.77K- 25.06% |
$342K - $368K
|
29.2K
$1.11M
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7.72K- 15.27% |
$271K - $291K
|
42.8K
$1.62M
|
|
Aug 08, 2024
Q2 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-7.22K- 8.46% |
$253K - $272K
|
78.1K
$2.96M
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-6.07K- 9.75% |
$213K - $229K
|
56.2K
$2.13M
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-6.06K- 24.36% |
$213K - $229K
|
18.8K
$713K
|
|
Jul 17, 2024
Q2 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-4.05K- 11.71% |
$142K - $153K
|
30.6K
$1.16M
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.61K- 6.06% |
$126K - $136K
|
55.9K
$2.12M
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-3K- 12.12% |
$105K - $113K
|
21.8K
$824K
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.3K- 1.49% |
$45.7K - $49.2K
|
86.2K
$3.27M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.07K- 5.69% |
$37.7K - $40.5K
|
17.8K
$675K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-348- 15.27% |
$12.2K - $13.1K
|
1.93K
$73.2K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-324- 1.49% |
$11.4K - $12.2K
|
21.4K
$811K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-283- 3.51% |
$9.92K - $10.7K
|
7.78K
$295K
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-145- 0.75% |
$5.09K - $5.47K
|
19.1K
$725K
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-15- 0.04% |
$526 - $566
|
37.7K
$1.43M
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-4- 0.06% |
$140 - $151
|
6.26K
$237K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-16.1K- 54.78% |
$541K - $593K
|
13.3K
$504K
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.32K- 30.19% |
$44.3K - $48.5K
|
3.05K
$116K
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-443- 4.05% |
$14.9K - $16.3K
|
10.5K
$397K
|
|
Q4 2023 | |||||||
Jan 22, 2024
Q4 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-110K- 86.64% |
$3.41M - $3.76M
|
17K
$642K
|
|
Feb 13, 2024
Q4 2023
|
Anson Capital, Inc.
|
SELL
|
- |
-98K- 79.54% |
$3.04M - $3.36M
|
25.2K
$955K
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-1.68K- 6.71% |
$52.1K - $57.4K
|
23.3K
$883K
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.58K- 15.98% |
$49K - $54K
|
8.29K
$314K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-600- 50.0% |
$18.6K - $20.6K
|
600
$22.7K
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-432- 0.89% |
$13.4K - $14.8K
|
48.3K
$1.83M
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-350- 41.67% |
$10.9K - $12K
|
490
$18.6K
|
|
Q3 2023 | |||||||
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-16.5K- 61.14% |
$514K - $565K
|
10.5K
$397K
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-294- 93.33% |
$9.15K - $10.1K
|
21
$796
|
|
Q2 2023 | |||||||
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-92K- 93.83% |
$2.96M - $3.11M
|
6.05K
$229K
|
|
Jul 10, 2023
Q2 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-2.45K- 80.99% |
$79K - $83K
|
576
$21.8K
|
|
Q1 2023 | |||||||
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-97.4K- 50.99% |
$3.1M - $3.34M
|
93.6K
$3.55M
|
|
Q4 2022 | |||||||
Jan 27, 2023
Q4 2022
|
Congress Park Capital LLC
|
SELL
|
- |
-61.7K- 50.66% |
$1.96M - $2.19M
|
60.1K
$2.28M
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-3.4K- 10.66% |
$108K - $121K
|
28.5K
$1.08M
|
|
Q3 2022 | |||||||
Oct 26, 2022
Q3 2022
|
Advisor Resource Council
|
SELL
|
- |
-21.2K- 55.85% |
$687K - $769K
|
16.7K
$634K
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-17.3K- 7.56% |
$562K - $629K
|
212K
$8.03M
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-12K- 60.92% |
$390K - $437K
|
7.71K
$292K
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-11.5K- 49.58% |
$374K - $419K
|
11.7K
$444K
|
|
Nov 14, 2022
Q3 2022
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-6.65K- 23.98% |
$216K - $242K
|
21.1K
$799K
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.26K- 21.44% |
$73.4K - $82.2K
|
8.29K
$314K
|
|
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
|