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 04, 2022
Q2 2022
|
Platform Technology Partners
|
SELL
|
- |
-10.9KClosed |
$354K - $396K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-9.02K- 36.28% |
$292K - $327K
|
15.8K
$609K
|
|
|
Aug 05, 2022
Q2 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-8.67KClosed |
$281K - $315K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.98KClosed |
$259K - $290K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.92KClosed |
$192K - $215K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-5.57KClosed |
$181K - $202K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-5.5K- 13.41% |
$178K - $200K
|
35.5K
$1.36M
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-4.07K- 34.57% |
$132K - $148K
|
7.7K
$296K
|
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.78K- 17.29% |
$57.7K - $64.6K
|
8.52K
$327K
|
|
|
Aug 05, 2022
Q2 2022
|
January Capital Advisors LLC
|
SELL
|
- |
-943- 0.8% |
$30.6K - $34.2K
|
116K
$4.47M
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-109- 24.44% |
$3.53K - $3.96K
|
337
$12.9K
|
|
| Q1 2022 | |||||||
|
May 02, 2022
Q1 2022
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-53.5KClosed |
$1.91M - $2.04M
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-10.9KClosed |
$390K - $417K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-6.87KClosed |
$245K - $262K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-5.26KClosed |
$188K - $201K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Palladiem, LLC
|
SELL
|
- |
-2.34K- 9.22% |
$83.7K - $89.4K
|
23K
$885K
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.35KClosed |
$48.3K - $51.6K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-275Closed |
$9.83K - $10.5K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-57.7KClosed |
$2.04M - $2.22M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-6.6KClosed |
$233K - $254K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-3.76KClosed |
$133K - $145K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-501Closed |
$17.7K - $19.3K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-275Closed |
$9.72K - $10.6K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-7Closed |
$247 - $269
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-39KClosed |
$1.38M - $1.45M
|
0
$0
|
|
| Q2 2021 | |||||||
|
Jul 30, 2021
Q2 2021
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-46.4KClosed |
$1.57M - $1.66M
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-6.6KClosed |
$224K - $237K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 07, 2021
Q1 2021
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-52.1KClosed |
$1.72M - $1.82M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-24KClosed |
$791K - $837K
|
0
$0
|
|
|
Apr 15, 2021
Q1 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-3.67KClosed |
$121K - $128K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
First National Bank Of South Miami
|
SELL
|
- |
-2.67KClosed |
$88K - $93.1K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 18, 2021
Q4 2020
|
Truist Financial Corp
|
SELL
|
- |
-383KClosed |
$12.2M - $13M
|
0
$0
|
|
|
Jan 28, 2021
Q4 2020
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-4KClosed |
$128K - $135K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-210Closed |
$5.95K - $6.7K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Apr 28, 2020
Q1 2020
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-20.5KClosed |
$550K - $692K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Jul 30, 2019
Q2 2019
|
Hudock, Inc.
|
SELL
|
- |
-211Closed |
$5.67K - $6.01K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-23.5KClosed |
$612K - $665K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 05, 2018
Q3 2018
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-7.47KClosed |
$208K - $223K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Jul 30, 2018
Q2 2018
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-15.7KClosed |
$429K - $451K
|
0
$0
|
|