Purchases and Sales Made in Q1 2022 in Invesco Actively Mngd ETF Tr S (PHDG)

PHDG Quotes by TradingView

This table provides information about the institutional ownership of Invesco Actively Mngd ETF Tr S (PHDG) during Q1 2022. The information is specifically focused on institutions that hold shares of INVESCO ACTIVELY MNGD ETF TR S.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Apr 26, 2022 Q1 2022
Stratos Wealth Partners, Ltd.

BUY
 -
428K
+ 555.26%
$15.3M - $16.3M
505K $19.6M
Sep 07, 2022 Q1 2022
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
333K
New
$11.9M - $12.7M
333K $12.9M
Apr 11, 2022 Q1 2022
Dynamic Advisor Solutions LLC

BUY
 -
166K
+ 115.46%
$5.92M - $6.32M
309K $12M
May 16, 2022 Q1 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
156K
+ 25.5%
$5.58M - $5.96M
768K $29.7M
May 13, 2022 Q1 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
150K
+ 140.21%
$5.37M - $5.74M
257K $9.96M
May 10, 2022 Q1 2022
Trek Financial, LLC

Scottsdale, AZ
BUY
 -
109K
New
$3.9M - $4.16M
109K $4.22M
May 04, 2022 Q1 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
88.4K
+ 127.46%
$3.16M - $3.38M
158K $6.11M
May 03, 2022 Q1 2022
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
77.9K
+ 30.59%
$2.79M - $2.98M
333K $12.9M
Apr 04, 2022 Q1 2022
Garrett Investment Advisors LLC

BUY
 -
71.3K
+ 33.96%
$2.55M - $2.72M
281K $10.9M
May 16, 2022 Q1 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
63.1K
New
$2.26M - $2.41M
63.1K $2.44M
May 13, 2022 Q1 2022
Lcnb Corp

Lebanon, OH
BUY
 -
58.7K
New
$2.1M - $2.24M
58.7K $2.27M
Apr 25, 2022 Q1 2022
First Premier Bank

BUY
 -
56.9K
+ 14.08%
$2.03M - $2.17M
461K $17.9M
May 10, 2022 Q1 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
48.3K
+ 22.56%
$1.73M - $1.84M
262K $10.2M
Apr 12, 2022 Q1 2022
Calton & Associates, Inc.

BUY
 -
46.2K
New
$1.65M - $1.77M
46.2K $1.79M
Apr 13, 2022 Q1 2022
Flagship Harbor Advisors, LLC

BUY
 -
42.7K
+ 764.17%
$1.53M - $1.63M
48.3K $1.87M
May 17, 2022 Q1 2022
Jane Street Group, LLC

New York, NY
BUY
 -
33.8K
New
$1.21M - $1.29M
33.8K $1.31M
May 13, 2022 Q1 2022
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
32K
New
$1.14M - $1.22M
32K $1.24M
May 12, 2022 Q1 2022
D.A. Davidson & Co.

BUY
 -
23.6K
New
$845K - $902K
23.6K $915K
May 12, 2022 Q1 2022
Private Advisor Group, LLC

BUY
 -
19.8K
+ 25.21%
$708K - $756K
98.3K $3.81M
May 16, 2022 Q1 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
14K
+ 225.99%
$502K - $536K
20.2K $784K
May 13, 2022 Q1 2022
Old Mission Capital LLC

BUY
 -
13.5K
+ 121.01%
$484K - $517K
24.7K $957K
May 02, 2022 Q1 2022
Congress Park Capital LLC

BUY
 -
9.52K
+ 7.44%
$341K - $364K
137K $5.33M
May 04, 2022 Q1 2022
Envestnet Asset Management Inc

BUY
 -
8.57K
+ 31.64%
$306K - $327K
35.7K $1.38M
May 02, 2022 Q1 2022
Atria Investments LLC

Charlotte, NC
BUY
 -
7.59K
+ 15.54%
$271K - $290K
56.4K $2.18M
Apr 26, 2022 Q1 2022
Kestra Advisory Services, LLC

BUY
 -
7.13K
+ 37.73%
$255K - $272K
26K $1.01M
May 03, 2022 Q1 2022
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
6.29K
+ 10.54%
$225K - $240K
66K $2.55M
Mar 21, 2023 Q1 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
5.6K
+ 16.26%
$200K - $214K
40K $1.55M
May 05, 2022 Q1 2022
First Foundation Advisors

Irvine, CA
BUY
 -
5.57K
New
$199K - $213K
5.57K $216K
May 13, 2022 Q1 2022
Natixis

Paris, I0
BUY
 -
5.28K
+ 17.02%
$189K - $202K
36.3K $1.41M
Apr 21, 2022 Q1 2022
Cwm, LLC

BUY
 -
5.13K
+ 1.08%
$183K - $196K
481K $18.6M
May 12, 2022 Q1 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
4.13K
+ 10.85%
$148K - $158K
42.2K $1.63M
May 09, 2022 Q1 2022
Treasure Coast Financial Planning

BUY
 -
3.52K
+ 41.39%
$126K - $135K
12K $466K
May 05, 2022 Q1 2022
Anson Capital, Inc.

BUY
 -
3.44K
+ 3.37%
$123K - $132K
106K $4.09M
May 09, 2022 Q1 2022
Northwestern Mutual Wealth Management CO

BUY
 -
2.96K
New
$106K - $113K
2.96K $115K
Aug 08, 2022 Q1 2022
Ifp Advisors, Inc

BUY
 -
2.68K
+ 446.0%
$95.7K - $102K
3.28K $127K
Apr 28, 2022 Q1 2022
Patten Group, Inc.

BUY
 -
2.33K
+ 4.34%
$83.4K - $89K
56.1K $2.17M
Sep 06, 2022 Q1 2022
Ifp Advisors, Inc

BUY
 -
2.1K
+ 64.1%
$75.1K - $80.2K
5.38K $208K
May 05, 2022 Q1 2022
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
2.05K
+ 3.08%
$73.3K - $78.3K
68.6K $2.66M
May 09, 2022 Q1 2022
Wealthsource Partners, LLC

BUY
 -
1.69K
+ 16.77%
$60.4K - $64.6K
11.8K $456K
May 12, 2022 Q1 2022
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
1.15K
+ 45.34%
$41.2K - $44K
3.69K $143K
May 16, 2022 Q1 2022
Ubs Group Ag

BUY
 -
1.12K
+ 5.43%
$40.1K - $42.9K
21.8K $843K
May 11, 2022 Q1 2022
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
1.1K
New
$39.3K - $42K
1.1K $42.6K
May 02, 2022 Q1 2022
Personal Cfo Solutions, LLC

BUY
 -
1.09K
+ 14.34%
$38.9K - $41.5K
8.67K $336K
May 16, 2022 Q1 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
1.01K
+ 8.12%
$36.2K - $38.6K
13.5K $521K
Aug 11, 2022 Q1 2022
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
1.01K
+ 10.85%
$36K - $38.5K
10.3K $399K
Apr 20, 2022 Q1 2022
Great Valley Advisor Group, Inc.

BUY
 -
548
+ 2.74%
$19.6K - $20.9K
20.5K $794K
May 13, 2022 Q1 2022
Morgan Stanley

New York, NY
BUY
 -
497
+ 3.13%
$17.8K - $19K
16.4K $634K
May 16, 2022 Q1 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
446
New
$15.9K - $17K
446 $17.3K
Jul 14, 2022 Q1 2022
Global Retirement Partners, LLC

BUY
 -
299
New
$10.7K - $11.4K
299 $11.6K

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