Purchases and Sales Made in Q1 2025 in Invesco Actively Mngd ETF Tr S (PHDG)
This table provides information about the institutional ownership of Invesco Actively Mngd ETF Tr S (PHDG) during Q1 2025. 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 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
38.6K+ 474.63% |
$1.39M - $1.49M
|
46.7K
$1.57M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
26.6KNew |
$962K - $1.03M
|
26.6K
$894K
|
|
|
Apr 21, 2025
Q1 2025
|
Congress Park Capital LLC
|
BUY
|
- |
18.4KNew |
$665K - $713K
|
18.4K
$619K
|
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
8.21KNew |
$297K - $318K
|
8.21K
$276K
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
2.59K+ 2.3% |
$93.6K - $100K
|
115K
$3.87M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.69K+ 2.35% |
$61.1K - $65.5K
|
73.6K
$2.47M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7+ 0.1% |
$253 - $271
|
6.94K
$233K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.04% |
$36.2 - $38.8
|
2.37K
$79.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-135- 0.43% |
$4.88K - $5.23K
|
31.3K
$1.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-417- 1.64% |
$15.1K - $16.2K
|
25.1K
$843K
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
SELL
|
- |
-1.42K- 0.41% |
$51.3K - $55K
|
348K
$11.7M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.68K- 13.15% |
$60.7K - $65.1K
|
11.1K
$373K
|