Purchases and Sales Made in Q2 2021 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 Q2 2021. 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 |
---|---|---|---|---|---|---|---|
Jul 14, 2021
Q2 2021
|
First Premier Bank
|
BUY
|
- |
190K+ 119.95% |
$6.43M - $6.8M
|
348K
$13.2M
|
|
Aug 19, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
127K+ 2712.98% |
$4.31M - $4.56M
|
132K
$5.01M
|
|
Aug 11, 2021
Q2 2021
|
Wfa Of San Diego, LLC
|
BUY
|
- |
97KNew |
$3.29M - $3.48M
|
97K
$3.68M
|
|
Aug 04, 2021
Q2 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
70.7KNew |
$2.4M - $2.54M
|
70.7K
$2.69M
|
|
Jul 29, 2021
Q2 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
49.5KNew |
$1.68M - $1.77M
|
49.5K
$1.88M
|
|
Aug 03, 2021
Q2 2021
|
Prw Wealth Management LLC
|
BUY
|
- |
39KNew |
$1.32M - $1.4M
|
39K
$1.48M
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
33.1KNew |
$1.12M - $1.19M
|
33.1K
$1.26M
|
|
Jul 27, 2021
Q2 2021
|
Wedbush Securities Inc
|
BUY
|
- |
19.1KNew |
$648K - $686K
|
19.1K
$726K
|
|
Jul 14, 2021
Q2 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
17KNew |
$578K - $611K
|
17K
$647K
|
|
Aug 11, 2021
Q2 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.6K+ 92.21% |
$495K - $523K
|
30.4K
$1.16M
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.4KNew |
$454K - $480K
|
13.4K
$508K
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.8K+ 5.28% |
$432K - $457K
|
254K
$9.65M
|
|
Aug 05, 2021
Q2 2021
|
Platform Technology Partners
|
BUY
|
- |
10.9KNew |
$370K - $391K
|
10.9K
$414K
|
|
Aug 10, 2021
Q2 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.6K+ 22.46% |
$325K - $344K
|
52.3K
$1.99M
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.94K+ 127.57% |
$269K - $285K
|
14.2K
$538K
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.9K+ 11.92% |
$268K - $283K
|
74.2K
$2.82M
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.57K+ 41.66% |
$257K - $271K
|
25.7K
$977K
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
6.8K+ 20.38% |
$231K - $244K
|
40.2K
$1.53M
|
|
Aug 13, 2021
Q2 2021
|
Old Mission Capital LLC
|
BUY
|
- |
6.57K+ 23.26% |
$223K - $236K
|
34.8K
$1.32M
|
|
Aug 03, 2021
Q2 2021
|
Patten Group, Inc.
|
BUY
|
- |
6.41K+ 19.65% |
$217K - $230K
|
39K
$1.48M
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.94KNew |
$201K - $213K
|
5.94K
$225K
|
|
Aug 16, 2021
Q2 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
5.92KNew |
$201K - $212K
|
5.92K
$225K
|
|
Aug 13, 2021
Q2 2021
|
Congress Park Capital LLC
|
BUY
|
- |
5.48K+ 6.16% |
$186K - $196K
|
94.3K
$3.58M
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
4.69KNew |
$159K - $168K
|
4.69K
$178K
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.03K+ 12.58% |
$137K - $145K
|
36.1K
$1.37M
|
|
Aug 16, 2021
Q2 2021
|
Beta Wealth Group, Inc.
|
BUY
|
- |
3.97K+ 4.05% |
$135K - $143K
|
102K
$3.88M
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.53K+ 202.88% |
$120K - $127K
|
5.27K
$200K
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
2.73KNew |
$92.6K - $98K
|
2.73K
$104K
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.94K+ 6.25% |
$65.8K - $69.6K
|
33K
$1.25M
|
|
Jul 21, 2021
Q2 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.79K+ 1.06% |
$60.7K - $64.3K
|
170K
$6.47M
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.14KNew |
$38.7K - $40.9K
|
1.14K
$43.3K
|
|
Jul 12, 2021
Q2 2021
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
1.07K+ 2.59% |
$36.4K - $38.5K
|
42.6K
$1.62M
|
|
Aug 04, 2021
Q2 2021
|
Firestone Capital Management
|
BUY
|
- |
706+ 23.15% |
$23.9K - $25.3K
|
3.76K
$143K
|
|
Jul 12, 2021
Q2 2021
|
Gradient Investments LLC
|
BUY
|
- |
429New |
$14.5K - $15.4K
|
429
$16.3K
|
|
Aug 05, 2021
Q2 2021
|
Washington Trust CO
|
BUY
|
- |
350New |
$11.9K - $12.6K
|
350
$13.3K
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
21+ 0.91% |
$712 - $753
|
2.34K
$88.8K
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Natixis
Paris, I0 |
SELL
|
- |
-74- 0.23% |
$2.51K - $2.65K
|
31.6K
$1.2M
|
|
Aug 16, 2021
Q2 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-118- 1.65% |
$4K - $4.23K
|
7.04K
$267K
|
|
Jul 14, 2021
Q2 2021
|
Palladiem, LLC
|
SELL
|
- |
-655- 2.52% |
$22.2K - $23.5K
|
25.4K
$964K
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-795- 4.72% |
$27K - $28.5K
|
16K
$609K
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.68K- 4.88% |
$57K - $60.3K
|
32.7K
$1.24M
|
|
Jul 27, 2021
Q2 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.68K- 11.22% |
$57.1K - $60.4K
|
13.3K
$506K
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
SELL
|
- |
-2.58K- 15.43% |
$87.4K - $92.5K
|
14.1K
$537K
|
|
Aug 12, 2021
Q2 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-6.6KClosed |
$224K - $237K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-8.74KClosed |
$296K - $313K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-13.6KClosed |
$461K - $488K
|
0
$0
|
|
May 10, 2024
Q2 2021
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-14.8K- 25.61% |
$501K - $530K
|
42.9K
$1.63M
|
|
Jul 26, 2021
Q2 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-20.6KClosed |
$697K - $737K
|
0
$0
|
|
Jul 30, 2021
Q2 2021
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-46.4KClosed |
$1.57M - $1.66M
|
0
$0
|