Purchases and Sales Made in Q2 2022 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 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 |
---|---|---|---|---|---|---|---|
Aug 05, 2022
Q2 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-8.67KClosed |
$281K - $315K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-9.02K- 36.28% |
$292K - $327K
|
15.8K
$614K
|
|
Aug 11, 2022
Q2 2022
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-9.4KClosed |
$305K - $341K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Platform Technology Partners
|
SELL
|
- |
-10.9KClosed |
$354K - $396K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-11.6K- 90.18% |
$378K - $423K
|
1.27K
$49.2K
|
|
Aug 02, 2022
Q2 2022
|
Treasure Coast Financial Planning
|
SELL
|
- |
-12KClosed |
$390K - $437K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-12.1K- 19.22% |
$393K - $440K
|
50.9K
$1.98M
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-14.5K- 14.73% |
$470K - $526K
|
83.8K
$3.25M
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-17.4KClosed |
$563K - $630K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-21.8K- 47.28% |
$708K - $793K
|
24.4K
$945K
|
|
Jul 26, 2022
Q2 2022
|
First Premier Bank
|
SELL
|
- |
-22.2K- 4.82% |
$720K - $807K
|
439K
$17M
|
|
May 10, 2024
Q2 2022
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-24.2KClosed |
$783K - $877K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-30.9K- 52.73% |
$1M - $1.12M
|
27.7K
$1.08M
|
|
Aug 15, 2022
Q2 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-32KClosed |
$1.04M - $1.16M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-33.1K- 12.61% |
$1.07M - $1.2M
|
229K
$8.89M
|
|
Aug 12, 2022
Q2 2022
|
Natixis
Paris, I0 |
SELL
|
- |
-36.3KClosed |
$1.18M - $1.32M
|
0
$0
|
|
Jul 08, 2022
Q2 2022
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-36.5KClosed |
$1.18M - $1.33M
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Delta Investment Management, LLC
|
SELL
|
- |
-58.8KClosed |
$1.91M - $2.13M
|
0
$0
|
|
Aug 17, 2022
Q2 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-66KClosed |
$2.14M - $2.39M
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-92.8K- 58.86% |
$3.01M - $3.37M
|
64.9K
$2.52M
|
|
Aug 10, 2022
Q2 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-109KClosed |
$3.53M - $3.96M
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Congress Park Capital LLC
|
SELL
|
- |
-137KClosed |
$4.46M - $4.99M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-252KClosed |
$8.17M - $9.15M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-257KClosed |
$8.34M - $9.34M
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-261K- 92.98% |
$8.48M - $9.49M
|
19.7K
$765K
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-301K- 39.16% |
$9.75M - $10.9M
|
467K
$18.1M
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-309KClosed |
$10M - $11.2M
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-395K- 78.3% |
$12.8M - $14.4M
|
110K
$4.25M
|