Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
85.2KNew |
$2.83M - $3.11M
|
85.2K
$3.14M
|
|
|
Aug 12, 2025
Q2 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
83.6KNew |
$2.77M - $3.05M
|
83.6K
$3.08M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
48.6K+ 112.76% |
$1.61M - $1.77M
|
91.7K
$3.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
31.6K+ 139.6% |
$1.05M - $1.15M
|
54.2K
$2M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.6K+ 40.01% |
$549K - $604K
|
58K
$2.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.1KNew |
$435K - $479K
|
13.1K
$484K
|
|
|
Aug 18, 2025
Q2 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
8.17KNew |
$271K - $298K
|
8.17K
$301K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.12K+ 5.6% |
$137K - $150K
|
77.7K
$2.86M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.78K+ 55.25% |
$125K - $138K
|
10.6K
$391K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
826+ 3.11% |
$27.4K - $30.1K
|
27.4K
$1.01M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
141New |
$4.67K - $5.14K
|
141
$5.19K
|
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
117+ 0.1% |
$3.88K - $4.27K
|
115K
$4.24M
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
95New |
$3.15K - $3.46K
|
95
$3.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
24+ 27.91% |
$796 - $875
|
110
$4.05K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
23+ 0.09% |
$762 - $839
|
26.6K
$981K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
21New |
$696 - $766
|
21
$773
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1- 0.04% |
$33.2 - $36.5
|
2.37K
$87.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1- 0.01% |
$33.2 - $36.5
|
10.5K
$386K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$33.2 - $36.5
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-200- 1.36% |
$6.63K - $7.29K
|
14.6K
$536K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-365- 40.97% |
$12.1K - $13.3K
|
526
$19.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-400- 2.81% |
$13.3K - $14.6K
|
13.8K
$510K
|
|
|
Jul 30, 2025
Q2 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-1.26K- 5.02% |
$41.7K - $45.9K
|
23.8K
$877K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.6K- 7.94% |
$53K - $58.3K
|
18.5K
$683K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-1.7K- 86.88% |
$56.4K - $62.1K
|
257
$9.47K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.2K- 19.85% |
$72.9K - $80.2K
|
8.89K
$327K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-3.3K- 21.12% |
$109K - $120K
|
12.3K
$454K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.28K- 76.04% |
$175K - $193K
|
1.66K
$61.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-5.55K- 10.04% |
$184K - $202K
|
49.8K
$1.83M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.93K- 18.97% |
$197K - $216K
|
25.3K
$933K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.46K- 58.04% |
$314K - $345K
|
6.84K
$252K
|
|
|
Jul 28, 2025
Q2 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-10.2K- 14.81% |
$337K - $371K
|
58.5K
$2.16M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-12.2K- 11.14% |
$404K - $444K
|
97.2K
$3.58M
|
|
|
Jul 11, 2025
Q2 2025
|
Congress Park Capital LLC
|
SELL
|
- |
-12.4K- 67.39% |
$411K - $452K
|
6K
$221K
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-14.5K- 19.81% |
$479K - $527K
|
58.5K
$2.15M
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-17.3K- 4.98% |
$574K - $631K
|
330K
$12.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-23.5K- 22.92% |
$779K - $857K
|
79.1K
$2.91M
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-25K- 10.47% |
$830K - $913K
|
214K
$7.89M
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
SELL
|
- |
-29.2K- 25.31% |
$967K - $1.06M
|
86.1K
$3.17M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-32.1K- 68.78% |
$1.06M - $1.17M
|
14.6K
$537K
|