Purchases and Sales Made in Q3 2021 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 Q3 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
Dec 09, 2021 Q3 2021
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
243K
New
$8.59M - $9M
243K $9.41M
Nov 15, 2021 Q3 2021
Lpl Financial LLC

Fort Mill, SC
BUY
 -
214K
+ 84.08%
$7.55M - $7.91M
468K $18.1M
Nov 17, 2021 Q3 2021
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
101K
New
$3.58M - $3.75M
101K $3.93M
Nov 15, 2021 Q3 2021
Mml Investors Services, LLC

Springfield, MA
BUY
 -
87.4K
+ 1472.38%
$3.09M - $3.24M
93.3K $3.61M
Oct 14, 2021 Q3 2021
Clear Creek Financial Management, LLC

BUY
 -
57.7K
New
$2.04M - $2.14M
57.7K $2.24M
May 10, 2024 Q3 2021
V2 Financial Group LLC

Naperville, IL
BUY
 -
43.1K
New
$1.52M - $1.6M
43.1K $1.67M
Oct 12, 2021 Q3 2021
First Premier Bank

BUY
 -
40.2K
+ 11.55%
$1.42M - $1.49M
388K $15M
Nov 05, 2021 Q3 2021
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
33.2K
+ 92.15%
$1.18M - $1.23M
69.3K $2.69M
Nov 12, 2021 Q3 2021
Old Mission Capital LLC

BUY
 -
21.4K
+ 61.51%
$757K - $793K
56.3K $2.18M
Nov 03, 2021 Q3 2021
Kovack Advisors, Inc.

BUY
 -
20.6K
+ 41.69%
$729K - $764K
70.1K $2.71M
Nov 12, 2021 Q3 2021
Edmond De Rothschild Holding S.A.

Chambesy, V8
BUY
 -
18.2K
New
$645K - $675K
18.2K $706K
Nov 15, 2021 Q3 2021
Morgan Stanley

New York, NY
BUY
 -
15.9K
New
$561K - $587K
15.9K $614K
Oct 28, 2021 Q3 2021
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
14.3K
+ 83.75%
$504K - $528K
31.3K $1.21M
Nov 12, 2021 Q3 2021
Frontier Wealth Management LLC

Kansas City, MO
BUY
 -
11.9K
New
$419K - $439K
11.9K $459K
Nov 05, 2021 Q3 2021
Advisory Services Network, LLC

BUY
 -
9.98K
+ 365.02%
$353K - $369K
12.7K $492K
Oct 14, 2021 Q3 2021
Private Advisor Group, LLC

BUY
 -
9.54K
+ 23.74%
$337K - $353K
49.7K $1.93M
Nov 15, 2021 Q3 2021
Patten Group, Inc.

BUY
 -
9.52K
+ 24.39%
$336K - $352K
48.6K $1.88M
Oct 07, 2021 Q3 2021
Garrett Investment Advisors LLC

BUY
 -
8.3K
+ 4.88%
$294K - $307K
179K $6.92M
Dec 08, 2021 Q3 2021
Moors & Cabot, Inc.

Boston, MA
BUY
 -
5.54K
+ 523.82%
$196K - $205K
6.6K $256K
Nov 16, 2021 Q3 2021
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
3.67K
+ 11.08%
$130K - $136K
36.8K $1.43M
Nov 12, 2021 Q3 2021
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
2.66K
New
$93.9K - $98.3K
2.66K $103K
Oct 19, 2021 Q3 2021
Kestra Advisory Services, LLC

BUY
 -
2.23K
+ 15.75%
$78.8K - $82.6K
16.4K $635K
Mar 22, 2023 Q3 2021
American Portfolios Advisors

Holbrook, NY
BUY
 -
2.19K
+ 6.36%
$77.4K - $81.1K
36.6K $1.42M
Nov 02, 2021 Q3 2021
Cambridge Investment Research Advisors, Inc.

BUY
 -
2.1K
+ 8.14%
$74.1K - $77.6K
27.8K $1.08M
Oct 19, 2021 Q3 2021
Stratos Wealth Partners, Ltd.

BUY
 -
1.65K
+ 2.23%
$58.4K - $61.1K
75.8K $2.94M
Oct 08, 2021 Q3 2021
Wedbush Securities Inc

BUY
 -
725
+ 3.79%
$25.6K - $26.8K
19.8K $769K
Nov 12, 2021 Q3 2021
Laurel Wealth Advisors, Inc.

Solana Beach, CA
BUY
 -
499
+ 8.43%
$17.6K - $18.5K
6.42K $248K
Nov 15, 2021 Q3 2021
Harbour Investments, Inc.

Madison, WI
BUY
 -
337
+ 6.4%
$11.9K - $12.5K
5.6K $217K
Nov 15, 2021 Q3 2021
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
333
+ 4.73%
$11.8K - $12.3K
7.37K $285K
Nov 04, 2021 Q3 2021
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
234
+ 0.33%
$8.27K - $8.67K
71K $2.75M
Nov 04, 2021 Q3 2021
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
207
+ 8.85%
$7.32K - $7.67K
2.55K $98.6K
Nov 15, 2021 Q3 2021
Jacobi Capital Management LLC

BUY
 -
200
+ 66.45%
$7.07K - $7.41K
501 $19.4K
Nov 09, 2021 Q3 2021
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Nov 09, 2021 Q3 2021
Washington Trust CO

SELL
 -
-75
- 21.43%
$2.65K - $2.78K
275 $10.7K
Oct 29, 2021 Q3 2021
Commonwealth Equity Services, LLC

SELL
 -
-386
- 2.41%
$13.6K - $14.3K
15.7K $606K
Nov 12, 2021 Q3 2021
Beta Wealth Group, Inc.

SELL
 -
-395
- 0.39%
$14K - $14.6K
102K $3.94M
Nov 15, 2021 Q3 2021
Northwestern Mutual Wealth Management CO

SELL
 -
-1.14K
Closed
$40.3K - $42.3K
0 $0
Nov 15, 2021 Q3 2021
Royal Bank Of Canada

Toronto, A6
SELL
 -
-1.35K
- 10.05%
$47.6K - $49.8K
12K $466K
Nov 12, 2021 Q3 2021
Natixis

Paris, I0
SELL
 -
-1.44K
- 4.56%
$50.8K - $53.2K
30.1K $1.17M
Oct 14, 2021 Q3 2021
Great Valley Advisor Group, Inc.

SELL
 -
-2.05K
- 15.39%
$72.4K - $75.8K
11.3K $436K
Oct 06, 2021 Q3 2021
Richard P Slaughter Associates Inc

SELL
 -
-2.91K
- 6.84%
$103K - $108K
39.7K $1.54M
Nov 16, 2021 Q3 2021
Atria Investments LLC

Charlotte, NC
SELL
 -
-3.73K
- 7.12%
$132K - $138K
48.6K $1.88M
Oct 25, 2021 Q3 2021
Wfa Of San Diego, LLC

SELL
 -
-3.75K
- 3.87%
$133K - $139K
93.2K $3.61M
Nov 15, 2021 Q3 2021
Susquehanna International Group, LLP

Bala Cynwyd, PA
SELL
 -
-4.11K
- 13.51%
$145K - $152K
26.3K $1.02M
Oct 07, 2021 Q3 2021
Envestnet Asset Management Inc

SELL
 -
-4.17K
- 12.65%
$148K - $155K
28.8K $1.12M
Nov 05, 2021 Q3 2021
Moors & Cabot, Inc.

Boston, MA
SELL
 -
-5.54K
- 83.97%
$196K - $205K
1.06K $41K
Nov 15, 2021 Q3 2021
Ubs Group Ag

SELL
 -
-8.21K
- 58.12%
$290K - $304K
5.92K $229K
Nov 04, 2021 Q3 2021
Prw Wealth Management LLC

SELL
 -
-39K
Closed
$1.38M - $1.45M
0 $0
Nov 16, 2021 Q3 2021
Advisor Resource Council

SELL
 -
-132K
Closed
$4.66M - $4.88M
0 $0

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