Purchases and Sales Made in Q3 2023 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 Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
69.9K+ 133.96% |
$2.18M - $2.39M
|
122K
$4.64M
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
46.6KNew |
$1.45M - $1.6M
|
46.6K
$1.77M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
44.6KNew |
$1.39M - $1.53M
|
44.6K
$1.69M
|
|
|
Nov 17, 2023
Q3 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
15.1K+ 3.62% |
$471K - $518K
|
433K
$16.5M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
12.8K+ 32.53% |
$399K - $438K
|
52.2K
$1.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
8.86K+ 33.63% |
$276K - $303K
|
35.2K
$1.34M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
8.46K+ 6.29% |
$263K - $290K
|
143K
$5.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.78KNew |
$211K - $232K
|
6.78K
$258K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.07K+ 73.7% |
$158K - $173K
|
11.9K
$454K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5.01K+ 11.45% |
$156K - $172K
|
48.8K
$1.85M
|
|
|
Oct 31, 2023
Q3 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
4.55K+ 14.9% |
$142K - $156K
|
35.1K
$1.34M
|
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
BUY
|
- |
3.08K+ 4.16% |
$96K - $106K
|
77.2K
$2.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Anson Capital, Inc.
|
BUY
|
- |
1.45K+ 1.19% |
$45.3K - $49.8K
|
123K
$4.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
900+ 2.45% |
$28K - $30.8K
|
37.7K
$1.43M
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
613+ 32.38% |
$19.1K - $21K
|
2.51K
$95.3K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
204New |
$6.35K - $6.98K
|
204
$7.76K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2+ 0.64% |
$62.3 - $68.5
|
315
$12K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2New |
$62.3 - $68.5
|
2
$76.1
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$31.1 - $34.2
|
0
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-134- 12.75% |
$4.17K - $4.59K
|
917
$34.9K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-160- 16.0% |
$4.98K - $5.48K
|
840
$31.9K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-205- 6.84% |
$6.38K - $7.02K
|
2.79K
$106K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-294- 93.33% |
$9.15K - $10.1K
|
21
$799
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-352- 0.56% |
$11K - $12.1K
|
62.6K
$2.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-634- 11.04% |
$19.7K - $21.7K
|
5.11K
$194K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-822- 6.23% |
$25.6K - $28.1K
|
12.4K
$471K
|
|
|
Nov 07, 2023
Q3 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-1.22K- 1.97% |
$38K - $41.8K
|
60.8K
$2.31M
|
|
|
Oct 19, 2023
Q3 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-2.34K- 1.81% |
$72.8K - $80.1K
|
127K
$4.82M
|
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-2.75K- 4.23% |
$85.6K - $94.2K
|
62.3K
$2.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-2.79K- 10.06% |
$87K - $95.7K
|
25K
$950K
|
|
|
Oct 25, 2023
Q3 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-3.1K- 2.76% |
$96.6K - $106K
|
109K
$4.16M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.06K- 5.44% |
$157K - $173K
|
87.8K
$3.34M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-7.95K- 18.48% |
$247K - $272K
|
35K
$1.33M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.95K- 38.02% |
$279K - $306K
|
14.6K
$555K
|
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-16.5K- 61.14% |
$514K - $565K
|
10.5K
$399K
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-25.1K- 71.79% |
$782K - $860K
|
9.87K
$375K
|
|
|
Oct 16, 2023
Q3 2023
|
First Premier Bank
|
SELL
|
- |
-26.5K- 6.24% |
$824K - $906K
|
398K
$15.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-26.9K- 32.81% |
$839K - $922K
|
55.2K
$2.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-33.6K- 39.21% |
$1.05M - $1.15M
|
52.2K
$1.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-33.9K- 18.12% |
$1.06M - $1.16M
|
153K
$5.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-46K- 19.39% |
$1.43M - $1.58M
|
191K
$7.28M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-57.5K- 28.07% |
$1.79M - $1.97M
|
147K
$5.61M
|