Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2025
Q3 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
9.81KNew |
$346K - $367K
|
9.81K
$374K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
100+ 90.91% |
$3.52K - $3.74K
|
210
$8K
|
|
|
Oct 27, 2025
Q3 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-30- 0.13% |
$1.06K - $1.12K
|
23.8K
$906K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-232- 0.25% |
$8.17K - $8.68K
|
91.5K
$3.49M
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-2.29K- 3.92% |
$80.8K - $85.9K
|
56.2K
$2.14M
|
|
|
Oct 15, 2025
Q3 2025
|
First Premier Bank
|
SELL
|
- |
-5.76K- 1.74% |
$203K - $216K
|
325K
$12.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-107K- 92.8% |
$3.76M - $4M
|
8.29K
$316K
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-110K- 51.53% |
$3.89M - $4.13M
|
104K
$3.96M
|