Purchases and Sales Made in Q4 2021 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
352K+ 283.6% |
$12.4M - $13.5M
|
476K
$18.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
278KNew |
$9.81M - $10.7M
|
278K
$10.8M
|
|
|
Aug 05, 2022
Q4 2021
|
January Capital Advisors LLC
|
BUY
|
- |
187KNew |
$6.62M - $7.2M
|
187K
$7.26M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
144K+ 30.78% |
$5.09M - $5.54M
|
612K
$23.7M
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
143KNew |
$5.07M - $5.52M
|
143K
$5.56M
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
113K+ 111.05% |
$3.98M - $4.33M
|
214K
$8.3M
|
|
|
Feb 02, 2022
Q4 2021
|
Anson Capital, Inc.
|
BUY
|
- |
102KNew |
$3.62M - $3.94M
|
102K
$3.97M
|
|
|
Feb 10, 2022
Q4 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
61.6K+ 337.95% |
$2.18M - $2.37M
|
79.9K
$3.1M
|
|
|
Jan 24, 2022
Q4 2021
|
Tmd Wealth Management, LLC
|
BUY
|
- |
53.5KNew |
$1.89M - $2.06M
|
53.5K
$2.07M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
47.8KNew |
$1.69M - $1.84M
|
47.8K
$1.85M
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
41KNew |
$1.45M - $1.58M
|
41K
$1.59M
|
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
31.4K+ 17.57% |
$1.11M - $1.21M
|
210K
$8.14M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
28.8K+ 57.95% |
$1.02M - $1.11M
|
78.5K
$3.04M
|
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
28.4K+ 90.57% |
$1M - $1.09M
|
59.7K
$2.31M
|
|
|
Feb 07, 2022
Q4 2021
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
18.1KNew |
$640K - $697K
|
18.1K
$702K
|
|
|
Jan 19, 2022
Q4 2021
|
First Premier Bank
|
BUY
|
- |
16.3K+ 4.19% |
$574K - $625K
|
404K
$15.7M
|
|
|
Feb 09, 2022
Q4 2021
|
Congress Park Capital LLC
|
BUY
|
- |
15.2K+ 13.52% |
$539K - $586K
|
128K
$4.96M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
14.7K+ 248.94% |
$521K - $567K
|
20.6K
$800K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.8K+ 14.75% |
$487K - $530K
|
107K
$4.15M
|
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
11.7K+ 4.81% |
$413K - $450K
|
255K
$9.88M
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
10.9KNew |
$386K - $420K
|
10.9K
$423K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
10.1KNew |
$356K - $388K
|
10.1K
$391K
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
9.29KNew |
$328K - $357K
|
9.29K
$360K
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
8.7K+ 77.26% |
$308K - $335K
|
20K
$774K
|
|
|
Feb 15, 2022
Q4 2021
|
Treasure Coast Financial Planning
|
BUY
|
- |
8.51KNew |
$301K - $327K
|
8.51K
$330K
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.74KNew |
$274K - $298K
|
7.74K
$300K
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
7.58KNew |
$268K - $292K
|
7.58K
$294K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7.31K+ 130.39% |
$258K - $281K
|
12.9K
$501K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.81KNew |
$205K - $224K
|
5.81K
$225K
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5.59KNew |
$198K - $215K
|
5.59K
$217K
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
5.26KNew |
$186K - $202K
|
5.26K
$204K
|
|
|
Jan 20, 2022
Q4 2021
|
Patten Group, Inc.
|
BUY
|
- |
5.2K+ 10.71% |
$184K - $200K
|
53.8K
$2.08M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.88K+ 8.38% |
$102K - $111K
|
37.3K
$1.45M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.5K+ 15.24% |
$88.3K - $96.1K
|
18.9K
$732K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.35KNew |
$47.8K - $52K
|
1.35K
$52.4K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.26K+ 1.66% |
$44.5K - $48.4K
|
77.1K
$2.99M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.25K+ 3.39% |
$44.1K - $48K
|
38K
$1.48M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.02K+ 6.49% |
$35.9K - $39.1K
|
16.7K
$646K
|
|
|
Feb 14, 2022
Q4 2021
|
Natixis
Paris, I0 |
BUY
|
- |
902+ 2.99% |
$31.9K - $34.7K
|
31K
$1.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
871+ 11.82% |
$30.8K - $33.5K
|
8.24K
$320K
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
450+ 7.01% |
$15.9K - $17.3K
|
6.87K
$266K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
403+ 3.35% |
$14.2K - $15.5K
|
12.4K
$482K
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
275New |
$9.72K - $10.6K
|
275
$10.7K
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
212+ 0.44% |
$7.49K - $8.16K
|
48.8K
$1.89M
|
|
|
Feb 07, 2022
Q4 2021
|
Wfa Of San Diego, LLC
|
BUY
|
- |
171+ 0.18% |
$6.04K - $6.58K
|
93.4K
$3.62M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3+ 0.11% |
$106 - $115
|
2.66K
$103K
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 0.33% |
$35.4 - $38.5
|
303
$11.7K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-5- 0.2% |
$177 - $192
|
2.54K
$98.5K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-7Closed |
$247 - $269
|
0
$0
|