Adviser Investments LLC Invesco Exchange Traded Fd Tr Transaction History

Adviser Investments LLC

$8.64 Billion
Q3 2025

A detailed history of Adviser Investments LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Adviser Investments LLC holds 3,850 shares of PHO stock, worth $275,275. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,850

Previous 3,250 18.46%

Holding current value

$275,275

Previous $227,000 22.03%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$69.62 - $73.99 $41,772 - $44,394	600 Added 18.46%	3,850 $277,000
Q2 2025 Aug 06, 2025	SELL	$58.13 - $69.92 $58,595 - $70,479	-1,008 Reduced 23.67%	3,250 $227,000
Q1 2025 May 13, 2025	SELL	$63.77 - $68.75 $3,060 - $3,300	-48 Reduced 1.11%	4,258 $274,000
Q4 2024 Feb 12, 2025	BUY	$65.79 - $72.14 $9,934 - $10,893	151 Added 3.63%	4,306 $283,000
Q3 2024 Nov 08, 2024	BUY	$63.82 - $70.54 $63 - $70	1 Added 0.02%	4,155 $293,000

Q2 2024 Aug 12, 2024	SELL	$63.04 - $68.93 $567 - $620	-9 Reduced 0.22%	4,154 $269,000
Q1 2024 Apr 29, 2024	BUY	$58.49 - $66.57 $58 - $66	1 Added 0.02%	4,163 $277,000
Q4 2023 Feb 01, 2024	BUY	$49.77 - $61.28 $207,142 - $255,047	4,162 New	4,162 $253,000

Others Institutions Holding PHO

# of Institutions

431

Shares Held

13.7M

Call Options Held

5.1K

Put Options Held

8.8K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker PHO
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Adviser Investments LLC Invesco Exchange Traded Fd Tr Transaction History