Apella Capital, LLC Invesco Exchange Traded Fd Tr Transaction History

Apella Capital, LLC

$4.73 Billion
Q4 2025

A detailed history of Apella Capital, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Apella Capital, LLC holds 3,264 shares of PHO stock, worth $233,376. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,264

Holding current value

$233,376

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 21, 2026	BUY	$71.1 - $74.61 $232,070 - $243,527	3,264 New	3,264 $233,000

Others Institutions Holding PHO

# of Institutions

433

Shares Held

13.7M

Call Options Held

5.1K

Put Options Held

8.8K

Bank Of America Corp Charlotte, NC

1.64M
Shares

$117 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.44M
Shares

$103 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

908K
Shares

$64.9 Million
0.02% of portfolio
1832 Asset Management L.P. Toronto, A6

516K
Shares

$36.9 Million
0.07% of portfolio
Raymond James Financial Inc St. Petersburg, FL

447K
Shares

$32 Million
0.01% of portfolio

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker PHO
Sector ETFs
Industry ETFs

More about PHO

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Apella Capital, LLC Invesco Exchange Traded Fd Tr Transaction History