Beacon Pointe Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Beacon Pointe Advisors, LLC

  • $11.3 Billion
  • Q3 2025

A detailed history of Beacon Pointe Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 39,719 shares of PHO stock, worth $2.84 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
39,719
Previous 36,444 8.99%
Holding current value
$2.84 Million
Previous $2.55 Million 12.45%
% of portfolio
0.03%
Previous 0.03%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
$69.62 - $73.99 $228,005 - $242,317
3,275 Added 8.99%
39,719 $2.86 Million
Q2 2025

Aug 13, 2025
SELL
$58.13 - $69.92 $156,892 - $188,714
-2,699 Reduced 6.9%
36,444 $2.55 Million
Q1 2025

May 13, 2025
SELL
$63.77 - $68.75 $333,006 - $359,012
-5,222 Reduced 11.77%
39,143 $2.53 Million
Q4 2024

Feb 14, 2025
SELL
$65.79 - $72.14 $378,753 - $415,309
-5,757 Reduced 11.49%
44,365 $2.92 Million
Q3 2024

Nov 14, 2024
BUY
$63.82 - $70.54 $137,659 - $152,154
2,157 Added 4.5%
50,122 $3.54 Million
Q2 2024

Aug 12, 2024
SELL
$63.04 - $68.93 $79,115 - $86,507
-1,255 Reduced 2.55%
47,965 $3.11 Million
Q1 2024

May 14, 2024
SELL
$58.49 - $66.57 $141,487 - $161,032
-2,419 Reduced 4.68%
49,220 $3.28 Million
Q4 2023

Feb 08, 2024
BUY
$49.77 - $61.28 $699,417 - $861,167
14,053 Added 37.39%
51,639 $3.14 Million
Q3 2023

Nov 14, 2023
BUY
$52.79 - $58.32 $1.98 Million - $2.19 Million
37,586 New
37,586 $2 Million
Q1 2023

May 12, 2023
SELL
$50.61 - $55.5 $121,464 - $133,200
-2,400 Reduced 7.86%
28,139 $1.5 Million
Q4 2022

Feb 14, 2023
BUY
$45.7 - $53.8 $1.4 Million - $1.64 Million
30,539 New
30,539 $1.57 Million
Q2 2022

Aug 11, 2022
SELL
$43.41 - $53.73 $62,293 - $77,102
-1,435 Reduced 5.11%
26,627 $1.23 Million
Q1 2022

May 17, 2022
BUY
$49.6 - $59.81 $1 Million - $1.21 Million
20,190 Added 256.48%
28,062 $1.49 Million
Q4 2021

Feb 14, 2022
SELL
$54.71 - $60.84 $769,386 - $855,592
-14,063 Reduced 64.11%
7,872 $479,000
Q3 2021

Nov 15, 2021
BUY
$53.8 - $59.62 $526,110 - $583,023
9,779 Added 80.45%
21,935 $1.2 Million
Q2 2021

Aug 17, 2021
BUY
$49.88 - $53.52 $606,341 - $650,589
12,156 New
12,156 $651,000

Others Institutions Holding PHO

# of Institutions
433
Shares Held
13.2M
Call Options Held
5.1K
Put Options Held
8.8K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

PHO Quotes by TradingView
  • Ticker PHO
  • Sector ETFs
  • Industry ETFs
More about PHO
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