Secure Asset Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Secure Asset Management, LLC

$585 Million
Q3 2025

A detailed history of Secure Asset Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Secure Asset Management, LLC holds 14,153 shares of PHO stock, worth $1.01 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

14,153

Previous 13,103 8.01%

Holding current value

$1.01 Million

Previous $915,000 11.48%

% of portfolio

0.17%

Previous 0.18%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 09, 2025	BUY	$69.62 - $73.99 $73,101 - $77,689	1,050 Added 8.01%	14,153 $1.02 Million
Q2 2025 Jul 10, 2025	BUY	$58.13 - $69.92 $185,144 - $222,695	3,185 Added 32.11%	13,103 $915,000
Q1 2025 Apr 10, 2025	BUY	$63.77 - $68.75 $285,498 - $307,793	4,477 Added 82.28%	9,918 $637,000
Q4 2024 Jan 17, 2025	BUY	$65.79 - $72.14 $30,987 - $33,977	471 Added 9.48%	5,441 $357,000
Q3 2024 Oct 16, 2024	SELL	$63.82 - $70.54 $829 - $917	-13 Reduced 0.26%	4,970 $350,000

Q2 2024 Jul 24, 2024	BUY	$63.04 - $68.93 $314,128 - $343,478	4,983 New	4,983 $323,000

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

Ticker PHO
Sector ETFs
Industry ETFs

More about PHO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Secure Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Secure Asset Management, LLC with notifications on news.

Account

Secure Asset Management, LLC Invesco Exchange Traded Fd Tr Transaction History