Stamos Capital Partners, L.P. Invesco Exchange Traded Fd Tr Transaction History

Stamos Capital Partners, L.P.

  • $511 Million
  • Q3 2025

A detailed history of Stamos Capital Partners, L.P. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Stamos Capital Partners, L.P. holds 3,392 shares of PHO stock, worth $242,528. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,392
Previous 5,706 40.55%
Holding current value
$242,528
Previous $398,000 38.69%
% of portfolio
0.05%
Previous 0.08%

Shares

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

Nov 13, 2025
SELL
$69.62 - $73.99 $161,100 - $171,212
-2,314 Reduced 40.55%
3,392 $244,000
Q2 2025

Aug 14, 2025
BUY
$58.13 - $69.92 $103,820 - $124,877
1,786 Added 45.56%
5,706 $398,000
Q1 2025

May 14, 2025
BUY
$63.77 - $68.75 $8,927 - $9,625
140 Added 3.7%
3,920 $252,000
Q4 2024

Feb 13, 2025
BUY
$65.79 - $72.14 $12,500 - $13,706
190 Added 5.29%
3,780 $248,000
Q3 2024

Nov 13, 2024
SELL
$63.82 - $70.54 $109,132 - $120,623
-1,710 Reduced 32.26%
3,590 $253,000
Q1 2024

May 14, 2024
SELL
$58.49 - $66.57 $26,320 - $29,956
-450 Reduced 7.83%
5,300 $352,000
Q4 2023

Feb 13, 2024
SELL
$49.77 - $61.28 $73,161 - $90,081
-1,470 Reduced 20.36%
5,750 $349,000
Q2 2023

Aug 11, 2023
BUY
$51.27 - $56.39 $175,856 - $193,417
3,430 Added 90.5%
7,220 $407,000
Q1 2023

May 12, 2023
BUY
$50.61 - $55.5 $191,811 - $210,345
3,790 New
3,790 $202,000

Others Institutions Holding PHO

# of Institutions
432
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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