Summit Financial, LLC Invesco Exchange Traded Fd Tr Transaction History

Summit Financial, LLC

$6 Billion
Q3 2025

A detailed history of Summit Financial, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Summit Financial, LLC holds 18,516 shares of PHO stock, worth $1.32 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

18,516

Previous 18,513 0.02%

Holding current value

$1.32 Million

Previous $1.29 Million 3.17%

% of portfolio

0.02%

Previous 0.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$69.62 - $73.99 $208 - $221	3 Added 0.02%	18,516 $1.34 Million
Q2 2025 Aug 13, 2025	BUY	$58.13 - $69.92 $557,989 - $671,162	9,599 Added 107.68%	18,513 $1.29 Million
Q1 2025 May 14, 2025	BUY	$63.77 - $68.75 $191 - $206	3 Added 0.03%	8,914 $575,000
Q4 2024 Feb 12, 2025	BUY	$65.79 - $72.14 $25,460 - $27,918	387 Added 4.54%	8,911 $586,000
Q3 2024 Nov 12, 2024	BUY	$63.82 - $70.54 $250,174 - $276,516	3,920 Added 85.14%	8,524 $601,000

Q2 2024 Jul 31, 2024	BUY	$63.04 - $68.93 $290,236 - $317,353	4,604 New	4,604 $298,000

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

Ticker PHO
Sector ETFs
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Summit Financial, LLC Invesco Exchange Traded Fd Tr Transaction History