Westside Investment Management, Inc. Invesco Exchange Traded Fd Tr Transaction History

Westside Investment Management, Inc.

  • $626 Billion
  • Q3 2025

A detailed history of Westside Investment Management, Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Westside Investment Management, Inc. holds 1,516 shares of PHO stock, worth $108,394. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,516
Previous 1,515 0.07%
Holding current value
$108,394
Previous $106 Million 3.19%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 04, 2025
BUY
$69.62 - $73.99 $69 - $73
1 Added 0.07%
1,516 $109 Million
Q1 2025

Apr 25, 2025
BUY
$63.77 - $68.75 $63 - $68
1 Added 0.07%
1,515 $97.8 Million
Q4 2024

Jan 17, 2025
SELL
$65.79 - $72.14 $40,000 - $43,861
-608 Reduced 28.65%
1,514 $99.6 Million
Q3 2024

Nov 20, 2024
BUY
$63.82 - $70.54 $63 - $70
1 Added 0.05%
2,122 $150 Million
Q2 2024

Jul 17, 2024
BUY
$63.04 - $68.93 $63 - $68
1 Added 0.05%
2,121 $138 Million
Q1 2024

Apr 19, 2024
BUY
$58.49 - $66.57 $58 - $66
1 Added 0.05%
2,120 $141 Million
Q4 2023

Jan 12, 2024
BUY
$49.77 - $61.28 $99 - $122
2 Added 0.09%
2,119 $129 Million
Q3 2023

Nov 15, 2023
BUY
$52.79 - $58.32 $31,990 - $35,341
606 Added 40.11%
2,117 $113 Million
Q2 2023

Jul 14, 2023
BUY
$51.27 - $56.39 $51 - $56
1 Added 0.07%
1,511 $85.2 Million
Q1 2023

May 17, 2023
BUY
$50.61 - $55.5 $50 - $55
1 Added 0.07%
1,510 $80.6 Million
Q4 2022

Jan 31, 2023
SELL
$45.7 - $53.8 $36,514 - $42,986
-799 Reduced 34.62%
1,509 $77,000
Q3 2022

Nov 09, 2022
BUY
$45.75 - $54.57 $32,025 - $38,199
700 Added 43.53%
2,308 $37.3 Million
Q1 2022

Apr 25, 2022
BUY
$49.6 - $59.81 $49 - $59
1 Added 0.06%
1,608 $0
Q3 2021

Oct 27, 2021
SELL
$53.8 - $59.62 $5,380 - $5,962
-100 Reduced 5.86%
1,607 $0
Q4 2020

Jan 15, 2021
BUY
$39.82 - $46.45 $39 - $46
1 Added 0.06%
1,707 $0
Q2 2020

Jul 21, 2020
SELL
$29.33 - $38.93 $11,702 - $15,533
-399 Reduced 18.95%
1,706 $0
Q1 2020

Apr 16, 2020
BUY
$26.72 - $41.11 $8,042 - $12,374
301 Added 16.69%
2,105 $0
Q2 2019

Jul 24, 2019
BUY
N/A
1 Added 0.06%
1,804 $3.49 Million
Q4 2018

Feb 05, 2019
BUY
N/A
1 Added 0.06%
1,803 $0
Q2 2018

Aug 13, 2018
BUY
N/A
1,802 New
1,802 $0

Others Institutions Holding PHO

# of Institutions
433
Shares Held
13.7M
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
Track This Portfolio

Track Westside Investment Management, Inc. Portfolio

Follow Westside Investment Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Westside Investment Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Westside Investment Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email