Purchases and Sales Made in Q3 2025 in Inv Act Mgd Ex Trd Fd Tr (IHYF)
This table provides information about the institutional ownership of Inv Act Mgd Ex Trd Fd Tr (IHYF) during Q3 2025. The information is specifically focused on institutions that hold shares of INV ACT MGD EX-TRD FD TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.95M+ 102.83% |
N/A
|
3.86M
$85.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.85K+ 9.73% |
N/A
|
111K
$2.46M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
519+ 1.0% |
N/A
|
52.5K
$1.16M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
475+ 3.27% |
N/A
|
15K
$332K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
37+ 0.21% |
N/A
|
17.6K
$389K
|
|
|
Nov 07, 2025
Q3 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
27+ 0.16% |
N/A
|
17K
$377K
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
3+ 1.95% |
N/A
|
157
$3.47K
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
SELL
|
- |
-141- 41.35% |
N/A
|
200
$4.42K
|
|
|
Nov 07, 2025
Q3 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-455- 1.08% |
N/A
|
41.6K
$920K
|
|