Latest Institutional Transactions on Invesco Actively Mngd ETF Tr S (PHDG)
This table provides information on the latest institutional transactions involving Invesco Actively Mngd ETF Tr S (PHDG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
59K+ 170.25% |
$2.14M - $2.29M
|
93.7K
$3.55M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
93New |
$3.36K - $3.61K
|
93
$3.52K
|
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
126KNew |
$4.55M - $4.88M
|
126K
$4.77M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-60- 1.01% |
$2.17K - $2.33K
|
5.86K
$222K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-746- 10.07% |
$27K - $28.9K
|
6.66K
$252K
|
|
|
May 08, 2025
Q1 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
325New |
$11.8K - $12.6K
|
325
$12.3K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.48KNew |
$234K - $251K
|
6.48K
$246K
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-30.4K- 74.61% |
$1.1M - $1.18M
|
10.3K
$392K
|
|
| Q4 2024 | |||||||
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
95KNew |
$3.54M - $3.73M
|
95K
$3.6M
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
26New |
$969 - $1.02K
|
26
$985
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
125+ 6.47% |
$4.66K - $4.9K
|
2.06K
$78K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
37+ 8.73% |
$1.38K - $1.45K
|
461
$17.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
4New |
$149 - $157
|
4
$152
|
|
| Q3 2024 | |||||||
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-77- 14.69% |
$2.84K - $3.02K
|
447
$16.9K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-15.7K- 49.56% |
$551K - $593K
|
16K
$606K
|
|
|
Aug 02, 2024
Q2 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
196KNew |
$6.88M - $7.41M
|
196K
$7.44M
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
5.8KNew |
$203K - $219K
|
5.8K
$220K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.32K- 30.19% |
$44.3K - $48.5K
|
3.05K
$116K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.25K+ 129.85% |
$109K - $120K
|
5.76K
$218K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
511New |
$17.2K - $18.8K
|
511
$19.4K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-1.68K- 6.71% |
$52.1K - $57.4K
|
23.3K
$883K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
111KNew |
$3.44M - $3.79M
|
111K
$4.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Anson Capital, Inc.
|
SELL
|
- |
-98K- 79.54% |
$3.04M - $3.36M
|
25.2K
$955K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-350- 41.67% |
$10.9K - $12K
|
490
$18.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2+ 0.63% |
$62.1 - $68.5
|
317
$12K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
300New |
$9.32K - $10.3K
|
300
$11.4K
|
|
|
Jan 22, 2024
Q4 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-110K- 86.64% |
$3.41M - $3.76M
|
17K
$642K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-432- 0.89% |
$13.4K - $14.8K
|
48.3K
$1.83M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-600- 50.0% |
$18.6K - $20.6K
|
600
$22.7K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
190+ 0.36% |
$5.9K - $6.51K
|
52.4K
$1.98M
|
|
| Q3 2023 | |||||||
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
204New |
$6.35K - $6.98K
|
204
$7.73K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2New |
$62.3 - $68.5
|
2
$75.8
|
|
| Q2 2023 | |||||||
|
Jan 15, 2025
Q2 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-176KClosed |
$5.65M - $5.94M
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
6.32KNew |
$204K - $214K
|
6.32K
$240K
|
|
|
Aug 11, 2023
Q2 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
367+ 0.9% |
$11.8K - $12.4K
|
41.3K
$1.57M
|
|
|
Aug 04, 2023
Q2 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
2.19KNew |
$70.4K - $74K
|
2.19K
$82.9K
|
|
|
Jul 10, 2023
Q2 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-2.45K- 80.99% |
$79K - $83K
|
576
$21.8K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
22.7KNew |
$720K - $776K
|
22.7K
$859K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
480K+ 352.18% |
$15.3M - $16.4M
|
616K
$23.4M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
128New |
$4.07K - $4.39K
|
128
$4.85K
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
32+ 0.68% |
$1.02K - $1.14K
|
4.71K
$178K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
160New |
$5.08K - $5.69K
|
160
$6.06K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
578New |
$18.3K - $20.5K
|
578
$21.9K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.3K+ 77.31% |
$326K - $365K
|
23.5K
$892K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
13.4KNew |
$424K - $475K
|
13.4K
$506K
|
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-3.4K- 10.66% |
$108K - $121K
|
28.5K
$1.08M
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
167New |
$5.3K - $5.94K
|
167
$6.33K
|
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
18KNew |
$570K - $639K
|
18K
$681K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.26K- 21.44% |
$73.4K - $82.2K
|
8.29K
$314K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-17.3K- 7.56% |
$562K - $629K
|
212K
$8.03M
|
|