Purchases and Sales Made in Q2 2023 in Invesco Actively Mngd ETF Tr S (PHDG)
This table provides information about the institutional ownership of Invesco Actively Mngd ETF Tr S (PHDG) during Q2 2023. The information is specifically focused on institutions that hold shares of INVESCO ACTIVELY MNGD ETF TR S.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
360K+ 626.39% |
$11.6M - $12.2M
|
418K
$15.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
146KNew |
$4.71M - $4.95M
|
146K
$5.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
85.4K+ 20929.17% |
$2.75M - $2.89M
|
85.8K
$3.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
35KNew |
$1.13M - $1.18M
|
35K
$1.32M
|
|
|
Aug 11, 2023
Q2 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
30.6KNew |
$984K - $1.03M
|
30.6K
$1.15M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
20K+ 27.49% |
$645K - $677K
|
92.9K
$3.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.3K+ 88.99% |
$557K - $585K
|
36.8K
$1.39M
|
|
|
Aug 02, 2023
Q2 2023
|
Anson Capital, Inc.
|
BUY
|
- |
15.5K+ 14.59% |
$499K - $524K
|
122K
$4.59M
|
|
|
Jul 26, 2023
Q2 2023
|
Patten Group, Inc.
|
BUY
|
- |
11.3K+ 17.97% |
$364K - $382K
|
74.2K
$2.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.1K+ 5.11% |
$293K - $308K
|
187K
$7.06M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.39K+ 11.38% |
$270K - $284K
|
82.1K
$3.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
6.66K+ 5.21% |
$214K - $225K
|
134K
$5.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
6.32KNew |
$204K - $214K
|
6.32K
$238K
|
|
|
Aug 03, 2023
Q2 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
5.28K+ 4.26% |
$170K - $179K
|
129K
$4.87M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.54K+ 7.77% |
$146K - $154K
|
63K
$2.37M
|
|
|
Aug 04, 2023
Q2 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
2.19KNew |
$70.4K - $74K
|
2.19K
$82.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
619+ 48.59% |
$19.9K - $20.9K
|
1.89K
$71.4K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
424New |
$13.7K - $14.3K
|
424
$16K
|
|
|
Aug 11, 2023
Q2 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
367+ 0.9% |
$11.8K - $12.4K
|
41.3K
$1.56M
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
17+ 0.3% |
$547 - $575
|
5.74K
$217K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4+ 0.38% |
$129 - $135
|
1.05K
$39.6K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$32.2 - $33.8
|
1
$37.7
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-5- 0.17% |
$161 - $169
|
3K
$113K
|
|
|
Aug 11, 2023
Q2 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-64- 0.23% |
$2.06K - $2.16K
|
27.8K
$1.05M
|
|
|
Jul 24, 2023
Q2 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-287- 0.25% |
$9.24K - $9.71K
|
113K
$4.24M
|
|
|
Jul 12, 2023
Q2 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-1K- 1.59% |
$32.2K - $33.8K
|
62K
$2.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.16K- 7.27% |
$37.4K - $39.3K
|
14.8K
$558K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-2.02K- 13.28% |
$65K - $68.3K
|
13.2K
$497K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.08K- 63.37% |
$66.8K - $70.2K
|
1.2K
$45.2K
|
|
|
Jul 10, 2023
Q2 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-2.45K- 80.99% |
$79K - $83K
|
576
$21.7K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-10.1K- 18.76% |
$325K - $342K
|
43.7K
$1.65M
|
|
|
Jul 13, 2023
Q2 2023
|
First Premier Bank
|
SELL
|
- |
-10.4K- 2.39% |
$335K - $351K
|
424K
$16M
|
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-12.9K- 32.4% |
$416K - $437K
|
27K
$1.02M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-13K- 35.61% |
$419K - $440K
|
23.5K
$887K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-13.9K- 17.6% |
$447K - $470K
|
65K
$2.45M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-14.6K- 35.64% |
$470K - $493K
|
26.3K
$993K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-15.3K- 27.98% |
$492K - $517K
|
39.4K
$1.48M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-18.6K- 30.2% |
$599K - $629K
|
43K
$1.62M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-29.3K- 98.94% |
$943K - $991K
|
315
$11.9K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-32.4K- 13.66% |
$1.04M - $1.1M
|
205K
$7.73M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-38.6K- 84.9% |
$1.24M - $1.31M
|
6.87K
$259K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-64.1K- 21.27% |
$2.07M - $2.17M
|
237K
$8.95M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-92K- 93.83% |
$2.96M - $3.11M
|
6.05K
$228K
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-116K- 99.65% |
$3.72M - $3.91M
|
408
$15.4K
|