Institutional Ownership Invesco Exchange Traded Fd Tr (PHO)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PHO). We have compiled data on the 422 institutions that hold shares in the stock, with a total of 12.5 Million shares, which have been reported (via 13F filing form) to have a value of $885 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Western Trust Bank
Denver, CO |
Nov 07, 2024 Q3 2024 |
4,000
shares
|
$282,160
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
3,999
shares
|
$282,089
0.01% of portfolio
|
Q3 2024
Added 12.36%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
3,900
shares
|
$275,106
0.16% of portfolio
|
Q1 2023
Reduced 20.41%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
3,867
shares
|
$272,778
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
3,853
shares
|
$271,790
0.0% of portfolio
|
Q2 2024
Reduced 37.41%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
3,748
shares
|
$264,383
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,730
shares
|
$263,114
0.02% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
3,708
shares
|
$261,562
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,618
shares
|
$255,213
0.01% of portfolio
|
Q2 2020
Reduced 22.09%
|
|
|
Renaissance Investment Group LLC
|
Oct 10, 2024 Q3 2024 |
3,615
shares
|
$255,002
0.06% of portfolio
|
Q2 2024
Reduced 10.63%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 08, 2024 Q3 2024 |
3,600
shares
|
$253,944
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Nov 13, 2024 Q3 2024 |
3,590
shares
|
$253,238
0.06% of portfolio
|
Q3 2024
Reduced 32.26%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
3,538
shares
|
$249,570
0.0% of portfolio
|
Q3 2023
Added 0.43%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
3,537
shares
|
$249,499
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Nov 06, 2024 Q3 2024 |
3,530
shares
|
$249,006
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Oct 10, 2024 Q3 2024 |
3,525
shares
|
$248,653
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
3,512
shares
|
$247,736
0.01% of portfolio
|
Q3 2024
Added 175.45%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
3,500
shares
|
$246,890
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Klingenstein Fields & CO LP
|
Oct 29, 2024 Q3 2024 |
3,500
shares
|
$246,890
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
Nov 08, 2024 Q3 2024 |
3,476
shares
|
$245,197
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
3,450
shares
|
$243,363
0.01% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
3,428
shares
|
$241,811
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Transform Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
3,423
shares
|
$241,458
0.02% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
3,393
shares
|
$239,342
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
3,392
shares
|
$239,271
0.01% of portfolio
|
Q2 2024
Reduced 4.23%
|