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 408 institutions that hold shares in the stock, with a total of 12.4 Million shares, which have been reported (via 13F filing form) to have a value of $889 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
915
shares
|
$65,678
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Kennebec Savings Bank
Augusta, ME |
Nov 04, 2024 Q3 2024 |
845
shares
|
$60,654
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
802
shares
|
$57,567
0.0% of portfolio
|
Q1 2024
Reduced 2.26%
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
800
shares
|
$57,424
0.01% of portfolio
|
Q2 2020
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Oct 28, 2024 Q3 2024 |
800
shares
|
$57,424
0.02% of portfolio
|
Q1 2023
Reduced 11.11%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
765
shares
|
$54,911
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 12, 2024 Q2 2024 |
750
shares
|
$53,835
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
725
shares
|
$52,040
0.01% of portfolio
|
Q3 2024
Added 11.71%
|
|
|
Financial Connections Group, Inc.
|
Oct 18, 2024 Q3 2024 |
703
shares
|
$50,461
0.02% of portfolio
|
Q2 2024
Reduced 0.14%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 18, 2024 Q3 2024 |
676
shares
|
$48,523
0.02% of portfolio
|
Q3 2024
Added 424.03%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
666
shares
|
$47,805
0.0% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
631
shares
|
$45,293
0.01% of portfolio
|
Q4 2020
Reduced 38.2%
|
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
630
shares
|
$45,221
0.0% of portfolio
|
Q2 2023
Added 65.79%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Oct 18, 2024 Q3 2024 |
600
shares
|
$43,068
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
593
shares
|
$42,565
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
560
shares
|
$40,196
0.03% of portfolio
|
Q3 2024
Reduced 47.02%
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
553
shares
|
$39,694
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
550
shares
|
$39,479
0.0% of portfolio
|
Q1 2023
Reduced 10.71%
|
|
|
Biltmore Family Office, LLC
|
Aug 07, 2024 Q2 2024 |
550
shares
|
$39,479
0.01% of portfolio
|
Q1 2021
Added 37.5%
|
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
525
shares
|
$37,684
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 08, 2024 Q2 2024 |
507
shares
|
$36,392
0.01% of portfolio
|
Q2 2024
Added 0.2%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 14, 2024 Q2 2024 |
500
shares
|
$35,890
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
500
shares
|
$35,890
0.0% of portfolio
|
Q1 2024
Reduced 24.92%
|
|
|
Simplex Trading, LLC
|
Jul 25, 2024 Q2 2024 |
451
shares
|
$32,372
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
430
shares
|
$30,865
0.0% of portfolio
|
Q2 2024
Reduced 3.15%
|