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 398 institutions that hold shares in the stock, with a total of 12.2 Million shares, which have been reported (via 13F filing form) to have a value of $829 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
70
shares
|
$4,768
0.0% of portfolio
|
Q2 2018
New holding
|
|
Clear Point Advisors Inc.
Melville, NY |
Aug 14, 2024 Q2 2024 |
56
shares
|
$3,814
0.0% of portfolio
|
Q4 2023
New holding
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
52
shares
|
$3,542
0.0% of portfolio
|
Q2 2024
New holding
|
|
Cedar Mountain Advisors, LLC
|
Jul 11, 2024 Q2 2024 |
50
shares
|
$3,406
0.0% of portfolio
|
Q1 2024
New holding
|
|
Albion Financial Group
|
Jul 10, 2024 Q2 2024 |
41
shares
|
$2,792
0.0% of portfolio
|
Q4 2020
New holding
|
|
South State Corp
|
Aug 02, 2024 Q2 2024 |
35
shares
|
$2,384
0.0% of portfolio
|
Q4 2022
Added 150.0%
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 14, 2024 Q2 2024 |
33
shares
|
$2,247
0.0% of portfolio
|
Q1 2023
Reduced 73.6%
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 14, 2024 Q2 2024 |
26
shares
|
$1,771
0.0% of portfolio
|
Q2 2022
New holding
|
|
Belpointe Asset Management LLC
|
Aug 02, 2024 Q2 2024 |
24
shares
|
$1,634
0.0% of portfolio
|
Q2 2024
Reduced 99.31%
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 13, 2024 Q2 2024 |
18
shares
|
$1,226
0.0% of portfolio
|
Q1 2024
Reduced 98.6%
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Aug 01, 2024 Q2 2024 |
17
shares
|
$1,158
0.0% of portfolio
|
Q2 2024
New holding
|
|
Global Retirement Partners, LLC
|
Jul 23, 2024 Q2 2024 |
9
shares
|
$613
0.0% of portfolio
|
Q1 2023
Reduced 99.5%
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
8
shares
|
$544
0.0% of portfolio
|
Q1 2023
Reduced 98.13%
|
|
Lowe Wealth Advisors, LLC
|
Jul 09, 2024 Q2 2024 |
7
shares
|
$476
0.0% of portfolio
|
Q2 2023
New holding
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
5
shares
|
$340
0.0% of portfolio
|
Q3 2022
New holding
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jul 29, 2024 Q2 2024 |
5
shares
|
$340
0.0% of portfolio
|
Q1 2024
Reduced 44.44%
|
|
Huntington National Bank
Columbus, OH |
Aug 08, 2024 Q2 2024 |
1
shares
|
$68
0.0% of portfolio
|
Q4 2022
Reduced 99.7%
|
|
Lindbrook Capital, LLC
|
Jul 31, 2024 Q2 2024 |
1
shares
|
$68
0.0% of portfolio
|
Q4 2023
Reduced 97.96%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|