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 $900 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
4,750
shares
|
$340,860
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 28, 2024 Q3 2024 |
4,708
shares
|
$337,846
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
4,605
shares
|
$330,454
0.1% of portfolio
|
Q4 2023
Added 9.38%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
4,556
shares
|
$326,938
0.01% of portfolio
|
Q2 2024
Reduced 19.68%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 30, 2024 Q3 2024 |
4,529
shares
|
$325,001
0.3% of portfolio
|
Q3 2022
Reduced 8.54%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
4,522
shares
|
$324,498
0.04% of portfolio
|
Q3 2024
Reduced 3.25%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 21, 2024 Q3 2024 |
4,501
shares
|
$322,991
0.04% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Lpwm LLC
Minneapolis, MN |
Oct 07, 2024 Q3 2024 |
4,487
shares
|
$321,987
0.1% of portfolio
|
Q2 2024
Added 0.9%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
4,440
shares
|
$318,614
0.02% of portfolio
|
Q1 2024
Reduced 1.94%
|
|
|
Paragon Capital Management LTD
|
Oct 10, 2024 Q3 2024 |
4,434
shares
|
$318,183
0.06% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
John G Ullman & Associates Inc
|
Nov 08, 2024 Q3 2024 |
4,420
shares
|
$317,179
0.05% of portfolio
|
Q4 2023
Reduced 1.78%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
4,411
shares
|
$316,533
0.09% of portfolio
|
Q3 2023
Added 152.06%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Oct 18, 2024 Q3 2024 |
4,390
shares
|
$315,026
0.1% of portfolio
|
Q3 2024
Reduced 4.98%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
4,369
shares
|
$313,519
0.0% of portfolio
|
Q3 2024
Reduced 6.43%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
4,314
shares
|
$309,572
0.09% of portfolio
|
Q3 2024
Reduced 3.36%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
4,301
shares
|
$308,639
0.0% of portfolio
|
Q3 2024
Reduced 4.87%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
4,207
shares
|
$301,894
0.03% of portfolio
|
Q3 2024
Reduced 22.48%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
4,200
shares
|
$301,392
0.0% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
4,162
shares
|
$298,665
0.02% of portfolio
|
Q4 2023
Reduced 5.19%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
4,155
shares
|
$298,162
0.0% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
4,144
shares
|
$297,373
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Tru Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
4,103
shares
|
$294,431
0.02% of portfolio
|
Q3 2024
Reduced 5.94%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
4,100
shares
|
$294,216
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
4,100
shares
|
$294,216
0.0% of portfolio
|
Q3 2024
Reduced 36.92%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
Oct 31, 2024 Q3 2024 |
4,010
shares
|
$287,757
0.09% of portfolio
|
Q3 2024
Reduced 15.56%
|