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 |
---|---|---|---|---|---|
Raymond James Trust N.A.
|
Jul 25, 2024 Q2 2024 |
4,556
shares
|
$310,354
0.01% of portfolio
|
Q2 2024
Reduced 19.68%
|
|
Kkm Financial LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
4,537
shares
|
$309,060
0.14% of portfolio
|
Q2 2024
Added 1.07%
|
|
Alterna Wealth Management, Inc
Houston, TX |
Jul 12, 2024 Q2 2024 |
4,529
shares
|
$308,515
0.26% of portfolio
|
Q3 2022
Reduced 8.54%
|
|
Modera Wealth Management, LLC
|
Jul 29, 2024 Q2 2024 |
4,521
shares
|
$307,970
0.0% of portfolio
|
Q2 2024
Reduced 20.31%
|
|
Edge Rock Capital LLC
|
Jul 24, 2024 Q2 2024 |
4,501
shares
|
$306,608
0.23% of portfolio
|
Q2 2024
Added 18.51%
|
|
Lpwm LLC
Minneapolis, MN |
Jul 15, 2024 Q2 2024 |
4,487
shares
|
$305,654
0.1% of portfolio
|
Q2 2024
Added 0.9%
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Aug 02, 2024 Q2 2024 |
4,464
shares
|
$304,087
0.1% of portfolio
|
Q1 2024
Added 3.48%
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jul 23, 2024 Q2 2024 |
4,456
shares
|
$303,542
0.04% of portfolio
|
Q2 2024
Reduced 0.02%
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 13, 2024 Q2 2024 |
4,440
shares
|
$302,452
0.02% of portfolio
|
Q1 2024
Reduced 1.94%
|
|
Paragon Capital Management LTD
|
Jul 12, 2024 Q2 2024 |
4,431
shares
|
$301,839
0.05% of portfolio
|
Q2 2024
New holding
|
|
Fox Hill Wealth Management
Dedham, MA |
Aug 06, 2024 Q2 2024 |
4,429
shares
|
$301,703
0.18% of portfolio
|
Q2 2024
Reduced 1.2%
|
|
John G Ullman & Associates Inc
|
Aug 08, 2024 Q2 2024 |
4,420
shares
|
$301,090
0.05% of portfolio
|
Q4 2023
Reduced 1.78%
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 12, 2024 Q2 2024 |
4,411
shares
|
$300,477
0.09% of portfolio
|
Q3 2023
Added 152.06%
|
|
Tru Wealth Advisors, LLC
|
Jul 16, 2024 Q2 2024 |
4,362
shares
|
$297,139
0.02% of portfolio
|
Q2 2024
Added 3.51%
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Aug 08, 2024 Q2 2024 |
4,250
shares
|
$289,510
0.0% of portfolio
|
Q1 2024
Reduced 6.63%
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
4,162
shares
|
$283,515
0.02% of portfolio
|
Q4 2023
Reduced 5.19%
|
|
Adviser Investments LLC
|
Aug 12, 2024 Q2 2024 |
4,154
shares
|
$282,970
0.0% of portfolio
|
Q2 2024
Reduced 0.22%
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 14, 2024 Q2 2024 |
4,100
shares
|
$279,292
0.01% of portfolio
|
Q2 2023
New holding
|
|
First Western Trust Bank
Denver, CO |
Aug 02, 2024 Q2 2024 |
4,000
shares
|
$272,480
0.01% of portfolio
|
Q4 2022
New holding
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 12, 2024 Q2 2024 |
3,900
shares
|
$265,668
0.15% of portfolio
|
Q1 2023
Reduced 20.41%
|
|
Essex Financial Services, Inc.
|
Aug 09, 2024 Q2 2024 |
3,857
shares
|
$262,738
0.01% of portfolio
|
Q2 2024
Added 26.25%
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 01, 2024 Q2 2024 |
3,853
shares
|
$262,466
0.0% of portfolio
|
Q2 2024
Reduced 37.41%
|
|
Jfs Wealth Advisors, LLC
|
Jul 15, 2024 Q2 2024 |
3,820
shares
|
$260,218
0.02% of portfolio
|
Q2 2024
Added 18.12%
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Aug 02, 2024 Q2 2024 |
3,744
shares
|
$255,041
0.01% of portfolio
|
Q2 2024
Reduced 2.47%
|
|
Western Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
3,729
shares
|
$254,019
0.02% of portfolio
|
Q2 2024
Added 0.08%
|