Purchases and Sales Made in Q1 2023 in Invesco Exchange Traded Fd Tr (PHO)

PHO Quotes by TradingView

This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PHO) during Q1 2023. The information is specifically focused on institutions that hold shares of INVESCO EXCHANGE-TRADED FD TR .

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
3.1K
+ 143.23%
$157K - $172K
5.27K $378K
May 08, 2023 Q1 2023
Hamilton Wealth, LLC

BUY
 -
2.94K
+ 4.87%
$149K - $163K
63.3K $4.54M
May 16, 2023 Q1 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
2.71K
+ 13.28%
$137K - $150K
23.1K $1.66M
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
2.33K
+ 3.84%
$118K - $129K
63.1K $4.53M
May 05, 2023 Q1 2023
Ntv Asset Management LLC

BUY
 -
2.3K
+ 32.62%
$116K - $128K
9.35K $671K
May 12, 2023 Q1 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
2.3K
+ 2.42%
$116K - $128K
97.3K $6.98M
May 15, 2023 Q1 2023
Howe & Rusling Inc

Rochester, NY
BUY
 -
2.3K
+ 187.04%
$116K - $127K
3.52K $253K
May 03, 2023 Q1 2023
Integrated Wealth Concepts LLC

BUY
 -
2.15K
+ 31.31%
$109K - $119K
9K $646K
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
1.71K
+ 11.67%
$86.6K - $95K
16.4K $1.18M
May 24, 2023 Q1 2023
Verity Asset Management, Inc.

Durham, NC
BUY
 -
1.54K
+ 5.07%
$78K - $85.5K
31.9K $2.29M
May 12, 2023 Q1 2023
Theory Financial LLC

Fort Collins, CO
BUY
 -
1.41K
+ 2.1%
$71.5K - $78.4K
68.7K $4.93M
May 15, 2023 Q1 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
1.3K
+ 2.71%
$65.7K - $72K
49.1K $3.53M
May 15, 2023 Q1 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
1.3K
+ 158.36%
$65.6K - $72K
2.12K $152K
May 12, 2023 Q1 2023
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
1.28K
New
$64.5K - $70.8K
1.28K $91.5K
Aug 14, 2023 Q1 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
1.24K
+ 17.07%
$62.8K - $68.9K
8.51K $611K
May 15, 2023 Q1 2023
Chilton Capital Management LLC

Houston, TX
BUY
 -
1.17K
New
$59K - $64.7K
1.17K $83.6K
Apr 28, 2023 Q1 2023
Janney Montgomery Scott LLC

BUY
 -
1.13K
+ 2.71%
$57.3K - $62.9K
42.9K $3.08M
May 10, 2023 Q1 2023
Washington Trust CO

BUY
 -
1.1K
+ 54900.0%
$55.6K - $60.9K
1.1K $79K
May 17, 2023 Q1 2023
Advisory Services Network, LLC

BUY
 -
1.02K
+ 21.19%
$51.6K - $56.6K
5.83K $419K
May 11, 2023 Q1 2023
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
968
+ 1.45%
$49K - $53.7K
67.7K $4.86M
May 12, 2023 Q1 2023
Neuberger Berman Group LLC

New York, NY
BUY
 -
840
+ 5.04%
$42.5K - $46.6K
17.5K $1.26M
Jul 09, 2024 Q1 2023
Rockingstone Advisors LLC

Great Barrington, MA
BUY
 -
695
+ 1.66%
$35.2K - $38.6K
42.5K $3.05M
May 12, 2023 Q1 2023
O'Rourke & Company, Inc

Boston, MA
BUY
 -
690
+ 2.75%
$34.9K - $38.3K
25.8K $1.85M
May 04, 2023 Q1 2023
Cook Wealth Management Group LLC

Raleigh, NC
BUY
 -
678
+ 13.01%
$34.3K - $37.6K
5.89K $423K
May 11, 2023 Q1 2023
Kovitz Investment Group Partners, LLC

BUY
 -
635
+ 7.25%
$32.1K - $35.2K
9.4K $674K
Apr 21, 2023 Q1 2023
Bogart Wealth, LLC

BUY
 -
580
+ 1.84%
$29.4K - $32.2K
32.1K $2.3M
Apr 11, 2023 Q1 2023
Bond & Devick Financial Network, Inc.

BUY
 -
566
+ 6.12%
$28.6K - $31.4K
9.81K $704K
Aug 14, 2024 Q1 2023
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
565
+ 4.38%
$28.6K - $31.4K
13.5K $967K
May 09, 2023 Q1 2023
Operose Advisors LLC

Milwaukee, WI
BUY
 -
503
New
$25.5K - $27.9K
503 $36.1K
May 15, 2023 Q1 2023
Snowden Capital Advisors LLC

New York, NY
BUY
 -
500
+ 6.69%
$25.3K - $27.8K
7.98K $573K
May 03, 2023 Q1 2023
Advisors Preferred, LLC

Rockville, MD
BUY
 -
475
New
$24K - $26.4K
475 $34.1K
May 11, 2023 Q1 2023
Cerity Partners LLC

New York, NY
BUY
 -
465
+ 0.79%
$23.5K - $25.8K
59.3K $4.26M
May 09, 2023 Q1 2023
Bedell Frazier Investment Counseling, LLC

BUY
 -
461
+ 0.67%
$23.3K - $25.6K
68.9K $4.95M
May 10, 2023 Q1 2023
Moran Wealth Management, LLC

Naples, FL
BUY
 -
440
+ 3.8%
$22.3K - $24.4K
12K $862K
Apr 26, 2023 Q1 2023
Valley National Advisers Inc

BUY
 -
425
+ 3.44%
$21.5K - $23.6K
12.8K $917K
Apr 17, 2023 Q1 2023
Fifth Third Securities, Inc.

BUY
 -
392
+ 7.97%
$19.8K - $21.8K
5.31K $381K
Apr 14, 2023 Q1 2023
Piscataqua Savings Bank

BUY
 -
350
New
$17.7K - $19.4K
350 $25.1K
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

BUY
 -
345
+ 1.12%
$17.5K - $19.1K
31.1K $2.23M
Apr 20, 2023 Q1 2023
Miracle Mile Advisors, LLC

BUY
 -
342
+ 1.04%
$17.3K - $19K
33.2K $2.38M
Jun 14, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
310
+ 0.82%
$15.7K - $17.2K
37.9K $2.72M
May 04, 2023 Q1 2023
Us Financial Advisors, LLC

Braintree, MA
BUY
 -
306
+ 7.65%
$15.5K - $17K
4.31K $309K
May 12, 2023 Q1 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
287
+ 0.79%
$14.5K - $15.9K
36.5K $2.62M
May 12, 2023 Q1 2023
Blair William & CO

Chicago, IL
BUY
 -
281
+ 0.21%
$14.2K - $15.6K
132K $9.45M
May 11, 2023 Q1 2023
Tradition Wealth Management, LLC

BUY
 -
268
+ 32.13%
$13.6K - $14.9K
1.1K $79.1K
Apr 14, 2023 Q1 2023
Ae Wealth Management LLC

BUY
 -
263
+ 4.35%
$13.3K - $14.6K
6.31K $453K
Apr 10, 2023 Q1 2023
Clarus Wealth Advisors

BUY
 -
234
+ 2.32%
$11.8K - $13K
10.3K $742K
Apr 19, 2023 Q1 2023
Tiaa, Fsb

St. Louis, MO
BUY
 -
204
+ 3.81%
$10.3K - $11.3K
5.56K $399K
May 01, 2023 Q1 2023
Cutler Group LP

BUY
 -
200
New
$10.1K - $11.1K
200 $14.4K
Apr 21, 2023 Q1 2023
Ahrens Investment Partners LLC

BUY
 -
175
New
$8.86K - $9.71K
175 $12.6K

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