Purchases and Sales Made in Q1 2023 in Invesco Exchange Traded Fd Tr (PHO)
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 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
150+ 148.51% |
$7.59K - $8.33K
|
251
$18K
|
|
|
Apr 26, 2023
Q1 2023
|
Clean Yield Group
|
BUY
|
- |
142New |
$7.19K - $7.88K
|
142
$10.2K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
135New |
$6.83K - $7.49K
|
135
$9.69K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
101+ 1.56% |
$5.11K - $5.61K
|
6.59K
$473K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
92New |
$4.66K - $5.11K
|
92
$6.6K
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
83+ 1.61% |
$4.2K - $4.61K
|
5.24K
$376K
|
|
|
May 11, 2023
Q1 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
78+ 1.89% |
$3.95K - $4.33K
|
4.21K
$302K
|
|
|
May 15, 2023
Q1 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
54+ 0.07% |
$2.73K - $3K
|
75.6K
$5.42M
|
|
|
May 03, 2023
Q1 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
44+ 0.02% |
$2.23K - $2.44K
|
181K
$13M
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
40+ 0.73% |
$2.02K - $2.22K
|
5.55K
$398K
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
40New |
$2.02K - $2.22K
|
40
$2.87K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
39+ 0.56% |
$1.97K - $2.16K
|
6.97K
$500K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
21+ 38.18% |
$1.06K - $1.17K
|
76
$5.46K
|
|
|
Apr 21, 2023
Q1 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
16+ 0.14% |
$810 - $888
|
11.1K
$799K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
11New |
$557 - $611
|
11
$790
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
8+ 0.18% |
$405 - $444
|
4.47K
$321K
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
7+ 0.03% |
$354 - $389
|
20.2K
$1.45M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
3+ 0.02% |
$152 - $167
|
15.3K
$1.1M
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3+ 0.01% |
$152 - $167
|
31.7K
$2.27M
|
|
|
Apr 13, 2023
Q1 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
2+ 0.03% |
$101 - $111
|
6.18K
$443K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.05% |
$101 - $111
|
3.81K
$274K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2+ 0.02% |
$101 - $111
|
10.3K
$736K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2+ 0.02% |
$101 - $111
|
12.6K
$902K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.2% |
$101 - $111
|
1.01K
$72.5K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2+ 0.03% |
$101 - $111
|
7.55K
$542K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.13% |
$50.6 - $55.5
|
751
$53.9K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.18% |
$50.6 - $55.5
|
568
$40.8K
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 0.09% |
$50.6 - $55.5
|
1.09K
$78.5K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 1.92% |
$50.6 - $55.5
|
53
$3.8K
|
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.01% |
$50.6 - $55.5
|
6.96K
$500K
|
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.07% |
$50.6 - $55.5
|
1.51K
$108K
|
|
|
Apr 25, 2023
Q1 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$50.6 - $55.5
|
3.95K
$284K
|
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.07% |
$50.6 - $55.5
|
1.54K
$110K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-22- 0.26% |
$1.11K - $1.22K
|
8.28K
$594K
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-30- 9.09% |
$1.52K - $1.67K
|
300
$21.5K
|
|
|
Jun 17, 2024
Q1 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-45- 0.49% |
$2.28K - $2.5K
|
9.1K
$653K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-66- 10.71% |
$3.34K - $3.66K
|
550
$39.5K
|
|
|
May 15, 2023
Q1 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-81- 0.13% |
$4.1K - $4.5K
|
61.9K
$4.44M
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-82- 0.79% |
$4.15K - $4.55K
|
10.3K
$738K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-92- 3.83% |
$4.66K - $5.11K
|
2.31K
$166K
|
|
|
May 11, 2023
Q1 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-92- 73.6% |
$4.66K - $5.11K
|
33
$2.37K
|
|
|
Sep 26, 2023
Q1 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-100- 11.11% |
$5.06K - $5.55K
|
800
$57.4K
|
|
|
Apr 20, 2023
Q1 2023
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-109- 0.8% |
$5.52K - $6.05K
|
13.5K
$971K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-127- 0.05% |
$6.43K - $7.05K
|
276K
$19.8M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-133- 1.34% |
$6.73K - $7.38K
|
9.77K
$701K
|
|
|
May 12, 2023
Q1 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-168- 5.54% |
$8.5K - $9.32K
|
2.87K
$206K
|
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
SELL
|
- |
-168- 5.54% |
$8.5K - $9.32K
|
2.87K
$206K
|
|
|
May 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-178- 2.58% |
$9.01K - $9.88K
|
6.73K
$483K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-179- 0.78% |
$9.06K - $9.93K
|
22.7K
$1.63M
|