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 01, 2023
Q1 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-200- 1.58% |
$10.1K - $11.1K
|
12.5K
$804K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-254- 3.53% |
$12.9K - $14.1K
|
6.93K
$447K
|
|
|
Apr 24, 2023
Q1 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-254- 1.06% |
$12.9K - $14.1K
|
23.7K
$1.53M
|
|
|
May 08, 2023
Q1 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-304- 1.2% |
$15.4K - $16.9K
|
25K
$1.62M
|
|
|
Sep 15, 2023
Q1 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-304- 1.2% |
$15.4K - $16.9K
|
25K
$1.62M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-310- 0.82% |
$15.7K - $17.2K
|
37.6K
$2.42M
|
|
|
May 12, 2023
Q1 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-400- 1.46% |
$20.2K - $22.2K
|
27K
$1.74M
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-400- 4.81% |
$20.2K - $22.2K
|
7.91K
$510K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-403- 38.24% |
$20.4K - $22.4K
|
651
$42K
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-419- 98.13% |
$21.2K - $23.3K
|
8
$516
|
|
|
Apr 18, 2023
Q1 2023
|
First United Bank & Trust
|
SELL
|
- |
-460- 9.18% |
$23.3K - $25.5K
|
4.55K
$294K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-489- 12.19% |
$24.7K - $27.1K
|
3.52K
$227K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-505- 3.61% |
$25.6K - $28K
|
13.5K
$870K
|
|
|
Apr 21, 2023
Q1 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-517- 5.22% |
$26.2K - $28.7K
|
9.39K
$605K
|
|
|
May 10, 2023
Q1 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-598- 3.91% |
$30.3K - $33.2K
|
14.7K
$947K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-606- 6.65% |
$30.7K - $33.6K
|
8.51K
$549K
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-607- 10.01% |
$30.7K - $33.7K
|
5.46K
$352K
|
|
|
May 10, 2023
Q1 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-614- 8.89% |
$31.1K - $34.1K
|
6.29K
$406K
|
|
|
May 11, 2023
Q1 2023
|
Seaview Investment Managers LLC
|
SELL
|
- |
-621- 1.54% |
$31.4K - $34.5K
|
39.6K
$2.56M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-658- 2.29% |
$33.3K - $36.5K
|
28.1K
$1.81M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-680- 9.41% |
$34.4K - $37.7K
|
6.55K
$422K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-701- 68.46% |
$35.5K - $38.9K
|
323
$20.8K
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-803- 6.99% |
$40.6K - $44.6K
|
10.7K
$690K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-875- 13.73% |
$44.3K - $48.6K
|
5.5K
$355K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-897- 13.18% |
$45.4K - $49.8K
|
5.91K
$381K
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-956- 1.78% |
$48.4K - $53.1K
|
52.6K
$3.4M
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-1K- 20.41% |
$50.6K - $55.5K
|
3.9K
$252K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-1.03K- 13.51% |
$51.9K - $56.9K
|
6.56K
$423K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.08K- 24.39% |
$54.5K - $59.7K
|
3.34K
$215K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-1.1K- 99.82% |
$55.6K - $60.9K
|
2
$129
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.12K- 2.55% |
$56.6K - $62.1K
|
42.7K
$2.76M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.14K- 13.66% |
$57.6K - $63.2K
|
7.19K
$464K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.15K- 3.12% |
$58K - $63.7K
|
35.6K
$2.3M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.19K- 16.58% |
$60.1K - $65.9K
|
5.97K
$385K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.19K- 4.71% |
$60.2K - $66K
|
24.1K
$1.55M
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.25K- 20.0% |
$63.3K - $69.4K
|
5K
$323K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.4K- 4.74% |
$70.7K - $77.5K
|
28.1K
$1.81M
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.4K- 18.11% |
$70.9K - $77.7K
|
6.33K
$408K
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.46K- 5.69% |
$74.1K - $81.3K
|
24.2K
$1.56M
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.5K- 14.78% |
$76K - $83.3K
|
8.66K
$559K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.77K- 99.5% |
$89.8K - $98.5K
|
9
$581
|
|
|
May 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-1.94K- 3.62% |
$98.3K - $108K
|
51.6K
$3.33M
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.96K- 9.65% |
$99.2K - $109K
|
18.4K
$1.18M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.97K- 4.98% |
$99.8K - $109K
|
37.6K
$2.42M
|
|
|
Apr 28, 2023
Q1 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-1.98K- 12.98% |
$100K - $110K
|
13.3K
$856K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.03K- 0.52% |
$103K - $112K
|
385K
$24.9M
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-2.07K- 31.56% |
$105K - $115K
|
4.49K
$289K
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.2K- 9.8% |
$111K - $122K
|
20.2K
$1.31M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.4K- 7.86% |
$121K - $133K
|
28.1K
$1.82M
|
|
|
Apr 10, 2023
Q1 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-2.4K- 21.47% |
$121K - $133K
|
8.78K
$566K
|