Purchases and Sales Made in Q1 2024 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 2024. 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
Apr 11, 2024 Q1 2024
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
63
+ 0.67%
$3.68K - $4.19K
9.52K $634K
May 15, 2024 Q1 2024
Captrust Financial Advisors

Raleigh, NC
BUY
 -
60
+ 0.27%
$3.51K - $3.99K
22.5K $1.5M
Apr 16, 2024 Q1 2024
Cedar Mountain Advisors, LLC

BUY
 -
50
New
$2.92K - $3.33K
50 $3.33K
Apr 24, 2024 Q1 2024
Private Trust CO Na

BUY
 -
47
+ 47.96%
$2.75K - $3.13K
145 $9.66K
Apr 23, 2024 Q1 2024
Sage Mountain Advisors LLC

BUY
 -
38
New
$2.22K - $2.53K
38 $2.53K
May 08, 2024 Q1 2024
Crestwood Advisors Group LLC

BUY
 -
34
+ 0.4%
$1.99K - $2.26K
8.54K $569K
May 10, 2024 Q1 2024
Principal Securities, Inc.

Des Moines, IA
BUY
 -
30
+ 7.25%
$1.75K - $2K
444 $29.6K
May 08, 2024 Q1 2024
Belpointe Asset Management LLC

BUY
 -
29
+ 0.84%
$1.7K - $1.93K
3.49K $233K
May 10, 2024 Q1 2024
Creative Planning

Overland Park, KS
BUY
 -
20
+ 0.03%
$1.17K - $1.33K
57.3K $3.82M
May 03, 2024 Q1 2024
Emfo, LLC

BUY
 -
16
+ 7.44%
$936 - $1.07K
231 $15.4K
Apr 30, 2024 Q1 2024
J.W. Cole Advisors, Inc.

BUY
 -
3
+ 0.03%
$175 - $200
12K $799K
Apr 25, 2024 Q1 2024
Chicago Partners Investment Group LLC

BUY
 -
2
+ 0.01%
$117 - $133
31.9K $2.12M
May 14, 2024 Q1 2024
Wedbush Securities Inc

BUY
 -
2
+ 0.03%
$117 - $133
5.8K $386K
May 09, 2024 Q1 2024
Nwam LLC

Mercer Island, WA
BUY
 -
2
+ 0.05%
$117 - $133
3.94K $262K
Apr 19, 2024 Q1 2024
Westside Investment Management, Inc.

BUY
 -
1
+ 0.05%
$58.5 - $66.6
2.12K $141K
Apr 15, 2024 Q1 2024
Tru Wealth Advisors, LLC

BUY
 -
1
+ 0.02%
$58.5 - $66.6
4.21K $281K
May 14, 2024 Q1 2024
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
1
+ 0.03%
$58.5 - $66.6
3.84K $256K
Apr 10, 2024 Q1 2024
Soa Wealth Advisors, Llc.

BUY
 -
1
+ 0.1%
$58.5 - $66.6
1.02K $67.7K
May 15, 2024 Q1 2024
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
1
+ 0.01%
$58.5 - $66.6
10.1K $671K
May 10, 2024 Q1 2024
Jacobi Capital Management LLC

BUY
 -
1
+ 0.03%
$58.5 - $66.6
3.4K $226K
Apr 15, 2024 Q1 2024
Transform Wealth, LLC

BUY
 -
1
+ 0.03%
$58.5 - $66.6
3.42K $228K
Apr 29, 2024 Q1 2024
Adviser Investments LLC

BUY
 -
1
+ 0.02%
$58.5 - $66.6
4.16K $277K
Apr 29, 2024 Q1 2024
Townsend Asset Management Corp

BUY
 -
1
+ 0.09%
$58.5 - $66.6
1.11K $73.9K
May 13, 2024 Q1 2024
Bank Of Montreal

Toronto, A6
BUY
 -
1
+ 0.01%
$58.5 - $66.6
6.81K $453K
May 03, 2024 Q1 2024
Financial Connections Group, Inc.

BUY
 -
1
+ 0.14%
$58.5 - $66.6
704 $46.9K
May 09, 2024 Q1 2024
Northwest Financial Advisors

Herndon, VA
BUY
 -
1
+ 0.07%
$58.5 - $66.6
1.44K $95.7K
Jul 30, 2024 Q1 2024
Ifp Advisors, Inc

BUY
 -
1
+ 0.03%
$58.5 - $66.6
3.54K $236K
Apr 30, 2024 Q1 2024
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
May 06, 2024 Q1 2024
New Edge Wealth, LLC

Pittsburgh, PA
SELL
 -
-1
- 0.01%
$58.5 - $66.6
15.7K $1.05M
Apr 16, 2024 Q1 2024
Stratos Wealth Partners, Ltd.

SELL
 -
-2
- 0.02%
$117 - $133
8.79K $585K
Apr 30, 2024 Q1 2024
Fairman Group, LLC

Chesterbrook, PA
SELL
 -
-4
- 44.44%
$234 - $266
5 $333
Aug 16, 2024 Q1 2024
Td Private Client Wealth LLC

New York, NY
SELL
 -
-19
- 2.26%
$1.11K - $1.26K
820 $54.6K
May 15, 2024 Q1 2024
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-24
- 0.05%
$1.4K - $1.6K
48.2K $3.21M
May 06, 2024 Q1 2024
Assetmark, Inc

SELL
 -
-32
- 96.97%
$1.87K - $2.13K
1 $66.6
May 14, 2024 Q1 2024
Linscomb & Williams, Inc.

Houston, TX
SELL
 -
-48
- 0.08%
$2.81K - $3.2K
62.3K $4.15M
May 06, 2024 Q1 2024
Retirement Planning CO Of New England, Inc.

Warwick, RI
SELL
 -
-60
- 0.59%
$3.51K - $3.99K
10.1K $670K
May 03, 2024 Q1 2024
Flputnam Investment Management CO

Portland, ME
SELL
 -
-66
- 1.17%
$3.86K - $4.39K
5.58K $371K
Apr 18, 2024 Q1 2024
Weatherly Asset Management L. P.

SELL
 -
-75
- 0.37%
$4.39K - $4.99K
20.2K $1.34M
Apr 10, 2024 Q1 2024
Mcia Inc

SELL
 -
-80
- 1.75%
$4.68K - $5.33K
4.5K $299K
Apr 19, 2024 Q1 2024
Valley National Advisers Inc

SELL
 -
-88
- 16.64%
$5.15K - $5.86K
441 $29.4K
May 13, 2024 Q1 2024
Oxford Financial Group LTD

Indianapolis, IN
SELL
 -
-88
- 1.94%
$5.15K - $5.86K
4.44K $296K
May 07, 2024 Q1 2024
Verus Capital Partners, LLC

Scottsdale, AZ
SELL
 -
-99
- 2.63%
$5.79K - $6.59K
3.67K $244K
May 15, 2024 Q1 2024
Howe & Rusling Inc

Rochester, NY
SELL
 -
-100
- 1.36%
$5.85K - $6.66K
7.27K $484K
Apr 09, 2024 Q1 2024
Curbstone Financial Management Corp

SELL
 -
-100
- 0.37%
$5.85K - $6.66K
26.8K $1.78M
May 15, 2024 Q1 2024
Edge Rock Capital LLC

SELL
 -
-106
- 2.72%
$6.2K - $7.06K
3.8K $253K
May 16, 2024 Q1 2024
Fsa Wealth Management LLC

Needham, MA
SELL
 -
-109
- 4.02%
$6.38K - $7.26K
2.6K $173K
Aug 13, 2024 Q1 2024
Prospera Financial Services Inc

SELL
 -
-110
- 3.25%
$6.43K - $7.32K
3.28K $218K
Jul 31, 2024 Q1 2024
Sage Capital Management, LLC

Stockton, NJ
SELL
 -
-129
- 0.11%
$7.55K - $8.59K
118K $7.84M
May 08, 2024 Q1 2024
Ledyard National Bank

SELL
 -
-138
- 0.8%
$8.07K - $9.19K
17K $1.13M

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