Purchases and Sales Made in Q1 2024 in Invesco Exchange Traded Fd Tr (PHO)
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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-150- 2.36% |
$8.77K - $9.99K
|
6.2K
$426K
|
|
|
May 07, 2024
Q1 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-160- 17.58% |
$9.36K - $10.7K
|
750
$51.5K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-166- 24.92% |
$9.71K - $11.1K
|
500
$34.4K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-176- 2.1% |
$10.3K - $11.7K
|
8.22K
$565K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-193- 12.55% |
$11.3K - $12.8K
|
1.35K
$92.4K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-193- 1.77% |
$11.3K - $12.8K
|
10.7K
$735K
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
SELL
|
- |
-200- 5.99% |
$11.7K - $13.3K
|
3.14K
$216K
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-200- 0.6% |
$11.7K - $13.3K
|
33.1K
$2.27M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-216- 1.54% |
$12.6K - $14.4K
|
13.8K
$951K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-227- 6.23% |
$13.3K - $15.1K
|
3.42K
$235K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-236- 1.57% |
$13.8K - $15.7K
|
14.8K
$1.02M
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-240- 3.27% |
$14K - $16K
|
7.1K
$488K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-245- 7.46% |
$14.3K - $16.3K
|
3.04K
$209K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-252- 4.25% |
$14.7K - $16.8K
|
5.67K
$390K
|
|
|
Apr 17, 2024
Q1 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-252- 0.42% |
$14.7K - $16.8K
|
59.2K
$4.07M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-299- 5.85% |
$17.5K - $19.9K
|
4.81K
$331K
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-302- 6.63% |
$17.7K - $20.1K
|
4.25K
$292K
|
|
|
Apr 08, 2024
Q1 2024
|
Spence Asset Management
|
SELL
|
- |
-303- 1.52% |
$17.7K - $20.2K
|
19.6K
$1.34M
|
|
|
May 08, 2024
Q1 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-305- 2.63% |
$17.8K - $20.3K
|
11.3K
$774K
|
|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-307- 3.29% |
$18K - $20.4K
|
9.04K
$621K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-325- 6.21% |
$19K - $21.6K
|
4.91K
$337K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-332- 1.4% |
$19.4K - $22.1K
|
23.4K
$1.61M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-334- 0.38% |
$19.5K - $22.2K
|
87.8K
$6.03M
|
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-350- 5.23% |
$20.5K - $23.3K
|
6.34K
$435K
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-350- 2.98% |
$20.5K - $23.3K
|
11.4K
$784K
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-366- 1.54% |
$21.4K - $24.4K
|
23.5K
$1.61M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-386- 6.13% |
$22.6K - $25.7K
|
5.91K
$406K
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-387- 2.21% |
$22.6K - $25.8K
|
17.1K
$1.18M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-408- 67.44% |
$23.9K - $27.2K
|
197
$13.5K
|
|
|
May 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-439- 0.6% |
$25.7K - $29.2K
|
73.2K
$5.03M
|
|
|
May 14, 2024
Q1 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-450- 7.83% |
$26.3K - $30K
|
5.3K
$364K
|
|
|
Apr 16, 2024
Q1 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-497- 8.42% |
$29.1K - $33.1K
|
5.41K
$372K
|
|
|
May 22, 2024
Q1 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-500- 4.01% |
$29.2K - $33.3K
|
12K
$822K
|
|
|
May 14, 2024
Q1 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-568- 0.94% |
$33.2K - $37.8K
|
60K
$4.12M
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-603- 10.03% |
$35.3K - $40.1K
|
5.41K
$371K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-639- 1.12% |
$37.4K - $42.5K
|
56.5K
$3.88M
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-681- 2.5% |
$39.8K - $45.3K
|
26.5K
$1.82M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-735- 3.44% |
$43K - $48.9K
|
20.6K
$1.42M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-880- 3.97% |
$51.5K - $58.6K
|
21.3K
$1.46M
|
|
|
Apr 24, 2024
Q1 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-887- 14.12% |
$51.9K - $59K
|
5.4K
$371K
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-966- 87.82% |
$56.5K - $64.3K
|
134
$9.21K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-998- 21.13% |
$58.4K - $66.4K
|
3.73K
$256K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.05K- 25.68% |
$61.5K - $70K
|
3.04K
$209K
|
|
|
May 08, 2024
Q1 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-1.07K- 4.88% |
$62.5K - $71.1K
|
20.8K
$1.43M
|
|
|
Jul 09, 2024
Q1 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-1.1K- 2.37% |
$64K - $72.9K
|
45.1K
$3.1M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.12K- 4.17% |
$65.2K - $74.2K
|
25.6K
$1.76M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.12K- 2.19% |
$65.7K - $74.8K
|
50.3K
$3.46M
|
|
|
May 14, 2024
Q1 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-1.24K- 1.81% |
$72.4K - $82.4K
|
67.1K
$4.61M
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1.27K- 98.6% |
$74.2K - $84.4K
|
18
$1.24K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.57K- 2.75% |
$92K - $105K
|
55.7K
$3.83M
|