Purchases and Sales Made in Q1 2025 in Invesco Exchange Traded Fd Tr (PHO)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PHO) during Q1 2025. 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 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.39K+ 14.4% |
$88.8K - $95.7K
|
11.1K
$756K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.21K+ 5.19% |
$77K - $83.1K
|
24.5K
$1.67M
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
1.07K+ 93.92% |
$67.9K - $73.2K
|
2.2K
$150K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.06K+ 14.8% |
$67.7K - $72.9K
|
8.23K
$562K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.05KNew |
$67K - $72.2K
|
1.05K
$71.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
1KNew |
$63.8K - $68.8K
|
1K
$68.3K
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
1K+ 27.03% |
$63.8K - $68.8K
|
4.7K
$321K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
919+ 23.88% |
$58.6K - $63.2K
|
4.77K
$326K
|
|
|
May 09, 2025
Q1 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
913+ 8.59% |
$58.2K - $62.8K
|
11.5K
$789K
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
900+ 225.0% |
$57.4K - $61.9K
|
1.3K
$88.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
890New |
$56.8K - $61.2K
|
890
$60.8K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
881+ 1.71% |
$56.2K - $60.6K
|
52.3K
$3.58M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
853+ 5.29% |
$54.4K - $58.6K
|
17K
$1.16M
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
850New |
$54.2K - $58.4K
|
850
$58.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
800New |
$51K - $55K
|
800
$54.7K
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
708New |
$45.1K - $48.7K
|
708
$48.4K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
705+ 12.53% |
$45K - $48.5K
|
6.33K
$433K
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
695+ 1.42% |
$44.3K - $47.8K
|
49.7K
$3.39M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
602+ 8.43% |
$38.4K - $41.4K
|
7.74K
$529K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
563+ 219.07% |
$35.9K - $38.7K
|
820
$56K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
523+ 3.62% |
$33.4K - $36K
|
15K
$1.02M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
505+ 5.82% |
$32.2K - $34.7K
|
9.18K
$627K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
497+ 5.85% |
$31.7K - $34.2K
|
8.99K
$614K
|
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
BUY
|
- |
490+ 7.95% |
$31.2K - $33.7K
|
6.65K
$454K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
485+ 6.92% |
$30.9K - $33.3K
|
7.5K
$512K
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
450+ 0.75% |
$28.7K - $30.9K
|
60.7K
$4.15M
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
BUY
|
- |
417+ 2.23% |
$26.6K - $28.7K
|
19.1K
$1.3M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
410New |
$26.1K - $28.2K
|
410
$28K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
400+ 7.79% |
$25.5K - $27.5K
|
5.54K
$378K
|
|
|
Apr 14, 2025
Q1 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
388+ 8.65% |
$24.7K - $26.7K
|
4.88K
$333K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
384New |
$24.5K - $26.4K
|
384
$26.2K
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
365+ 8.88% |
$23.3K - $25.1K
|
4.47K
$306K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
360+ 156.52% |
$23K - $24.8K
|
590
$40.3K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
341+ 5.74% |
$21.7K - $23.4K
|
6.28K
$429K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
333New |
$21.2K - $22.9K
|
333
$22.8K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
325New |
$20.7K - $22.3K
|
325
$22.2K
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
315+ 1.81% |
$20.1K - $21.7K
|
17.8K
$1.21M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
290+ 11.15% |
$18.5K - $19.9K
|
2.89K
$197K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
258New |
$16.5K - $17.7K
|
258
$17.6K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
249+ 1.68% |
$15.9K - $17.1K
|
15.1K
$1.03M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
248+ 100.0% |
$15.8K - $17.1K
|
496
$33.9K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
229+ 1.82% |
$14.6K - $15.7K
|
12.8K
$874K
|
|
|
May 12, 2025
Q1 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
197+ 0.92% |
$12.6K - $13.5K
|
21.5K
$1.47M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
197+ 1.59% |
$12.6K - $13.5K
|
12.6K
$860K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
184+ 0.3% |
$11.7K - $12.7K
|
61.1K
$4.18M
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
178+ 0.65% |
$11.4K - $12.2K
|
27.6K
$1.89M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
175+ 9.11% |
$11.2K - $12K
|
2.1K
$143K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
174+ 2.52% |
$11.1K - $12K
|
7.09K
$484K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
168+ 1.55% |
$10.7K - $11.6K
|
11K
$752K
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
167+ 3.63% |
$10.6K - $11.5K
|
4.77K
$326K
|