Purchases and Sales Made in Q1 2025 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 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 13, 2025 Q1 2025
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
164
+ 64.31%
$10.5K - $11.3K
419 $28.6K
May 09, 2025 Q1 2025
Chicago Partners Investment Group LLC

BUY
 -
154
+ 0.48%
$9.82K - $10.6K
32K $2.19M
May 14, 2025 Q1 2025
Stamos Capital Partners, L.P.

Menlo Park, CA
BUY
 -
140
+ 3.7%
$8.93K - $9.63K
3.92K $268K
May 15, 2025 Q1 2025
Sage Capital Management, LLC

Stockton, NJ
BUY
 -
119
+ 0.1%
$7.59K - $8.18K
114K $7.79M
May 01, 2025 Q1 2025
Hughes Financial Services, LLC

Herndon, VA
BUY
 -
117
New
$7.46K - $8.04K
117 $7.99K
May 08, 2025 Q1 2025
Tiaa Trust, National Association

Charlotte, NC
BUY
 -
114
+ 2.96%
$7.27K - $7.84K
3.97K $271K
Apr 16, 2025 Q1 2025
Howard Capital Management Group, LLC

BUY
 -
110
+ 1.25%
$7.01K - $7.56K
8.92K $610K
Apr 23, 2025 Q1 2025
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
101
+ 1.47%
$6.44K - $6.94K
6.98K $477K
Apr 30, 2025 Q1 2025
Aspen Wealth Strategies, LLC

Arvada, CO
BUY
 -
97
+ 2.16%
$6.19K - $6.67K
4.59K $314K
Apr 24, 2025 Q1 2025
Wealth Bridge Capital Management, LLC

Westerville, OH
BUY
 -
75
+ 1.74%
$4.78K - $5.16K
4.39K $300K
Apr 22, 2025 Q1 2025
Ledyard National Bank

BUY
 -
43
+ 0.29%
$2.74K - $2.96K
15.1K $1.03M
Apr 23, 2025 Q1 2025
Spire Wealth Management

BUY
 -
41
+ 0.26%
$2.61K - $2.82K
16.1K $1.1M
May 08, 2025 Q1 2025
O'Rourke & Company, Inc

Boston, MA
BUY
 -
35
+ 0.12%
$2.23K - $2.41K
28.3K $1.93M
Apr 25, 2025 Q1 2025
Jnba Financial Advisors

BUY
 -
33
+ 4.55%
$2.1K - $2.27K
758 $51.8K
May 14, 2025 Q1 2025
Congress Wealth Management LLC

Boston, MA
BUY
 -
14
+ 0.05%
$893 - $963
30K $2.05M
Apr 14, 2025 Q1 2025
Kennebec Savings Bank

Augusta, ME
BUY
 -
13
+ 1.46%
$829 - $894
906 $61.9K
Apr 16, 2025 Q1 2025
Paragon Capital Management LTD

BUY
 -
7
+ 0.16%
$446 - $481
4.45K $304K
May 08, 2025 Q1 2025
Mesirow Financial Investment Management, Inc.

BUY
 -
5
+ 0.07%
$319 - $344
7.48K $511K
May 14, 2025 Q1 2025
Summit Financial, LLC

Parsippany, NJ
BUY
 -
3
+ 0.03%
$191 - $206
8.91K $609K
Apr 21, 2025 Q1 2025
Townsend Asset Management Corp

BUY
 -
2
+ 0.19%
$128 - $138
1.03K $70.3K
May 15, 2025 Q1 2025
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
2
+ 0.02%
$128 - $138
10.1K $688K
Apr 15, 2025 Q1 2025
Transform Wealth, LLC

BUY
 -
2
+ 0.04%
$128 - $138
4.91K $335K
Apr 25, 2025 Q1 2025
Westside Investment Management, Inc.

BUY
 -
1
+ 0.07%
$63.8 - $68.8
1.52K $104K
Apr 14, 2025 Q1 2025
Lex Aurum Advisors, LLC

BUY
 -
1
+ 0.01%
$63.8 - $68.8
13.4K $914K
Apr 23, 2025 Q1 2025
Western Financial Corp/Ca

San Diego, CA
BUY
 -
1
+ 0.02%
$63.8 - $68.8
5.47K $374K
Apr 29, 2025 Q1 2025
Capital Investment Advisory Services, LLC

BUY
 -
1
+ 0.06%
$63.8 - $68.8
1.75K $119K
Apr 07, 2025 Q1 2025
Parallel Advisors, LLC

BUY
 -
1
+ 0.24%
$63.8 - $68.8
424 $29K
Apr 10, 2025 Q1 2025
Tru Wealth Advisors, LLC

BUY
 -
1
+ 0.02%
$63.8 - $68.8
4.25K $290K
Apr 23, 2025 Q1 2025
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
1
+ 0.28%
$63.8 - $68.8
352 $24.1K
Apr 22, 2025 Q1 2025
Flagship Harbor Advisors, LLC

BUY
 -
1
+ 0.01%
$63.8 - $68.8
8.27K $565K
Apr 17, 2025 Q1 2025
Western Pacific Wealth Management, LP

BUY
 -
1
+ 1.0%
$63.8 - $68.8
101 $6.9K
Apr 30, 2025 Q1 2025
Leavell Investment Management, Inc.

BUY
 -
1
+ 0.03%
$63.8 - $68.8
3.13K $214K
May 09, 2025 Q1 2025
Flagship Wealth Advisors, LLC

Wakefield, MA
BUY
 -
1
+ 0.4%
$63.8 - $68.8
254 $17.4K
May 14, 2025 Q1 2025
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Apr 23, 2025 Q1 2025
Western Wealth Management, LLC

SELL
 -
-8
- 0.23%
$510 - $550
3.52K $241K
Apr 21, 2025 Q1 2025
Pfg Investments, LLC

Woodbury, NY
SELL
 -
-18
- 0.1%
$1.15K - $1.24K
18.8K $1.29M
May 14, 2025 Q1 2025
Huntington National Bank

Columbus, OH
SELL
 -
-18
- 94.74%
$1.15K - $1.24K
1 $68.3
Apr 22, 2025 Q1 2025
Minich Mac Gregor Wealth Management, LLC

SELL
 -
-19
- 0.36%
$1.21K - $1.31K
5.22K $357K
May 15, 2025 Q1 2025
Lido Advisors, LLC

Los Angeles, CA
SELL
 -
-26
- 0.56%
$1.66K - $1.79K
4.59K $314K
Apr 15, 2025 Q1 2025
First United Bank & Trust

SELL
 -
-35
- 1.23%
$2.23K - $2.41K
2.81K $192K
May 13, 2025 Q1 2025
Russell Investments Group, Ltd.

SELL
 -
-36
- 44.44%
$2.3K - $2.48K
45 $3.07K
May 14, 2025 Q1 2025
Snowden Capital Advisors LLC

New York, NY
SELL
 -
-40
- 0.32%
$2.55K - $2.75K
12.5K $857K
Apr 16, 2025 Q1 2025
Caldwell Sutter Capital, Inc.

Sausalito, CA
SELL
 -
-40
- 34.78%
$2.55K - $2.75K
75 $5.12K
Apr 08, 2025 Q1 2025
Bond & Devick Financial Network, Inc.

SELL
 -
-48
- 0.26%
$3.06K - $3.3K
18.5K $1.26M
May 13, 2025 Q1 2025
Adviser Investments LLC

SELL
 -
-48
- 1.11%
$3.06K - $3.3K
4.26K $291K
Apr 28, 2025 Q1 2025
Resources Investment Advisors, Llc.

Overland Park, KS
SELL
 -
-48
- 0.31%
$3.06K - $3.3K
15.7K $1.07M
Apr 21, 2025 Q1 2025
Johnson Investment Counsel Inc

Cincinnati, OH
SELL
 -
-49
- 1.21%
$3.12K - $3.37K
4K $273K
May 12, 2025 Q1 2025
Sandy Spring Bank

SELL
 -
-50
- 0.78%
$3.19K - $3.44K
6.32K $432K
May 07, 2025 Q1 2025
David R. Rahn & Associates Inc.

SELL
 -
-69
- 0.11%
$4.4K - $4.74K
60.7K $4.15M

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