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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-96- 0.59% |
$6.12K - $6.6K
|
16.3K
$1.11M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-98- 2.95% |
$6.25K - $6.74K
|
3.22K
$220K
|
|
|
May 01, 2025
Q1 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-100- 0.52% |
$6.38K - $6.88K
|
19K
$1.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-111- 0.47% |
$7.08K - $7.63K
|
23.7K
$1.62M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-115- 34.23% |
$7.33K - $7.91K
|
221
$15.1K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-149- 1.93% |
$9.5K - $10.2K
|
7.57K
$517K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-151- 20.0% |
$9.63K - $10.4K
|
604
$41.3K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-173- 3.26% |
$11K - $11.9K
|
5.14K
$351K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-175- 3.85% |
$11.2K - $12K
|
4.37K
$299K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-200- 94.79% |
$12.8K - $13.8K
|
11
$752
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-201- 4.31% |
$12.8K - $13.8K
|
4.46K
$305K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-209- 2.19% |
$13.3K - $14.4K
|
9.33K
$638K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-234- 0.88% |
$14.9K - $16.1K
|
26.5K
$1.81M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-248- 50.0% |
$15.8K - $17.1K
|
248
$16.9K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-251- 1.16% |
$16K - $17.3K
|
21.4K
$1.46M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-260- 1.85% |
$16.6K - $17.9K
|
13.8K
$943K
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
SELL
|
- |
-260- 7.14% |
$16.6K - $17.9K
|
3.38K
$231K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-268- 3.77% |
$17.1K - $18.4K
|
6.83K
$467K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-275- 3.97% |
$17.5K - $18.9K
|
6.66K
$455K
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-284- 73.96% |
$18.1K - $19.5K
|
100
$6.83K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-288- 9.61% |
$18.4K - $19.8K
|
2.71K
$185K
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-295- 6.97% |
$18.8K - $20.3K
|
3.94K
$269K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-300- 2.24% |
$19.1K - $20.6K
|
13.1K
$896K
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-303- 3.12% |
$19.3K - $20.8K
|
9.41K
$643K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-327- 5.89% |
$20.9K - $22.5K
|
5.23K
$357K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-333- 0.28% |
$21.2K - $22.9K
|
119K
$8.15M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-338- 9.58% |
$21.6K - $23.2K
|
3.19K
$218K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-360- 61.02% |
$23K - $24.8K
|
230
$15.7K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-370- 2.69% |
$23.6K - $25.4K
|
13.4K
$913K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-375- 8.54% |
$23.9K - $25.8K
|
4.02K
$274K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-390- 8.37% |
$24.9K - $26.8K
|
4.27K
$292K
|
|
|
May 12, 2025
Q1 2025
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-390- 2.2% |
$24.9K - $26.8K
|
17.3K
$1.19M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-400- 22.1% |
$25.5K - $27.5K
|
1.41K
$96.3K
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-400- 10.12% |
$25.5K - $27.5K
|
3.55K
$243K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-409- 1.57% |
$26.1K - $28.1K
|
25.6K
$1.75M
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-415- 18.96% |
$26.5K - $28.5K
|
1.77K
$121K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-447- 10.51% |
$28.5K - $30.7K
|
3.81K
$260K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-494- 0.93% |
$31.5K - $34K
|
52.8K
$3.61M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-497- 2.38% |
$31.7K - $34.2K
|
20.4K
$1.39M
|
|
|
May 06, 2025
Q1 2025
|
John G Ullman & Associates Inc
|
SELL
|
- |
-500- 11.31% |
$31.9K - $34.4K
|
3.92K
$268K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-502- 5.2% |
$32K - $34.5K
|
9.16K
$626K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-513- 1.79% |
$32.7K - $35.3K
|
28.2K
$1.92M
|
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-518- 0.71% |
$33K - $35.6K
|
72.1K
$4.93M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-600- 14.63% |
$38.3K - $41.3K
|
3.5K
$239K
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-600- 7.43% |
$38.3K - $41.3K
|
7.48K
$511K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-634- 3.78% |
$40.4K - $43.6K
|
16.2K
$1.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-696- 9.56% |
$44.4K - $47.9K
|
6.58K
$450K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-779- 6.36% |
$49.7K - $53.6K
|
11.5K
$784K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-850- 11.69% |
$54.2K - $58.4K
|
6.42K
$439K
|
|
|
May 14, 2025
Q1 2025
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-861- 1.33% |
$54.9K - $59.2K
|
63.8K
$4.36M
|