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 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1K- 1.61% |
$63.8K - $68.8K
|
61.1K
$4.18M
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-1.17K- 3.55% |
$74.3K - $80.1K
|
31.6K
$2.16M
|
|
|
May 15, 2025
Q1 2025
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-1.18K- 24.65% |
$75.2K - $81.1K
|
3.6K
$246K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.2K- 21.15% |
$76.7K - $82.6K
|
4.48K
$306K
|
|
|
May 09, 2025
Q1 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-1.22K- 6.87% |
$77.8K - $83.9K
|
16.5K
$1.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.43K- 4.61% |
$91.4K - $98.5K
|
29.7K
$2.03M
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-1.5K- 16.51% |
$95.3K - $103K
|
7.56K
$517K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.55K- 8.05% |
$98.8K - $107K
|
17.7K
$1.21M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.79K- 6.25% |
$114K - $123K
|
26.9K
$1.84M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.93K- 5.13% |
$123K - $132K
|
35.7K
$2.44M
|
|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-2K- 12.86% |
$128K - $138K
|
13.6K
$927K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.21K- 1.0% |
$141K - $152K
|
219K
$15M
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-2.26K- 4.11% |
$144K - $155K
|
52.7K
$3.6M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-2.27K- 17.49% |
$145K - $156K
|
10.7K
$732K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-2.29K- 9.75% |
$146K - $157K
|
21.2K
$1.45M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-2.31K- 14.7% |
$147K - $159K
|
13.4K
$915K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-2.5K- 28.93% |
$159K - $172K
|
6.14K
$420K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.63K- 23.86% |
$168K - $181K
|
8.4K
$574K
|
|
|
Apr 30, 2025
Q1 2025
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-2.66K- 2.25% |
$170K - $183K
|
116K
$7.93M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.92K- 16.45% |
$186K - $201K
|
14.8K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-3.36K- 14.77% |
$214K - $231K
|
19.4K
$1.32M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.38K- 10.45% |
$215K - $232K
|
29K
$1.98M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.46K- 4.59% |
$221K - $238K
|
71.9K
$4.91M
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-3.5K- 49.07% |
$223K - $240K
|
3.63K
$248K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.77K- 12.67% |
$241K - $259K
|
26K
$1.78M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-3.85K- 12.83% |
$246K - $265K
|
26.2K
$1.79M
|
|
|
May 14, 2025
Q1 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-4K- 33.5% |
$255K - $275K
|
7.94K
$543K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.82K- 13.39% |
$307K - $331K
|
31.2K
$2.13M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.22K- 11.77% |
$333K - $359K
|
39.1K
$2.67M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-5.5K- 16.64% |
$351K - $378K
|
27.6K
$1.88M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-5.83K- 50.0% |
$372K - $401K
|
5.83K
$398K
|
|
|
Apr 28, 2025
Q1 2025
|
Money Design Co.,Ltd.
|
SELL
|
- |
-6.13K- 8.98% |
$391K - $421K
|
62.1K
$4.24M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.53K- 3.45% |
$480K - $518K
|
211K
$14.4M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-8.56K- 29.28% |
$546K - $588K
|
20.7K
$1.41M
|
|
|
May 01, 2025
Q1 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-8.81K- 4.27% |
$562K - $606K
|
198K
$13.5M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-21.7K- 1.28% |
$1.38M - $1.49M
|
1.66M
$114M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-24K- 21.67% |
$1.53M - $1.65M
|
86.9K
$5.94M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-25.8K- 6.37% |
$1.65M - $1.78M
|
379K
$25.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-25.9K- 98.45% |
$1.65M - $1.78M
|
407
$27.8K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-38.4K- 60.14% |
$2.45M - $2.64M
|
25.4K
$1.74M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-58.4K- 11.11% |
$3.73M - $4.02M
|
468K
$31.9M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-143K- 19.01% |
$9.11M - $9.82M
|
608K
$41.6M
|