Purchases and Sales Made in Q2 2021 in Invesco Exchange Traded Fd Tr (PHO)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PHO) during Q2 2021. 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 |
---|---|---|---|---|---|---|---|
Aug 12, 2021
Q2 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.42KNew |
$121K - $130K
|
2.42K
$167K
|
|
Aug 16, 2021
Q2 2021
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
2.35K+ 4.11% |
$117K - $126K
|
59.4K
$4.1M
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.32K+ 28.71% |
$116K - $124K
|
10.4K
$719K
|
|
Jul 23, 2021
Q2 2021
|
Personal Wealth Partners
Bloomington, MN |
BUY
|
- |
2.12KNew |
$105K - $113K
|
2.12K
$146K
|
|
Jul 16, 2021
Q2 2021
|
Millburn Ridgefield Corp
|
BUY
|
- |
2.11KNew |
$105K - $113K
|
2.11K
$146K
|
|
Aug 06, 2021
Q2 2021
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
1.95KNew |
$97.1K - $104K
|
1.95K
$134K
|
|
Aug 11, 2021
Q2 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.94K+ 8.39% |
$96.7K - $104K
|
25K
$1.73M
|
|
Aug 17, 2021
Q2 2021
|
West Branch Capital LLC
|
BUY
|
- |
1.94KNew |
$96.7K - $104K
|
1.94K
$134K
|
|
Jul 26, 2021
Q2 2021
|
Parsec Financial Management, Inc.
|
BUY
|
- |
1.93K+ 8.36% |
$96.1K - $103K
|
25K
$1.72M
|
|
Jul 23, 2021
Q2 2021
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.89K+ 30.19% |
$94.3K - $101K
|
8.15K
$562K
|
|
Jul 13, 2021
Q2 2021
|
Ellevest, Inc.
|
BUY
|
- |
1.63K+ 307.55% |
$81.3K - $87.2K
|
2.16K
$149K
|
|
Aug 02, 2021
Q2 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.51KNew |
$75.2K - $80.7K
|
1.51K
$104K
|
|
Aug 13, 2021
Q2 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
1.5K+ 9400.0% |
$75K - $80.5K
|
1.52K
$105K
|
|
Aug 09, 2021
Q2 2021
|
Sandy Spring Bank
|
BUY
|
- |
1.49K+ 27.19% |
$74.2K - $79.6K
|
6.96K
$480K
|
|
Aug 16, 2024
Q2 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.32K+ 164.71% |
$65.9K - $70.7K
|
2.12K
$146K
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.15K+ 4.19% |
$57.2K - $61.3K
|
28.5K
$1.97M
|
|
Aug 13, 2021
Q2 2021
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
1.05K+ 40.48% |
$52.4K - $56.2K
|
3.64K
$251K
|
|
Jul 26, 2021
Q2 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.03K+ 17.53% |
$51.3K - $55K
|
6.89K
$476K
|
|
Jun 17, 2024
Q2 2021
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
994+ 14.32% |
$49.6K - $53.2K
|
7.93K
$547K
|
|
Aug 13, 2021
Q2 2021
|
Hamilton Wealth, LLC
|
BUY
|
- |
984+ 1.97% |
$49.1K - $52.7K
|
51K
$3.52M
|
|
Jul 19, 2021
Q2 2021
|
First United Bank & Trust
|
BUY
|
- |
970+ 21.85% |
$48.4K - $51.9K
|
5.41K
$373K
|
|
Aug 13, 2021
Q2 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
950+ 19.25% |
$47.4K - $50.8K
|
5.89K
$406K
|
|
Aug 09, 2021
Q2 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
916+ 10.16% |
$45.7K - $49K
|
9.93K
$685K
|
|
Jul 13, 2021
Q2 2021
|
Clarus Wealth Advisors
|
BUY
|
- |
916+ 12.88% |
$45.7K - $49K
|
8.03K
$554K
|
|
Aug 03, 2021
Q2 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
915New |
$45.6K - $49K
|
915
$63.1K
|
|
Aug 09, 2021
Q2 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
868+ 2.89% |
$43.3K - $46.5K
|
30.9K
$2.13M
|
|
Aug 03, 2021
Q2 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
857+ 6.93% |
$42.7K - $45.9K
|
13.2K
$912K
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
844+ 14.01% |
$42.1K - $45.2K
|
6.87K
$474K
|
|
Aug 12, 2021
Q2 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
828+ 8.36% |
$41.3K - $44.3K
|
10.7K
$740K
|
|
Jul 29, 2021
Q2 2021
|
Beck Bode, LLC
|
BUY
|
- |
750New |
$37.4K - $40.1K
|
750
$51.8K
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
707+ 23.06% |
$35.3K - $37.8K
|
3.77K
$260K
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
644+ 8.97% |
$32.1K - $34.5K
|
7.82K
$540K
|
|
Jul 27, 2021
Q2 2021
|
Wedbush Securities Inc
|
BUY
|
- |
640+ 6.4% |
$31.9K - $34.3K
|
10.6K
$734K
|
|
Jul 27, 2021
Q2 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
561New |
$28K - $30K
|
561
$38.7K
|
|
Aug 13, 2024
Q2 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
459+ 2.35% |
$22.9K - $24.6K
|
20K
$1.38M
|
|
Jul 14, 2021
Q2 2021
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
450+ 5.82% |
$22.4K - $24.1K
|
8.18K
$564K
|
|
Aug 13, 2021
Q2 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
360New |
$18K - $19.3K
|
360
$24.8K
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
292+ 6.94% |
$14.6K - $15.6K
|
4.5K
$310K
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
240+ 5.6% |
$12K - $12.8K
|
4.53K
$313K
|
|
Aug 12, 2021
Q2 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
235+ 4.17% |
$11.7K - $12.6K
|
5.87K
$405K
|
|
Jul 29, 2021
Q2 2021
|
Whittier Trust CO
|
BUY
|
- |
197+ 10.37% |
$9.83K - $10.5K
|
2.1K
$145K
|
|
Aug 16, 2021
Q2 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
190+ 14.13% |
$9.48K - $10.2K
|
1.54K
$106K
|
|
Aug 13, 2021
Q2 2021
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
175+ 1.5% |
$8.73K - $9.37K
|
11.8K
$815K
|
|
Aug 13, 2021
Q2 2021
|
3 D/L Capital Management, LLC
|
BUY
|
- |
165+ 2.72% |
$8.23K - $8.83K
|
6.23K
$430K
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
149+ 7.99% |
$7.43K - $7.97K
|
2.01K
$139K
|
|
Jul 19, 2021
Q2 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
146+ 1.83% |
$7.28K - $7.81K
|
8.13K
$561K
|
|
Aug 09, 2021
Q2 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
113New |
$5.64K - $6.05K
|
113
$7.8K
|
|
Aug 11, 2021
Q2 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
103New |
$5.14K - $5.51K
|
103
$7.11K
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
100+ 90.91% |
$4.99K - $5.35K
|
210
$14.5K
|
|
Aug 17, 2021
Q2 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
97New |
$4.84K - $5.19K
|
97
$6.69K
|