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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2021
Q2 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
81New |
$4.04K - $4.34K
|
81
$5.81K
|
|
|
Aug 13, 2021
Q2 2021
|
Parisi Gray Wealth Management
|
BUY
|
- |
52New |
$2.59K - $2.78K
|
52
$3.73K
|
|
|
Aug 02, 2021
Q2 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
50New |
$2.49K - $2.68K
|
50
$3.59K
|
|
|
Aug 12, 2021
Q2 2021
|
Weatherly Asset Management L. P.
|
BUY
|
- |
37+ 0.16% |
$1.85K - $1.98K
|
22.8K
$1.64M
|
|
|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
21+ 0.2% |
$1.05K - $1.12K
|
10.4K
$743K
|
|
|
Aug 02, 2021
Q2 2021
|
Element Wealth, LLC
|
BUY
|
- |
20New |
$998 - $1.07K
|
20
$1.44K
|
|
|
Aug 10, 2021
Q2 2021
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
18+ 0.15% |
$898 - $963
|
11.9K
$851K
|
|
|
Aug 10, 2021
Q2 2021
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
3+ 0.0% |
$150 - $161
|
69.8K
$5.01M
|
|
|
Jul 27, 2021
Q2 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3New |
$150 - $161
|
3
$215
|
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 0.4% |
$99.8 - $107
|
498
$35.7K
|
|
|
Aug 11, 2021
Q2 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2+ 0.04% |
$99.8 - $107
|
5.16K
$370K
|
|
|
Aug 11, 2021
Q2 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1New |
$49.9 - $53.5
|
1
$71.8
|
|
|
Aug 16, 2021
Q2 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.01% |
$49.9 - $53.5
|
18.9K
$1.36M
|
|
|
Jul 13, 2021
Q2 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$49.9 - $53.5
|
6.15K
$441K
|
|
|
Aug 02, 2021
Q2 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1+ 0.0% |
$49.9 - $53.5
|
31.6K
$2.27M
|
|
|
Jul 14, 2021
Q2 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
1+ 0.5% |
$49.9 - $53.5
|
202
$14.5K
|
|
|
Aug 09, 2021
Q2 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.09% |
$49.9 - $53.5
|
1.08K
$77.3K
|
|
|
Aug 11, 2021
Q2 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-1- 0.01% |
$49.9 - $53.5
|
7.84K
$563K
|
|
|
Aug 06, 2021
Q2 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-1- 0.75% |
$49.9 - $53.5
|
133
$9.55K
|
|
|
Jul 26, 2021
Q2 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-10- 0.14% |
$499 - $535
|
7.09K
$509K
|
|
|
Jul 23, 2021
Q2 2021
|
Jag Capital Management, LLC
|
SELL
|
- |
-12- 0.16% |
$599 - $642
|
7.46K
$535K
|
|
|
Aug 06, 2021
Q2 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-39- 0.93% |
$1.95K - $2.09K
|
4.15K
$298K
|
|
|
Jul 22, 2021
Q2 2021
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-46- 1.02% |
$2.29K - $2.46K
|
4.48K
$322K
|
|
|
Aug 06, 2021
Q2 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-48- 1.85% |
$2.39K - $2.57K
|
2.55K
$183K
|
|
|
Jul 29, 2021
Q2 2021
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-59- 0.12% |
$2.94K - $3.16K
|
51.2K
$3.67M
|
|
|
Aug 03, 2021
Q2 2021
|
Parsons Capital Management Inc
|
SELL
|
- |
-100- 0.35% |
$4.99K - $5.35K
|
28.8K
$2.07M
|
|
|
Jul 09, 2021
Q2 2021
|
Curbstone Financial Management Corp
|
SELL
|
- |
-100- 0.35% |
$4.99K - $5.35K
|
28.7K
$2.06M
|
|
|
Aug 10, 2021
Q2 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-150- 1.74% |
$7.48K - $8.03K
|
8.48K
$608K
|
|
|
Nov 15, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-158- 2.3% |
$7.88K - $8.46K
|
6.71K
$482K
|
|
|
Aug 04, 2021
Q2 2021
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-174- 1.48% |
$8.68K - $9.31K
|
11.6K
$832K
|
|
|
Aug 02, 2021
Q2 2021
|
Btr Capital Management Inc
|
SELL
|
- |
-175- 0.63% |
$8.73K - $9.37K
|
27.6K
$1.98M
|
|
|
Aug 06, 2021
Q2 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-192Closed |
$9.58K - $10.3K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-199- 0.87% |
$9.93K - $10.7K
|
22.6K
$1.62M
|
|
|
Aug 05, 2021
Q2 2021
|
Washington Trust CO
|
SELL
|
- |
-200- 7.75% |
$9.98K - $10.7K
|
2.38K
$171K
|
|
|
Jul 12, 2021
Q2 2021
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-219- 5.23% |
$10.9K - $11.7K
|
3.97K
$285K
|
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
SELL
|
- |
-276- 1.32% |
$13.8K - $14.8K
|
20.7K
$1.48M
|
|
|
Aug 13, 2021
Q2 2021
|
First City Capital Management, Inc.
|
SELL
|
- |
-395- 2.66% |
$19.7K - $21.1K
|
14.5K
$1.04M
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-400Closed |
$20K - $21.4K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-401Closed |
$20K - $21.5K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Banco Santander, S.A.
|
SELL
|
- |
-454- 10.24% |
$22.6K - $24.3K
|
3.98K
$286K
|
|
|
Aug 02, 2021
Q2 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-631Closed |
$31.5K - $33.8K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-648- 2.42% |
$32.3K - $34.7K
|
26.1K
$1.88M
|
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-662Closed |
$33K - $35.4K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-699- 4.1% |
$34.9K - $37.4K
|
16.3K
$1.17M
|
|
|
Aug 16, 2021
Q2 2021
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-800Closed |
$39.9K - $42.8K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-850- 4.27% |
$42.4K - $45.5K
|
19K
$1.37M
|
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-855- 2.15% |
$42.6K - $45.8K
|
39K
$2.8M
|
|
|
Aug 16, 2021
Q2 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-871- 1.83% |
$43.4K - $46.6K
|
46.6K
$3.35M
|
|
|
Aug 06, 2021
Q2 2021
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-900- 0.56% |
$44.9K - $48.2K
|
160K
$11.5M
|
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.13KClosed |
$56.1K - $60.2K
|
0
$0
|