Purchases and Sales Made in Q2 2022 in Invesco Exchange Traded Fd Tr (PHO)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PHO) during Q2 2022. 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 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
60+ 1.1% |
$2.6K - $3.22K
|
5.51K
$373K
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
55New |
$2.39K - $2.96K
|
55
$3.73K
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
52New |
$2.26K - $2.79K
|
52
$3.52K
|
|
May 15, 2024
Q2 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
50+ 151.52% |
$2.17K - $2.69K
|
83
$5.62K
|
|
Jul 28, 2022
Q2 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
50New |
$2.17K - $2.69K
|
50
$3.39K
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
44+ 7.33% |
$1.91K - $2.36K
|
644
$43.6K
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
44+ 7.33% |
$1.91K - $2.36K
|
644
$43.6K
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
26+ 7.78% |
$1.13K - $1.4K
|
360
$24.4K
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
26New |
$1.13K - $1.4K
|
26
$1.76K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
5New |
$217 - $269
|
5
$339
|
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4+ 0.02% |
$174 - $215
|
20.9K
$1.41M
|
|
Aug 03, 2022
Q2 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
2+ 0.04% |
$86.8 - $107
|
4.58K
$310K
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2+ 0.01% |
$86.8 - $107
|
31.6K
$2.14M
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1New |
$43.4 - $53.7
|
1
$67.8
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.16% |
$43.4 - $53.7
|
642
$43.5K
|
|
Dec 18, 2023
Q2 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-14- 0.13% |
$608 - $752
|
11.1K
$752K
|
|
Aug 05, 2022
Q2 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-14- 13.21% |
$608 - $752
|
92
$6.23K
|
|
Aug 12, 2022
Q2 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-30- 0.05% |
$1.3K - $1.61K
|
60.3K
$4.09M
|
|
Aug 12, 2022
Q2 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-31- 0.29% |
$1.35K - $1.67K
|
10.8K
$732K
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-67- 0.58% |
$2.91K - $3.6K
|
11.4K
$771K
|
|
Aug 02, 2022
Q2 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-90- 0.97% |
$3.91K - $4.84K
|
9.18K
$622K
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
SELL
|
- |
-92- 0.85% |
$3.99K - $4.94K
|
10.7K
$728K
|
|
Aug 12, 2022
Q2 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-94- 0.99% |
$4.08K - $5.05K
|
9.37K
$635K
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-100- 4.89% |
$4.34K - $5.37K
|
1.95K
$132K
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-101- 9.14% |
$4.38K - $5.43K
|
1K
$68K
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-104Closed |
$4.51K - $5.59K
|
0
$0
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-109Closed |
$4.73K - $5.86K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-150- 1.73% |
$6.51K - $8.06K
|
8.54K
$579K
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-160- 0.55% |
$6.95K - $8.6K
|
29.1K
$1.97M
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-179- 2.6% |
$7.77K - $9.62K
|
6.69K
$454K
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-190- 2.24% |
$8.25K - $10.2K
|
8.29K
$562K
|
|
Jul 12, 2022
Q2 2022
|
Btr Capital Management Inc
|
SELL
|
- |
-195- 0.91% |
$8.46K - $10.5K
|
21.2K
$1.44M
|
|
Jul 21, 2022
Q2 2022
|
First City Capital Management, Inc.
|
SELL
|
- |
-200- 1.56% |
$8.68K - $10.7K
|
12.7K
$858K
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-200- 2.5% |
$8.68K - $10.7K
|
7.8K
$528K
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-200Closed |
$8.68K - $10.7K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-221- 2.74% |
$9.59K - $11.9K
|
7.83K
$531K
|
|
Jul 22, 2022
Q2 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-260- 4.75% |
$11.3K - $14K
|
5.21K
$353K
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-263Closed |
$11.4K - $14.1K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-295- 0.69% |
$12.8K - $15.9K
|
42.4K
$2.87M
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-315- 6.57% |
$13.7K - $16.9K
|
4.48K
$304K
|
|
Aug 15, 2022
Q2 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-321- 5.46% |
$13.9K - $17.2K
|
5.55K
$376K
|
|
Jul 20, 2022
Q2 2022
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-345- 2.19% |
$15K - $18.5K
|
15.4K
$1.04M
|
|
Aug 02, 2022
Q2 2022
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-347- 6.62% |
$15.1K - $18.6K
|
4.9K
$332K
|
|
Aug 08, 2022
Q2 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-355- 5.42% |
$15.4K - $19.1K
|
6.19K
$419K
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-365Closed |
$15.8K - $19.6K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-375- 39.85% |
$16.3K - $20.1K
|
566
$38.3K
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-380- 6.65% |
$16.5K - $20.4K
|
5.33K
$361K
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-399- 0.3% |
$17.3K - $21.4K
|
132K
$8.93M
|