Purchases and Sales Made in Q2 2023 in Invesco Exchange Traded Fd Tr (PHO)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PHO) during Q2 2023. 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 27, 2023
Q2 2023
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
87KNew |
$4.46M - $4.9M
|
87K
$5.97M
|
|
Aug 14, 2023
Q2 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
43.6K+ 68.98% |
$2.24M - $2.46M
|
107K
$7.34M
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
42K+ 7.16% |
$2.15M - $2.37M
|
628K
$43.2M
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
21.5K+ 1.86% |
$1.1M - $1.21M
|
1.18M
$80.8M
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
21.3K+ 123.86% |
$1.09M - $1.2M
|
38.4K
$2.64M
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
20.3KNew |
$1.04M - $1.14M
|
20.3K
$1.39M
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
20.3KNew |
$1.04M - $1.14M
|
20.3K
$1.39M
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
18.6K+ 19.08% |
$952K - $1.05M
|
116K
$7.96M
|
|
Aug 16, 2023
Q2 2023
|
Howard Capital Management Group, LLC
|
BUY
|
- |
12.8KNew |
$656K - $721K
|
12.8K
$879K
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
11.3K+ 1.37% |
$581K - $639K
|
836K
$57.4M
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
10.8K+ 70.41% |
$553K - $608K
|
26.1K
$1.79M
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
8.2KNew |
$420K - $462K
|
8.2K
$563K
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.94K+ 1.77% |
$407K - $448K
|
457K
$31.4M
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
7.85KNew |
$402K - $443K
|
7.85K
$539K
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
6.8K+ 82.08% |
$348K - $383K
|
15.1K
$1.04M
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.78K+ 3.58% |
$348K - $382K
|
196K
$13.5M
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.96K+ 9.45% |
$306K - $336K
|
69K
$4.74M
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
5.93KNew |
$304K - $334K
|
5.93K
$407K
|
|
Aug 14, 2023
Q2 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
5.22KNew |
$268K - $294K
|
5.22K
$359K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.22K+ 2.6% |
$267K - $294K
|
206K
$14.1M
|
|
Aug 07, 2023
Q2 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
4.99KNew |
$256K - $281K
|
4.99K
$343K
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
4.94KNew |
$253K - $279K
|
4.94K
$340K
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.83K+ 156.35% |
$248K - $272K
|
7.92K
$544K
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.78K+ 26.46% |
$245K - $270K
|
22.9K
$1.57M
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
4.1KNew |
$210K - $231K
|
4.1K
$282K
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.09K+ 4.85% |
$210K - $231K
|
88.3K
$6.07M
|
|
Aug 08, 2023
Q2 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
4KNew |
$205K - $226K
|
4K
$275K
|
|
Jul 25, 2023
Q2 2023
|
Mcia Inc
|
BUY
|
- |
3.77KNew |
$193K - $213K
|
3.77K
$259K
|
|
Aug 03, 2023
Q2 2023
|
Appleton Group, LLC
|
BUY
|
- |
3.72KNew |
$191K - $210K
|
3.72K
$256K
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.71KNew |
$190K - $209K
|
3.71K
$255K
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
3.68KNew |
$189K - $208K
|
3.68K
$253K
|
|
Jul 21, 2023
Q2 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
3.46K+ 120.7% |
$177K - $195K
|
6.32K
$434K
|
|
Aug 11, 2023
Q2 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
3.43K+ 90.5% |
$176K - $193K
|
7.22K
$496K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.26K+ 19.36% |
$167K - $184K
|
20.1K
$1.38M
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.14K+ 0.81% |
$161K - $177K
|
389K
$26.7M
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
3.11K+ 4.59% |
$159K - $175K
|
70.9K
$4.87M
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.01K+ 1.39% |
$154K - $169K
|
219K
$15M
|
|
Aug 11, 2023
Q2 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
2.78K+ 5.27% |
$142K - $157K
|
55.6K
$3.82M
|
|
Jun 17, 2024
Q2 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
2.74K+ 61.36% |
$140K - $154K
|
7.19K
$494K
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2.19KNew |
$112K - $123K
|
2.19K
$150K
|
|
Jul 26, 2023
Q2 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
2.08K+ 15.63% |
$106K - $117K
|
15.4K
$1.05M
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.04K+ 57.84% |
$104K - $115K
|
5.56K
$382K
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
1.8KNew |
$92.4K - $102K
|
1.8K
$124K
|
|
Aug 02, 2023
Q2 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
1.8K+ 19.25% |
$92.3K - $102K
|
11.2K
$766K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.8K+ 90.41% |
$92.3K - $102K
|
3.79K
$260K
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.69KNew |
$86.7K - $95.4K
|
1.69K
$116K
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.66K+ 4.38% |
$85.2K - $93.7K
|
39.6K
$2.72M
|
|
Aug 15, 2023
Q2 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.58K+ 23.43% |
$80.8K - $88.9K
|
8.3K
$570K
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.49K+ 24.97% |
$76.4K - $84.1K
|
7.46K
$513K
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
1.23K+ 3.83% |
$62.9K - $69.2K
|
33.3K
$2.29M
|