Purchases and Sales Made in Q2 2023 in Invesco Exchange Traded Fd Tr (PHO)

PHO Quotes by TradingView

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
 -
87K
New
$4.46M - $4.9M
87K $5.79M
Aug 14, 2023 Q2 2023
Hamilton Wealth, LLC

BUY
 -
43.6K
+ 68.98%
$2.24M - $2.46M
107K $7.12M
Jul 31, 2023 Q2 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
42K
+ 7.16%
$2.15M - $2.37M
628K $41.9M
Aug 14, 2023 Q2 2023
Morgan Stanley

New York, NY
BUY
 -
21.5K
+ 1.86%
$1.1M - $1.21M
1.18M $78.3M
Aug 14, 2023 Q2 2023
Israel Englander Millennium Management LLC | New York, Ny
BUY
 -
21.3K
+ 123.86%
$1.09M - $1.2M
38.4K $2.56M
Aug 10, 2023 Q2 2023
Cibc Private Wealth Group, LLC

BUY
 -
20.3K
New
$1.04M - $1.14M
20.3K $1.35M
Nov 21, 2023 Q2 2023
Cibc Private Wealth Group, LLC

BUY
 -
20.3K
New
$1.04M - $1.14M
20.3K $1.35M
Aug 14, 2023 Q2 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
18.6K
+ 19.08%
$952K - $1.05M
116K $7.72M
Aug 16, 2023 Q2 2023
Howard Capital Management Group, LLC

BUY
 -
12.8K
New
$656K - $721K
12.8K $852K
Aug 11, 2023 Q2 2023
Ubs Group Ag

BUY
 -
11.3K
+ 1.37%
$581K - $639K
836K $55.7M
Aug 14, 2023 Q2 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
8.2K
New
$420K - $462K
8.2K $546K
Aug 14, 2023 Q2 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
7.94K
+ 1.77%
$407K - $448K
457K $30.4M
Aug 11, 2023 Q2 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
7.85K
New
$402K - $443K
7.85K $523K
Jul 25, 2023 Q2 2023
Lex Aurum Advisors, LLC

BUY
 -
6.8K
+ 82.08%
$348K - $383K
15.1K $1M
Aug 15, 2023 Q2 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
6.78K
+ 3.58%
$348K - $382K
196K $13.1M
Jul 13, 2023 Q2 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
5.96K
+ 9.45%
$306K - $336K
69K $4.6M
Aug 07, 2023 Q2 2023
Modera Wealth Management, LLC

BUY
 -
5.93K
New
$304K - $334K
5.93K $395K
Aug 14, 2023 Q2 2023
Hbk Investments L P

Dallas, TX
BUY
 -
5.22K
New
$268K - $294K
5.22K $348K
Aug 09, 2023 Q2 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
5.22K
+ 2.6%
$267K - $294K
206K $13.7M
Aug 07, 2023 Q2 2023
Mirabella Financial Services LLP

London, X0
BUY
 -
4.99K
New
$256K - $281K
4.99K $332K
Aug 08, 2023 Q2 2023
Prospera Financial Services Inc

BUY
 -
4.94K
New
$253K - $279K
4.94K $329K
Aug 14, 2023 Q2 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
4.83K
+ 156.35%
$248K - $272K
7.92K $527K
Jul 27, 2023 Q2 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
4.78K
+ 26.46%
$245K - $270K
22.9K $1.52M
Jul 19, 2023 Q2 2023
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
4.1K
New
$210K - $231K
4.1K $273K
Aug 14, 2023 Q2 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
4.09K
+ 4.85%
$210K - $231K
88.3K $5.88M
Aug 08, 2023 Q2 2023
Alpha Q Advisors LLC

Orlando, FL
BUY
 -
4K
New
$205K - $226K
4K $266K
Jul 25, 2023 Q2 2023
Mcia Inc

BUY
 -
3.77K
New
$193K - $213K
3.77K $251K
Aug 03, 2023 Q2 2023
Appleton Group, LLC

BUY
 -
3.72K
New
$191K - $210K
3.72K $248K
Aug 11, 2023 Q2 2023
Hrt Financial LP

New York, NY
BUY
 -
3.71K
New
$190K - $209K
3.71K $247K
Aug 08, 2023 Q2 2023
3 D/L Capital Management, LLC

BUY
 -
3.68K
New
$189K - $208K
3.68K $245K
Jul 21, 2023 Q2 2023
Millburn Ridgefield Corp

BUY
 -
3.46K
+ 120.7%
$177K - $195K
6.32K $421K
Aug 11, 2023 Q2 2023
Stamos Capital Partners, L.P.

Menlo Park, CA
BUY
 -
3.43K
+ 90.5%
$176K - $193K
7.22K $481K
Aug 09, 2023 Q2 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
3.26K
+ 19.36%
$167K - $184K
20.1K $1.34M
Aug 10, 2023 Q2 2023
Commonwealth Equity Services, LLC

BUY
 -
3.14K
+ 0.81%
$161K - $177K
389K $25.9M
Jul 28, 2023 Q2 2023
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
3.11K
+ 4.59%
$159K - $175K
70.9K $4.72M
Aug 10, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
3.01K
+ 1.39%
$154K - $169K
219K $14.6M
Aug 11, 2023 Q2 2023
Eaton Financial Holdings Company, LLC

Coral Springs, FL
BUY
 -
2.78K
+ 5.27%
$142K - $157K
55.6K $3.7M
Jun 17, 2024 Q2 2023
Traphagen Investment Advisors LLC

Oradell, NJ
BUY
 -
2.74K
+ 61.36%
$140K - $154K
7.19K $479K
Sep 07, 2023 Q2 2023
St Germain D J CO Inc

Springfield, MA
BUY
 -
2.19K
New
$112K - $123K
2.19K $146K
Jul 26, 2023 Q2 2023
American Institute For Advanced Investment Management, LLP

BUY
 -
2.08K
+ 15.63%
$106K - $117K
15.4K $1.02M
Aug 14, 2023 Q2 2023
Howe & Rusling Inc

Rochester, NY
BUY
 -
2.04K
+ 57.84%
$104K - $115K
5.56K $370K
Aug 03, 2023 Q2 2023
Icon Wealth Partners, LLC

BUY
 -
1.8K
New
$92.4K - $102K
1.8K $120K
Aug 02, 2023 Q2 2023
Ntv Asset Management LLC

BUY
 -
1.8K
+ 19.25%
$92.3K - $102K
11.2K $743K
Aug 04, 2023 Q2 2023
Ifp Advisors, Inc

BUY
 -
1.8K
+ 90.41%
$92.3K - $102K
3.79K $252K
Aug 10, 2023 Q2 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
1.69K
New
$86.7K - $95.4K
1.69K $113K
Aug 03, 2023 Q2 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
1.66K
+ 4.38%
$85.2K - $93.7K
39.6K $2.63M
Aug 15, 2023 Q2 2023
Crestwood Advisors Group LLC

BUY
 -
1.58K
+ 23.43%
$80.8K - $88.9K
8.3K $553K
Aug 14, 2023 Q2 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
1.49K
+ 24.97%
$76.4K - $84.1K
7.46K $497K
Jul 28, 2023 Q2 2023
Bogart Wealth, LLC

BUY
 -
1.23K
+ 3.83%
$62.9K - $69.2K
33.3K $2.22M

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