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
Aug 10, 2023 Q2 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
1.21K
+ 12.7%
$62.2K - $68.5K
10.8K $718K
Aug 03, 2023 Q2 2023
Dynamic Advisor Solutions LLC

BUY
 -
1.19K
+ 20.35%
$60.8K - $66.8K
7.01K $467K
Aug 14, 2023 Q2 2023
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
1.13K
+ 27.68%
$57.8K - $63.6K
5.2K $347K
Aug 02, 2023 Q2 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
1.1K
+ 7.45%
$56.1K - $61.7K
15.8K $1.05M
Nov 13, 2023 Q2 2023
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
1.09K
+ 37.54%
$56.1K - $61.7K
4.01K $267K
Aug 09, 2023 Q2 2023
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
1K
New
$51.4K - $56.5K
1K $66.7K
Jul 18, 2023 Q2 2023
Stratos Wealth Partners, Ltd.

BUY
 -
932
+ 12.96%
$47.8K - $52.6K
8.13K $541K
Aug 10, 2023 Q2 2023
Iag Wealth Partners, LLC

BUY
 -
920
+ 216.47%
$47.2K - $51.9K
1.35K $89.6K
Aug 11, 2023 Q2 2023
Aptus Capital Advisors, LLC

BUY
 -
786
+ 120.74%
$40.3K - $44.3K
1.44K $95.7K
Aug 30, 2023 Q2 2023
Western Wealth Management, LLC

BUY
 -
784
+ 20.45%
$40.2K - $44.2K
4.62K $308K
Aug 15, 2023 Q2 2023
Integrated Wealth Concepts LLC

BUY
 -
702
+ 7.8%
$36K - $39.6K
9.71K $646K
Aug 08, 2023 Q2 2023
Oversea Chinese Banking Corp LTD

Great Eastern Centre, U0
BUY
 -
670
+ 2.68%
$34.4K - $37.8K
25.7K $1.71M
Sep 12, 2023 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
605
New
$31K - $34.1K
605 $40.3K
Aug 01, 2023 Q2 2023
Truist Financial Corp

BUY
 -
582
+ 1.18%
$29.8K - $32.8K
49.8K $3.31M
Jul 25, 2023 Q2 2023
O'Rourke & Company, Inc

Boston, MA
BUY
 -
506
+ 1.96%
$25.9K - $28.5K
26.3K $1.75M
Aug 14, 2023 Q2 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
492
+ 2.25%
$25.2K - $27.7K
22.4K $1.49M
May 13, 2024 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
465
+ 332.14%
$23.8K - $26.2K
605 $40.3K
Aug 13, 2024 Q2 2023
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
462
+ 2.04%
$23.7K - $26.1K
23.1K $1.54M
Aug 10, 2023 Q2 2023
Johnson Investment Counsel Inc

Cincinnati, OH
BUY
 -
446
+ 9.94%
$22.9K - $25.1K
4.93K $329K
Aug 09, 2023 Q2 2023
Advisory Services Network, LLC

BUY
 -
431
+ 7.39%
$22.1K - $24.3K
6.26K $417K
Aug 02, 2023 Q2 2023
Bank Of Montreal

Toronto, A6
BUY
 -
394
+ 6.1%
$20.2K - $22.2K
6.85K $456K
Aug 04, 2023 Q2 2023
Tru Wealth Advisors, LLC

BUY
 -
380
+ 9.61%
$19.5K - $21.4K
4.33K $289K
Aug 14, 2023 Q2 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
327
+ 4.33%
$16.8K - $18.4K
7.88K $525K
Aug 15, 2023 Q2 2023
Fairfield, Bush & Co.

Darien, CT
BUY
 -
300
New
$15.4K - $16.9K
300 $20K
Aug 02, 2023 Q2 2023
New England Capital Financial Advisors LLC

Meriden, CT
BUY
 -
270
New
$13.8K - $15.2K
270 $18K
Aug 07, 2023 Q2 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
254
+ 2.02%
$13K - $14.3K
12.8K $854K
Aug 08, 2023 Q2 2023
Geneos Wealth Management Inc.

BUY
 -
250
+ 65.79%
$12.8K - $14.1K
630 $42K
Aug 11, 2023 Q2 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
246
+ 4.67%
$12.6K - $13.9K
5.51K $367K
Aug 07, 2023 Q2 2023
Chicago Partners Investment Group LLC

BUY
 -
210
+ 0.66%
$10.8K - $11.8K
31.9K $2.12M
Jul 26, 2023 Q2 2023
Western Financial Corp/Ca

San Diego, CA
BUY
 -
175
+ 3.18%
$8.97K - $9.87K
5.67K $378K
Jul 05, 2023 Q2 2023
Global Wealth Strategies & Associates

Denver, CO
BUY
 -
143
New
$7.33K - $8.06K
143 $9.52K
Aug 04, 2023 Q2 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
138
+ 1.35%
$7.08K - $7.78K
10.4K $692K
Aug 03, 2023 Q2 2023
Jnba Financial Advisors

BUY
 -
118
+ 17.28%
$6.05K - $6.65K
801 $53.3K
Aug 10, 2023 Q2 2023
Wfa Of San Diego, LLC

BUY
 -
100
New
$5.13K - $5.64K
100 $6.66K
Aug 08, 2024 Q2 2023
Abound Wealth Management

Franklin, TN
BUY
 -
78
+ 57.78%
$4K - $4.4K
213 $14.2K
Aug 01, 2023 Q2 2023
Hazlett, Burt & Watson, Inc.

BUY
 -
65
New
$3.33K - $3.67K
65 $4.33K
Jul 26, 2023 Q2 2023
Creative Financial Designs Inc

BUY
 -
62
+ 10.92%
$3.18K - $3.5K
630 $42K
Aug 09, 2023 Q2 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
61
+ 1.16%
$3.13K - $3.44K
5.3K $353K
Aug 17, 2023 Q2 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
53
New
$2.72K - $2.99K
53 $3.53K
Jul 19, 2023 Q2 2023
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
50
+ 125.0%
$2.56K - $2.82K
90 $5.99K
Aug 04, 2023 Q2 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
30
+ 0.76%
$1.54K - $1.69K
3.97K $264K
Jul 28, 2023 Q2 2023
Private Trust CO Na

BUY
 -
22
+ 28.95%
$1.13K - $1.24K
98 $6.53K
Jul 09, 2024 Q2 2023
Rockingstone Advisors LLC

Great Barrington, MA
BUY
 -
20
+ 0.05%
$1.03K - $1.13K
42.5K $2.83M
Aug 14, 2023 Q2 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
14
+ 0.0%
$718 - $789
388K $25.8M
Aug 07, 2023 Q2 2023
Waddell & Associates, LLC

BUY
 -
14
+ 0.21%
$718 - $789
6.84K $456K
Aug 03, 2023 Q2 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
10
+ 0.27%
$513 - $564
3.78K $251K
Jul 06, 2023 Q2 2023
Lowe Wealth Advisors, LLC

BUY
 -
7
New
$359 - $395
7 $466
Jul 13, 2023 Q2 2023
Transform Wealth, LLC

BUY
 -
6
+ 0.09%
$308 - $338
6.83K $455K
Aug 09, 2023 Q2 2023
Linscomb & Williams, Inc.

Houston, TX
BUY
 -
5
+ 0.01%
$256 - $282
64.4K $4.29M

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