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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3+ 5.66% |
$154 - $169
|
56
$3.73K
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3+ 0.27% |
$154 - $169
|
1.1K
$73.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
3+ 0.08% |
$154 - $169
|
3.77K
$251K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.2% |
$103 - $113
|
1.01K
$67.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.05% |
$103 - $113
|
3.81K
$254K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.18% |
$103 - $113
|
1.1K
$73.5K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.13% |
$51.3 - $56.4
|
752
$50.1K
|
|
|
Jul 14, 2023
Q2 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
1+ 0.49% |
$51.3 - $56.4
|
204
$13.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.01% |
$51.3 - $56.4
|
16.4K
$1.09M
|
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.07% |
$51.3 - $56.4
|
1.51K
$101K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.5% |
$51.3 - $56.4
|
203
$13.5K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$51.3 - $56.4
|
6.97K
$464K
|
|
|
Aug 08, 2023
Q2 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1+ 0.2% |
$51.3 - $56.4
|
504
$33.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4- 0.02% |
$205 - $226
|
19.5K
$1.3M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-5- 0.08% |
$256 - $282
|
6.3K
$420K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-6- 1.86% |
$308 - $338
|
317
$21.1K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-6- 1.86% |
$308 - $338
|
317
$21.1K
|
|
|
Jul 20, 2023
Q2 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-11- 0.05% |
$564 - $620
|
23.7K
$1.58M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-20- 0.42% |
$1.03K - $1.13K
|
4.73K
$315K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-30- 0.22% |
$1.54K - $1.69K
|
13.5K
$897K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-31- 0.47% |
$1.59K - $1.75K
|
6.56K
$437K
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-42- 2.16% |
$2.15K - $2.37K
|
1.91K
$127K
|
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-45- 0.4% |
$2.31K - $2.54K
|
11.1K
$738K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-47- 0.46% |
$2.41K - $2.65K
|
10.2K
$682K
|
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-50- 0.53% |
$2.56K - $2.82K
|
9.35K
$622K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-92- 6.0% |
$4.72K - $5.19K
|
1.44K
$96K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-93- 2.07% |
$4.77K - $5.24K
|
4.39K
$292K
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-100- 1.8% |
$5.13K - $5.64K
|
5.45K
$363K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-108- 0.3% |
$5.54K - $6.09K
|
35.5K
$2.37M
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-115- 1.45% |
$5.9K - $6.48K
|
7.8K
$519K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-124- 1.89% |
$6.36K - $6.99K
|
6.44K
$429K
|
|
|
Jul 31, 2023
Q2 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-129- 2.19% |
$6.61K - $7.27K
|
5.76K
$384K
|
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-135- 0.77% |
$6.92K - $7.61K
|
17.4K
$1.16M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-150- 0.08% |
$7.69K - $8.46K
|
181K
$12.1M
|
|
|
Jul 21, 2023
Q2 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-150- 0.72% |
$7.69K - $8.46K
|
20.6K
$1.37M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-188- 1.41% |
$9.64K - $10.6K
|
13.1K
$875K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-198- 1.55% |
$10.2K - $11.2K
|
12.6K
$837K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-199- 8.61% |
$10.2K - $11.2K
|
2.11K
$141K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-204- 3.67% |
$10.5K - $11.5K
|
5.36K
$357K
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-214- 3.22% |
$11K - $12.1K
|
6.44K
$429K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-256- 0.45% |
$13.1K - $14.4K
|
57K
$3.8M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-258- 0.6% |
$13.2K - $14.5K
|
42.6K
$2.84M
|
|
|
Aug 15, 2023
Q2 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-267- 0.84% |
$13.7K - $15.1K
|
31.7K
$2.11M
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-299- 1.07% |
$15.3K - $16.9K
|
27.8K
$1.85M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-369- 28.52% |
$18.9K - $20.8K
|
925
$61.6K
|
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-396- 1.63% |
$20.3K - $22.3K
|
23.9K
$1.59M
|
|
|
Aug 14, 2023
Q2 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-400- 2.17% |
$20.5K - $22.6K
|
18K
$1.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-400- 7.27% |
$20.5K - $22.6K
|
5.1K
$340K
|
|
|
Jul 10, 2023
Q2 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-408- 3.95% |
$20.9K - $23K
|
9.93K
$661K
|