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 09, 2023
Q2 2023
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-439- 10.19% |
$22.5K - $24.8K
|
3.87K
$258K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-440- 9.84% |
$22.6K - $24.8K
|
4.03K
$269K
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-455- 5.26% |
$23.3K - $25.7K
|
8.2K
$546K
|
|
|
Aug 08, 2023
Q2 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-456- 15.92% |
$23.4K - $25.7K
|
2.41K
$160K
|
|
|
Aug 09, 2023
Q2 2023
|
Ledyard National Bank
|
SELL
|
- |
-461- 2.55% |
$23.6K - $26K
|
17.6K
$1.17M
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-468- 6.83% |
$24K - $26.4K
|
6.39K
$425K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-489- 2.03% |
$25.1K - $27.6K
|
23.6K
$1.57M
|
|
|
Aug 07, 2023
Q2 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-499- 0.97% |
$25.6K - $28.1K
|
51.1K
$3.41M
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-548- 7.87% |
$28.1K - $30.9K
|
6.42K
$427K
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-549- 8.87% |
$28.1K - $31K
|
5.64K
$376K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-557- 8.51% |
$28.6K - $31.4K
|
5.99K
$399K
|
|
|
Aug 07, 2023
Q2 2023
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-626- 0.91% |
$32.1K - $35.3K
|
68.1K
$4.54M
|
|
|
Jul 27, 2023
Q2 2023
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-638- 0.84% |
$32.7K - $36K
|
74.9K
$4.99M
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-792- 3.93% |
$40.6K - $44.7K
|
19.3K
$1.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-819- 1.67% |
$42K - $46.2K
|
48.3K
$3.22M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-831- 2.84% |
$42.6K - $46.9K
|
28.5K
$1.89M
|
|
|
Jul 13, 2023
Q2 2023
|
First United Bank & Trust
|
SELL
|
- |
-840- 18.45% |
$43.1K - $47.4K
|
3.71K
$247K
|
|
|
Jul 20, 2023
Q2 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-855- 6.69% |
$43.8K - $48.2K
|
11.9K
$794K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-917- 11.49% |
$47K - $51.7K
|
7.06K
$470K
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-948- 17.38% |
$48.6K - $53.5K
|
4.51K
$300K
|
|
|
Jul 13, 2023
Q2 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-1K- 16.08% |
$51.3K - $56.4K
|
5.22K
$348K
|
|
|
Aug 14, 2023
Q2 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-1K- 11.55% |
$51.3K - $56.4K
|
7.66K
$510K
|
|
|
Aug 07, 2023
Q2 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-1.07K- 1.73% |
$54.9K - $60.3K
|
60.8K
$4.05M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.24K- 14.58% |
$63.6K - $70K
|
7.27K
$484K
|
|
|
Aug 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.42K- 2.59% |
$72.8K - $80.1K
|
53.3K
$3.55M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.46K- 26.56% |
$74.8K - $82.2K
|
4.03K
$269K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.46K- 4.0% |
$74.9K - $82.4K
|
35K
$2.33M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.52K- 1.56% |
$77.7K - $85.5K
|
95.6K
$6.37M
|
|
|
Aug 08, 2023
Q2 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-1.52K- 16.19% |
$77.9K - $85.7K
|
7.87K
$524K
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.53K- 2.57% |
$78.2K - $86K
|
57.8K
$3.85M
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.7K- 12.61% |
$87.2K - $95.9K
|
11.8K
$784K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.92K- 4.48% |
$98.2K - $108K
|
40.8K
$2.72M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.92K- 8.3% |
$98.4K - $108K
|
21.2K
$1.41M
|
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.94K- 34.29% |
$99.2K - $109K
|
3.71K
$247K
|
|
|
Aug 08, 2023
Q2 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-2.07K- 14.11% |
$106K - $117K
|
12.6K
$840K
|
|
|
Aug 14, 2023
Q2 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-2.13K- 3.09% |
$109K - $120K
|
66.8K
$4.45M
|
|
|
Jul 13, 2023
Q2 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-2.15K- 26.53% |
$110K - $121K
|
5.95K
$396K
|
|
|
Aug 11, 2023
Q2 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-2.19K- 15.06% |
$112K - $123K
|
12.4K
$823K
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-2.32K- 34.71% |
$119K - $131K
|
4.36K
$290K
|
|
|
Jul 31, 2023
Q2 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-2.46K- 1.62% |
$126K - $138K
|
149K
$9.92M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.8K- 11.53% |
$144K - $158K
|
21.5K
$1.43M
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3.12K- 9.39% |
$160K - $176K
|
30.1K
$2M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.46K- 12.35% |
$178K - $195K
|
24.6K
$1.64M
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-4.08K- 7.75% |
$209K - $230K
|
48.6K
$3.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.22K- 43.24% |
$217K - $238K
|
5.55K
$369K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.35K- 1.58% |
$223K - $245K
|
272K
$18.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-5.83K- 26.2% |
$299K - $328K
|
16.4K
$1.09M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.84K- 4.06% |
$300K - $330K
|
138K
$9.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.84K- 10.4% |
$402K - $442K
|
67.5K
$4.5M
|
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-12.3K- 5.41% |
$632K - $695K
|
216K
$14.4M
|