Purchases and Sales Made in Q2 2025 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 2025. 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 24, 2025 Q2 2025
Blair William & CO

Chicago, IL
BUY
 -
17.7K
+ 14.87%
$1.03M - $1.24M
137K $9.69M
Jul 30, 2025 Q2 2025
Fsm Wealth Advisors, LLC

Cleveland, OH
BUY
 -
10.4K
New
$603K - $726K
10.4K $734K
Jul 09, 2025 Q2 2025
Dynamic Advisor Solutions LLC

BUY
 -
9.58K
+ 106.58%
$557K - $670K
18.6K $1.31M
Aug 04, 2025 Q2 2025
Arkadios Wealth Advisors

BUY
 -
9.35K
New
$544K - $654K
9.35K $661K
Aug 06, 2025 Q2 2025
Atlantic Union Bankshares Corp

BUY
 -
6.32K
New
$368K - $442K
6.32K $447K
Jul 31, 2025 Q2 2025
Envestnet Asset Management Inc

BUY
 -
6.3K
+ 14.54%
$366K - $441K
49.7K $3.51M
Jul 09, 2025 Q2 2025
Sovran Advisors, LLC

San Diego, CA
BUY
 -
5.87K
+ 33.24%
$341K - $410K
23.5K $1.66M
Jul 29, 2025 Q2 2025
Lyell Wealth Management, LP

BUY
 -
4.32K
New
$251K - $302K
4.32K $305K
Jul 21, 2025 Q2 2025
Curran Financial Partners, LLC

BUY
 -
4.07K
New
$237K - $285K
4.07K $288K
Jul 23, 2025 Q2 2025
Mc Elhenny Sheffield Capital Management, LLC

BUY
 -
4.02K
New
$233K - $281K
4.02K $284K
Aug 07, 2025 Q2 2025
Vise Technologies, Inc.

New York, NY
BUY
 -
3.72K
New
$216K - $260K
3.72K $263K
Jul 18, 2025 Q2 2025
Truist Financial Corp

BUY
 -
3.39K
+ 6.41%
$197K - $237K
56.2K $3.98M
Jul 25, 2025 Q2 2025
Astoria Portfolio Advisors Llc.

BUY
 -
3.36K
New
$195K - $235K
3.36K $238K
Jul 10, 2025 Q2 2025
Secure Asset Management, LLC

BUY
 -
3.19K
+ 32.11%
$185K - $223K
13.1K $927K
Jul 09, 2025 Q2 2025
Key Client Fiduciary Advisors, LLC

BUY
 -
3.08K
New
$179K - $215K
3.08K $218K
Aug 01, 2025 Q2 2025
Brookwood Investment Group LLC

Phoenix, AZ
BUY
 -
3.06K
New
$178K - $214K
3.06K $216K
Jul 22, 2025 Q2 2025
Autumn Glory Partners, LLC

BUY
 -
3.05K
New
$177K - $213K
3.05K $215K
Jul 16, 2025 Q2 2025
Essex Financial Services, Inc.

BUY
 -
3K
New
$175K - $210K
3K $212K
Aug 06, 2025 Q2 2025
Aspect Partners, LLC

Fairfax, VA
BUY
 -
3K
New
$174K - $210K
3K $212K
Aug 05, 2025 Q2 2025
Wellington Shields & Co., LLC

New York, NY
BUY
 -
2.99K
+ 62.72%
$174K - $209K
7.77K $549K
Jul 23, 2025 Q2 2025
Winthrop Advisory Group LLC

BUY
 -
2.97K
New
$172K - $207K
2.97K $210K
Aug 07, 2025 Q2 2025
Midwest Trust CO

Overland Park, KS
BUY
 -
2.96K
New
$172K - $207K
2.96K $209K
Jul 10, 2025 Q2 2025
Wealth Enhancement Advisory Services, LLC

BUY
 -
2.93K
+ 11.43%
$170K - $205K
28.6K $2.02M
Jul 25, 2025 Q2 2025
Sequoia Financial Advisors, LLC

BUY
 -
2.08K
+ 65.27%
$121K - $146K
5.27K $373K
Aug 07, 2025 Q2 2025
Aspen Wealth Strategies, LLC

Arvada, CO
BUY
 -
2.05K
+ 44.7%
$119K - $144K
6.65K $470K
Jul 22, 2025 Q2 2025
Berkshire Money Management, Inc.

BUY
 -
1.86K
New
$108K - $130K
1.86K $132K
Jul 30, 2025 Q2 2025
Briaud Financial Planning, Inc

College Station, TX
BUY
 -
1.74K
New
$101K - $122K
1.74K $123K
Jul 24, 2025 Q2 2025
Ifp Advisors, Inc

BUY
 -
1.55K
+ 3.5%
$90.1K - $108K
45.8K $3.24M
Jul 31, 2025 Q2 2025
Oppenheimer & CO Inc

New York, NY
BUY
 -
1.39K
+ 10.58%
$80.7K - $97K
14.5K $1.03M
Jul 17, 2025 Q2 2025
Pfg Investments, LLC

Woodbury, NY
BUY
 -
1.12K
+ 5.97%
$65.3K - $78.5K
19.9K $1.41M
Jul 22, 2025 Q2 2025
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
1.08K
+ 12.82%
$62.6K - $75.3K
9.48K $670K
Jul 11, 2025 Q2 2025
Bond & Devick Financial Network, Inc.

BUY
 -
950
+ 5.14%
$55.2K - $66.4K
19.4K $1.37M
Jul 30, 2025 Q2 2025
D.A. Davidson & Co.

BUY
 -
802
+ 5.32%
$46.6K - $56.1K
15.9K $1.12M
Aug 04, 2025 Q2 2025
Hantz Financial Services, Inc.

BUY
 -
779
New
$45.3K - $54.5K
779 $55.1K
Jul 11, 2025 Q2 2025
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
691
+ 84.27%
$40.2K - $48.3K
1.51K $107K
Jul 31, 2025 Q2 2025
Wealthfront Advisers LLC

BUY
 -
651
+ 10.36%
$37.8K - $45.5K
6.93K $490K
Jul 24, 2025 Q2 2025
Keener Financial Planning LLC

Keller, TX
BUY
 -
600
New
$34.9K - $42K
600 $42.4K
Aug 06, 2025 Q2 2025
Ae Wealth Management LLC

BUY
 -
559
+ 5081.82%
$32.5K - $39.1K
570 $40.3K
Aug 05, 2025 Q2 2025
Tiaa Trust, National Association

Charlotte, NC
BUY
 -
553
+ 13.94%
$32.1K - $38.7K
4.52K $320K
Jul 03, 2025 Q2 2025
Garde Capital, Inc.

Seattle, WA
BUY
 -
455
New
$26.4K - $31.8K
455 $32.2K
Jul 22, 2025 Q2 2025
Merit Financial Group, LLC

BUY
 -
390
+ 8.7%
$22.7K - $27.3K
4.87K $344K
Jul 29, 2025 Q2 2025
Crewe Advisors LLC

BUY
 -
296
New
$17.2K - $20.7K
296 $20.9K
Jul 24, 2025 Q2 2025
Capital Advisors, Ltd. LLC

BUY
 -
215
New
$12.5K - $15K
215 $15.2K
Jul 07, 2025 Q2 2025
Thurston, Springer, Miller, Herd & Titak, Inc.

Indianapolis, IN
BUY
 -
200
New
$11.6K - $14K
200 $14.1K
Jul 15, 2025 Q2 2025
Td Private Client Wealth LLC

New York, NY
BUY
 -
185
+ 2.25%
$10.8K - $12.9K
8.42K $596K
Aug 07, 2025 Q2 2025
Beese Fulmer Investment Management, Inc.

BUY
 -
179
+ 2.58%
$10.4K - $12.5K
7.11K $503K
Jul 16, 2025 Q2 2025
Crowley Wealth Management, Inc.

Wilmington, DE
BUY
 -
150
+ 11.54%
$8.72K - $10.5K
1.45K $103K
Aug 05, 2025 Q2 2025
Scarborough Advisors, LLC

Annapolis, MD
BUY
 -
132
New
$7.67K - $9.23K
132 $9.34K
Jul 22, 2025 Q2 2025
Miracle Mile Advisors, LLC

BUY
 -
130
+ 0.8%
$7.56K - $9.09K
16.4K $1.16M

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