Purchases and Sales Made in Q3 2021 in Invesco Exchange Traded Fd Tr (PHO)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PHO) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.09% |
$53.8 - $59.6
|
1.08K
$73K
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1New |
$53.8 - $59.6
|
1
$67.8
|
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.03% |
$53.8 - $59.6
|
3.96K
$268K
|
|
|
Nov 03, 2021
Q3 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$53.8 - $59.6
|
8.13K
$551K
|
|
|
Nov 10, 2021
Q3 2021
|
Time Scale Financial, Inc.
|
SELL
|
- |
-1- 0.5% |
$53.8 - $59.6
|
200
$13.6K
|
|
|
Nov 02, 2021
Q3 2021
|
Renaissance Investment Group LLC
|
SELL
|
- |
-10- 0.22% |
$538 - $596
|
4.55K
$308K
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-10- 0.05% |
$538 - $596
|
18.2K
$1.23M
|
|
|
Nov 01, 2021
Q3 2021
|
Element Wealth, LLC
|
SELL
|
- |
-20Closed |
$1.08K - $1.19K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-35- 0.18% |
$1.88K - $2.09K
|
19K
$1.29M
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-48- 1.88% |
$2.58K - $2.86K
|
2.5K
$169K
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-50Closed |
$2.69K - $2.98K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Community Bank, N.A.
|
SELL
|
- |
-50Closed |
$2.69K - $2.98K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-52Closed |
$2.8K - $3.1K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-59- 14.32% |
$3.17K - $3.52K
|
353
$23.9K
|
|
|
Oct 18, 2021
Q3 2021
|
Btr Capital Management Inc
|
SELL
|
- |
-75- 0.27% |
$4.04K - $4.47K
|
27.5K
$1.86M
|
|
|
Oct 27, 2021
Q3 2021
|
Westside Investment Management, Inc.
|
SELL
|
- |
-100- 5.86% |
$5.38K - $5.96K
|
1.61K
$109K
|
|
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-112- 1.61% |
$6.03K - $6.68K
|
6.83K
$463K
|
|
|
Oct 06, 2021
Q3 2021
|
Clarus Wealth Advisors
|
SELL
|
- |
-116- 1.45% |
$6.24K - $6.92K
|
7.91K
$536K
|
|
|
Oct 25, 2021
Q3 2021
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-131- 0.8% |
$7.05K - $7.81K
|
16.2K
$1.1M
|
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
SELL
|
- |
-160- 7.41% |
$8.61K - $9.54K
|
2K
$136K
|
|
|
Nov 09, 2021
Q3 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-172- 1.45% |
$9.25K - $10.3K
|
11.7K
$792K
|
|
|
Nov 09, 2021
Q3 2021
|
Washington Trust CO
|
SELL
|
- |
-200- 8.4% |
$10.8K - $11.9K
|
2.18K
$148K
|
|
|
Nov 09, 2021
Q3 2021
|
Parsons Capital Management Inc
|
SELL
|
- |
-200- 0.69% |
$10.8K - $11.9K
|
28.6K
$1.94M
|
|
|
Oct 28, 2021
Q3 2021
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-300- 2.59% |
$16.1K - $17.9K
|
11.3K
$765K
|
|
|
Nov 05, 2021
Q3 2021
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-300- 1.31% |
$16.1K - $17.9K
|
22.5K
$1.53M
|
|
|
Nov 09, 2021
Q3 2021
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-331- 17.01% |
$17.8K - $19.7K
|
1.62K
$109K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-332- 2.9% |
$17.9K - $19.8K
|
11.1K
$753K
|
|
|
Oct 21, 2021
Q3 2021
|
Millburn Ridgefield Corp
|
SELL
|
- |
-336- 15.91% |
$18.1K - $20K
|
1.78K
$120K
|
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-336- 7.4% |
$18.1K - $20K
|
4.21K
$285K
|
|
|
Oct 06, 2021
Q3 2021
|
Curbstone Financial Management Corp
|
SELL
|
- |
-350- 1.22% |
$18.8K - $20.9K
|
28.3K
$1.92M
|
|
|
Nov 02, 2021
Q3 2021
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-472- 10.54% |
$25.4K - $28.1K
|
4.01K
$271K
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-498Closed |
$26.8K - $29.7K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-520- 6.65% |
$28K - $31K
|
7.3K
$495K
|
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-644- 6.0% |
$34.6K - $38.4K
|
10.1K
$683K
|
|
|
Oct 26, 2021
Q3 2021
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-689- 9.43% |
$37.1K - $41.1K
|
6.62K
$448K
|
|
|
Oct 20, 2021
Q3 2021
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-696- 0.43% |
$37.4K - $41.5K
|
159K
$10.8M
|
|
|
Oct 22, 2021
Q3 2021
|
Beck Bode, LLC
|
SELL
|
- |
-750Closed |
$40.4K - $44.7K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-764- 12.26% |
$41.1K - $45.5K
|
5.47K
$370K
|
|
|
Nov 10, 2021
Q3 2021
|
Hoyle Cohen, LLC
|
SELL
|
- |
-1K- 1.89% |
$53.8K - $59.6K
|
51.9K
$3.52M
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.1K- 2.9% |
$59.2K - $65.6K
|
36.9K
$2.5M
|
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.5K- 24.83% |
$80.7K - $89.4K
|
4.54K
$308K
|
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.51K- 26.95% |
$81.2K - $90K
|
4.09K
$277K
|
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Inc
|
SELL
|
- |
-2.04K- 20.17% |
$110K - $121K
|
8.06K
$546K
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-2.12KClosed |
$114K - $126K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-2.5K- 3.98% |
$134K - $149K
|
60.3K
$4.08M
|
|
|
Oct 25, 2021
Q3 2021
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-2.64K- 9.98% |
$142K - $157K
|
23.8K
$1.61M
|
|
|
Dec 08, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-3.18K- 28.35% |
$171K - $189K
|
8.03K
$544K
|
|
|
Nov 12, 2021
Q3 2021
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-4K- 17.72% |
$215K - $238K
|
18.6K
$1.26M
|
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-4.15KClosed |
$223K - $247K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.2KClosed |
$226K - $251K
|
0
$0
|