Purchases and Sales Made in Q3 2022 in Invesco Exchange Traded Fd Tr (PHO)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PHO) during Q3 2022. 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 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1K+ 2.1% |
$45.8K - $54.6K
|
48.6K
$3.49M
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
978+ 1304.0% |
$44.7K - $53.4K
|
1.05K
$75.6K
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
934+ 3.7% |
$42.7K - $51K
|
26.2K
$1.88M
|
|
Nov 10, 2022
Q3 2022
|
Beck Bode, LLC
|
BUY
|
- |
910+ 17.03% |
$41.6K - $49.7K
|
6.25K
$449K
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
862+ 18.35% |
$39.4K - $47K
|
5.56K
$399K
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
812+ 10.37% |
$37.1K - $44.3K
|
8.65K
$621K
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
740+ 2.7% |
$33.9K - $40.4K
|
28.2K
$2.02M
|
|
Nov 01, 2022
Q3 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
740+ 17.79% |
$33.9K - $40.4K
|
4.9K
$352K
|
|
Oct 26, 2022
Q3 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
735+ 11.84% |
$33.6K - $40.1K
|
6.95K
$499K
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
701+ 11.95% |
$32.1K - $38.3K
|
6.57K
$471K
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
700+ 43.53% |
$32K - $38.2K
|
2.31K
$166K
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
700+ 0.95% |
$32K - $38.2K
|
74.2K
$5.32M
|
|
Oct 18, 2022
Q3 2022
|
Ledyard National Bank
|
BUY
|
- |
551+ 2.16% |
$25.2K - $30.1K
|
26.1K
$1.87M
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
547New |
$25K - $29.8K
|
547
$39.3K
|
|
Oct 19, 2022
Q3 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
509+ 4.71% |
$23.3K - $27.8K
|
11.3K
$812K
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
501+ 0.38% |
$22.9K - $27.3K
|
132K
$9.49M
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
497+ 8.08% |
$22.7K - $27.1K
|
6.65K
$477K
|
|
Oct 24, 2022
Q3 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
493+ 1.55% |
$22.6K - $26.9K
|
32.3K
$2.32M
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
440New |
$20.1K - $24K
|
440
$31.6K
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
432+ 8.11% |
$19.8K - $23.6K
|
5.76K
$414K
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
395+ 4.74% |
$18.1K - $21.6K
|
8.72K
$626K
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
395+ 0.97% |
$18.1K - $21.6K
|
41.2K
$2.96M
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
367+ 3.22% |
$16.8K - $20K
|
11.8K
$844K
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
BUY
|
- |
336+ 2.38% |
$15.4K - $18.3K
|
14.5K
$1.04M
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
335+ 103.4% |
$15.3K - $18.3K
|
659
$47.3K
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
301+ 0.88% |
$13.8K - $16.4K
|
34.4K
$2.47M
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
286+ 0.46% |
$13.1K - $15.6K
|
62K
$4.45M
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
259+ 3.96% |
$11.8K - $14.1K
|
6.81K
$489K
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
250+ 125.0% |
$11.4K - $13.6K
|
450
$32.3K
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
228+ 5.29% |
$10.4K - $12.4K
|
4.54K
$326K
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
213+ 13.57% |
$9.74K - $11.6K
|
1.78K
$128K
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
210+ 6.81% |
$9.61K - $11.5K
|
3.29K
$236K
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
200New |
$9.15K - $10.9K
|
200
$14.4K
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
190+ 1.45% |
$8.69K - $10.4K
|
13.3K
$953K
|
|
Nov 10, 2022
Q3 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
190+ 3.42% |
$8.69K - $10.4K
|
5.74K
$412K
|
|
Oct 27, 2022
Q3 2022
|
Affiance Financial, LLC
|
BUY
|
- |
186New |
$8.51K - $10.2K
|
186
$13.4K
|
|
Nov 07, 2022
Q3 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
176+ 2.84% |
$8.05K - $9.6K
|
6.37K
$457K
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
171+ 4.16% |
$7.82K - $9.33K
|
4.28K
$307K
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
96+ 1.26% |
$4.39K - $5.24K
|
7.7K
$553K
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
75New |
$3.43K - $4.09K
|
75
$5.38K
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
68+ 42.5% |
$3.11K - $3.71K
|
228
$16.4K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
59+ 1.16% |
$2.7K - $3.22K
|
5.15K
$369K
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
56New |
$2.56K - $3.06K
|
56
$4.02K
|
|
Nov 14, 2022
Q3 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
50+ 11.85% |
$2.29K - $2.73K
|
472
$33.9K
|
|
Oct 28, 2022
Q3 2022
|
Welch & Forbes LLC
|
BUY
|
- |
40+ 0.31% |
$1.83K - $2.18K
|
13K
$933K
|
|
Oct 27, 2022
Q3 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
39New |
$1.78K - $2.13K
|
39
$2.8K
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
25+ 0.47% |
$1.14K - $1.36K
|
5.38K
$386K
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
14+ 0.25% |
$641 - $764
|
5.67K
$407K
|
|
Nov 07, 2022
Q3 2022
|
South State Corp
|
BUY
|
- |
14New |
$641 - $764
|
14
$1K
|
|
Nov 01, 2022
Q3 2022
|
Financial Counselors Inc
|
BUY
|
- |
11+ 0.1% |
$503 - $600
|
11.5K
$827K
|