Purchases and Sales Made in Q3 2023 in Invesco Exchange Traded Fd Tr (PHO)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PHO) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
69+ 1.46% |
$3.64K - $4.02K
|
4.8K
$319K
|
|
Oct 26, 2023
Q3 2023
|
First City Capital Management, Inc.
|
BUY
|
- |
63+ 0.51% |
$3.33K - $3.67K
|
12.5K
$834K
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
53+ 0.64% |
$2.8K - $3.09K
|
8.36K
$556K
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
50+ 23.47% |
$2.64K - $2.92K
|
263
$17.5K
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
48+ 4800.0% |
$2.53K - $2.8K
|
49
$3.26K
|
|
Jan 11, 2024
Q3 2023
|
Pacific Sun Financial Corp
|
BUY
|
- |
20+ 0.28% |
$1.06K - $1.17K
|
7.28K
$485K
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
15+ 0.43% |
$792 - $875
|
3.54K
$236K
|
|
Nov 07, 2023
Q3 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
7+ 0.1% |
$370 - $408
|
6.85K
$456K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
3New |
$158 - $175
|
3
$200
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2New |
$106 - $117
|
2
$133
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
2+ 0.0% |
$106 - $117
|
64.4K
$4.29M
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2+ 0.01% |
$106 - $117
|
31.9K
$2.12M
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1+ 0.2% |
$52.8 - $58.3
|
505
$33.6K
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1+ 1.23% |
$52.8 - $58.3
|
82
$5.46K
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
1+ 0.03% |
$52.8 - $58.3
|
3.77K
$251K
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.1% |
$52.8 - $58.3
|
1.01K
$67.5K
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 0.08% |
$52.8 - $58.3
|
1.19K
$79.3K
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.03% |
$52.8 - $58.3
|
3.82K
$254K
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$52.8 - $58.3
|
3.23K
$215K
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.13% |
$52.8 - $58.3
|
753
$50.1K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1- 0.01% |
$52.8 - $58.3
|
7.88K
$525K
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1- 0.43% |
$52.8 - $58.3
|
231
$15.4K
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-6- 0.16% |
$317 - $350
|
3.77K
$251K
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-24- 0.49% |
$1.27K - $1.4K
|
4.91K
$327K
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-45- 0.85% |
$2.38K - $2.62K
|
5.25K
$350K
|
|
Nov 02, 2023
Q3 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-50- 0.1% |
$2.64K - $2.92K
|
51.1K
$3.4M
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-50- 0.49% |
$2.64K - $2.92K
|
10.2K
$678K
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-55- 98.21% |
$2.9K - $3.21K
|
1
$66.6
|
|
Oct 16, 2023
Q3 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-79- 1.33% |
$4.17K - $4.61K
|
5.87K
$391K
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-91- 0.39% |
$4.8K - $5.31K
|
23K
$1.53M
|
|
Oct 24, 2023
Q3 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-95- 1.65% |
$5.02K - $5.54K
|
5.66K
$377K
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-103- 1.47% |
$5.44K - $6.01K
|
6.9K
$460K
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-123- 2.26% |
$6.49K - $7.17K
|
5.33K
$355K
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-153- 2.38% |
$8.08K - $8.92K
|
6.29K
$419K
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-155- 0.8% |
$8.18K - $9.04K
|
19.2K
$1.28M
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-172- 6.88% |
$9.08K - $10K
|
2.33K
$155K
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-180- 0.44% |
$9.5K - $10.5K
|
40.6K
$2.71M
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-185- 2.37% |
$9.77K - $10.8K
|
7.61K
$507K
|
|
Nov 07, 2023
Q3 2023
|
Ledyard National Bank
|
SELL
|
- |
-215- 1.22% |
$11.3K - $12.5K
|
17.4K
$1.16M
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-225- 13.31% |
$11.9K - $13.1K
|
1.47K
$97.6K
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-233- 4.71% |
$12.3K - $13.6K
|
4.71K
$314K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-250- 6.59% |
$13.2K - $14.6K
|
3.54K
$236K
|
|
Nov 13, 2023
Q3 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-250- 1.39% |
$13.2K - $14.6K
|
17.8K
$1.18M
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-250- 1.44% |
$13.2K - $14.6K
|
17.1K
$1.14M
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-267- 3.25% |
$14.1K - $15.6K
|
7.94K
$529K
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-283- 44.92% |
$14.9K - $16.5K
|
347
$23.1K
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-339- 1.22% |
$17.9K - $19.8K
|
27.4K
$1.83M
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-353- 1.17% |
$18.6K - $20.6K
|
29.7K
$1.98M
|