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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-363- 5.69% |
$19.2K - $21.2K
|
6.02K
$401K
|
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-365- 4.74% |
$19.3K - $21.3K
|
7.34K
$489K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-381- 1.61% |
$20.1K - $22.2K
|
23.3K
$1.55M
|
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-425- 4.55% |
$22.4K - $24.8K
|
8.92K
$594K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-438- 3.48% |
$23.1K - $25.5K
|
12.1K
$808K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-451- 0.79% |
$23.8K - $26.3K
|
56.6K
$3.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-465- 76.86% |
$24.5K - $27.1K
|
140
$9.32K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-490- 1.99% |
$25.9K - $28.6K
|
24.1K
$1.61M
|
|
|
Oct 16, 2023
Q3 2023
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-499- 3.9% |
$26.3K - $29.1K
|
12.3K
$819K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-692- 1.75% |
$36.5K - $40.4K
|
38.9K
$2.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-706- 1.42% |
$37.3K - $41.2K
|
49K
$3.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-731- 3.64% |
$38.6K - $42.6K
|
19.4K
$1.29M
|
|
|
Oct 12, 2023
Q3 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-880- 10.79% |
$46.5K - $51.3K
|
7.28K
$485K
|
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-920- 68.4% |
$48.6K - $53.7K
|
425
$28.3K
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-999- 15.57% |
$52.7K - $58.3K
|
5.42K
$361K
|
|
|
Nov 03, 2023
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-1.03K- 4.01% |
$54.4K - $60.1K
|
24.7K
$1.64M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.06K- 14.54% |
$55.8K - $61.6K
|
6.21K
$414K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.16K- 8.81% |
$61.1K - $67.5K
|
12K
$798K
|
|
|
Nov 13, 2023
Q3 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-1.18K- 43.93% |
$62K - $68.5K
|
1.5K
$99.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.38K- 2.58% |
$72.6K - $80.2K
|
52K
$3.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.46K- 20.67% |
$77.1K - $85.1K
|
5.6K
$373K
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-1.5K- 23.31% |
$79.2K - $87.5K
|
4.94K
$329K
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.5K- 12.74% |
$79.2K - $87.5K
|
10.3K
$685K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-1.7K- 21.61% |
$89.7K - $99.1K
|
6.17K
$411K
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-1.78K- 16.04% |
$93.9K - $104K
|
9.31K
$620K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.79K- 8.32% |
$94.5K - $104K
|
19.7K
$1.31M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.81K- 4.25% |
$95.6K - $106K
|
40.8K
$2.72M
|
|
|
Oct 26, 2023
Q3 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-1.83K- 15.3% |
$96.3K - $106K
|
10.1K
$673K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.85K- 2.74% |
$97.9K - $108K
|
65.7K
$4.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-2.05K- 3.0% |
$108K - $119K
|
66.1K
$4.4M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.1K- 33.38% |
$111K - $123K
|
4.2K
$280K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.28K- 14.43% |
$120K - $133K
|
13.5K
$900K
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.43K- 37.12% |
$128K - $142K
|
4.12K
$275K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.84K- 0.62% |
$150K - $166K
|
454K
$30.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.71K- 3.88% |
$196K - $217K
|
91.9K
$6.12M
|
|
|
Dec 06, 2023
Q3 2023
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-3.72K- 4.27% |
$196K - $217K
|
83.2K
$5.54M
|
|
|
Nov 01, 2023
Q3 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-5K- 3.36% |
$264K - $292K
|
144K
$9.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-6.67K- 40.66% |
$352K - $389K
|
9.74K
$648K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.22K- 20.6% |
$381K - $421K
|
27.8K
$1.85M
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-8.76K- 9.0% |
$462K - $511K
|
88.5K
$5.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.39K- 13.6% |
$496K - $547K
|
59.6K
$3.97M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.81K- 14.53% |
$518K - $572K
|
57.7K
$3.84M
|
|
|
Nov 08, 2023
Q3 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-11.4K- 92.31% |
$602K - $665K
|
950
$63.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-11.6K- 32.58% |
$611K - $675K
|
23.9K
$1.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-13K- 22.45% |
$685K - $756K
|
44.8K
$2.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-13.1K- 62.04% |
$694K - $767K
|
8.04K
$536K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-26.8K- 6.9% |
$1.41M - $1.56M
|
361K
$24.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-29.5K- 25.45% |
$1.56M - $1.72M
|
86.4K
$5.75M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-30.1K- 14.39% |
$1.59M - $1.75M
|
179K
$11.9M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-33.2K- 46.92% |
$1.76M - $1.94M
|
37.6K
$2.5M
|