Purchases and Sales Made in Q3 2024 in Invesco Exchange Traded Fd Tr (PHO)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PHO) during Q3 2024. 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, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
2.96KNew |
$189K - $209K
|
2.96K
$197K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
2.9KNew |
$185K - $204K
|
2.9K
$193K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.89KNew |
$184K - $204K
|
2.89K
$192K
|
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
2.84KNew |
$182K - $201K
|
2.84K
$189K
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
2.8K+ 17.83% |
$179K - $198K
|
18.5K
$1.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.24K+ 175.45% |
$143K - $158K
|
3.51K
$234K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.16K+ 4.5% |
$138K - $152K
|
50.1K
$3.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.09KNew |
$133K - $147K
|
2.09K
$139K
|
|
|
Nov 13, 2024
Q3 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
2.04K+ 3.44% |
$130K - $144K
|
61.2K
$4.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Kepos Capital LP
New York, NY |
BUY
|
- |
1.68K+ 26.82% |
$107K - $119K
|
7.96K
$530K
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.6K+ 8.08% |
$102K - $113K
|
21.4K
$1.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.48K+ 28.88% |
$94.6K - $105K
|
6.61K
$440K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.38K+ 13.16% |
$87.8K - $97K
|
11.8K
$787K
|
|
|
Nov 15, 2024
Q3 2024
|
Mcia Inc
|
BUY
|
- |
1.35K+ 28.29% |
$85.8K - $94.9K
|
6.1K
$406K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.17K+ 31.25% |
$74.7K - $82.5K
|
4.91K
$327K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.05K+ 15.81% |
$66.8K - $73.8K
|
7.66K
$510K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.03KNew |
$66K - $72.9K
|
1.03K
$68.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
951+ 24.9% |
$60.7K - $67.1K
|
4.77K
$318K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
943New |
$60.2K - $66.5K
|
943
$62.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
904+ 1.62% |
$57.7K - $63.8K
|
56.8K
$3.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Santander, S.A.
|
BUY
|
- |
860+ 13.63% |
$54.9K - $60.7K
|
7.17K
$478K
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
845New |
$53.9K - $59.6K
|
845
$56.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
843+ 0.38% |
$53.8K - $59.5K
|
222K
$14.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
761New |
$48.6K - $53.7K
|
761
$50.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
723+ 1.47% |
$46.1K - $51K
|
50K
$3.33M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
706+ 9.95% |
$45.1K - $49.8K
|
7.81K
$520K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
700+ 107.69% |
$44.7K - $49.4K
|
1.35K
$89.9K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
553New |
$35.3K - $39K
|
553
$36.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
547+ 424.03% |
$34.9K - $38.6K
|
676
$45K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
507New |
$32.4K - $35.8K
|
507
$33.8K
|
|
|
Nov 07, 2024
Q3 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
500+ 70.42% |
$31.9K - $35.3K
|
1.21K
$80.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
500+ 9.38% |
$31.9K - $35.3K
|
5.83K
$388K
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
491+ 2.05% |
$31.3K - $34.6K
|
24.4K
$1.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
470+ 0.72% |
$30K - $33.2K
|
66K
$4.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
454+ 1.3% |
$29K - $32K
|
35.3K
$2.35M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
440+ 12.36% |
$28.1K - $31K
|
4K
$266K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
430+ 8.72% |
$27.4K - $30.3K
|
5.36K
$357K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
425+ 9.02% |
$27.1K - $30K
|
5.14K
$342K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
396+ 49.38% |
$25.3K - $27.9K
|
1.2K
$79.8K
|
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
385+ 2.26% |
$24.6K - $27.2K
|
17.4K
$1.16M
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
365+ 5.71% |
$23.3K - $25.7K
|
6.75K
$450K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
305+ 1.07% |
$19.5K - $21.5K
|
28.7K
$1.91M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
300New |
$19.1K - $21.2K
|
300
$20K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
300New |
$19.1K - $21.2K
|
300
$20K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
294+ 0.5% |
$18.8K - $20.7K
|
58.7K
$3.91M
|
|
|
Nov 05, 2024
Q3 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
291+ 1.38% |
$18.6K - $20.5K
|
21.3K
$1.42M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
287+ 0.07% |
$18.3K - $20.2K
|
405K
$27M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
283+ 1.04% |
$18.1K - $20K
|
27.4K
$1.82M
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
259New |
$16.5K - $18.3K
|
259
$17.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
245+ 5.4% |
$15.6K - $17.3K
|
4.78K
$318K
|