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 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
227+ 0.79% |
$14.5K - $16K
|
29.1K
$1.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
193+ 0.01% |
$12.3K - $13.6K
|
1.63M
$108M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
189+ 0.85% |
$12.1K - $13.3K
|
22.5K
$1.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
181+ 1.25% |
$11.6K - $12.8K
|
14.6K
$974K
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
180+ 0.3% |
$11.5K - $12.7K
|
59.9K
$3.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
157+ 0.32% |
$10K - $11.1K
|
48.6K
$3.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
151+ 1.86% |
$9.64K - $10.7K
|
8.25K
$550K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
139+ 4.92% |
$8.87K - $9.81K
|
2.97K
$198K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
135+ 1.8% |
$8.62K - $9.52K
|
7.65K
$509K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
105+ 1.22% |
$6.7K - $7.41K
|
8.7K
$580K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
76+ 11.71% |
$4.85K - $5.36K
|
725
$48.3K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
65+ 1.92% |
$4.15K - $4.59K
|
3.45K
$230K
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
61+ 0.05% |
$3.89K - $4.3K
|
118K
$7.85M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
59+ 0.14% |
$3.77K - $4.16K
|
40.8K
$2.72M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
59+ 0.63% |
$3.77K - $4.16K
|
9.47K
$631K
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
57+ 0.44% |
$3.64K - $4.02K
|
13K
$868K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
52+ 5.2% |
$3.32K - $3.67K
|
1.05K
$70.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
48+ 0.58% |
$3.06K - $3.39K
|
8.27K
$550K
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
45+ 1.01% |
$2.87K - $3.17K
|
4.5K
$300K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
41New |
$2.62K - $2.89K
|
41
$2.73K
|
|
|
Nov 04, 2024
Q3 2024
|
Weil Company, Inc.
|
BUY
|
- |
38+ 0.34% |
$2.43K - $2.68K
|
11.2K
$744K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
36+ 0.3% |
$2.3K - $2.54K
|
12.1K
$807K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
30+ 13.22% |
$1.91K - $2.12K
|
257
$17.1K
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
BUY
|
- |
26+ 0.21% |
$1.66K - $1.83K
|
12.5K
$831K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
26+ 0.38% |
$1.66K - $1.83K
|
6.81K
$454K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
14New |
$893 - $988
|
14
$932
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
8+ 0.24% |
$511 - $564
|
3.3K
$220K
|
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
3+ 0.07% |
$191 - $212
|
4.43K
$295K
|
|
|
Nov 15, 2024
Q3 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
3+ 0.03% |
$191 - $212
|
11.9K
$795K
|
|
|
Oct 15, 2024
Q3 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
2+ 0.06% |
$128 - $141
|
3.17K
$211K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$63.8 - $70.5
|
3.73K
$248K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
BUY
|
- |
1New |
$63.8 - $70.5
|
1
$66.6
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1+ 0.07% |
$63.8 - $70.5
|
1.44K
$95.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1+ 0.01% |
$63.8 - $70.5
|
7.99K
$532K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.33% |
$63.8 - $70.5
|
306
$20.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.1% |
$63.8 - $70.5
|
1.02K
$67.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 0.09% |
$63.8 - $70.5
|
1.11K
$74.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
BUY
|
- |
1+ 0.03% |
$63.8 - $70.5
|
3.42K
$228K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.01% |
$63.8 - $70.5
|
10.1K
$671K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
1+ 0.02% |
$63.8 - $70.5
|
4.16K
$277K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.05% |
$63.8 - $70.5
|
2.12K
$141K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1+ 0.0% |
$63.8 - $70.5
|
31.9K
$2.12M
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1+ 0.1% |
$63.8 - $70.5
|
1K
$66.8K
|
|
|
Oct 29, 2024
Q3 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.37% |
$63.8 - $70.5
|
272
$18.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1+ 0.02% |
$63.8 - $70.5
|
5.8K
$386K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1- 4.17% |
$63.8 - $70.5
|
23
$1.53K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-2- 0.3% |
$128 - $141
|
666
$44.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-10- 0.08% |
$638 - $705
|
13K
$868K
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-13- 0.26% |
$830 - $917
|
4.97K
$331K
|