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 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-13- 0.26% |
$830 - $917
|
4.97K
$321K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-15- 0.71% |
$957 - $1.06K
|
2.1K
$135K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-17- 0.5% |
$1.08K - $1.2K
|
3.37K
$217K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-18- 0.59% |
$1.15K - $1.27K
|
3.03K
$195K
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-22- 0.2% |
$1.4K - $1.55K
|
11.3K
$726K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-39- 0.26% |
$2.49K - $2.75K
|
14.8K
$955K
|
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-40- 0.09% |
$2.55K - $2.82K
|
44.9K
$2.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-50- 1.18% |
$3.19K - $3.53K
|
4.2K
$271K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-53- 4.23% |
$3.38K - $3.74K
|
1.2K
$77.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-60- 0.37% |
$3.83K - $4.23K
|
16.1K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-98- 23.28% |
$6.25K - $6.91K
|
323
$20.8K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-100- 1.58% |
$6.38K - $7.05K
|
6.23K
$402K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-100- 3.79% |
$6.38K - $7.05K
|
2.54K
$164K
|
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-105- 1.25% |
$6.7K - $7.41K
|
8.29K
$535K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-119- 2.28% |
$7.59K - $8.39K
|
5.1K
$329K
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-125- 1.77% |
$7.98K - $8.82K
|
6.93K
$447K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-150- 3.36% |
$9.57K - $10.6K
|
4.31K
$278K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-152- 3.25% |
$9.7K - $10.7K
|
4.52K
$292K
|
|
|
Oct 21, 2024
Q3 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-163- 2.94% |
$10.4K - $11.5K
|
5.37K
$347K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-168- 33.33% |
$10.7K - $11.9K
|
336
$21.7K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-175- 8.35% |
$11.2K - $12.3K
|
1.92K
$124K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-182- 1.64% |
$11.6K - $12.8K
|
10.9K
$704K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-195- 1.43% |
$12.4K - $13.8K
|
13.4K
$864K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-201- 1.27% |
$12.8K - $14.2K
|
15.6K
$1.01M
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-205- 6.56% |
$13.1K - $14.5K
|
2.92K
$188K
|
|
|
Oct 30, 2024
Q3 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-208- 3.86% |
$13.3K - $14.7K
|
5.18K
$334K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-220- 4.87% |
$14K - $15.5K
|
4.3K
$277K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-230- 4.98% |
$14.7K - $16.2K
|
4.39K
$283K
|
|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-231- 10.11% |
$14.7K - $16.3K
|
2.05K
$132K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-250- 7.35% |
$16K - $17.6K
|
3.15K
$203K
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-259- 5.94% |
$16.5K - $18.3K
|
4.1K
$265K
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-286- 2.86% |
$18.3K - $20.2K
|
9.73K
$627K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-288- 70.94% |
$18.4K - $20.3K
|
118
$7.61K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-300- 6.43% |
$19.1K - $21.2K
|
4.37K
$282K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-313- 1.68% |
$20K - $22.1K
|
18.3K
$1.18M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-317- 2.67% |
$20.2K - $22.4K
|
11.5K
$745K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-329- 2.36% |
$21K - $23.2K
|
13.6K
$878K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-330- 1.48% |
$21.1K - $23.3K
|
21.9K
$1.42M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-334- 2.81% |
$21.3K - $23.6K
|
11.6K
$746K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-351- 9.56% |
$22.4K - $24.8K
|
3.32K
$214K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-378- 2.93% |
$24.1K - $26.7K
|
12.5K
$807K
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
SELL
|
- |
-379- 2.39% |
$24.2K - $26.7K
|
15.5K
$997K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-385- 0.44% |
$24.6K - $27.2K
|
87.2K
$5.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-400- 63.49% |
$25.5K - $28.2K
|
230
$14.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-404- 1.75% |
$25.8K - $28.5K
|
22.7K
$1.47M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-416- 0.14% |
$26.5K - $29.3K
|
293K
$18.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-438- 97.12% |
$28K - $30.9K
|
13
$839
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-448- 0.72% |
$28.6K - $31.6K
|
61.9K
$3.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-473- 2.44% |
$30.2K - $33.4K
|
18.9K
$1.22M
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-497- 47.02% |
$31.7K - $35.1K
|
560
$36.1K
|