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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-500- 4.22% |
$31.9K - $35.3K
|
11.3K
$731K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-572- 3.36% |
$36.5K - $40.3K
|
16.4K
$1.06M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-584- 4.39% |
$37.3K - $41.2K
|
12.7K
$820K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-618- 4.23% |
$39.4K - $43.6K
|
14K
$902K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-674- 2.35% |
$43K - $47.5K
|
28K
$1.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-685- 6.33% |
$43.7K - $48.3K
|
10.1K
$653K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-698- 5.73% |
$44.5K - $49.2K
|
11.5K
$740K
|
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-739- 15.56% |
$47.2K - $52.1K
|
4.01K
$259K
|
|
|
Oct 31, 2024
Q3 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-840- 0.63% |
$53.6K - $59.3K
|
134K
$8.61M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-854- 22.14% |
$54.5K - $60.2K
|
3K
$194K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-860- 6.47% |
$54.9K - $60.7K
|
12.4K
$802K
|
|
|
Oct 28, 2024
Q3 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-1.1K- 5.45% |
$70.2K - $77.6K
|
19.1K
$1.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.14K- 13.25% |
$72.8K - $80.4K
|
7.46K
$482K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.18K- 3.55% |
$75.3K - $83.2K
|
32.1K
$2.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.18K- 5.58% |
$75.6K - $83.5K
|
20K
$1.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.22K- 22.48% |
$77.9K - $86.1K
|
4.21K
$271K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.24K- 4.71% |
$79.3K - $87.7K
|
25.1K
$1.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.34K- 9.62% |
$85.5K - $94.5K
|
12.6K
$812K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.5K- 14.7% |
$95.7K - $106K
|
8.7K
$561K
|
|
|
Nov 13, 2024
Q3 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-1.71K- 32.26% |
$109K - $121K
|
3.59K
$232K
|
|
|
Nov 04, 2024
Q3 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-1.74K- 10.01% |
$111K - $123K
|
15.6K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.77K- 22.68% |
$113K - $125K
|
6.03K
$389K
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-1.91K- 5.65% |
$122K - $135K
|
31.9K
$2.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.34K- 7.6% |
$150K - $165K
|
28.5K
$1.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-2.4K- 36.92% |
$153K - $169K
|
4.1K
$264K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.79K- 19.87% |
$178K - $196K
|
11.2K
$725K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.82K- 1.2% |
$180K - $199K
|
231K
$14.9M
|
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-2.9K- 0.58% |
$185K - $205K
|
502K
$32.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.93K- 10.65% |
$187K - $207K
|
24.6K
$1.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.93K- 2.36% |
$187K - $207K
|
121K
$7.83M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.32K- 28.6% |
$212K - $234K
|
8.3K
$535K
|
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-3.37K- 5.69% |
$215K - $238K
|
55.9K
$3.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.96K- 15.57% |
$253K - $279K
|
21.5K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.37K- 4.85% |
$279K - $308K
|
85.7K
$5.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-4.88K- 22.36% |
$311K - $344K
|
16.9K
$1.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.94K- 7.52% |
$379K - $419K
|
73K
$4.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-10.6K- 86.18% |
$678K - $749K
|
1.7K
$110K
|
|
|
Oct 09, 2024
Q3 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-13.1K- 14.08% |
$834K - $921K
|
79.7K
$5.14M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-21.4K- 28.84% |
$1.36M - $1.51M
|
52.7K
$3.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Hamilton Wealth, LLC
|
SELL
|
- |
-23.5K- 16.87% |
$1.5M - $1.66M
|
116K
$7.47M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-72.9K- 18.11% |
$4.65M - $5.14M
|
330K
$21.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-191K- 22.65% |
$12.2M - $13.5M
|
652K
$42M
|