Purchases and Sales Made in Q3 2025 in Invesco Exchange Traded Fd Tr (PHO)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PHO) during Q3 2025. 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 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
7.43K+ 46.79% |
$517K - $549K
|
23.3K
$1.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
4.55KNew |
$317K - $337K
|
4.55K
$333K
|
|
|
Oct 20, 2025
Q3 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
4.28K+ 33.67% |
$298K - $317K
|
17K
$1.24M
|
|
|
Oct 14, 2025
Q3 2025
|
Prism Advisors, Inc.
|
BUY
|
- |
3.92K+ 2.41% |
$273K - $290K
|
167K
$12.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
3.32KNew |
$231K - $246K
|
3.32K
$243K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
2.89KNew |
$201K - $214K
|
2.89K
$211K
|
|
|
Oct 20, 2025
Q3 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
2.84KNew |
$198K - $210K
|
2.84K
$208K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.25K+ 12.12% |
$157K - $167K
|
20.8K
$1.52M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.58K+ 9.65% |
$110K - $117K
|
18K
$1.32M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.11K+ 13.2% |
$77.4K - $82.3K
|
9.54K
$697K
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
1.05K+ 8.01% |
$73.1K - $77.7K
|
14.2K
$1.03M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
766+ 0.58% |
$53.3K - $56.7K
|
134K
$9.76M
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
755+ 11.4% |
$52.6K - $55.9K
|
7.38K
$539K
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
666+ 5.76% |
$46.4K - $49.3K
|
12.2K
$895K
|
|
|
Oct 17, 2025
Q3 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
608+ 12.47% |
$42.3K - $45K
|
5.48K
$401K
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
BUY
|
- |
400New |
$27.8K - $29.6K
|
400
$29.2K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
330+ 79.33% |
$23K - $24.4K
|
746
$54.5K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
313+ 20.71% |
$21.8K - $23.2K
|
1.82K
$133K
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
252+ 14.27% |
$17.5K - $18.6K
|
2.02K
$148K
|
|
|
Oct 21, 2025
Q3 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
100+ 6.9% |
$6.96K - $7.4K
|
1.55K
$113K
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
100New |
$6.96K - $7.4K
|
100
$7.31K
|
|
|
Oct 07, 2025
Q3 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
29+ 0.83% |
$2.02K - $2.15K
|
3.53K
$258K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
29+ 0.05% |
$2.02K - $2.15K
|
59.5K
$4.35M
|
|
|
Oct 27, 2025
Q3 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
25+ 0.19% |
$1.74K - $1.85K
|
13.1K
$955K
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
12+ 0.12% |
$835 - $888
|
10.4K
$759K
|
|
|
Oct 16, 2025
Q3 2025
|
Columbus Macro, LLC
|
BUY
|
- |
9+ 0.13% |
$627 - $666
|
6.69K
$489K
|
|
|
Oct 09, 2025
Q3 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
7+ 0.77% |
$487 - $518
|
913
$66.7K
|
|
|
Oct 15, 2025
Q3 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
5+ 0.11% |
$348 - $370
|
4.46K
$326K
|
|
|
Oct 24, 2025
Q3 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
2+ 0.07% |
$139 - $148
|
2.97K
$217K
|
|
|
Oct 16, 2025
Q3 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 0.1% |
$69.6 - $74
|
1.03K
$75.4K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.28% |
$69.6 - $74
|
361
$26.4K
|
|
|
Oct 06, 2025
Q3 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$69.6 - $74
|
4.25K
$311K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1+ 0.01% |
$69.6 - $74
|
14.2K
$1.04M
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.12% |
$69.6 - $74
|
818
$59.8K
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$69.6 - $74
|
3.08K
$225K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
1+ 0.1% |
$69.6 - $74
|
1K
$73.2K
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-37- 1.1% |
$2.58K - $2.74K
|
3.32K
$243K
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-60- 1.49% |
$4.18K - $4.44K
|
3.96K
$289K
|
|
|
Oct 27, 2025
Q3 2025
|
First United Bank & Trust
|
SELL
|
- |
-115- 4.24% |
$8.01K - $8.51K
|
2.6K
$190K
|
|
|
Oct 22, 2025
Q3 2025
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-163- 0.29% |
$11.3K - $12.1K
|
56.8K
$4.15M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-269- 5.52% |
$18.7K - $19.9K
|
4.6K
$336K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-300- 1.94% |
$20.9K - $22.2K
|
15.1K
$1.11M
|
|
|
Oct 09, 2025
Q3 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-325- 1.05% |
$22.6K - $24K
|
30.7K
$2.25M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-353- 1.29% |
$24.6K - $26.1K
|
27.1K
$1.98M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-383- 11.03% |
$26.7K - $28.3K
|
3.09K
$226K
|
|
|
Oct 22, 2025
Q3 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-403- 1.43% |
$28.1K - $29.8K
|
27.9K
$2.04M
|
|
|
Oct 21, 2025
Q3 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
SELL
|
- |
-500- 10.64% |
$34.8K - $37K
|
4.2K
$307K
|
|
|
Oct 22, 2025
Q3 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-635- 8.72% |
$44.2K - $47K
|
6.65K
$486K
|
|
|
Oct 21, 2025
Q3 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-725- 16.43% |
$50.5K - $53.6K
|
3.69K
$270K
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-738- 2.54% |
$51.4K - $54.6K
|
28.4K
$2.07M
|