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
|
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
|
|
|
Oct 16, 2025
Q3 2025
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-764- 8.91% |
$53.2K - $56.5K
|
7.81K
$571K
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-837- 3.94% |
$58.3K - $61.9K
|
20.4K
$1.49M
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-850- 7.02% |
$59.2K - $62.9K
|
11.3K
$823K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-901- 0.44% |
$62.7K - $66.7K
|
203K
$14.8M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
SELL
|
- |
-1.06K- 49.84% |
$74K - $78.7K
|
1.07K
$78.2K
|
|
|
Oct 22, 2025
Q3 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-1.11K- 16.25% |
$77.3K - $82.1K
|
5.72K
$418K
|
|
|
Oct 17, 2025
Q3 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-1.14K- 25.19% |
$79.4K - $84.4K
|
3.39K
$248K
|
|
|
Oct 28, 2025
Q3 2025
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-2.06K- 1.79% |
$143K - $152K
|
113K
$8.24M
|
|
|
Oct 28, 2025
Q3 2025
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-4.39K- 3.88% |
$305K - $325K
|
109K
$7.95M
|