Purchases and Sales Made in Q4 2021 in Invesco Exchange Traded Fd Tr (PHO)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PHO) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
145K+ 159.52% |
$7.94M - $8.83M
|
236K
$15.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
92.5K+ 833.02% |
$5.06M - $5.63M
|
104K
$6.9M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
91.6K+ 205.91% |
$5.01M - $5.57M
|
136K
$9.06M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
72.2K+ 6.7% |
$3.95M - $4.39M
|
1.15M
$76.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
61.1KNew |
$3.34M - $3.72M
|
61.1K
$4.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
34.6K+ 4.01% |
$1.89M - $2.1M
|
897K
$59.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
30.8K+ 80.38% |
$1.68M - $1.87M
|
69.1K
$4.6M
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
27.2K+ 66.28% |
$1.49M - $1.65M
|
68.2K
$4.54M
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
25.6KNew |
$1.4M - $1.56M
|
25.6K
$1.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Prudential PLC
London, England, X0 |
BUY
|
- |
25KNew |
$1.37M - $1.52M
|
25K
$1.66M
|
|
|
Feb 03, 2022
Q4 2021
|
Gouws Capital LLC
|
BUY
|
- |
24KNew |
$1.31M - $1.46M
|
24K
$1.6M
|
|
|
Feb 16, 2022
Q4 2021
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
21.1KNew |
$1.16M - $1.29M
|
21.1K
$1.41M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
16.3K+ 231.81% |
$894K - $994K
|
23.4K
$1.56M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
16.2KNew |
$886K - $985K
|
16.2K
$1.08M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.8K+ 39.79% |
$866K - $964K
|
55.6K
$3.71M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.8K+ 4.59% |
$862K - $959K
|
359K
$23.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14.3K+ 8.44% |
$784K - $872K
|
184K
$12.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
12.8KNew |
$703K - $782K
|
12.8K
$856K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.5K+ 20.34% |
$685K - $762K
|
74.1K
$4.93M
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
12.5KNew |
$683K - $760K
|
12.5K
$832K
|
|
|
Feb 16, 2022
Q4 2021
|
Autumn Glory Partners, LLC
|
BUY
|
- |
11.2KNew |
$611K - $679K
|
11.2K
$743K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
10.9KNew |
$598K - $665K
|
10.9K
$728K
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
10.8KNew |
$590K - $656K
|
10.8K
$718K
|
|
|
Jan 13, 2022
Q4 2021
|
Qp Wealth Management, LLC
|
BUY
|
- |
10.7KNew |
$584K - $649K
|
10.7K
$711K
|
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
10.5KNew |
$574K - $639K
|
10.5K
$699K
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
10.4K+ 9.48% |
$568K - $632K
|
120K
$7.98M
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
10.4K+ 17.73% |
$568K - $631K
|
68.9K
$4.59M
|
|
|
Jan 27, 2022
Q4 2021
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
9.06KNew |
$495K - $551K
|
9.06K
$603K
|
|
|
Feb 15, 2022
Q4 2021
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
8.77KNew |
$480K - $534K
|
8.77K
$584K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.71K+ 5.64% |
$476K - $530K
|
163K
$10.9M
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
8.32K+ 23.53% |
$455K - $506K
|
43.7K
$2.91M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.04K+ 36.75% |
$385K - $428K
|
26.2K
$1.74M
|
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
BUY
|
- |
6.56K+ 143.75% |
$359K - $399K
|
11.1K
$740K
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.78KNew |
$316K - $351K
|
5.78K
$385K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.39KNew |
$295K - $328K
|
5.39K
$359K
|
|
|
Jan 07, 2022
Q4 2021
|
Vigilare Wealth Management
|
BUY
|
- |
5.18KNew |
$284K - $315K
|
5.18K
$345K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.17KNew |
$283K - $315K
|
5.17K
$345K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5K+ 41.05% |
$274K - $304K
|
17.2K
$1.14M
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
4.99K+ 7.26% |
$273K - $304K
|
73.7K
$4.91M
|
|
|
Feb 10, 2022
Q4 2021
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
4.78KNew |
$262K - $291K
|
4.78K
$319K
|
|
|
Feb 07, 2022
Q4 2021
|
Sweet Financial Partners, LLC
|
BUY
|
- |
4.58KNew |
$251K - $279K
|
4.58K
$305K
|
|
|
Feb 10, 2022
Q4 2021
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
4.46KNew |
$244K - $271K
|
4.46K
$297K
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.38KNew |
$239K - $266K
|
4.38K
$291K
|
|
|
Feb 11, 2022
Q4 2021
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
4.34KNew |
$237K - $264K
|
4.34K
$289K
|
|
|
Feb 14, 2022
Q4 2021
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
4.28K+ 52.29% |
$234K - $260K
|
12.5K
$830K
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
4.25KNew |
$232K - $258K
|
4.25K
$283K
|
|
|
Jun 17, 2024
Q4 2021
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
3.99K+ 89.45% |
$218K - $243K
|
8.44K
$562K
|
|
|
Jan 10, 2022
Q4 2021
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
3.95K+ 99.55% |
$216K - $240K
|
7.92K
$527K
|
|
|
Feb 11, 2022
Q4 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
3.9KNew |
$213K - $237K
|
3.9K
$260K
|
|
|
Feb 15, 2022
Q4 2021
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
3.89KNew |
$213K - $237K
|
3.89K
$259K
|