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
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.83K+ 2.98% |
$209K - $233K
|
132K
$8.79M
|
|
|
Feb 07, 2022
Q4 2021
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
3.8KNew |
$208K - $231K
|
3.8K
$253K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.71KNew |
$203K - $226K
|
3.71K
$247K
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.68KNew |
$201K - $224K
|
3.68K
$245K
|
|
|
Jan 31, 2022
Q4 2021
|
Ledyard National Bank
|
BUY
|
- |
3.63K+ 17.43% |
$199K - $221K
|
24.5K
$1.63M
|
|
|
Feb 08, 2022
Q4 2021
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
3.59KNew |
$196K - $218K
|
3.59K
$239K
|
|
|
Jan 27, 2022
Q4 2021
|
Hunter Perkins Capital Management, LLC
|
BUY
|
- |
3.55KNew |
$194K - $216K
|
3.55K
$236K
|
|
|
Feb 09, 2022
Q4 2021
|
Banco Santander, S.A.
|
BUY
|
- |
3.55K+ 14.05% |
$194K - $216K
|
28.8K
$1.92M
|
|
|
Feb 11, 2022
Q4 2021
|
Principle Wealth Partners LLC
|
BUY
|
- |
3.53KNew |
$193K - $215K
|
3.53K
$235K
|
|
|
Feb 03, 2022
Q4 2021
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
3.53KNew |
$193K - $215K
|
3.53K
$235K
|
|
|
Mar 15, 2022
Q4 2021
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
3.5KNew |
$191K - $213K
|
3.5K
$233K
|
|
|
Jan 31, 2022
Q4 2021
|
Klingenstein Fields & CO LP
|
BUY
|
- |
3.5KNew |
$191K - $213K
|
3.5K
$233K
|
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
3.42KNew |
$187K - $208K
|
3.42K
$228K
|
|
|
Jan 21, 2022
Q4 2021
|
Sterling Investment Management, LLC
|
BUY
|
- |
3.41KNew |
$186K - $207K
|
3.41K
$227K
|
|
|
Jan 19, 2022
Q4 2021
|
Strategic Capital Advisers, Inc.
|
BUY
|
- |
3.4KNew |
$186K - $207K
|
3.4K
$227K
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3.4KNew |
$186K - $207K
|
3.4K
$226K
|
|
|
Jan 26, 2022
Q4 2021
|
Patten & Patten Inc
|
BUY
|
- |
3.39KNew |
$185K - $206K
|
3.39K
$226K
|
|
|
Feb 14, 2022
Q4 2021
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
3.38KNew |
$185K - $206K
|
3.38K
$225K
|
|
|
Feb 14, 2022
Q4 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
3.37KNew |
$184K - $205K
|
3.37K
$224K
|
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.33KNew |
$182K - $202K
|
3.33K
$222K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.3KNew |
$181K - $201K
|
3.3K
$220K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
3.09K+ 35.67% |
$169K - $188K
|
11.7K
$782K
|
|
|
Jan 24, 2022
Q4 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
2.95K+ 37.95% |
$161K - $179K
|
10.7K
$714K
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.73KNew |
$149K - $166K
|
2.73K
$182K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.5K+ 24.67% |
$137K - $152K
|
12.6K
$841K
|
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2.48K+ 43.65% |
$135K - $151K
|
8.15K
$542K
|
|
|
May 04, 2022
Q4 2021
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
2.43KNew |
$133K - $148K
|
2.43K
$162K
|
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.25K+ 22.31% |
$123K - $137K
|
12.3K
$822K
|
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
2.06K+ 39.36% |
$113K - $125K
|
7.29K
$486K
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.06K+ 10.88% |
$113K - $125K
|
21K
$1.4M
|
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
2KNew |
$109K - $122K
|
2K
$133K
|
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2K+ 8.44% |
$109K - $122K
|
25.7K
$1.71M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.97K+ 4.01% |
$108K - $120K
|
51.1K
$3.41M
|
|
|
Feb 07, 2022
Q4 2021
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.92KNew |
$105K - $117K
|
1.92K
$128K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.73K+ 5.58% |
$94.8K - $105K
|
32.8K
$2.19M
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.72K+ 32.91% |
$93.8K - $104K
|
6.93K
$461K
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
1.56K+ 6.21% |
$85.1K - $94.6K
|
26.6K
$1.77M
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.48K+ 71.11% |
$81.1K - $90.2K
|
3.57K
$237K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.48K+ 66.2% |
$80.9K - $90K
|
3.71K
$247K
|
|
|
Feb 04, 2022
Q4 2021
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.47K+ 13.03% |
$80.5K - $89.5K
|
12.8K
$850K
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1.31KNew |
$71.6K - $79.6K
|
1.31K
$87.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.3KNew |
$71.1K - $79.1K
|
1.3K
$86.6K
|
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.24K+ 16.3% |
$67.8K - $75.4K
|
8.85K
$589K
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.21K+ 17.64% |
$65.9K - $73.3K
|
8.04K
$535K
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.2K+ 5.53% |
$65.6K - $72.9K
|
22.9K
$1.52M
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.17KNew |
$63.7K - $70.9K
|
1.17K
$77.6K
|
|
|
Feb 10, 2022
Q4 2021
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1.15K+ 1.65% |
$63K - $70.1K
|
70.9K
$4.73M
|
|
|
Feb 11, 2022
Q4 2021
|
Krs Capital Management, LLC
|
BUY
|
- |
1.1KNew |
$60.2K - $66.9K
|
1.1K
$73.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
1.08KNew |
$59.1K - $65.7K
|
1.08K
$71.9K
|
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1K+ 95.51% |
$54.7K - $60.8K
|
2.05K
$136K
|