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
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
971+ 1.12% |
$53.1K - $59.1K
|
88K
$5.67M
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
918New |
$50.2K - $55.9K
|
918
$59.2K
|
|
|
Feb 22, 2022
Q4 2021
|
Byrne Asset Management LLC
|
BUY
|
- |
900New |
$49.2K - $54.8K
|
900
$58.1K
|
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
850+ 3.07% |
$46.5K - $51.7K
|
28.5K
$1.84M
|
|
|
Feb 08, 2022
Q4 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
828+ 17.91% |
$45.3K - $50.4K
|
5.45K
$352K
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
813New |
$44.5K - $49.5K
|
813
$52.4K
|
|
|
Apr 24, 2024
Q4 2021
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
811+ 13.99% |
$44.4K - $49.3K
|
6.61K
$426K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
757+ 1.2% |
$41.4K - $46.1K
|
63.9K
$4.12M
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
723+ 5.45% |
$39.6K - $44K
|
14K
$903K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
703New |
$38.5K - $42.8K
|
703
$45.4K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
698+ 7.73% |
$38.2K - $42.5K
|
9.73K
$628K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
675+ 2.18% |
$36.9K - $41.1K
|
31.6K
$2.04M
|
|
|
Feb 10, 2022
Q4 2021
|
Pacific Sun Financial Corp
|
BUY
|
- |
650+ 8.09% |
$35.6K - $39.5K
|
8.68K
$560K
|
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
650New |
$35.6K - $39.5K
|
650
$41.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
648+ 14.01% |
$35.5K - $39.4K
|
5.27K
$340K
|
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
592+ 84.57% |
$32.4K - $36K
|
1.29K
$83.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
539+ 9.62% |
$29.5K - $32.8K
|
6.14K
$396K
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
508+ 7.2% |
$27.8K - $30.9K
|
7.57K
$488K
|
|
|
Jan 04, 2022
Q4 2021
|
S.A. Mason LLC
|
BUY
|
- |
500+ 100.0% |
$27.4K - $30.4K
|
1K
$64.5K
|
|
|
Feb 15, 2022
Q4 2021
|
Crestwood Advisors Group LLC
|
BUY
|
- |
498+ 9.33% |
$27.2K - $30.3K
|
5.83K
$376K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
475New |
$26K - $28.9K
|
475
$30.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
468+ 1.78% |
$25.6K - $28.5K
|
26.8K
$1.73M
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
465+ 6.77% |
$25.4K - $28.3K
|
7.33K
$473K
|
|
|
Feb 11, 2022
Q4 2021
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
450+ 2.07% |
$24.6K - $27.4K
|
22.2K
$1.43M
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
446+ 52.84% |
$24.4K - $27.1K
|
1.29K
$83.2K
|
|
|
Jan 24, 2022
Q4 2021
|
Lake Street Financial LLC
|
BUY
|
- |
425+ 2.6% |
$23.3K - $25.9K
|
16.8K
$1.08M
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
400+ 5.46% |
$21.9K - $24.3K
|
7.73K
$499K
|
|
|
Feb 02, 2022
Q4 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
360New |
$19.7K - $21.9K
|
360
$23.2K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
335+ 3.47% |
$18.3K - $20.4K
|
9.98K
$644K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
330+ 7.18% |
$18.1K - $20.1K
|
4.93K
$318K
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
300New |
$16.4K - $18.3K
|
300
$19.4K
|
|
|
Feb 03, 2022
Q4 2021
|
Ahl Investment Management, Inc.
|
BUY
|
- |
255New |
$14K - $15.5K
|
255
$16.5K
|
|
|
Feb 10, 2022
Q4 2021
|
Shore Point Advisors, LLC
|
BUY
|
- |
241New |
$13.2K - $14.7K
|
241
$15.5K
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
215+ 5.3% |
$11.8K - $13.1K
|
4.27K
$275K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
215New |
$11.8K - $13.1K
|
215
$13.9K
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
200New |
$10.9K - $12.2K
|
200
$12.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
200+ 8.44% |
$10.9K - $12.2K
|
2.57K
$166K
|
|
|
Feb 09, 2022
Q4 2021
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
175New |
$9.57K - $10.6K
|
175
$11.3K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
152+ 2.08% |
$8.32K - $9.25K
|
7.46K
$481K
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
150+ 1.87% |
$8.21K - $9.13K
|
8.18K
$527K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
121+ 12100.0% |
$6.62K - $7.36K
|
122
$7.87K
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
108+ 2.57% |
$5.91K - $6.57K
|
4.31K
$278K
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
108+ 2.57% |
$5.91K - $6.57K
|
4.31K
$278K
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
106+ 7.07% |
$5.8K - $6.45K
|
1.61K
$104K
|
|
|
Feb 11, 2022
Q4 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
100+ 0.19% |
$5.47K - $6.08K
|
52K
$3.36M
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
90New |
$4.92K - $5.48K
|
90
$5.81K
|
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
86New |
$4.71K - $5.23K
|
86
$5.55K
|
|
|
Jan 20, 2022
Q4 2021
|
First United Bank & Trust
|
BUY
|
- |
85+ 1.55% |
$4.65K - $5.17K
|
5.56K
$358K
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
BUY
|
- |
75+ 0.14% |
$4.1K - $4.56K
|
55.4K
$3.57M
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
58+ 4.49% |
$3.17K - $3.53K
|
1.35K
$87.2K
|