Purchases and Sales Made in Q4 2021 in Invesco Exchange Traded Fd Tr (PHO)

PHO Quotes by TradingView

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 10, 2022 Q4 2021
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
52
New
$2.84K - $3.16K
52 $3.35K
Feb 10, 2022 Q4 2021
Magnus Financial Group LLC

New York, NY
BUY
 -
40
+ 0.31%
$2.19K - $2.43K
12.9K $833K
Feb 10, 2022 Q4 2021
Catalyst Capital Advisors LLC

Huntington, NY
BUY
 -
35
+ 2.17%
$1.91K - $2.13K
1.65K $106K
Feb 14, 2022 Q4 2021
O'Dell Group, LLC

Cincinnati, OH
BUY
 -
31
New
$1.7K - $1.89K
31 $2K
Feb 03, 2022 Q4 2021
Fsb Premier Wealth Management, Inc.

BUY
 -
30
New
$1.64K - $1.83K
30 $1.94K
Feb 10, 2022 Q4 2021
3 D/L Capital Management, LLC

BUY
 -
28
+ 0.51%
$1.53K - $1.7K
5.5K $355K
Feb 09, 2022 Q4 2021
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
26
+ 0.09%
$1.42K - $1.58K
27.8K $1.8M
Jan 18, 2022 Q4 2021
Conservest Capital Advisors, Inc.

BUY
 -
18
+ 0.04%
$985 - $1.1K
51.2K $3.3M
Jan 20, 2022 Q4 2021
Parallel Advisors, LLC

BUY
 -
7
+ 5.22%
$383 - $426
141 $9.1K
Jan 31, 2022 Q4 2021
D.A. Davidson & Co.

BUY
 -
2
+ 0.01%
$109 - $122
18.2K $1.18M
Jan 21, 2022 Q4 2021
Huntington National Bank

Columbus, OH
BUY
 -
1
New
$54.7 - $60.8
1 $64.5
Jan 19, 2022 Q4 2021
Time Scale Financial, Inc.

BUY
 -
1
+ 0.5%
$54.7 - $60.8
201 $13K
Feb 11, 2022 Q4 2021
Gerber Kawasaki Wealth & Investment Management

SELL
 -
-1
Closed
$54.7 - $60.8
0 $0
Feb 02, 2022 Q4 2021
Clearview Wealth Advisors LLC

SELL
 -
-1
- 0.28%
$54.7 - $60.8
352 $22.7K
Feb 14, 2022 Q4 2021
Jag Capital Management, LLC

SELL
 -
-7
- 0.09%
$383 - $426
7.45K $481K
Feb 14, 2022 Q4 2021
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-8
- 0.12%
$438 - $487
6.84K $441K
Feb 02, 2022 Q4 2021
Mv Capital Management, Inc.

SELL
 -
-13
Closed
$711 - $791
0 $0
Jan 27, 2022 Q4 2021
Millburn Ridgefield Corp

SELL
 -
-14
- 0.79%
$766 - $852
1.76K $114K
Feb 14, 2022 Q4 2021
Advisory Services Network, LLC

SELL
 -
-40
- 1.05%
$2.19K - $2.43K
3.75K $242K
Aug 16, 2024 Q4 2021
Td Private Client Wealth LLC

New York, NY
SELL
 -
-49
- 2.41%
$2.68K - $2.98K
1.98K $128K
Mar 11, 2022 Q4 2021
Bokf, Na

Tulsa, OK
SELL
 -
-50
- 1.1%
$2.74K - $3.04K
4.49K $290K
Jan 27, 2022 Q4 2021
Fifth Third Securities, Inc.

SELL
 -
-53
- 1.33%
$2.9K - $3.22K
3.92K $253K
Feb 22, 2022 Q4 2021
Ibex Wealth Advisors

Lebanon, NJ
SELL
 -
-54
Closed
$2.95K - $3.29K
0 $0
Feb 15, 2022 Q4 2021
Flputnam Investment Management CO

Portland, ME
SELL
 -
-70
- 1.06%
$3.83K - $4.26K
6.55K $422K
Feb 08, 2022 Q4 2021
Steward Partners Investment Advisory, LLC

SELL
 -
-80
- 0.21%
$4.38K - $4.87K
37.9K $2.44M
Jan 21, 2022 Q4 2021
Eagle Bay Advisors LLC

New York, NY
SELL
 -
-81
- 50.0%
$4.43K - $4.93K
81 $5.23K
Feb 04, 2022 Q4 2021
Hcr Wealth Advisors

Los Angeles, CA
SELL
 -
-100
- 2.54%
$5.47K - $6.08K
3.84K $248K
Feb 11, 2022 Q4 2021
Cahill Financial Advisors Inc

Edina, MN
SELL
 -
-155
Closed
$8.48K - $9.43K
0 $0
Feb 23, 2022 Q4 2021
Resources Investment Advisors, Llc.

Overland Park, KS
SELL
 -
-183
- 1.81%
$10K - $11.1K
9.92K $640K
Feb 18, 2022 Q4 2021
Comerica Bank

SELL
 -
-189
- 2.96%
$10.3K - $11.5K
6.19K $399K
Feb 14, 2022 Q4 2021
Tocqueville Asset Management L.P.

New York, NY
SELL
 -
-194
- 0.32%
$10.6K - $11.8K
59.8K $3.86M
Jan 20, 2022 Q4 2021
Herold Advisors, Inc.

SELL
 -
-200
Closed
$10.9K - $12.2K
0 $0
Jan 28, 2022 Q4 2021
Guidance Point Advisors, LLC

SELL
 -
-202
Closed
$11.1K - $12.3K
0 $0
Jan 19, 2022 Q4 2021
Howard Capital Management Group, LLC

SELL
 -
-209
- 1.29%
$11.4K - $12.7K
16K $1.03M
Feb 03, 2022 Q4 2021
Arkadios Wealth Advisors

SELL
 -
-210
Closed
$11.5K - $12.8K
0 $0
Jan 28, 2022 Q4 2021
Bay Colony Advisory Group, Inc D

SELL
 -
-218
- 5.44%
$11.9K - $13.3K
3.79K $244K
Feb 04, 2022 Q4 2021
Capital Asset Advisory Services LLC

Haslett, MI
SELL
 -
-225
Closed
$12.3K - $13.7K
0 $0
Jan 20, 2022 Q4 2021
Kestra Advisory Services, LLC

SELL
 -
-243
- 0.61%
$13.3K - $14.8K
39.5K $2.55M
Jan 14, 2022 Q4 2021
Freedman Financial Associates, Inc.

Peabody, MA
SELL
 -
-267
- 21.07%
$14.6K - $16.2K
1K $64.5K
Feb 07, 2022 Q4 2021
North Star Investment Management Corp.

Chicago, IL
SELL
 -
-275
- 4.47%
$15K - $16.7K
5.87K $379K
Feb 08, 2022 Q4 2021
Verity Asset Management, Inc.

Durham, NC
SELL
 -
-275
- 1.03%
$15K - $16.7K
26.4K $1.7M
Feb 11, 2022 Q4 2021
Us Bancorp \De\

SELL
 -
-284
- 1.99%
$15.5K - $17.3K
14K $902K
Feb 03, 2022 Q4 2021
Bellevue Asset Management, LLC

Bellevue, WA
SELL
 -
-300
Closed
$16.4K - $18.3K
0 $0
Feb 07, 2022 Q4 2021
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-300
- 75.0%
$16.4K - $18.3K
100 $6.45K
Feb 10, 2022 Q4 2021
Flagship Harbor Advisors, LLC

SELL
 -
-338
- 4.77%
$18.5K - $20.6K
6.75K $435K
Feb 14, 2022 Q4 2021
Tradition Wealth Management, LLC

SELL
 -
-437
- 40.54%
$23.9K - $26.6K
641 $41.4K
Feb 09, 2022 Q4 2021
Geneos Wealth Management Inc.

SELL
 -
-450
- 19.4%
$24.6K - $27.4K
1.87K $121K
Mar 21, 2023 Q4 2021
American Portfolios Advisors

Holbrook, NY
SELL
 -
-456
- 12.6%
$24.9K - $27.7K
3.16K $204K
Feb 04, 2022 Q4 2021
Joseph P. Lucia & Associates, LLC

SELL
 -
-499
Closed
$27.3K - $30.4K
0 $0

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