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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2022
Q4 2021
|
Clarus Wealth Advisors
|
SELL
|
- |
-538- 6.8% |
$29.4K - $32.7K
|
7.37K
$491K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-580- 11.48% |
$31.7K - $35.3K
|
4.47K
$298K
|
|
|
Feb 11, 2022
Q4 2021
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-600- 3.16% |
$32.8K - $36.5K
|
18.4K
$1.23M
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-605- 4.52% |
$33.1K - $36.8K
|
12.8K
$852K
|
|
|
Feb 01, 2022
Q4 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-645- 14.35% |
$35.3K - $39.2K
|
3.85K
$256K
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-696- 1.62% |
$38.1K - $42.3K
|
42.3K
$2.82M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-697- 8.63% |
$38.1K - $42.4K
|
7.38K
$491K
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-725Closed |
$39.7K - $44.1K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-798- 4.3% |
$43.7K - $48.6K
|
17.8K
$1.18M
|
|
|
Feb 07, 2022
Q4 2021
|
First City Capital Management, Inc.
|
SELL
|
- |
-805- 5.57% |
$44K - $49K
|
13.7K
$910K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-852- 2.54% |
$46.6K - $51.8K
|
32.7K
$2.18M
|
|
|
Feb 09, 2022
Q4 2021
|
Appleton Group, LLC
|
SELL
|
- |
-884- 15.27% |
$48.4K - $53.8K
|
4.91K
$327K
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-900- 6.77% |
$49.2K - $54.8K
|
12.4K
$826K
|
|
|
Feb 15, 2022
Q4 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-925- 44.05% |
$50.6K - $56.3K
|
1.18K
$78.3K
|
|
|
Jan 25, 2022
Q4 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-950- 14.54% |
$52K - $57.8K
|
5.59K
$372K
|
|
|
Feb 14, 2022
Q4 2021
|
Hamilton Wealth, LLC
|
SELL
|
- |
-953- 1.85% |
$52.1K - $58K
|
50.6K
$3.37M
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1K- 62.5% |
$54.7K - $60.8K
|
600
$40K
|
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1K- 62.5% |
$54.7K - $60.8K
|
600
$40K
|
|
|
Jan 21, 2022
Q4 2021
|
Columbus Macro, LLC
|
SELL
|
- |
-1K- 4.77% |
$54.9K - $61K
|
20K
$1.34M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.02K- 2.75% |
$55.6K - $61.8K
|
35.9K
$2.39M
|
|
|
Feb 10, 2022
Q4 2021
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-1.03K- 4.63% |
$56.4K - $62.7K
|
21.2K
$1.42M
|
|
|
Jan 31, 2022
Q4 2021
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-1.04K- 4.35% |
$56.7K - $63K
|
22.8K
$1.52M
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-1.08K- 49.54% |
$59.1K - $65.7K
|
1.1K
$73.3K
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-1.14KClosed |
$62.1K - $69.1K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-1.26K- 6.19% |
$68.8K - $76.5K
|
19.1K
$1.27M
|
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-1.45K- 3.08% |
$79.2K - $88.1K
|
45.5K
$3.03M
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
SELL
|
- |
-1.57K- 20.72% |
$85.7K - $95.3K
|
5.99K
$399K
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.57KClosed |
$85.9K - $95.5K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-1.8K- 1.13% |
$98.2K - $109K
|
158K
$10.5M
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-1.81K- 8.56% |
$98.8K - $110K
|
19.3K
$1.28M
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.86KClosed |
$102K - $113K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-1.87KClosed |
$102K - $114K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.35K- 26.74% |
$129K - $143K
|
6.44K
$429K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-2.56K- 23.58% |
$140K - $156K
|
8.29K
$552K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.58KClosed |
$141K - $157K
|
0
$0
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-2.7KClosed |
$148K - $164K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-2.86K- 44.9% |
$157K - $174K
|
3.51K
$234K
|
|
|
Oct 13, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-2.86K- 44.9% |
$157K - $174K
|
3.51K
$234K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-3.7KClosed |
$202K - $225K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-3.77KClosed |
$206K - $229K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Btr Capital Management Inc
|
SELL
|
- |
-3.85K- 13.97% |
$210K - $234K
|
23.7K
$1.58M
|
|
|
Jan 21, 2022
Q4 2021
|
Windsor Group LTD
|
SELL
|
- |
-4.36KClosed |
$238K - $265K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Renaissance Investment Group LLC
|
SELL
|
- |
-4.55KClosed |
$249K - $277K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.1K- 2.51% |
$279K - $310K
|
198K
$13.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5.22KClosed |
$286K - $318K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.41K- 0.29% |
$296K - $329K
|
1.83M
$122M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-6.07KClosed |
$332K - $369K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-6.83KClosed |
$373K - $415K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-9.06KClosed |
$495K - $551K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-10.4KClosed |
$569K - $633K
|
0
$0
|