Purchases and Sales Made in Q4 2022 in Invesco Exchange Traded Fd Tr (PHO)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PHO) during Q4 2022. 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, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.34K+ 15.6% |
$61.1K - $71.9K
|
9.9K
$639K
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.26K+ 0.46% |
$57.4K - $67.6K
|
276K
$17.8M
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.23K+ 22.74% |
$56.3K - $66.3K
|
6.66K
$429K
|
|
Feb 13, 2023
Q4 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1.22K+ 5.11% |
$55.8K - $65.7K
|
25.1K
$1.62M
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
1.19KNew |
$54.4K - $64K
|
1.19K
$76.8K
|
|
Jan 12, 2023
Q4 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
1.19K+ 13.36% |
$54.4K - $64K
|
10.1K
$651K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.19K+ 0.86% |
$54.3K - $64K
|
140K
$9.04M
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
1.15K+ 3.79% |
$52.6K - $61.9K
|
31.5K
$2.03M
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
1.1K+ 10.58% |
$50.3K - $59.2K
|
11.5K
$741K
|
|
Feb 09, 2023
Q4 2022
|
Hamilton Wealth, LLC
|
BUY
|
- |
1.07K+ 1.8% |
$48.9K - $57.5K
|
60.3K
$3.89M
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
900New |
$41.1K - $48.4K
|
900
$58.1K
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
900New |
$41.1K - $48.4K
|
900
$58.1K
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
850+ 11.97% |
$38.8K - $45.7K
|
7.95K
$513K
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
833+ 10.05% |
$38.1K - $44.8K
|
9.12K
$588K
|
|
Jan 19, 2023
Q4 2022
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
831+ 1.11% |
$38K - $44.7K
|
75.5K
$4.87M
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
819New |
$37.4K - $44.1K
|
819
$52.8K
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
750New |
$34.3K - $40.4K
|
750
$48.4K
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
700New |
$32K - $37.7K
|
700
$45.2K
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
626+ 10.68% |
$28.6K - $33.7K
|
6.49K
$418K
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
600+ 4.48% |
$27.4K - $32.3K
|
14K
$903K
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
598+ 38.16% |
$27.3K - $32.2K
|
2.17K
$140K
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
569+ 4.61% |
$26K - $30.6K
|
12.9K
$833K
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
546+ 1.69% |
$25K - $29.4K
|
32.9K
$2.12M
|
|
Jan 13, 2023
Q4 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
450+ 5.84% |
$20.6K - $24.2K
|
8.16K
$526K
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
450New |
$20.6K - $24.2K
|
450
$29K
|
|
Jan 19, 2023
Q4 2022
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
450+ 5.42% |
$20.6K - $24.2K
|
8.76K
$565K
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
443+ 9.05% |
$20.2K - $23.8K
|
5.34K
$344K
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
397+ 7.01% |
$18.1K - $21.4K
|
6.06K
$391K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
391New |
$17.9K - $21K
|
391
$25.2K
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
385New |
$17.6K - $20.7K
|
385
$24.8K
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
371+ 0.56% |
$17K - $20K
|
66.2K
$4.27M
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
365+ 4.74% |
$16.7K - $19.6K
|
8.07K
$520K
|
|
Feb 09, 2023
Q4 2022
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
352+ 0.19% |
$16.1K - $18.9K
|
181K
$11.7M
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
336+ 7.51% |
$15.4K - $18.1K
|
4.81K
$310K
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
331New |
$15.1K - $17.8K
|
331
$21.4K
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
327+ 4.09% |
$14.9K - $17.6K
|
8.33K
$537K
|
|
Feb 27, 2023
Q4 2022
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
325+ 2.18% |
$14.9K - $17.5K
|
15.3K
$984K
|
|
Feb 13, 2023
Q4 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
324+ 1.37% |
$14.8K - $17.4K
|
24K
$1.55M
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
304+ 2.6% |
$13.9K - $16.4K
|
12K
$773K
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
292+ 4.45% |
$13.3K - $15.7K
|
6.86K
$442K
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
291+ 13.77% |
$13.3K - $15.7K
|
2.4K
$155K
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
279+ 6.01% |
$12.8K - $15K
|
4.92K
$317K
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
254New |
$11.6K - $13.7K
|
254
$16.4K
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
226New |
$10.3K - $12.2K
|
226
$14.6K
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
222+ 5.86% |
$10.1K - $11.9K
|
4.01K
$259K
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
200New |
$9.14K - $10.8K
|
200
$12.9K
|
|
Apr 24, 2024
Q4 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
200+ 2.67% |
$9.14K - $10.8K
|
7.69K
$496K
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
191+ 29.7% |
$8.73K - $10.3K
|
834
$53.8K
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
169+ 0.24% |
$7.72K - $9.09K
|
71.8K
$4.63M
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
165+ 0.56% |
$7.54K - $8.88K
|
29.5K
$1.9M
|