Purchases and Sales Made in Q4 2022 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 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 13, 2023 Q4 2022
Db Wealth Management Group, LLC

San Diego, CA
BUY
 -
164
New
$7.49K - $8.82K
164 $10.9K
Mar 06, 2023 Q4 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
161
+ 2.29%
$7.36K - $8.66K
7.19K $479K
Feb 14, 2023 Q4 2022
Verity Asset Management, Inc.

Durham, NC
BUY
 -
142
+ 0.47%
$6.49K - $7.64K
30.4K $2.02M
Jan 17, 2023 Q4 2022
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
137
New
$6.26K - $7.37K
137 $9.12K
Feb 14, 2023 Q4 2022
Colonial Trust Advisors

Spartanburg, SC
BUY
 -
115
New
$5.26K - $6.19K
115 $7.66K
Feb 14, 2023 Q4 2022
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
101
New
$4.62K - $5.43K
101 $6.73K
Feb 13, 2023 Q4 2022
Snowden Capital Advisors LLC

New York, NY
BUY
 -
100
+ 1.36%
$4.57K - $5.38K
7.48K $498K
Feb 03, 2023 Q4 2022
Western Pacific Wealth Management, LP

BUY
 -
100
New
$4.57K - $5.38K
100 $6.66K
Feb 13, 2023 Q4 2022
Cook Wealth Management Group LLC

Raleigh, NC
BUY
 -
89
+ 1.74%
$4.07K - $4.79K
5.21K $347K
Jan 27, 2023 Q4 2022
Baldwin Brothers LLC

BUY
 -
70
New
$3.2K - $3.77K
70 $4.66K
Feb 10, 2023 Q4 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
52
New
$2.38K - $2.8K
52 $3.46K
Jan 11, 2023 Q4 2022
North Star Investment Management Corp.

Chicago, IL
BUY
 -
42
+ 0.71%
$1.92K - $2.26K
5.92K $394K
Jan 11, 2023 Q4 2022
Accurate Wealth Management, LLC

BUY
 -
30
New
$1.37K - $1.61K
30 $2K
Feb 14, 2023 Q4 2022
J.W. Cole Advisors, Inc.

BUY
 -
29
+ 0.14%
$1.33K - $1.56K
21K $1.4M
Feb 10, 2023 Q4 2022
South State Corp

BUY
 -
21
+ 150.0%
$960 - $1.13K
35 $2.33K
Feb 13, 2023 Q4 2022
Cibc Private Wealth Group, LLC

BUY
 -
10
+ 0.05%
$457 - $538
20.2K $1.35M
Feb 09, 2023 Q4 2022
Chicago Partners Investment Group LLC

BUY
 -
6
+ 0.02%
$274 - $323
31.6K $2.11M
Feb 03, 2023 Q4 2022
Spire Wealth Management

BUY
 -
3
+ 0.02%
$137 - $161
14.7K $977K
Jan 23, 2023 Q4 2022
Cambridge Advisors Inc.

BUY
 -
3
+ 0.05%
$137 - $161
6.17K $411K
Jan 10, 2023 Q4 2022
Soa Wealth Advisors, Llc.

BUY
 -
3
+ 0.3%
$137 - $161
1.01K $67.1K
Jan 30, 2023 Q4 2022
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
3
+ 0.28%
$137 - $161
1.09K $72.8K
Jan 13, 2023 Q4 2022
Flagship Harbor Advisors, LLC

BUY
 -
2
+ 0.03%
$91.4 - $108
6.93K $462K
Jan 11, 2023 Q4 2022
Pacifica Partners Inc.

BUY
 -
1
+ 0.5%
$45.7 - $53.8
203 $13.5K
Feb 13, 2023 Q4 2022
Aptus Capital Advisors, LLC

BUY
 -
1
+ 0.09%
$45.7 - $53.8
1.05K $70.2K
Jan 20, 2023 Q4 2022
Davenport & CO LLC

BUY
 -
1
+ 0.01%
$45.7 - $53.8
7.59K $505K
Feb 06, 2023 Q4 2022
Time Scale Financial, Inc.

BUY
 -
1
+ 0.5%
$45.7 - $53.8
202 $13.5K
Jan 11, 2023 Q4 2022
Mc Elhenny Sheffield Capital Management, LLC

BUY
 -
1
+ 0.02%
$45.7 - $53.8
4.57K $304K
Jan 31, 2023 Q4 2022
Clearview Wealth Advisors LLC

BUY
 -
1
+ 1.92%
$45.7 - $53.8
53 $3.53K
Feb 01, 2023 Q4 2022
Creative Financial Designs Inc

BUY
 -
1
+ 0.18%
$45.7 - $53.8
567 $37.8K
Jan 30, 2023 Q4 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Jun 01, 2023 Q4 2022
Cibc Private Wealth Group, LLC

SELL
 -
-7
- 0.03%
$320 - $377
20.2K $1.35M
Feb 07, 2023 Q4 2022
Mtm Investment Management, LLC

Spartanburg, SC
SELL
 -
-20
- 51.28%
$914 - $1.08K
19 $1.27K
Jan 12, 2023 Q4 2022
Tiaa, Fsb

St. Louis, MO
SELL
 -
-25
- 0.46%
$1.14K - $1.35K
5.36K $357K
Feb 15, 2023 Q4 2022
Financial Gravity Asset Management, Inc.

SELL
 -
-40
- 43.48%
$1.83K - $2.15K
52 $3.46K
Feb 14, 2023 Q4 2022
Crestwood Advisors Group LLC

SELL
 -
-41
- 0.59%
$1.87K - $2.21K
6.9K $460K
Feb 13, 2023 Q4 2022
Jfs Wealth Advisors, LLC

SELL
 -
-60
- 1.82%
$2.74K - $3.23K
3.23K $215K
Feb 06, 2023 Q4 2022
Jnba Financial Advisors

SELL
 -
-61
- 8.2%
$2.79K - $3.28K
683 $45.5K
Feb 01, 2023 Q4 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-76
- 1.67%
$3.47K - $4.09K
4.47K $297K
Jan 23, 2023 Q4 2022
Lex Aurum Advisors, LLC

SELL
 -
-96
- 1.14%
$4.39K - $5.16K
8.3K $553K
Jan 24, 2023 Q4 2022
Osborne Partners Capital Management, LLC

SELL
 -
-100
- 0.54%
$4.57K - $5.38K
18.3K $1.22M
Jan 27, 2023 Q4 2022
Raab & Moskowitz Asset Management LLC

Chatham, NJ
SELL
 -
-168
- 0.27%
$7.68K - $9.04K
62K $4.13M
Jan 31, 2023 Q4 2022
Flputnam Investment Management CO

Portland, ME
SELL
 -
-176
- 2.76%
$8.04K - $9.47K
6.19K $412K
Feb 07, 2023 Q4 2022
Nwam LLC

Mercer Island, WA
SELL
 -
-184
- 4.14%
$8.41K - $9.9K
4.26K $284K
Feb 01, 2023 Q4 2022
Bank Of Montreal

Toronto, A6
SELL
 -
-192
- 2.89%
$8.77K - $10.3K
6.46K $430K
Feb 03, 2023 Q4 2022
Retirement Planning CO Of New England, Inc.

Warwick, RI
SELL
 -
-196
- 1.73%
$8.96K - $10.5K
11.1K $740K
Jan 12, 2023 Q4 2022
Strateg Iq Financial Group, LLC

SELL
 -
-229
- 2.68%
$10.5K - $12.3K
8.31K $554K
Jan 24, 2023 Q4 2022
National Bank Of Canada

SELL
 -
-252
- 2.37%
$11.5K - $13.6K
10.4K $690K
Feb 13, 2023 Q4 2022
3 D/L Capital Management, LLC

SELL
 -
-256
- 5.28%
$11.7K - $13.8K
4.59K $306K
Feb 08, 2023 Q4 2022
Seaview Investment Managers LLC

SELL
 -
-258
- 0.64%
$11.8K - $13.9K
40.2K $2.68M

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