Purchases and Sales Made in Q4 2023 in Invesco Exchange Traded Fd Tr (PHO)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PHO) during Q4 2023. 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 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-83- 6.97% |
$4.13K - $5.09K
|
1.11K
$73.9K
|
|
|
Jan 08, 2024
Q4 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-100- 0.37% |
$4.98K - $6.13K
|
26.9K
$1.79M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-100- 9.26% |
$4.98K - $6.13K
|
980
$65.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-100- 1.12% |
$4.98K - $6.13K
|
8.82K
$588K
|
|
|
Jan 23, 2024
Q4 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-106- 0.65% |
$5.28K - $6.5K
|
16.3K
$1.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-126- 20.93% |
$6.27K - $7.72K
|
476
$31.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-142- 2.7% |
$7.07K - $8.7K
|
5.11K
$341K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-143- 0.1% |
$7.12K - $8.76K
|
136K
$9.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-178- 2.75% |
$8.86K - $10.9K
|
6.28K
$419K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-190- 0.47% |
$9.46K - $11.6K
|
40.6K
$2.71M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-195- 4.84% |
$9.71K - $11.9K
|
3.84K
$256K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-199- 2.53% |
$9.9K - $12.2K
|
7.68K
$512K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-199- 0.73% |
$9.9K - $12.2K
|
27.2K
$1.82M
|
|
|
Jan 10, 2024
Q4 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-200- 4.15% |
$9.95K - $12.3K
|
4.62K
$308K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-204- 8.76% |
$10.2K - $12.5K
|
2.13K
$142K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-219- 6.25% |
$10.9K - $13.4K
|
3.29K
$219K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-224- 2.16% |
$11.1K - $13.7K
|
10.1K
$675K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-228- 5.19% |
$11.3K - $14K
|
4.16K
$278K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-230- 4.07% |
$11.4K - $14.1K
|
5.43K
$362K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-243- 3.45% |
$12.1K - $14.9K
|
6.81K
$454K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-265- 3.84% |
$13.2K - $16.2K
|
6.64K
$443K
|
|
|
Feb 05, 2024
Q4 2023
|
Ledyard National Bank
|
SELL
|
- |
-265- 1.52% |
$13.2K - $16.2K
|
17.1K
$1.14M
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-292- 1.9% |
$14.5K - $17.9K
|
15.1K
$1.01M
|
|
|
Jan 29, 2024
Q4 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-298- 4.83% |
$14.8K - $18.3K
|
5.87K
$391K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-298- 1.8% |
$14.8K - $18.3K
|
16.3K
$1.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-307- 12.39% |
$15.3K - $18.8K
|
2.17K
$145K
|
|
|
Feb 01, 2024
Q4 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-330- 1.6% |
$16.4K - $20.2K
|
20.2K
$1.35M
|
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-339- 1.06% |
$16.9K - $20.8K
|
31.5K
$2.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-357- 7.27% |
$17.8K - $21.9K
|
4.55K
$304K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-358- 5.82% |
$17.8K - $21.9K
|
5.8K
$387K
|
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-361- 0.59% |
$18K - $22.1K
|
60.6K
$4.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-370- 9.82% |
$18.4K - $22.7K
|
3.4K
$227K
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-379- 1.56% |
$18.9K - $23.2K
|
23.8K
$1.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-399- 1.66% |
$19.9K - $24.5K
|
23.7K
$1.58M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-414- 0.45% |
$20.6K - $25.4K
|
91.5K
$6.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-415- 0.47% |
$20.7K - $25.4K
|
88.1K
$5.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-440- 1.93% |
$21.9K - $27K
|
22.4K
$1.49M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-448- 0.9% |
$22.3K - $27.5K
|
49.4K
$3.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-454- 0.79% |
$22.6K - $27.8K
|
57.3K
$3.82M
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-470- 10.04% |
$23.4K - $28.8K
|
4.21K
$281K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-482- 6.33% |
$24K - $29.5K
|
7.13K
$476K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-499- 3.08% |
$24.8K - $30.6K
|
15.7K
$1.05M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-500- 7.87% |
$24.9K - $30.6K
|
5.85K
$390K
|
|
|
Jan 16, 2024
Q4 2023
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-530- 4.31% |
$26.4K - $32.5K
|
11.8K
$785K
|
|
|
Jan 22, 2024
Q4 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-581- 5.85% |
$28.9K - $35.6K
|
9.34K
$623K
|
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-592- 8.13% |
$29.5K - $36.3K
|
6.69K
$446K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-664- 2.73% |
$33K - $40.7K
|
23.7K
$1.58M
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-707- 2.08% |
$35.2K - $43.3K
|
33.3K
$2.22M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-725- 19.24% |
$36.1K - $44.4K
|
3.04K
$203K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-727- 7.14% |
$36.2K - $44.6K
|
9.46K
$631K
|