Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (PHO)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PHO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2026
Q4 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
19.8K+ 84.99% |
$1.41M - $1.48M
|
43.1K
$3.08M
|
|
|
Jan 29, 2026
Q4 2025
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-590- 0.52% |
$41.9K - $44K
|
112K
$8.02M
|
|
|
Jan 29, 2026
Q4 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-244- 5.05% |
$17.3K - $18.2K
|
4.59K
$328K
|
|
|
Jan 29, 2026
Q4 2025
|
Ubs Group Ag
|
SELL
|
- |
-50.4K- 11.36% |
$3.58M - $3.76M
|
393K
$28.1M
|
|
|
Jan 29, 2026
Q4 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
8.65KNew |
$615K - $646K
|
8.65K
$619K
|
|
|
Jan 29, 2026
Q4 2025
|
Comerica Bank
|
SELL
|
- |
-4.29K- 25.84% |
$305K - $320K
|
12.3K
$880K
|
|
|
Jan 28, 2026
Q4 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.6K- 35.52% |
$114K - $119K
|
2.9K
$208K
|
|
|
Jan 28, 2026
Q4 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
1.52K+ 4.93% |
$108K - $113K
|
32.3K
$2.31M
|
|
|
Jan 28, 2026
Q4 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
2.33K+ 8.35% |
$166K - $174K
|
30.2K
$2.16M
|
|
|
Jan 28, 2026
Q4 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-34- 0.36% |
$2.42K - $2.54K
|
9.41K
$673K
|
|
|
Jan 28, 2026
Q4 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3+ 0.01% |
$213 - $224
|
32K
$2.29M
|
|
|
Jan 28, 2026
Q4 2025
|
Mcia Inc
|
BUY
|
- |
275+ 4.09% |
$19.6K - $20.5K
|
7K
$501K
|
|
|
Jan 28, 2026
Q4 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
6.01K+ 35.35% |
$428K - $449K
|
23K
$1.65M
|
|
|
Jan 27, 2026
Q4 2025
|
Wealth Enhancement Trust Services, Inc.
Sioux Falls, SD |
BUY
|
- |
3.22KNew |
$229K - $240K
|
3.22K
$230K
|
|
|
Jan 27, 2026
Q4 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-107- 3.03% |
$7.61K - $7.98K
|
3.43K
$245K
|
|
|
Jan 27, 2026
Q4 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.82KNew |
$271K - $285K
|
3.82K
$273K
|
|
|
Jan 27, 2026
Q4 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-1.6K- 12.27% |
$114K - $120K
|
11.5K
$820K
|
|
|
Jan 27, 2026
Q4 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
643+ 16.45% |
$45.7K - $48K
|
4.55K
$325K
|
|
|
Jan 27, 2026
Q4 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-841- 4.94% |
$59.8K - $62.7K
|
16.2K
$1.16M
|
|
|
Jan 27, 2026
Q4 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-850- 9.97% |
$60.4K - $63.4K
|
7.67K
$549K
|
|
|
Jan 27, 2026
Q4 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
3.82KNew |
$271K - $285K
|
3.82K
$273K
|
|
|
Jan 26, 2026
Q4 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-211- 1.04% |
$15K - $15.7K
|
20K
$1.43M
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
6.67K+ 5.0% |
$474K - $498K
|
140K
$10M
|
|
|
Jan 26, 2026
Q4 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-584- 12.69% |
$41.5K - $43.6K
|
4.02K
$287K
|
|
|
Jan 26, 2026
Q4 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
280+ 3.44% |
$19.9K - $20.9K
|
8.42K
$602K
|
|
|
Jan 23, 2026
Q4 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.54K+ 14.83% |
$110K - $115K
|
11.9K
$853K
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
317+ 3.27% |
$22.5K - $23.7K
|
10K
$717K
|
|
|
Jan 23, 2026
Q4 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
3.87KNew |
$275K - $289K
|
3.87K
$277K
|
|
|
Jan 23, 2026
Q4 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-425- 0.25% |
$30.2K - $31.7K
|
167K
$11.9M
|
|
|
Jan 23, 2026
Q4 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-25- 0.71% |
$1.78K - $1.87K
|
3.5K
$250K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
19+ 3.23% |
$1.35K - $1.42K
|
608
$43.5K
|
|
|
Jan 23, 2026
Q4 2025
|
Tfc Financial Management
|
SELL
|
- |
-248- 12.29% |
$17.6K - $18.5K
|
1.77K
$127K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
702+ 38.49% |
$49.9K - $52.4K
|
2.53K
$181K
|
|
|
Jan 22, 2026
Q4 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-102- 1.78% |
$7.25K - $7.61K
|
5.62K
$402K
|
|
|
Jan 22, 2026
Q4 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
647+ 5.4% |
$46K - $48.3K
|
12.6K
$903K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
3.43KNew |
$244K - $256K
|
3.43K
$245K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
296+ 3.6% |
$21K - $22.1K
|
8.53K
$610K
|
|
|
Jan 21, 2026
Q4 2025
|
First United Bank & Trust
|
SELL
|
- |
-50- 1.92% |
$3.55K - $3.73K
|
2.55K
$182K
|
|
|
Jan 21, 2026
Q4 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 0.1% |
$71.1 - $74.6
|
1.03K
$73.9K
|
|
|
Jan 21, 2026
Q4 2025
|
Ledyard National Bank
|
SELL
|
- |
-179- 3.57% |
$12.7K - $13.4K
|
4.83K
$345K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.06% |
$71.1 - $74.6
|
1.75K
$125K
|
|
|
Jan 21, 2026
Q4 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
1+ 0.12% |
$71.1 - $74.6
|
812
$58.1K
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
3.26KNew |
$232K - $244K
|
3.26K
$233K
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-730- 2.64% |
$51.9K - $54.5K
|
26.9K
$1.93M
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-100- 5.56% |
$7.11K - $7.46K
|
1.7K
$122K
|
|
|
Jan 20, 2026
Q4 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.12% |
$71.1 - $74.6
|
819
$58.6K
|
|
|
Jan 20, 2026
Q4 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-699- 14.94% |
$49.7K - $52.2K
|
3.98K
$285K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
201+ 3.59% |
$14.3K - $15K
|
5.8K
$414K
|
|
|
Jan 20, 2026
Q4 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-47- 0.08% |
$3.34K - $3.51K
|
59K
$4.22M
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
4.63K+ 20.81% |
$329K - $345K
|
26.9K
$1.92M
|
|