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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.87K+ 3.73% |
$458K - $550K
|
219K
$15.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-572- 2.68% |
$33.3K - $40K
|
20.8K
$1.48M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.06% |
$58.1 - $69.9
|
1.75K
$125K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.26K+ 5.33% |
$190K - $228K
|
64.4K
$4.6M
|
|
|
Aug 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.37% |
$58.1 - $69.9
|
273
$19.5K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-399- 2.55% |
$23.2K - $27.9K
|
15.3K
$1.09M
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-30- 0.45% |
$1.74K - $2.1K
|
6.63K
$474K
|
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
179+ 2.58% |
$10.4K - $12.5K
|
7.11K
$508K
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-50- 0.08% |
$2.91K - $3.5K
|
61.1K
$4.37M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
2.96KNew |
$172K - $207K
|
2.96K
$212K
|
|
|
Aug 07, 2025
Q2 2025
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-3.73K- 6.15% |
$217K - $261K
|
57K
$4.07M
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-299- 9.28% |
$17.4K - $20.9K
|
2.92K
$209K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
120+ 2.02% |
$6.98K - $8.39K
|
6.08K
$434K
|
|
|
Aug 07, 2025
Q2 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
6+ 0.08% |
$349 - $420
|
7.95K
$568K
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
3.72KNew |
$216K - $260K
|
3.72K
$266K
|
|
|
Aug 07, 2025
Q2 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
45+ 0.27% |
$2.62K - $3.15K
|
16.6K
$1.18M
|
|
|
Aug 07, 2025
Q2 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
2.05K+ 44.7% |
$119K - $144K
|
6.65K
$475K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2+ 0.05% |
$116 - $140
|
4.27K
$306K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
6.32KNew |
$368K - $442K
|
6.32K
$452K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-208K- 50.5% |
$12.1M - $14.5M
|
204K
$14.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
70+ 28.23% |
$4.07K - $4.89K
|
318
$22.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-1.01K- 23.67% |
$58.6K - $70.5K
|
3.25K
$232K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-333- 4.94% |
$19.4K - $23.3K
|
6.4K
$458K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
3KNew |
$174K - $210K
|
3K
$214K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-332- 6.46% |
$19.3K - $23.2K
|
4.81K
$344K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
559+ 5081.82% |
$32.5K - $39.1K
|
570
$40.7K
|
|
|
Aug 05, 2025
Q2 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-255- 1.44% |
$14.8K - $17.8K
|
17.5K
$1.25M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
553+ 13.94% |
$32.1K - $38.7K
|
4.52K
$323K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
132New |
$7.67K - $9.23K
|
132
$9.44K
|
|
|
Aug 05, 2025
Q2 2025
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-597- 2.16% |
$34.7K - $41.7K
|
27K
$1.93M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-183- 2.58% |
$10.6K - $12.8K
|
6.91K
$494K
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
72+ 0.78% |
$4.19K - $5.03K
|
9.25K
$661K
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
2.99K+ 62.72% |
$174K - $209K
|
7.77K
$555K
|
|
|
Aug 05, 2025
Q2 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-4.38K- 39.07% |
$255K - $306K
|
6.83K
$488K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-225- 4.07% |
$13.1K - $15.7K
|
5.31K
$380K
|
|
|
Aug 05, 2025
Q2 2025
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-4.24K- 26.96% |
$246K - $296K
|
11.5K
$820K
|
|
|
Aug 05, 2025
Q2 2025
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-798- 0.7% |
$46.4K - $55.8K
|
113K
$8.09M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-89- 1.08% |
$5.17K - $6.22K
|
8.18K
$585K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
9.35KNew |
$544K - $654K
|
9.35K
$668K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-669- 4.16% |
$38.9K - $46.8K
|
15.4K
$1.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
779New |
$45.3K - $54.5K
|
779
$55.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
21+ 5.47% |
$1.22K - $1.47K
|
405
$29K
|
|
|
Aug 04, 2025
Q2 2025
|
Ledyard National Bank
|
SELL
|
- |
-1.63K- 10.76% |
$94.5K - $114K
|
13.5K
$964K
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
4+ 0.05% |
$233 - $280
|
7.49K
$535K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.94KNew |
$229K - $275K
|
3.94K
$282K
|
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-6K- 9.7% |
$349K - $420K
|
55.9K
$4M
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.28% |
$58.1 - $69.9
|
353
$25.2K
|
|
|
Aug 01, 2025
Q2 2025
|
Banco Santander, S.A.
|
SELL
|
- |
-350- 5.26% |
$20.3K - $24.5K
|
6.3K
$450K
|
|
|
Aug 01, 2025
Q2 2025
|
Belvedere Trading LLC
|
BUY
|
- |
71New |
$4.13K - $4.96K
|
71
$5.08K
|
|
|
Aug 01, 2025
Q2 2025
|
Belvedere Trading LLC
|
BUY
|
PUT |
3.1KNew |
$180K - $217K
|
3.1K
$222K
|