Latest Institutional Purchases of Invesco Exchange Traded Fd Tr (PHO)
This list provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PHO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
75+ 1.74% |
$4.78K - $5.16K
|
4.39K
$314K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
2+ 0.04% |
$128 - $138
|
4.91K
$351K
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
1+ 0.4% |
$63.8 - $68.8
|
254
$18.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1+ 1.0% |
$63.8 - $68.8
|
101
$7.22K
|
|
| Q4 2024 | |||||||
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
112KNew |
$7.37M - $8.08M
|
112K
$8.01M
|
|
|
Aug 15, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
40.7KNew |
$2.68M - $2.94M
|
40.7K
$2.91M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
26.3KNew |
$1.73M - $1.9M
|
26.3K
$1.88M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
25.1KNew |
$1.65M - $1.81M
|
25.1K
$1.79M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
10.7KNew |
$705K - $773K
|
10.7K
$766K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
9.71KNew |
$639K - $700K
|
9.71K
$694K
|
|
|
Feb 14, 2025
Q4 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
4.94KNew |
$325K - $356K
|
4.94K
$353K
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
3.85KNew |
$253K - $278K
|
3.85K
$275K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
3.3KNew |
$217K - $238K
|
3.3K
$236K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.91KNew |
$126K - $138K
|
1.91K
$136K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
1.6KNew |
$105K - $116K
|
1.6K
$115K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
966New |
$63.6K - $69.7K
|
966
$69.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
869+ 28.89% |
$57.2K - $62.7K
|
3.88K
$277K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
832+ 22.2% |
$54.7K - $60K
|
4.58K
$327K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
808+ 25.32% |
$53.2K - $58.3K
|
4K
$286K
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
756New |
$49.7K - $54.5K
|
756
$54.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
732New |
$48.2K - $52.8K
|
732
$52.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
680New |
$44.7K - $49.1K
|
680
$48.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
565New |
$37.2K - $40.8K
|
565
$40.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
500New |
$32.9K - $36.1K
|
500
$35.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
387New |
$25.5K - $27.9K
|
387
$27.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
253New |
$16.6K - $18.3K
|
253
$18.1K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
229New |
$15.1K - $16.5K
|
229
$16.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
111New |
$7.3K - $8.01K
|
111
$7.94K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
107New |
$7.04K - $7.72K
|
107
$7.65K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
100New |
$6.58K - $7.21K
|
100
$7.15K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
70New |
$4.61K - $5.05K
|
70
$5.01K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
63+ 11.25% |
$4.14K - $4.54K
|
623
$44.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
50New |
$3.29K - $3.61K
|
50
$3.58K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
13+ 260.0% |
$855 - $938
|
18
$1.29K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
10New |
$658 - $721
|
10
$715
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1+ 0.1% |
$65.8 - $72.1
|
1K
$71.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1+ 0.02% |
$65.8 - $72.1
|
4.15K
$296K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.38% |
$65.8 - $72.1
|
264
$18.9K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
186K+ 159.45% |
$11.9M - $13.1M
|
302K
$21.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
29.7K+ 18.44% |
$1.89M - $2.09M
|
190K
$13.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Spence Asset Management
|
BUY
|
- |
21.5K+ 1307.8% |
$1.37M - $1.51M
|
23.1K
$1.65M
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
BUY
|
- |
9KNew |
$574K - $635K
|
9K
$644K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
6.38KNew |
$407K - $450K
|
6.38K
$456K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.07K+ 40.88% |
$260K - $287K
|
14K
$1M
|
|
|
Nov 08, 2024
Q3 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
3.48KNew |
$222K - $245K
|
3.48K
$249K
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
3.31KNew |
$211K - $234K
|
3.31K
$237K
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
2.97KNew |
$189K - $209K
|
2.97K
$212K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
2.9KNew |
$185K - $204K
|
2.9K
$207K
|
|
|
Nov 12, 2024
Q3 2024
|
Kepos Capital LP
New York, NY |
BUY
|
- |
1.68K+ 26.82% |
$107K - $119K
|
7.96K
$569K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.17K+ 31.25% |
$74.7K - $82.5K
|
4.91K
$351K
|
|