Institutional Ownership Invesco Exchange Traded Fd Tr (PHO)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PHO). We have compiled data on the 398 institutions that hold shares in the stock, with a total of 12.2 Million shares, which have been reported (via 13F filing form) to have a value of $858 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Kcm Investment Advisors LLC
Greenbrae, CA |
Jul 29, 2024 Q2 2024 |
3,708
shares
|
$261,488
0.01% of portfolio
|
Q4 2023
New holding
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 01, 2024 Q2 2024 |
3,670
shares
|
$258,808
0.02% of portfolio
|
Q2 2024
Added 0.03%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,618
shares
|
$255,141
0.01% of portfolio
|
Q2 2020
Reduced 22.09%
|
|
Renaissance Investment Group LLC
|
Jul 10, 2024 Q2 2024 |
3,615
shares
|
$254,929
0.05% of portfolio
|
Q2 2024
Reduced 10.63%
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jul 22, 2024 Q2 2024 |
3,600
shares
|
$253,872
0.01% of portfolio
|
Q4 2023
New holding
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 29, 2024 Q2 2024 |
3,559
shares
|
$250,980
0.01% of portfolio
|
Q2 2024
Reduced 3.18%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
3,538
shares
|
$249,499
0.0% of portfolio
|
Q3 2023
Added 0.43%
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Aug 12, 2024 Q2 2024 |
3,530
shares
|
$248,935
0.12% of portfolio
|
Q4 2023
New holding
|
|
Pinnacle Wealth Management Group, Inc.
|
Jul 24, 2024 Q2 2024 |
3,525
shares
|
$248,583
0.17% of portfolio
|
Q4 2023
New holding
|
|
Klingenstein Fields & CO LP
|
Aug 01, 2024 Q2 2024 |
3,500
shares
|
$246,820
0.01% of portfolio
|
Q4 2023
New holding
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
3,428
shares
|
$241,742
0.01% of portfolio
|
Q4 2023
New holding
|
|
Transform Wealth, LLC
|
Jul 15, 2024 Q2 2024 |
3,422
shares
|
$241,319
0.02% of portfolio
|
Q2 2024
Added 0.06%
|
|
Sterling Investment Management, LLC
|
Jul 26, 2024 Q2 2024 |
3,406
shares
|
$240,191
0.18% of portfolio
|
Q4 2023
New holding
|
|
Jacobi Capital Management LLC
|
Aug 09, 2024 Q2 2024 |
3,402
shares
|
$239,909
0.02% of portfolio
|
Q2 2024
Added 0.06%
|
|
Keybank National Association
|
Jul 31, 2024 Q2 2024 |
3,393
shares
|
$239,274
0.0% of portfolio
|
Q1 2024
New holding
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
3,392
shares
|
$239,203
0.01% of portfolio
|
Q2 2024
Reduced 4.23%
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 07, 2024 Q2 2024 |
3,388
shares
|
$238,921
0.0% of portfolio
|
Q2 2024
New holding
|
|
Prospera Financial Services Inc
|
Aug 13, 2024 Q2 2024 |
3,385
shares
|
$238,710
0.01% of portfolio
|
Q1 2024
Reduced 3.25%
|
|
Etfidea, LLC
Syracuse, NY |
Aug 12, 2024 Q2 2024 |
3,294
shares
|
$232,292
0.07% of portfolio
|
Q2 2024
New holding
|
|
Kovack Advisors, Inc.
|
Aug 02, 2024 Q2 2024 |
3,271
shares
|
$230,670
0.02% of portfolio
|
Q1 2024
New holding
|
|
Autumn Glory Partners, LLC
|
Aug 01, 2024 Q2 2024 |
3,253
shares
|
$229,401
0.11% of portfolio
|
Q1 2024
New holding
|
|
O'Brien Greene & Co. Inc
Media, PA |
Aug 12, 2024 Q2 2024 |
3,200
shares
|
$225,664
0.07% of portfolio
|
Q1 2024
New holding
|
|
Aries Wealth Management
|
Jul 25, 2024 Q2 2024 |
3,200
shares
|
$225,664
0.07% of portfolio
|
Q1 2024
New holding
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Aug 01, 2024 Q2 2024 |
3,170
shares
|
$223,548
0.16% of portfolio
|
Q2 2024
New holding
|
|
Leavell Investment Management, Inc.
|
Jul 17, 2024 Q2 2024 |
3,130
shares
|
$220,727
0.01% of portfolio
|
Q1 2024
New holding
|