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 |
---|---|---|---|---|---|
First United Bank & Trust
|
Aug 12, 2024 Q2 2024 |
3,125
shares
|
$220,375
0.08% of portfolio
|
Q2 2024
Reduced 0.41%
|
|
Wealth Shield Partners, LLC
Cary, NC |
Jul 26, 2024 Q2 2024 |
3,044
shares
|
$214,662
0.03% of portfolio
|
Q4 2023
Reduced 19.24%
|
|
Millburn Ridgefield Corp
|
Aug 14, 2024 Q2 2024 |
2,843
shares
|
$200,488
0.0% of portfolio
|
Q2 2024
Added 265.89%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
2,828
shares
|
$199,430
0.01% of portfolio
|
Q2 2024
Reduced 17.26%
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
2,820
shares
|
$198,866
0.01% of portfolio
|
Q4 2020
New holding
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
2,700
shares
|
$190,404
0.0% of portfolio
|
Q1 2022
New holding
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 12, 2024 Q2 2024 |
2,700
shares
|
$190,404
0.0% of portfolio
|
Q2 2018
New holding
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 10, 2024 Q2 2024 |
2,641
shares
|
$186,243
0.02% of portfolio
|
Q2 2024
Reduced 13.15%
|
|
Fsa Wealth Management LLC
Needham, MA |
May 16, 2024 Q1 2024 |
2,603
shares
|
$183,563
0.08% of portfolio
|
Q1 2024
Reduced 4.02%
|
|
Fifth Third Bancorp
|
Jul 22, 2024 Q2 2024 |
2,600
shares
|
$183,352
0.0% of portfolio
|
Q1 2024
Added 22.35%
|
|
Live Oak Investment Partners
Austin, TX |
Jul 16, 2024 Q2 2024 |
2,284
shares
|
$161,067
0.13% of portfolio
|
Q3 2023
Added 226.29%
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 08, 2024 Q2 2024 |
2,185
shares
|
$154,086
0.01% of portfolio
|
Q2 2023
New holding
|
|
Bangor Savings Bank
Bangor, ME |
Jul 15, 2024 Q2 2024 |
2,128
shares
|
$150,066
0.01% of portfolio
|
Q3 2022
Added 303.03%
|
|
Westside Investment Management, Inc.
|
Jul 17, 2024 Q2 2024 |
2,121
shares
|
$149,572
0.03% of portfolio
|
Q2 2024
Added 0.05%
|
|
First Horizon Advisors, Inc.
|
Jul 19, 2024 Q2 2024 |
2,113
shares
|
$149,008
0.0% of portfolio
|
Q2 2023
Reduced 8.61%
|
|
Aptus Capital Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
2,095
shares
|
$147,739
0.0% of portfolio
|
Q2 2024
Reduced 3.46%
|
|
Trust CO Of Vermont
|
Jul 09, 2024 Q2 2024 |
2,000
shares
|
$141,040
0.01% of portfolio
|
Q4 2022
New holding
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 06, 2024 Q2 2024 |
1,991
shares
|
$140,405
0.01% of portfolio
|
Q2 2024
Added 38.17%
|
|
Advisor Net Financial, Inc
|
Jul 16, 2024 Q2 2024 |
1,800
shares
|
$126,936
0.01% of portfolio
|
Q4 2023
Added 59900.0%
|
|
Capital Investment Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
1,743
shares
|
$122,916
0.01% of portfolio
|
Q2 2024
Reduced 10.8%
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2024 Q2 2024 |
1,703
shares
|
$120,095
0.01% of portfolio
|
Q4 2023
New holding
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
1,692
shares
|
$119,319
0.26% of portfolio
|
Q2 2022
New holding
|
|
Spence Asset Management
|
Jul 10, 2024 Q2 2024 |
1,641
shares
|
$115,723
0.36% of portfolio
|
Q2 2024
Reduced 91.61%
|
|
Whittier Trust CO
|
Jul 26, 2024 Q2 2024 |
1,616
shares
|
$113,960
0.0% of portfolio
|
Q2 2024
Added 47.31%
|
|
Northwest Financial Advisors
Herndon, VA |
Aug 12, 2024 Q2 2024 |
1,438
shares
|
$101,407
0.06% of portfolio
|
Q2 2024
Added 0.07%
|