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 |
---|---|---|---|---|---|
Jnba Financial Advisors
|
Jul 22, 2024 Q2 2024 |
649
shares
|
$45,767
0.0% of portfolio
|
Q2 2024
Reduced 19.08%
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 08, 2024 Q2 2024 |
631
shares
|
$44,498
0.0% of portfolio
|
Q4 2020
Reduced 38.2%
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
630
shares
|
$44,427
0.0% of portfolio
|
Q2 2023
Added 65.79%
|
|
Keener Financial Planning LLC
Keller, TX |
Jul 26, 2024 Q2 2024 |
600
shares
|
$42,312
0.02% of portfolio
|
Q4 2023
New holding
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2024 Q2 2024 |
593
shares
|
$41,818
0.01% of portfolio
|
Q2 2024
New holding
|
|
Biltmore Family Office, LLC
|
Aug 07, 2024 Q2 2024 |
550
shares
|
$38,786
0.01% of portfolio
|
Q1 2021
Added 37.5%
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 11, 2024 Q2 2024 |
550
shares
|
$38,786
0.0% of portfolio
|
Q1 2023
Reduced 10.71%
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
525
shares
|
$37,023
0.0% of portfolio
|
Q2 2024
New holding
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 08, 2024 Q2 2024 |
507
shares
|
$35,753
0.01% of portfolio
|
Q2 2024
Added 0.2%
|
|
Bogart Wealth, LLC
|
Jul 31, 2024 Q2 2024 |
504
shares
|
$35,542
0.0% of portfolio
|
Q2 2024
Reduced 98.7%
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 14, 2024 Q2 2024 |
500
shares
|
$35,260
0.0% of portfolio
|
Q4 2020
New holding
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 18, 2024 Q2 2024 |
500
shares
|
$35,260
0.0% of portfolio
|
Q1 2024
Reduced 24.92%
|
|
Simplex Trading, LLC
|
Jul 25, 2024 Q2 2024 |
451
shares
|
$31,804
0.0% of portfolio
|
Q2 2024
New holding
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
430
shares
|
$30,323
0.0% of portfolio
|
Q2 2024
Reduced 3.15%
|
|
Iag Wealth Partners, LLC
|
Jul 16, 2024 Q2 2024 |
425
shares
|
$29,971
0.01% of portfolio
|
Q3 2023
Reduced 68.4%
|
|
Breakwater Investment Management
Seattle, WA |
Aug 08, 2024 Q2 2024 |
424
shares
|
$29,900
0.01% of portfolio
|
Q1 2024
New holding
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 15, 2024 Q2 2024 |
421
shares
|
$29,688
0.0% of portfolio
|
Q2 2024
Reduced 38.72%
|
|
Gamma Investing LLC
Foster City, CA |
Jul 02, 2024 Q2 2024 |
407
shares
|
$28,701
0.0% of portfolio
|
Q4 2023
New holding
|
|
Valley National Advisers Inc
|
Jul 18, 2024 Q2 2024 |
406
shares
|
$28,631
0.0% of portfolio
|
Q2 2024
Reduced 7.94%
|
|
Esl Trust Services, LLC
|
Aug 12, 2024 Q2 2024 |
400
shares
|
$28,208
0.01% of portfolio
|
Q1 2024
New holding
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
385
shares
|
$27,150
0.01% of portfolio
|
Q4 2022
New holding
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Aug 06, 2024 Q2 2024 |
385
shares
|
$27,150
0.0% of portfolio
|
Q2 2024
New holding
|
|
Horizons Wealth Management
Asheville, NC |
Jul 22, 2024 Q2 2024 |
384
shares
|
$27,079
0.02% of portfolio
|
Q2 2022
New holding
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Aug 12, 2024 Q2 2024 |
377
shares
|
$26,586
0.01% of portfolio
|
Q2 2024
New holding
|
|
Piscataqua Savings Bank
|
Jul 12, 2024 Q2 2024 |
350
shares
|
$24,682
0.02% of portfolio
|
Q1 2023
New holding
|