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 420 institutions that hold shares in the stock, with a total of 12.5 Million shares, which have been reported (via 13F filing form) to have a value of $882 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
593
shares
|
$42,174
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
560
shares
|
$39,827
0.03% of portfolio
|
Q3 2024
Reduced 47.02%
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
553
shares
|
$39,329
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
550
shares
|
$39,116
0.01% of portfolio
|
Q1 2021
Added 37.5%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
550
shares
|
$39,116
0.0% of portfolio
|
Q1 2023
Reduced 10.71%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
507
shares
|
$36,057
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
507
shares
|
$36,057
0.01% of portfolio
|
Q2 2024
Added 0.2%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
500
shares
|
$35,560
0.0% of portfolio
|
Q1 2024
Reduced 24.92%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
500
shares
|
$35,560
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
430
shares
|
$30,581
0.0% of portfolio
|
Q2 2024
Reduced 3.15%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
425
shares
|
$30,226
0.01% of portfolio
|
Q3 2023
Reduced 68.4%
|
|
|
Breakwater Investment Management
Seattle, WA |
Nov 05, 2024 Q3 2024 |
424
shares
|
$30,154
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
407
shares
|
$28,945
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Esl Trust Services, LLC
|
Nov 01, 2024 Q3 2024 |
400
shares
|
$28,448
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
385
shares
|
$27,381
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 08, 2024 Q3 2024 |
384
shares
|
$27,310
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
377
shares
|
$26,812
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Piscataqua Savings Bank
|
Oct 15, 2024 Q3 2024 |
350
shares
|
$24,892
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
336
shares
|
$23,896
0.0% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
325
shares
|
$23,114
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
323
shares
|
$22,971
0.0% of portfolio
|
Q3 2024
Reduced 23.28%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
306
shares
|
$21,762
0.01% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
300
shares
|
$21,336
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
300
shares
|
$21,336
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
300
shares
|
$21,336
0.0% of portfolio
|
Q1 2023
Reduced 9.09%
|