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 |
---|---|---|---|---|---|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
175
shares
|
$12,341
0.0% of portfolio
|
Q1 2023
New holding
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Jul 22, 2024 Q2 2024 |
168
shares
|
$11,847
0.0% of portfolio
|
Q2 2024
New holding
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
164
shares
|
$11,565
0.01% of portfolio
|
Q4 2022
New holding
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
150
shares
|
$10,578
0.01% of portfolio
|
Q2 2024
Reduced 40.24%
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
150
shares
|
$10,578
0.0% of portfolio
|
Q2 2022
New holding
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
145
shares
|
$10,225
0.0% of portfolio
|
Q1 2024
Added 47.96%
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 02, 2024 Q2 2024 |
143
shares
|
$10,084
0.0% of portfolio
|
Q2 2023
New holding
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
137
shares
|
$9,661
0.0% of portfolio
|
Q4 2019
New holding
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 12, 2024 Q2 2024 |
137
shares
|
$9,661
0.0% of portfolio
|
Q4 2022
New holding
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jul 26, 2024 Q2 2024 |
129
shares
|
$9,097
0.05% of portfolio
|
Q2 2024
Reduced 88.29%
|
|
Hanson & Doremus Investment Management
|
Aug 08, 2024 Q2 2024 |
120
shares
|
$8,462
0.0% of portfolio
|
Q1 2024
New holding
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 22, 2024 Q2 2024 |
115
shares
|
$8,109
0.0% of portfolio
|
Q4 2023
Added 27.78%
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 14, 2024 Q2 2024 |
115
shares
|
$8,109
0.0% of portfolio
|
Q4 2022
New holding
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
107
shares
|
$7,545
0.0% of portfolio
|
Q4 2020
New holding
|
|
Evermay Wealth Management LLC
Arlington, VA |
Aug 01, 2024 Q2 2024 |
107
shares
|
$7,545
0.0% of portfolio
|
Q2 2024
New holding
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2024 Q2 2024 |
104
shares
|
$7,334
0.0% of portfolio
|
Q2 2024
Added 173.68%
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 08, 2024 Q2 2024 |
101
shares
|
$7,122
0.0% of portfolio
|
Q4 2023
Reduced 88.28%
|
|
Western Pacific Wealth Management, LP
|
Aug 14, 2024 Q2 2024 |
100
shares
|
$7,052
0.0% of portfolio
|
Q4 2022
New holding
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2024 Q2 2024 |
100
shares
|
$7,052
0.01% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
Kelly Financial Services LLC
Braintree, MA |
Aug 12, 2024 Q2 2024 |
92
shares
|
$6,487
0.0% of portfolio
|
Q1 2023
New holding
|
|
Farmers & Merchants Investments Inc
|
Aug 05, 2024 Q2 2024 |
86
shares
|
$6,064
0.0% of portfolio
|
Q4 2021
New holding
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 29, 2024 Q2 2024 |
83
shares
|
$5,853
0.0% of portfolio
|
Q2 2022
Added 151.52%
|
|
Eagle Bay Advisors LLC
New York, NY |
Jul 26, 2024 Q2 2024 |
82
shares
|
$5,782
0.0% of portfolio
|
Q3 2023
Added 1.23%
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Jul 31, 2024 Q2 2024 |
81
shares
|
$5,712
0.0% of portfolio
|
Q1 2024
New holding
|
|
Baldwin Brothers LLC
|
Jul 12, 2024 Q2 2024 |
70
shares
|
$4,936
0.0% of portfolio
|
Q4 2022
New holding
|