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 |
|---|---|---|---|---|---|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
164
shares
|
$11,663
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
150
shares
|
$10,668
0.01% of portfolio
|
Q2 2024
Reduced 40.24%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
150
shares
|
$10,668
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
145
shares
|
$10,312
0.0% of portfolio
|
Q1 2024
Added 47.96%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 01, 2024 Q3 2024 |
143
shares
|
$10,170
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
137
shares
|
$9,743
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
137
shares
|
$9,743
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
120
shares
|
$8,534
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
118
shares
|
$8,392
0.0% of portfolio
|
Q3 2024
Reduced 70.94%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
115
shares
|
$8,178
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
115
shares
|
$8,178
0.0% of portfolio
|
Q4 2023
Added 27.78%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
107
shares
|
$7,609
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
107
shares
|
$7,609
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
104
shares
|
$7,396
0.0% of portfolio
|
Q2 2024
Added 173.68%
|
|
|
Western Pacific Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
100
shares
|
$7,112
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
100
shares
|
$7,112
0.01% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
86
shares
|
$6,116
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
83
shares
|
$5,902
0.0% of portfolio
|
Q2 2022
Added 151.52%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
82
shares
|
$5,831
0.0% of portfolio
|
Q3 2023
Added 1.23%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
81
shares
|
$5,760
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
70
shares
|
$4,978
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
70
shares
|
$4,978
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
56
shares
|
$3,982
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
52
shares
|
$3,698
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
41
shares
|
$2,915
0.0% of portfolio
|
Q3 2024
New holding
|