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 $875 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
41
shares
|
$2,836
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
35
shares
|
$2,421
0.0% of portfolio
|
Q4 2022
Added 150.0%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
33
shares
|
$2,282
0.0% of portfolio
|
Q1 2023
Reduced 73.6%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
23
shares
|
$1,591
0.0% of portfolio
|
Q3 2024
Reduced 4.17%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
18
shares
|
$1,245
0.0% of portfolio
|
Q1 2024
Reduced 98.6%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
14
shares
|
$968
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
13
shares
|
$899
0.0% of portfolio
|
Q3 2024
Reduced 97.12%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
9
shares
|
$622
0.0% of portfolio
|
Q1 2023
Reduced 99.5%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
8
shares
|
$553
0.0% of portfolio
|
Q1 2023
Reduced 98.13%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 02, 2024 Q3 2024 |
7
shares
|
$484
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
5
shares
|
$345
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 22, 2024 Q3 2024 |
5
shares
|
$345
0.0% of portfolio
|
Q1 2024
Reduced 44.44%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
1
shares
|
$69
0.0% of portfolio
|
Q4 2023
Reduced 97.96%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
1
shares
|
$69
0.0% of portfolio
|
Q4 2022
Reduced 99.7%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
1
shares
|
$69
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|