Purchases and Sales Made in Q1 2022 in Invesco Exchange Traded Fd Tr (PHO)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PHO) during Q1 2022. The information is specifically focused on institutions that hold shares of INVESCO EXCHANGE-TRADED FD TR .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
862+ 2.28% |
$42.8K - $51.6K
|
38.7K
$2.58M
|
|
May 16, 2022
Q1 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
804+ 6.52% |
$39.9K - $48.1K
|
13.1K
$875K
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
738New |
$36.6K - $44.1K
|
738
$49.2K
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
719+ 9.5% |
$35.7K - $43K
|
8.28K
$552K
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
685+ 2.17% |
$34K - $41K
|
32.3K
$2.15M
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
647+ 22.33% |
$32.1K - $38.7K
|
3.55K
$236K
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
632+ 8.62% |
$31.3K - $37.8K
|
7.96K
$530K
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
574New |
$28.5K - $34.3K
|
574
$38.2K
|
|
Apr 25, 2022
Q1 2022
|
Ledyard National Bank
|
BUY
|
- |
560+ 2.29% |
$27.8K - $33.5K
|
25K
$1.67M
|
|
May 16, 2022
Q1 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
554+ 0.93% |
$27.5K - $33.1K
|
60.3K
$4.02M
|
|
Apr 21, 2022
Q1 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
547+ 6.72% |
$27.1K - $32.7K
|
8.69K
$579K
|
|
Apr 24, 2024
Q1 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
525+ 7.94% |
$26K - $31.4K
|
7.14K
$475K
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
521+ 7.52% |
$25.8K - $31.2K
|
7.45K
$496K
|
|
May 10, 2022
Q1 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
500+ 33.33% |
$24.8K - $29.9K
|
2K
$133K
|
|
May 02, 2022
Q1 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
485+ 4.53% |
$24.1K - $29K
|
11.2K
$746K
|
|
May 12, 2022
Q1 2022
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
423+ 9.49% |
$21K - $25.3K
|
4.88K
$325K
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
397+ 0.94% |
$19.7K - $23.7K
|
42.7K
$2.84M
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
365New |
$18.1K - $21.8K
|
365
$24.3K
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
350+ 9.33% |
$17.4K - $20.9K
|
4.1K
$273K
|
|
May 12, 2022
Q1 2022
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
338+ 3.85% |
$16.8K - $20.2K
|
9.11K
$607K
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
333+ 33300.0% |
$16.5K - $19.9K
|
334
$22.2K
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
329+ 0.18% |
$16.3K - $19.7K
|
184K
$12.3M
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
302+ 0.41% |
$15K - $18.1K
|
74K
$4.93M
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
300New |
$14.9K - $17.9K
|
300
$20K
|
|
May 06, 2022
Q1 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
300New |
$14.9K - $17.9K
|
300
$20K
|
|
May 05, 2022
Q1 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
300+ 3.46% |
$14.9K - $17.9K
|
8.98K
$598K
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
244+ 0.44% |
$12.1K - $14.6K
|
55.9K
$3.72M
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
200New |
$9.92K - $12K
|
200
$13.3K
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
188+ 6.9% |
$9.32K - $11.2K
|
2.91K
$194K
|
|
Jun 17, 2024
Q1 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
176+ 2.08% |
$8.73K - $10.5K
|
8.62K
$574K
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
174+ 1.39% |
$8.63K - $10.4K
|
12.7K
$843K
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
170+ 0.13% |
$8.43K - $10.2K
|
132K
$8.8M
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
155+ 4.17% |
$7.69K - $9.27K
|
3.87K
$258K
|
|
Aug 13, 2024
Q1 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
146+ 0.64% |
$7.24K - $8.73K
|
23K
$1.53M
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
106+ 0.55% |
$5.26K - $6.34K
|
19.4K
$1.29M
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
102+ 1.58% |
$5.06K - $6.1K
|
6.54K
$436K
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
101+ 1.02% |
$5.01K - $6.04K
|
10K
$668K
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
85+ 2.29% |
$4.22K - $5.08K
|
3.8K
$253K
|
|
Apr 20, 2022
Q1 2022
|
First United Bank & Trust
|
BUY
|
- |
75+ 1.35% |
$3.72K - $4.49K
|
5.63K
$375K
|
|
Apr 20, 2022
Q1 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
50+ 0.92% |
$2.48K - $2.99K
|
5.47K
$364K
|
|
Apr 15, 2022
Q1 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
50+ 1.17% |
$2.48K - $2.99K
|
4.31K
$287K
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
48+ 0.45% |
$2.38K - $2.87K
|
10.8K
$721K
|
|
Apr 18, 2022
Q1 2022
|
Qp Wealth Management, LLC
|
BUY
|
- |
45+ 0.42% |
$2.23K - $2.69K
|
10.7K
$714K
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
30+ 0.21% |
$1.49K - $1.79K
|
14K
$933K
|
|
Apr 12, 2022
Q1 2022
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
26+ 0.05% |
$1.29K - $1.56K
|
51.3K
$3.41M
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
17New |
$843 - $1.02K
|
17
$1.13K
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
16+ 0.24% |
$794 - $957
|
6.76K
$450K
|
|
Apr 12, 2022
Q1 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
9+ 0.15% |
$446 - $538
|
5.84K
$389K
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6+ 0.05% |
$298 - $359
|
12.8K
$852K
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2+ 0.01% |
$99.2 - $120
|
31.6K
$2.11M
|