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 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-748- 4.1% |
$37.1K - $44.7K
|
17.5K
$1.16M
|
|
May 04, 2022
Q1 2022
|
First City Capital Management, Inc.
|
SELL
|
- |
-800- 5.86% |
$39.7K - $47.8K
|
12.9K
$856K
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-813Closed |
$40.3K - $48.6K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-839- 3.97% |
$41.6K - $50.2K
|
20.3K
$1.35M
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-865- 10.44% |
$42.9K - $51.7K
|
7.42K
$494K
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-918Closed |
$45.5K - $54.9K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
SELL
|
- |
-1.04K- 16.81% |
$51.6K - $62.3K
|
5.15K
$343K
|
|
May 10, 2022
Q1 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-1.05K- 1.74% |
$52.1K - $62.8K
|
59.2K
$3.95M
|
|
Apr 27, 2022
Q1 2022
|
Krs Capital Management, LLC
|
SELL
|
- |
-1.1KClosed |
$54.6K - $65.8K
|
0
$0
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.11K- 10.85% |
$54.9K - $66.2K
|
9.1K
$606K
|
|
May 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.17KClosed |
$57.8K - $69.7K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.17K- 1.82% |
$57.8K - $69.7K
|
62.8K
$4.18M
|
|
May 09, 2022
Q1 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-1.18KClosed |
$58.3K - $70.3K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-1.31K- 0.83% |
$65K - $78.4K
|
156K
$10.4M
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.45K- 73.16% |
$71.9K - $86.7K
|
532
$35.4K
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
SELL
|
- |
-1.51K- 25.2% |
$74.9K - $90.3K
|
4.48K
$299K
|
|
May 17, 2022
Q1 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.73K- 2.43% |
$85.6K - $103K
|
69.2K
$4.61M
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-2KClosed |
$99.2K - $120K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.02K- 6.16% |
$100K - $121K
|
30.7K
$2.05M
|
|
May 02, 2022
Q1 2022
|
Btr Capital Management Inc
|
SELL
|
- |
-2.26K- 9.55% |
$112K - $135K
|
21.4K
$1.43M
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.54K- 1.56% |
$126K - $152K
|
160K
$10.7M
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.88K- 72.63% |
$143K - $172K
|
1.08K
$72.2K
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-3.02K- 85.96% |
$150K - $181K
|
493
$32.8K
|
|
May 16, 2022
Q1 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-3.33KClosed |
$165K - $199K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-3.37KClosed |
$167K - $201K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Patten & Patten Inc
|
SELL
|
- |
-3.39KClosed |
$168K - $203K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-3.4KClosed |
$169K - $203K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Strategic Capital Advisers, Inc.
|
SELL
|
- |
-3.4KClosed |
$169K - $204K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Sterling Investment Management, LLC
|
SELL
|
- |
-3.41KClosed |
$169K - $204K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-3.42KClosed |
$170K - $205K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-3.5K- 27.4% |
$173K - $209K
|
9.27K
$617K
|
|
Apr 27, 2022
Q1 2022
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-3.5KClosed |
$174K - $209K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-3.5KClosed |
$174K - $209K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-3.53KClosed |
$175K - $211K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-3.53KClosed |
$175K - $211K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-3.55KClosed |
$176K - $212K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-3.57KClosed |
$177K - $213K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-3.59KClosed |
$178K - $215K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-3.66KClosed |
$182K - $219K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.68KClosed |
$182K - $220K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-3.79KClosed |
$188K - $227K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-3.8KClosed |
$188K - $227K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-3.85KClosed |
$191K - $230K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-3.92KClosed |
$194K - $234K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Andesa Financial Management Inc.
|
SELL
|
- |
-4KClosed |
$198K - $239K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Renaissance Investment Group LLC
|
SELL
|
- |
-4.15KClosed |
$206K - $248K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-4.25KClosed |
$211K - $254K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-4.29K- 1.82% |
$213K - $257K
|
232K
$15.4M
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.31KClosed |
$214K - $258K
|
0
$0
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.4K- 45.21% |
$218K - $263K
|
5.33K
$355K
|