Purchases and Sales Made in Q1 2024 in Invesco Exchange Traded Fd Tr (PHO)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PHO) during Q1 2024. 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 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
1.9K+ 8.93% |
$111K - $127K
|
23.2K
$1.55M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.85K+ 0.68% |
$108K - $123K
|
274K
$18.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1.84K+ 4.98% |
$108K - $122K
|
38.7K
$2.58M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.62K+ 8.77% |
$94.6K - $108K
|
20.1K
$1.34M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.56KNew |
$91K - $104K
|
1.56K
$104K
|
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1.56K+ 5.79% |
$91K - $104K
|
28.4K
$1.89M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.42K+ 5.66% |
$83.3K - $94.8K
|
26.6K
$1.77M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.4K+ 12.25% |
$81.6K - $92.9K
|
12.8K
$851K
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.34K+ 25.37% |
$78.5K - $89.3K
|
6.63K
$442K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.26K+ 10.57% |
$73.6K - $83.8K
|
13.2K
$877K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.21K+ 2.99% |
$70.6K - $80.3K
|
41.6K
$2.77M
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
1.16KNew |
$67.8K - $77.2K
|
1.16K
$77.3K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.13KNew |
$66.3K - $75.4K
|
1.13K
$75.5K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.1K+ 0.81% |
$64.3K - $73.2K
|
137K
$9.15M
|
|
|
Apr 26, 2024
Q1 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.08K+ 8.39% |
$62.9K - $71.6K
|
13.9K
$926K
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
968+ 722.39% |
$56.6K - $64.4K
|
1.1K
$73.4K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
902New |
$52.8K - $60K
|
902
$60.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
859+ 14.81% |
$50.2K - $57.2K
|
6.66K
$444K
|
|
|
Apr 25, 2024
Q1 2024
|
Equitable Trust CO
|
BUY
|
- |
847+ 5.96% |
$49.5K - $56.4K
|
15.1K
$1M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
823+ 2.07% |
$48.1K - $54.8K
|
40.6K
$2.7M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
800+ 14.94% |
$46.8K - $53.3K
|
6.16K
$410K
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
711+ 1.44% |
$41.6K - $47.3K
|
50.1K
$3.34M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
686+ 10.33% |
$40.1K - $45.7K
|
7.33K
$488K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
661+ 16.49% |
$38.7K - $44K
|
4.67K
$311K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
548+ 115.13% |
$32.1K - $36.5K
|
1.02K
$68.2K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
500+ 3.76% |
$29.2K - $33.3K
|
13.8K
$919K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
484+ 12.86% |
$28.3K - $32.2K
|
4.25K
$283K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
475+ 22.35% |
$27.8K - $31.6K
|
2.6K
$173K
|
|
|
Apr 05, 2024
Q1 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
428+ 4.8% |
$25K - $28.5K
|
9.34K
$622K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
424New |
$24.8K - $28.2K
|
424
$28.2K
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
400New |
$23.4K - $26.6K
|
400
$26.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
400New |
$23.4K - $26.6K
|
400
$26.6K
|
|
|
Apr 22, 2024
Q1 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
370+ 2.27% |
$21.6K - $24.6K
|
16.7K
$1.11M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
321+ 92.51% |
$18.8K - $21.4K
|
668
$44.5K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
302+ 8.95% |
$17.7K - $20.1K
|
3.68K
$245K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
301+ 1.85% |
$17.6K - $20K
|
16.6K
$1.1M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
244+ 0.59% |
$14.3K - $16.2K
|
41.9K
$2.79M
|
|
|
May 13, 2024
Q1 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
229+ 4.99% |
$13.4K - $15.2K
|
4.82K
$321K
|
|
|
May 28, 2024
Q1 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
224+ 0.71% |
$13.1K - $14.9K
|
31.8K
$2.11M
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
200New |
$11.7K - $13.3K
|
200
$13.3K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
198+ 0.25% |
$11.6K - $13.2K
|
78.5K
$5.23M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
191New |
$11.2K - $12.7K
|
191
$12.7K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
155+ 4.63% |
$9.07K - $10.3K
|
3.5K
$233K
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
150+ 3.48% |
$8.77K - $9.99K
|
4.46K
$297K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
150New |
$8.77K - $9.99K
|
150
$9.99K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
125+ 1.23% |
$7.31K - $8.32K
|
10.2K
$683K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
120New |
$7.02K - $7.99K
|
120
$7.99K
|
|
|
Apr 17, 2024
Q1 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
98+ 2.23% |
$5.73K - $6.52K
|
4.48K
$299K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
81New |
$4.74K - $5.39K
|
81
$5.39K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
73+ 0.95% |
$4.27K - $4.86K
|
7.75K
$516K
|