Purchases and Sales Made in Q1 2025 in Invesco Exchange Traded Fd Tr (PHO)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PHO) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
63.7K+ 6246.81% |
$4.06M - $4.38M
|
64.7K
$4.19M
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
26.7KNew |
$1.7M - $1.84M
|
26.7K
$1.73M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
25.9K+ 6352.09% |
$1.65M - $1.78M
|
26.3K
$1.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Mc Ginn Investment Management, Inc.
|
BUY
|
- |
15.7KNew |
$1M - $1.08M
|
15.7K
$1.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.8K+ 33.34% |
$691K - $745K
|
43.3K
$2.81M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
8.04K+ 6.42% |
$513K - $553K
|
133K
$8.64M
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
6.93KNew |
$442K - $477K
|
6.93K
$449K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
6.74K+ 449.27% |
$430K - $463K
|
8.24K
$534K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
4.48K+ 82.28% |
$285K - $308K
|
9.92K
$642K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
4.14K+ 365.67% |
$264K - $285K
|
5.28K
$342K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
3.33K+ 23.24% |
$212K - $229K
|
17.7K
$1.14M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.54K+ 127200.0% |
$162K - $175K
|
2.55K
$165K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
1.76KNew |
$112K - $121K
|
1.76K
$114K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.05KNew |
$67K - $72.2K
|
1.05K
$68K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
1KNew |
$63.8K - $68.8K
|
1K
$64.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
919+ 23.88% |
$58.6K - $63.2K
|
4.77K
$309K
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
900+ 225.0% |
$57.4K - $61.9K
|
1.3K
$84.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
890New |
$56.8K - $61.2K
|
890
$57.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
800New |
$51K - $55K
|
800
$51.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
563+ 219.07% |
$35.9K - $38.7K
|
820
$53.1K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
523+ 3.62% |
$33.4K - $36K
|
15K
$970K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
497+ 5.85% |
$31.7K - $34.2K
|
8.99K
$582K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
485+ 6.92% |
$30.9K - $33.3K
|
7.5K
$486K
|
|
|
Apr 14, 2025
Q1 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
388+ 8.65% |
$24.7K - $26.7K
|
4.88K
$316K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
341+ 5.74% |
$21.7K - $23.4K
|
6.28K
$407K
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
315+ 1.81% |
$20.1K - $21.7K
|
17.8K
$1.15M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
290+ 11.15% |
$18.5K - $19.9K
|
2.89K
$187K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
249+ 1.68% |
$15.9K - $17.1K
|
15.1K
$976K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
248+ 100.0% |
$15.8K - $17.1K
|
496
$32.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
178+ 0.65% |
$11.4K - $12.2K
|
27.6K
$1.79M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
117New |
$7.46K - $8.04K
|
117
$7.58K
|
|
|
Apr 16, 2025
Q1 2025
|
Howard Capital Management Group, LLC
|
BUY
|
- |
110+ 1.25% |
$7.01K - $7.56K
|
8.92K
$578K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
101+ 1.47% |
$6.44K - $6.94K
|
6.98K
$452K
|
|
|
Apr 30, 2025
Q1 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
97+ 2.16% |
$6.19K - $6.67K
|
4.59K
$297K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
75+ 1.74% |
$4.78K - $5.16K
|
4.39K
$284K
|
|
|
Apr 28, 2025
Q1 2025
|
Mcia Inc
|
BUY
|
- |
55+ 0.84% |
$3.51K - $3.78K
|
6.64K
$430K
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
BUY
|
- |
43+ 0.29% |
$2.74K - $2.96K
|
15.1K
$978K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
41+ 0.26% |
$2.61K - $2.82K
|
16.1K
$1.04M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
33+ 4.55% |
$2.1K - $2.27K
|
758
$49.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
13+ 1.46% |
$829 - $894
|
906
$58.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
7+ 0.16% |
$446 - $481
|
4.45K
$288K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
2+ 0.04% |
$128 - $138
|
4.91K
$318K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
2+ 0.19% |
$128 - $138
|
1.03K
$66.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.28% |
$63.8 - $68.8
|
352
$22.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.07% |
$63.8 - $68.8
|
1.52K
$98.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$63.8 - $68.8
|
8.27K
$535K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.06% |
$63.8 - $68.8
|
1.75K
$113K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1+ 0.03% |
$63.8 - $68.8
|
3.13K
$203K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$63.8 - $68.8
|
13.4K
$866K
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$63.8 - $68.8
|
4.25K
$275K
|