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 23, 2025
Q1 2025
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
1+ 0.02% |
$63.8 - $68.8
|
5.47K
$354K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.06% |
$63.8 - $68.8
|
1.75K
$113K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.28% |
$63.8 - $68.8
|
352
$22.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$63.8 - $68.8
|
13.4K
$866K
|
|
|
Apr 17, 2025
Q1 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1+ 1.0% |
$63.8 - $68.8
|
101
$6.54K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$63.8 - $68.8
|
8.27K
$535K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-8- 0.23% |
$510 - $550
|
3.52K
$228K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-18- 0.1% |
$1.15K - $1.24K
|
18.8K
$1.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-19- 0.36% |
$1.21K - $1.31K
|
5.22K
$338K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-35- 1.23% |
$2.23K - $2.41K
|
2.81K
$182K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-40- 34.78% |
$2.55K - $2.75K
|
75
$4.86K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-48- 0.31% |
$3.06K - $3.3K
|
15.7K
$1.01M
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-48- 0.26% |
$3.06K - $3.3K
|
18.5K
$1.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-49- 1.21% |
$3.12K - $3.37K
|
4K
$259K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-96- 0.59% |
$6.12K - $6.6K
|
16.3K
$1.06M
|
|
|
May 01, 2025
Q1 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-100- 0.52% |
$6.38K - $6.88K
|
19K
$1.23M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-111- 0.47% |
$7.08K - $7.63K
|
23.7K
$1.54M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-115- 34.23% |
$7.33K - $7.91K
|
221
$14.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-201- 4.31% |
$12.8K - $13.8K
|
4.46K
$289K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-209- 2.19% |
$13.3K - $14.4K
|
9.33K
$604K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-248- 50.0% |
$15.8K - $17.1K
|
248
$16.1K
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
SELL
|
- |
-260- 7.14% |
$16.6K - $17.9K
|
3.38K
$219K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-268- 3.77% |
$17.1K - $18.4K
|
6.83K
$443K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-275- 3.97% |
$17.5K - $18.9K
|
6.66K
$431K
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-284- 73.96% |
$18.1K - $19.5K
|
100
$6.48K
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-295- 6.97% |
$18.8K - $20.3K
|
3.94K
$255K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-300- 2.24% |
$19.1K - $20.6K
|
13.1K
$849K
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-303- 3.12% |
$19.3K - $20.8K
|
9.41K
$610K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-327- 5.89% |
$20.9K - $22.5K
|
5.23K
$339K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-338- 9.58% |
$21.6K - $23.2K
|
3.19K
$207K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-375- 8.54% |
$23.9K - $25.8K
|
4.02K
$260K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-390- 8.37% |
$24.9K - $26.8K
|
4.27K
$277K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-409- 1.57% |
$26.1K - $28.1K
|
25.6K
$1.66M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-494- 0.93% |
$31.5K - $34K
|
52.8K
$3.42M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-513- 1.79% |
$32.7K - $35.3K
|
28.2K
$1.82M
|
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-518- 0.71% |
$33K - $35.6K
|
72.1K
$4.67M
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-600- 7.43% |
$38.3K - $41.3K
|
7.48K
$484K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-600- 14.63% |
$38.3K - $41.3K
|
3.5K
$227K
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-696- 9.56% |
$44.4K - $47.9K
|
6.58K
$426K
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-1.17K- 3.55% |
$74.3K - $80.1K
|
31.6K
$2.05M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.2K- 21.15% |
$76.7K - $82.6K
|
4.48K
$290K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.43K- 4.61% |
$91.4K - $98.5K
|
29.7K
$1.92M
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-1.5K- 16.51% |
$95.3K - $103K
|
7.56K
$490K
|
|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-2K- 12.86% |
$128K - $138K
|
13.6K
$878K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-2.29K- 9.75% |
$146K - $157K
|
21.2K
$1.37M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.63K- 23.86% |
$168K - $181K
|
8.4K
$544K
|
|
|
Apr 30, 2025
Q1 2025
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-2.66K- 2.25% |
$170K - $183K
|
116K
$7.51M
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-3.5K- 49.07% |
$223K - $240K
|
3.63K
$235K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.77K- 12.67% |
$241K - $259K
|
26K
$1.68M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.82K- 13.39% |
$307K - $331K
|
31.2K
$2.02M
|