Purchases and Sales Made in Q2 2022 in Invesco Exchange Traded Fd Tr (PHO)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PHO) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-459- 6.95% |
$19.9K - $24.7K
|
6.15K
$410K
|
|
Jul 29, 2022
Q2 2022
|
Beck Bode, LLC
|
SELL
|
- |
-493- 8.45% |
$21.4K - $26.5K
|
5.34K
$356K
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-493Closed |
$21.4K - $26.5K
|
0
$0
|
|
Jul 08, 2022
Q2 2022
|
Qp Wealth Management, LLC
|
SELL
|
- |
-700- 6.53% |
$30.4K - $37.6K
|
10K
$667K
|
|
Aug 04, 2022
Q2 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-700- 2.49% |
$30.4K - $37.6K
|
27.4K
$1.82M
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-732- 9.83% |
$31.8K - $39.3K
|
6.72K
$447K
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-738Closed |
$32K - $39.7K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
SELL
|
- |
-825Closed |
$35.8K - $44.3K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-827- 6.29% |
$35.9K - $44.4K
|
12.3K
$820K
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-884- 13.51% |
$38.4K - $47.5K
|
5.66K
$377K
|
|
Jul 06, 2022
Q2 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-885- 6.34% |
$38.4K - $47.6K
|
13.1K
$870K
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-971- 14.41% |
$42.2K - $52.2K
|
5.77K
$384K
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-1KClosed |
$43.4K - $53.7K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.15K- 2.36% |
$49.8K - $61.7K
|
47.6K
$3.17M
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.18K- 9.36% |
$51K - $63.1K
|
11.4K
$758K
|
|
Aug 03, 2022
Q2 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.18K- 14.32% |
$51K - $63.1K
|
7.03K
$468K
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.18K- 9.34% |
$51.2K - $63.4K
|
11.5K
$763K
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.37K- 2.38% |
$59.5K - $73.6K
|
56.2K
$3.74M
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.41K- 5.53% |
$61.4K - $76K
|
24.1K
$1.61M
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.44K- 5.11% |
$62.3K - $77.1K
|
26.6K
$1.77M
|
|
Aug 12, 2022
Q2 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-1.55K- 8.95% |
$67.3K - $83.3K
|
15.8K
$1.05M
|
|
Aug 11, 2022
Q2 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.73K- 21.87% |
$75.1K - $93K
|
6.18K
$412K
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.84K- 2.89% |
$79.9K - $98.9K
|
61.8K
$4.11M
|
|
Aug 09, 2022
Q2 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.85K- 19.43% |
$80.2K - $99.3K
|
7.66K
$510K
|
|
Jul 28, 2022
Q2 2022
|
West Branch Capital LLC
|
SELL
|
- |
-1.94KClosed |
$84.1K - $104K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-2KClosed |
$86.8K - $107K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Banco Santander, S.A.
|
SELL
|
- |
-2.1K- 9.76% |
$91.2K - $113K
|
19.4K
$1.29M
|
|
Jul 11, 2022
Q2 2022
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-2.26KClosed |
$98.1K - $121K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-2.28K- 11.77% |
$99.1K - $123K
|
17.1K
$1.14M
|
|
Aug 01, 2022
Q2 2022
|
Jag Capital Management, LLC
|
SELL
|
- |
-2.62K- 35.48% |
$114K - $141K
|
4.76K
$317K
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.28K- 10.68% |
$142K - $176K
|
27.4K
$1.83M
|
|
Aug 15, 2022
Q2 2022
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-3.38KClosed |
$147K - $182K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-3.43K- 15.45% |
$149K - $184K
|
18.7K
$1.25M
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-3.51KClosed |
$152K - $188K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.8KClosed |
$165K - $204K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-3.84KClosed |
$167K - $206K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-3.86KClosed |
$167K - $207K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-3.86KClosed |
$168K - $207K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-3.87KClosed |
$168K - $208K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-3.89KClosed |
$169K - $209K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-3.9KClosed |
$169K - $210K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3.94KClosed |
$171K - $211K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-4KClosed |
$174K - $215K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-4KClosed |
$174K - $215K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-4.1KClosed |
$178K - $220K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.11KClosed |
$178K - $221K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-4.12KClosed |
$179K - $221K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-4.31KClosed |
$187K - $232K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
SELL
|
- |
-4.48KClosed |
$195K - $241K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-4.87K- 7.03% |
$211K - $262K
|
64.4K
$4.29M
|