Purchases and Sales Made in Q2 2024 in Invesco Exchange Traded Fd Tr (PHO)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PHO) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.12K+ 1.95% |
$70.6K - $77.2K
|
58.4K
$4.04M
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.07K+ 14.22% |
$67.5K - $73.8K
|
8.6K
$595K
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.06KNew |
$66.6K - $72.9K
|
1.06K
$73.1K
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1KNew |
$63.2K - $69.1K
|
1K
$69.3K
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
822+ 1.48% |
$51.8K - $56.7K
|
56.5K
$3.91M
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
802New |
$50.6K - $55.3K
|
802
$55.5K
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
802+ 26.25% |
$50.6K - $55.3K
|
3.86K
$267K
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
800+ 6.09% |
$50.4K - $55.1K
|
13.9K
$964K
|
|
Aug 12, 2024
Q2 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
750New |
$47.3K - $51.7K
|
750
$51.9K
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
703+ 18.51% |
$44.3K - $48.5K
|
4.5K
$311K
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
700+ 250.0% |
$44.1K - $48.3K
|
980
$67.8K
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
685+ 95.67% |
$43.2K - $47.2K
|
1.4K
$96.9K
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
685+ 16.13% |
$43.2K - $47.2K
|
4.93K
$341K
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
650New |
$41K - $44.8K
|
650
$45K
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
593New |
$37.4K - $40.9K
|
593
$41K
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
586+ 18.12% |
$36.9K - $40.4K
|
3.82K
$264K
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
550+ 38.17% |
$34.7K - $37.9K
|
1.99K
$138K
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
525New |
$33.1K - $36.2K
|
525
$36.3K
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
519+ 47.31% |
$32.7K - $35.8K
|
1.62K
$112K
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
513+ 6.86% |
$32.3K - $35.4K
|
7.99K
$553K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
496+ 1.87% |
$31.3K - $34.2K
|
27.1K
$1.87M
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
464+ 1.41% |
$29.3K - $32K
|
33.3K
$2.3M
|
|
Jul 18, 2024
Q2 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
461+ 1.62% |
$29.1K - $31.8K
|
28.9K
$2M
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
451New |
$28.4K - $31.1K
|
451
$31.2K
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
440+ 0.56% |
$27.7K - $30.3K
|
78.9K
$5.46M
|
|
Jul 19, 2024
Q2 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
429+ 4.49% |
$27K - $29.6K
|
9.97K
$690K
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
424+ 2.55% |
$26.7K - $29.2K
|
17K
$1.18M
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
420+ 1.79% |
$26.5K - $29K
|
23.9K
$1.65M
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
409+ 8.5% |
$25.8K - $28.2K
|
5.22K
$361K
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
386+ 0.11% |
$24.3K - $26.6K
|
363K
$25.1M
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
385New |
$24.3K - $26.5K
|
385
$26.6K
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
377New |
$23.8K - $26K
|
377
$26.1K
|
|
Jul 23, 2024
Q2 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
375+ 2.25% |
$23.6K - $25.8K
|
17K
$1.18M
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
350+ 4.52% |
$22.1K - $24.1K
|
8.1K
$560K
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
301+ 0.62% |
$19K - $20.7K
|
48.5K
$3.35M
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
297+ 2.1% |
$18.7K - $20.5K
|
14.4K
$999K
|
|
Jul 16, 2024
Q2 2024
|
Mcia Inc
|
BUY
|
- |
260+ 5.78% |
$16.4K - $17.9K
|
4.76K
$329K
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
250+ 454.55% |
$15.8K - $17.2K
|
305
$21.1K
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
249+ 24900.0% |
$15.7K - $17.2K
|
250
$17.3K
|
|
Jul 23, 2024
Q2 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
230+ 1.11% |
$14.5K - $15.9K
|
21K
$1.46M
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
230+ 22.46% |
$14.5K - $15.9K
|
1.25K
$86.8K
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
211+ 1.66% |
$13.3K - $14.5K
|
12.9K
$892K
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
210New |
$13.2K - $14.5K
|
210
$14.5K
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
189+ 2.58% |
$11.9K - $13K
|
7.51K
$520K
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
168New |
$10.6K - $11.6K
|
168
$11.6K
|
|
Jul 16, 2024
Q2 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
148+ 3.51% |
$9.33K - $10.2K
|
4.36K
$302K
|
|
Jul 19, 2024
Q2 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
140+ 2.59% |
$8.83K - $9.65K
|
5.54K
$383K
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
128+ 1.92% |
$8.07K - $8.82K
|
6.79K
$470K
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
115+ 0.87% |
$7.25K - $7.93K
|
13.3K
$919K
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
107New |
$6.75K - $7.38K
|
107
$7.4K
|