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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
66+ 173.68% |
$4.16K - $4.55K
|
104
$7.19K
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
59+ 0.69% |
$3.72K - $4.07K
|
8.6K
$595K
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
58+ 0.75% |
$3.66K - $4K
|
7.8K
$540K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
52New |
$3.28K - $3.58K
|
52
$3.6K
|
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
50+ 0.79% |
$3.15K - $3.45K
|
6.39K
$442K
|
|
|
Aug 13, 2024
Q2 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
48+ 1.07% |
$3.03K - $3.31K
|
4.54K
$314K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
40+ 22.47% |
$2.52K - $2.76K
|
218
$15.1K
|
|
|
Jul 15, 2024
Q2 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
40+ 0.9% |
$2.52K - $2.76K
|
4.49K
$310K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
30+ 15.23% |
$1.89K - $2.07K
|
227
$15.7K
|
|
|
Jul 24, 2024
Q2 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
20+ 0.03% |
$1.26K - $1.38K
|
59.2K
$4.09M
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
17New |
$1.07K - $1.17K
|
17
$1.18K
|
|
|
Jul 26, 2024
Q2 2024
|
Emfo, LLC
|
BUY
|
- |
11+ 4.76% |
$693 - $758
|
242
$16.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
7+ 2.78% |
$441 - $483
|
259
$17.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
5+ 0.04% |
$315 - $345
|
11.3K
$780K
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
4+ 0.01% |
$252 - $276
|
62.3K
$4.31M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4+ 0.01% |
$252 - $276
|
31.9K
$2.21M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
3+ 0.05% |
$189 - $207
|
5.8K
$401K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
3+ 0.08% |
$189 - $207
|
3.73K
$258K
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
2+ 0.06% |
$126 - $138
|
3.4K
$235K
|
|
|
Jul 25, 2024
Q2 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
2+ 0.18% |
$126 - $138
|
1.11K
$76.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.02% |
$126 - $138
|
10.1K
$697K
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
BUY
|
- |
2+ 0.06% |
$126 - $138
|
3.42K
$237K
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1+ 0.2% |
$63 - $68.9
|
507
$35.1K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
1+ 0.49% |
$63 - $68.9
|
205
$14.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1+ 0.07% |
$63 - $68.9
|
1.44K
$99.5K
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.03% |
$63 - $68.9
|
3.67K
$254K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.05% |
$63 - $68.9
|
2.12K
$147K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.1% |
$63 - $68.9
|
1.02K
$70.4K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-1- 0.14% |
$63 - $68.9
|
703
$48.6K
|
|
|
Jul 23, 2024
Q2 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-1- 0.02% |
$63 - $68.9
|
4.46K
$308K
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
SELL
|
- |
-9- 0.22% |
$567 - $620
|
4.15K
$287K
|
|
|
Aug 12, 2024
Q2 2024
|
First United Bank & Trust
|
SELL
|
- |
-13- 0.41% |
$820 - $896
|
3.13K
$216K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-14- 3.15% |
$883 - $965
|
430
$29.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-15- 0.08% |
$946 - $1.03K
|
19.8K
$1.37M
|
|
|
Jul 25, 2024
Q2 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-19- 0.35% |
$1.2K - $1.31K
|
5.39K
$373K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-21- 0.36% |
$1.32K - $1.45K
|
5.89K
$408K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-30- 0.25% |
$1.89K - $2.07K
|
12.1K
$836K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-35- 7.94% |
$2.21K - $2.41K
|
406
$28.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-40- 0.4% |
$2.52K - $2.76K
|
10K
$693K
|
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-45- 0.63% |
$2.84K - $3.1K
|
7.06K
$488K
|
|
|
Aug 06, 2024
Q2 2024
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-54- 1.2% |
$3.4K - $3.72K
|
4.43K
$306K
|
|
|
Aug 01, 2024
Q2 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-67- 1.39% |
$4.22K - $4.62K
|
4.75K
$329K
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-74- 26.43% |
$4.66K - $5.1K
|
206
$14.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-75- 0.07% |
$4.73K - $5.17K
|
101K
$6.99M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-75- 3.46% |
$4.73K - $5.17K
|
2.1K
$145K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-77- 0.36% |
$4.85K - $5.31K
|
21.2K
$1.47M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-95- 2.47% |
$5.99K - $6.55K
|
3.74K
$259K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-100- 50.0% |
$6.3K - $6.89K
|
100
$6.92K
|
|
|
Jul 03, 2024
Q2 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-100- 0.37% |
$6.3K - $6.89K
|
26.7K
$1.85M
|