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 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-101- 40.24% |
$6.37K - $6.96K
|
150
$9.99K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-117- 3.18% |
$7.38K - $8.06K
|
3.56K
$237K
|
|
|
Aug 13, 2024
Q2 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-125- 1.05% |
$7.88K - $8.62K
|
11.8K
$788K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-137- 1.14% |
$8.64K - $9.44K
|
11.9K
$790K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-150- 4.23% |
$9.46K - $10.3K
|
3.39K
$226K
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-153- 19.08% |
$9.65K - $10.5K
|
649
$43.2K
|
|
|
Jul 17, 2024
Q2 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-155- 0.34% |
$9.77K - $10.7K
|
44.9K
$2.99M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-165- 0.73% |
$10.4K - $11.4K
|
22.3K
$1.49M
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-184- 0.69% |
$11.6K - $12.7K
|
26.4K
$1.76M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-193- 0.22% |
$12.2K - $13.3K
|
87.6K
$5.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
SELL
|
- |
-200- 1.87% |
$12.6K - $13.8K
|
10.5K
$699K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-200- 4.07% |
$12.6K - $13.8K
|
4.71K
$314K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-211- 10.8% |
$13.3K - $14.5K
|
1.74K
$116K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-213- 0.42% |
$13.4K - $14.7K
|
50.1K
$3.34M
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-229- 1.54% |
$14.4K - $15.8K
|
14.6K
$973K
|
|
|
Aug 08, 2024
Q2 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-237- 0.32% |
$14.9K - $16.3K
|
73K
$4.86M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-266- 38.72% |
$16.8K - $18.3K
|
421
$28K
|
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-290- 2.19% |
$18.3K - $20K
|
13K
$864K
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-290- 2.19% |
$18.3K - $20K
|
13K
$864K
|
|
|
Aug 15, 2024
Q2 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-299- 0.5% |
$18.8K - $20.6K
|
59.7K
$3.98M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-340- 3.57% |
$21.4K - $23.4K
|
9.18K
$611K
|
|
|
Jul 19, 2024
Q2 2024
|
Gerber, LLC
Columbus, OH |
SELL
|
- |
-386- 4.59% |
$24.3K - $26.6K
|
8.03K
$535K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-400- 13.15% |
$25.2K - $27.6K
|
2.64K
$176K
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-422- 2.46% |
$26.6K - $29.1K
|
16.7K
$1.11M
|
|
|
Jul 10, 2024
Q2 2024
|
Renaissance Investment Group LLC
|
SELL
|
- |
-430- 10.63% |
$27.1K - $29.6K
|
3.62K
$241K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-468- 12.15% |
$29.5K - $32.3K
|
3.39K
$225K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-473- 2.85% |
$29.8K - $32.6K
|
16.1K
$1.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-549- 0.97% |
$34.6K - $37.8K
|
55.9K
$3.73M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-590- 17.26% |
$37.2K - $40.7K
|
2.83K
$188K
|
|
|
Jul 16, 2024
Q2 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-599- 5.25% |
$37.8K - $41.3K
|
10.8K
$720K
|
|
|
Jul 11, 2024
Q2 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-644- 7.13% |
$40.6K - $44.4K
|
8.39K
$559K
|
|
|
Jul 12, 2024
Q2 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-700- 7.97% |
$44.1K - $48.3K
|
8.08K
$538K
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-732- 13.54% |
$46.1K - $50.5K
|
4.67K
$311K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-742- 13.2% |
$46.8K - $51.1K
|
4.88K
$325K
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-781- 6.3% |
$49.2K - $53.8K
|
11.6K
$774K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-826- 3.45% |
$52.1K - $56.9K
|
23.2K
$1.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-852- 1.7% |
$53.7K - $58.7K
|
49.3K
$3.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-870- 7.69% |
$54.8K - $60K
|
10.4K
$696K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-881- 5.95% |
$55.5K - $60.7K
|
13.9K
$927K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-925- 4.07% |
$58.3K - $63.8K
|
21.8K
$1.45M
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-973- 88.29% |
$61.3K - $67.1K
|
129
$8.59K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.12K- 19.68% |
$70.4K - $76.9K
|
4.56K
$303K
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.14K- 2.73% |
$72K - $78.7K
|
40.7K
$2.71M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.15K- 20.31% |
$72.6K - $79.4K
|
4.52K
$301K
|
|
|
Aug 05, 2024
Q2 2024
|
Ledyard National Bank
|
SELL
|
- |
-1.17K- 6.88% |
$73.8K - $80.7K
|
15.8K
$1.05M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.26K- 2.55% |
$79.1K - $86.5K
|
48K
$3.19M
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.43K- 7.14% |
$90.3K - $98.8K
|
18.6K
$1.24M
|
|
|
Aug 12, 2024
Q2 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.43K- 2.36% |
$90.3K - $98.8K
|
59.2K
$3.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.5K- 22.62% |
$94.6K - $103K
|
5.13K
$342K
|
|
|
Aug 09, 2024
Q2 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-1.52K- 2.27% |
$95.8K - $105K
|
65.6K
$4.37M
|