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 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.78K- 7.6% |
$112K - $122K
|
21.6K
$1.39M
|
|
|
Jul 22, 2024
Q2 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-2K- 19.79% |
$126K - $138K
|
8.1K
$523K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.12K- 16.07% |
$134K - $146K
|
11.1K
$715K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.17K- 24.71% |
$137K - $150K
|
6.62K
$427K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.27K- 13.25% |
$143K - $156K
|
14.8K
$957K
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-2.3K- 37.41% |
$145K - $159K
|
3.85K
$249K
|
|
|
Aug 05, 2024
Q2 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-2.44K- 12.29% |
$154K - $168K
|
17.4K
$1.12M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-2.7K- 2.29% |
$170K - $186K
|
115K
$7.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-2.97K- 69.98% |
$187K - $205K
|
1.28K
$82.3K
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-3.07K- 15.27% |
$194K - $212K
|
17K
$1.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.47K- 99.31% |
$219K - $239K
|
24
$1.55K
|
|
|
Jul 23, 2024
Q2 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-3.92K- 2.83% |
$247K - $270K
|
134K
$8.67M
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
SELL
|
- |
-5KClosed |
$315K - $345K
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.71K- 14.06% |
$360K - $394K
|
34.9K
$2.25M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.76K- 16.26% |
$426K - $466K
|
34.8K
$2.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-9.41K- 4.08% |
$593K - $649K
|
221K
$14.3M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-9.83K- 38.36% |
$620K - $678K
|
15.8K
$1.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-11K- 26.38% |
$696K - $761K
|
30.8K
$1.99M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-11.6K- 46.48% |
$728K - $796K
|
13.3K
$858K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-13.2K- 9.6% |
$832K - $909K
|
124K
$8.02M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-15.3K- 30.54% |
$967K - $1.06M
|
34.9K
$2.25M
|
|
|
Jul 10, 2024
Q2 2024
|
Spence Asset Management
|
SELL
|
- |
-17.9K- 91.61% |
$1.13M - $1.24M
|
1.64K
$106K
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-19.5K- 3.72% |
$1.23M - $1.34M
|
505K
$32.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-28.5K- 23.49% |
$1.8M - $1.96M
|
92.8K
$5.98M
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-38.2K- 98.7% |
$2.41M - $2.64M
|
504
$32.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-42.8K- 3.53% |
$2.7M - $2.95M
|
1.17M
$75.4M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-42.8K- 3.53% |
$2.7M - $2.95M
|
1.17M
$75.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-58.1K- 3.45% |
$3.67M - $4.01M
|
1.63M
$105M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-93.8K- 34.92% |
$5.91M - $6.47M
|
175K
$11.3M
|