Purchases and Sales Made in Q2 2025 in Invesco Exchange Traded Fd Tr (PHO)

PHO Quotes by TradingView

This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PHO) during Q2 2025. 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 14, 2025 Q2 2025
Strive Asset Management, LLC

Dublin, OH
BUY
 -
39.6K
+ 114.77%
$2.3M - $2.77M
74.1K $5.3M
Aug 14, 2025 Q2 2025
Glenmede Investment Management, LP

Philadelphia, PA
BUY
 -
23.7K
New
$1.38M - $1.66M
23.7K $1.7M
Jul 24, 2025 Q2 2025
Blair William & CO

Chicago, IL
BUY
 -
17.7K
+ 14.87%
$1.03M - $1.24M
137K $9.79M
Aug 12, 2025 Q2 2025
Mustico Financial Group, Inc.

Elmira, NY
BUY
 -
12K
New
$700K - $842K
12K $861K
Jul 30, 2025 Q2 2025
Fsm Wealth Advisors, LLC

Cleveland, OH
BUY
 -
10.4K
New
$603K - $726K
10.4K $742K
Aug 14, 2025 Q2 2025
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
9.75K
+ 135.13%
$567K - $682K
17K $1.21M
Aug 13, 2025 Q2 2025
Summit Financial, LLC

Parsippany, NJ
BUY
 -
9.6K
+ 107.68%
$558K - $671K
18.5K $1.32M
Jul 09, 2025 Q2 2025
Dynamic Advisor Solutions LLC

BUY
 -
9.58K
+ 106.58%
$557K - $670K
18.6K $1.33M
Aug 04, 2025 Q2 2025
Arkadios Wealth Advisors

BUY
 -
9.35K
New
$544K - $654K
9.35K $668K
Aug 14, 2025 Q2 2025
Royal Bank Of Canada

Toronto, A6
BUY
 -
8.85K
+ 2.33%
$515K - $619K
388K $27.8M
Aug 13, 2025 Q2 2025
Jones Financial Companies Lllp

BUY
 -
8.09K
+ 31.82%
$470K - $566K
33.5K $2.4M
Aug 08, 2025 Q2 2025
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
7.87K
+ 3.73%
$458K - $550K
219K $15.6M
Aug 12, 2025 Q2 2025
Gitterman Wealth Management, LLC

BUY
 -
6.55K
+ 1.8%
$381K - $458K
370K $26.4M
Aug 12, 2025 Q2 2025
J.W. Cole Advisors, Inc.

BUY
 -
6.38K
+ 28.92%
$371K - $446K
28.4K $2.03M
Aug 06, 2025 Q2 2025
Atlantic Union Bankshares Corp

BUY
 -
6.32K
New
$368K - $442K
6.32K $452K
Jul 31, 2025 Q2 2025
Envestnet Asset Management Inc

BUY
 -
6.3K
+ 14.54%
$366K - $441K
49.7K $3.55M
Aug 13, 2025 Q2 2025
Northwestern Mutual Wealth Management CO

BUY
 -
6.07K
+ 15.32%
$353K - $424K
45.7K $3.26M
Jul 09, 2025 Q2 2025
Sovran Advisors, LLC

San Diego, CA
BUY
 -
5.87K
+ 33.24%
$341K - $410K
23.5K $1.68M
Aug 13, 2025 Q2 2025
1832 Asset Management L.P.

Toronto, A6
BUY
 -
5.05K
+ 1.01%
$294K - $353K
506K $36.2M
Aug 14, 2025 Q2 2025
Van Eck Associates Corp

BUY
 -
4.5K
+ 23.57%
$262K - $315K
23.6K $1.69M
Jul 29, 2025 Q2 2025
Lyell Wealth Management, LP

BUY
 -
4.32K
New
$251K - $302K
4.32K $309K
Jul 21, 2025 Q2 2025
Curran Financial Partners, LLC

BUY
 -
4.07K
New
$237K - $285K
4.07K $291K
Jul 23, 2025 Q2 2025
Mc Elhenny Sheffield Capital Management, LLC

BUY
 -
4.02K
New
$233K - $281K
4.02K $287K
Aug 04, 2025 Q2 2025
Kovack Advisors, Inc.

BUY
 -
3.94K
New
$229K - $275K
3.94K $282K
Aug 07, 2025 Q2 2025
Vise Technologies, Inc.

New York, NY
BUY
 -
3.72K
New
$216K - $260K
3.72K $266K
Aug 15, 2025 Q2 2025
Equitable Holdings, Inc.

New York, NY
BUY
 -
3.55K
New
$207K - $248K
3.55K $254K
Aug 14, 2025 Q2 2025
Kovitz Investment Group Partners, LLC

BUY
 -
3.53K
+ 29.7%
$205K - $247K
15.4K $1.1M
Aug 14, 2025 Q2 2025
Wiley Bros. Aintree Capital, LLC

BUY
 -
3.46K
New
$201K - $242K
3.46K $247K
Aug 11, 2025 Q2 2025
Private Advisor Group, LLC

BUY
 -
3.42K
+ 13.13%
$199K - $239K
29.4K $2.1M
Jul 18, 2025 Q2 2025
Truist Financial Corp

BUY
 -
3.39K
+ 6.41%
$197K - $237K
56.2K $4.02M
Jul 25, 2025 Q2 2025
Astoria Portfolio Advisors Llc.

BUY
 -
3.36K
New
$195K - $235K
3.36K $240K
Aug 08, 2025 Q2 2025
Creative Planning

Overland Park, KS
BUY
 -
3.26K
+ 5.33%
$190K - $228K
64.4K $4.6M
Jul 10, 2025 Q2 2025
Secure Asset Management, LLC

BUY
 -
3.19K
+ 32.11%
$185K - $223K
13.1K $937K
Jul 09, 2025 Q2 2025
Key Client Fiduciary Advisors, LLC

BUY
 -
3.08K
New
$179K - $215K
3.08K $220K
Aug 01, 2025 Q2 2025
Brookwood Investment Group LLC

Phoenix, AZ
BUY
 -
3.06K
New
$178K - $214K
3.06K $219K
Jul 22, 2025 Q2 2025
Autumn Glory Partners, LLC

BUY
 -
3.05K
New
$177K - $213K
3.05K $218K
Jul 16, 2025 Q2 2025
Essex Financial Services, Inc.

BUY
 -
3K
New
$175K - $210K
3K $215K
Aug 06, 2025 Q2 2025
Aspect Partners, LLC

Fairfax, VA
BUY
 -
3K
New
$174K - $210K
3K $214K
Aug 05, 2025 Q2 2025
Wellington Shields & Co., LLC

New York, NY
BUY
 -
2.99K
+ 62.72%
$174K - $209K
7.77K $555K
Aug 13, 2025 Q2 2025
Per Stirling Capital Management, Llc.

Austin, TX
BUY
 -
2.99K
New
$174K - $209K
2.99K $214K
Jul 23, 2025 Q2 2025
Winthrop Advisory Group LLC

BUY
 -
2.97K
New
$172K - $207K
2.97K $212K
Aug 07, 2025 Q2 2025
Midwest Trust CO

Overland Park, KS
BUY
 -
2.96K
New
$172K - $207K
2.96K $212K
Aug 14, 2025 Q2 2025
Beck Capital Management, LLC

Austin, TX
BUY
 -
2.94K
New
$171K - $205K
2.94K $210K
Jul 10, 2025 Q2 2025
Wealth Enhancement Advisory Services, LLC

BUY
 -
2.93K
+ 11.43%
$170K - $205K
28.6K $2.04M
Aug 12, 2025 Q2 2025
Jacobi Capital Management LLC

BUY
 -
2.91K
New
$169K - $203K
2.91K $208K
Aug 13, 2025 Q2 2025
Trustmark National Bank Trust Department

Jackson, MS
BUY
 -
2.9K
New
$168K - $203K
2.9K $207K
Aug 12, 2025 Q2 2025
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
2.9K
New
$168K - $203K
2.9K $207K
Aug 14, 2025 Q2 2025
Kestra Advisory Services, LLC

BUY
 -
2.83K
+ 3.94%
$165K - $198K
74.7K $5.34M
Aug 12, 2025 Q2 2025
Pathstone Holdings, LLC

Englewood, NJ
BUY
 -
2.5K
+ 40.71%
$145K - $175K
8.64K $618K

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