Purchases and Sales Made in Q2 2025 in Invesco Exchange Traded Fd Tr (PHO)
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 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2.32K+ 28.21% |
$135K - $162K
|
10.6K
$755K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.21K+ 19.29% |
$129K - $155K
|
13.7K
$978K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.08K+ 65.27% |
$121K - $146K
|
5.27K
$377K
|
|
|
Aug 07, 2025
Q2 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
2.05K+ 44.7% |
$119K - $144K
|
6.65K
$475K
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.92KNew |
$112K - $134K
|
1.92K
$137K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.92K+ 2.21% |
$111K - $134K
|
88.9K
$6.35M
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.91K+ 149.8% |
$111K - $134K
|
3.19K
$228K
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
1.86KNew |
$108K - $130K
|
1.86K
$133K
|
|
|
Aug 14, 2025
Q2 2025
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
1.79K+ 45.56% |
$104K - $125K
|
5.71K
$408K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
1.74KNew |
$101K - $122K
|
1.74K
$125K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.65K+ 8.02% |
$96K - $116K
|
22.3K
$1.59M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.55K+ 3.5% |
$90.1K - $108K
|
45.8K
$3.28M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.54K+ 9.04% |
$89.2K - $107K
|
18.5K
$1.32M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.39K+ 10.58% |
$80.7K - $97K
|
14.5K
$1.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.36K+ 1.73% |
$79.1K - $95.2K
|
80.2K
$5.73M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.27K+ 2.19% |
$74.1K - $89.1K
|
59.5K
$4.25M
|
|
|
Aug 12, 2025
Q2 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
1.18K+ 10.23% |
$68.7K - $82.6K
|
12.7K
$910K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.12K+ 5.97% |
$65.3K - $78.5K
|
19.9K
$1.42M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.11K+ 8.82% |
$64.5K - $77.6K
|
13.7K
$979K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.08K+ 12.82% |
$62.6K - $75.3K
|
9.48K
$678K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.08K+ 4.06% |
$62.5K - $75.2K
|
27.6K
$1.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.01K+ 9.11% |
$58.5K - $70.4K
|
12.1K
$863K
|
|
|
Aug 12, 2025
Q2 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
1.01K+ 23.89% |
$58.4K - $70.3K
|
5.21K
$373K
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
950+ 5.14% |
$55.2K - $66.4K
|
19.4K
$1.39M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
802+ 5.32% |
$46.6K - $56.1K
|
15.9K
$1.13M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
792+ 3.89% |
$46K - $55.4K
|
21.2K
$1.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
779New |
$45.3K - $54.5K
|
779
$55.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
779New |
$45.3K - $54.5K
|
779
$55.7K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
778+ 0.19% |
$45.2K - $54.4K
|
417K
$29.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
691+ 84.27% |
$40.2K - $48.3K
|
1.51K
$108K
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
651+ 10.36% |
$37.8K - $45.5K
|
6.93K
$496K
|
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
600New |
$34.9K - $42K
|
600
$42.9K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
559+ 5081.82% |
$32.5K - $39.1K
|
570
$40.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
556+ 1.63% |
$32.3K - $38.9K
|
34.6K
$2.48M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
553+ 13.94% |
$32.1K - $38.7K
|
4.52K
$323K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
455New |
$26.4K - $31.8K
|
455
$32.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
413+ 3.99% |
$24K - $28.9K
|
10.8K
$770K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
390+ 8.7% |
$22.7K - $27.3K
|
4.87K
$348K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
360+ 156.52% |
$20.9K - $25.2K
|
590
$42.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
360New |
$20.9K - $25.2K
|
360
$25.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
296New |
$17.2K - $20.7K
|
296
$21.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
229+ 2.96% |
$13.3K - $16K
|
7.97K
$570K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
215New |
$12.5K - $15K
|
215
$15.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
200New |
$11.6K - $14K
|
200
$14.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
195+ 0.8% |
$11.3K - $13.6K
|
24.7K
$1.76M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
185New |
$10.8K - $12.9K
|
185
$13.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
185+ 2.25% |
$10.8K - $12.9K
|
8.42K
$602K
|
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
179+ 2.58% |
$10.4K - $12.5K
|
7.11K
$508K
|
|
|
Jul 16, 2025
Q2 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
150+ 11.54% |
$8.72K - $10.5K
|
1.45K
$104K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
132New |
$7.67K - $9.23K
|
132
$9.44K
|