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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
130+ 0.8% |
$7.56K - $9.09K
|
16.4K
$1.17M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
120+ 2.02% |
$6.98K - $8.39K
|
6.08K
$434K
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
119+ 2.28% |
$6.92K - $8.32K
|
5.34K
$382K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
108+ 25.47% |
$6.28K - $7.55K
|
532
$38K
|
|
|
Jul 31, 2025
Q2 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
108+ 0.51% |
$6.28K - $7.55K
|
21.3K
$1.52M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
100New |
$5.81K - $6.99K
|
100
$7.15K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
100+ 2.29% |
$5.81K - $6.99K
|
4.47K
$320K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
92+ 2.0% |
$5.35K - $6.43K
|
4.68K
$335K
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
72+ 0.78% |
$4.19K - $5.03K
|
9.25K
$661K
|
|
|
Aug 01, 2025
Q2 2025
|
Belvedere Trading LLC
|
BUY
|
- |
71New |
$4.13K - $4.96K
|
71
$5.08K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
70+ 28.23% |
$4.07K - $4.89K
|
318
$22.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
67+ 0.69% |
$3.89K - $4.68K
|
9.71K
$694K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
67+ 0.31% |
$3.89K - $4.68K
|
21.5K
$1.54M
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
52New |
$3.02K - $3.64K
|
52
$3.72K
|
|
|
Aug 07, 2025
Q2 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
45+ 0.27% |
$2.62K - $3.15K
|
16.6K
$1.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
35+ 77.78% |
$2.03K - $2.45K
|
80
$5.72K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
33+ 1.22% |
$1.92K - $2.31K
|
2.74K
$196K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
32+ 0.67% |
$1.86K - $2.24K
|
4.78K
$342K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
21+ 5.47% |
$1.22K - $1.47K
|
405
$29K
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
21+ 0.07% |
$1.22K - $1.47K
|
28.3K
$2.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
20+ 1.0% |
$1.16K - $1.4K
|
2.01K
$144K
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
12New |
$698 - $839
|
12
$858
|
|
|
Jul 16, 2025
Q2 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
7+ 0.16% |
$407 - $489
|
4.45K
$318K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
7New |
$407 - $489
|
7
$500
|
|
|
Aug 07, 2025
Q2 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
6+ 0.08% |
$349 - $420
|
7.95K
$568K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4+ 0.01% |
$233 - $280
|
32K
$2.29M
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
4+ 0.41% |
$233 - $280
|
984
$70.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
4+ 0.05% |
$233 - $280
|
7.49K
$535K
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
BUY
|
- |
3+ 0.17% |
$174 - $210
|
1.77K
$126K
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
2+ 0.19% |
$116 - $140
|
1.03K
$73.7K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2+ 0.05% |
$116 - $140
|
4.27K
$306K
|
|
|
Aug 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.37% |
$58.1 - $69.9
|
273
$19.5K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1+ 0.24% |
$58.1 - $69.9
|
420
$30K
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$58.1 - $69.9
|
4.25K
$304K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
1+ 0.24% |
$58.1 - $69.9
|
411
$29.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
1+ 0.49% |
$58.1 - $69.9
|
206
$14.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.06% |
$58.1 - $69.9
|
1.75K
$125K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
1+ 1.18% |
$58.1 - $69.9
|
86
$6.15K
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.28% |
$58.1 - $69.9
|
353
$25.2K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.28% |
$58.1 - $69.9
|
357
$25.5K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1+ 0.02% |
$58.1 - $69.9
|
5.35K
$382K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
1+ 0.13% |
$58.1 - $69.9
|
759
$54.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
SELL
|
- |
-1- 0.3% |
$58.1 - $69.9
|
332
$23.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-5- 0.17% |
$291 - $350
|
3.02K
$216K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-10- 0.25% |
$581 - $699
|
3.99K
$285K
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-30- 0.45% |
$1.74K - $2.1K
|
6.63K
$474K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-32- 0.58% |
$1.86K - $2.24K
|
5.46K
$391K
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-50- 0.08% |
$2.91K - $3.5K
|
61.1K
$4.37M
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-55- 1.06% |
$3.2K - $3.85K
|
5.16K
$369K
|