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 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-59- 0.37% |
$3.43K - $4.13K
|
16.1K
$1.15M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-62- 1.3% |
$3.6K - $4.34K
|
4.71K
$336K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-64- 1.81% |
$3.72K - $4.47K
|
3.47K
$248K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-78- 66.1% |
$4.53K - $5.45K
|
40
$2.86K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-89- 1.08% |
$5.17K - $6.22K
|
8.18K
$585K
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-95- 3.38% |
$5.52K - $6.64K
|
2.72K
$194K
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-100- 0.93% |
$5.81K - $6.99K
|
10.6K
$758K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-101- 1.45% |
$5.87K - $7.06K
|
6.88K
$492K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-140- 3.01% |
$8.14K - $9.79K
|
4.5K
$322K
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-145- 20.63% |
$8.43K - $10.1K
|
558
$39.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-147- 0.85% |
$8.55K - $10.3K
|
17.2K
$1.23M
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-150- 1.22% |
$8.72K - $10.5K
|
12.1K
$866K
|
|
|
Aug 12, 2025
Q2 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-153- 1.59% |
$8.89K - $10.7K
|
9.45K
$676K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-160- 27.12% |
$9.3K - $11.2K
|
430
$30.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Mcia Inc
|
SELL
|
- |
-170- 2.56% |
$9.88K - $11.9K
|
6.47K
$462K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-176- 6.91% |
$10.2K - $12.3K
|
2.37K
$169K
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-180- 2.91% |
$10.5K - $12.6K
|
6.02K
$430K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-183- 2.58% |
$10.6K - $12.8K
|
6.91K
$494K
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-200- 2.67% |
$11.6K - $14K
|
7.28K
$520K
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-200- 0.73% |
$11.6K - $14K
|
27.4K
$1.96M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-200- 4.58% |
$11.6K - $14K
|
4.17K
$298K
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-201- 6.42% |
$11.7K - $14.1K
|
2.93K
$209K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-225- 4.07% |
$13.1K - $15.7K
|
5.31K
$380K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-235- 1.84% |
$13.7K - $16.4K
|
12.6K
$897K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-249- 1.86% |
$14.5K - $17.4K
|
13.1K
$937K
|
|
|
Aug 05, 2025
Q2 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-255- 1.44% |
$14.8K - $17.8K
|
17.5K
$1.25M
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-260- 3.47% |
$15.1K - $18.2K
|
7.24K
$517K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-265- 2.89% |
$15.4K - $18.5K
|
8.89K
$636K
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
SELL
|
- |
-297- 8.78% |
$17.3K - $20.8K
|
3.08K
$220K
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-299- 9.28% |
$17.4K - $20.9K
|
2.92K
$209K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-332- 6.46% |
$19.3K - $23.2K
|
4.81K
$344K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-333- 4.94% |
$19.4K - $23.3K
|
6.4K
$458K
|
|
|
Aug 01, 2025
Q2 2025
|
Banco Santander, S.A.
|
SELL
|
- |
-350- 5.26% |
$20.3K - $24.5K
|
6.3K
$450K
|
|
|
Jul 16, 2025
Q2 2025
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-350- 3.92% |
$20.3K - $24.5K
|
8.57K
$613K
|
|
|
Aug 13, 2025
Q2 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-399- 0.66% |
$23.2K - $27.9K
|
60.3K
$4.31M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-399- 2.55% |
$23.2K - $27.9K
|
15.3K
$1.09M
|
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-436- 11.07% |
$25.3K - $30.5K
|
3.5K
$251K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-463- 2.39% |
$26.9K - $32.4K
|
18.9K
$1.35M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-492- 5.23% |
$28.6K - $34.4K
|
8.92K
$638K
|
|
|
Jul 31, 2025
Q2 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-522- 3.85% |
$30.3K - $36.5K
|
13K
$932K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-529- 10.12% |
$30.8K - $37K
|
4.7K
$336K
|
|
|
Jul 21, 2025
Q2 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-561- 1.77% |
$32.6K - $39.2K
|
31.1K
$2.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-568- 4.53% |
$33K - $39.7K
|
12K
$856K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-572- 2.68% |
$33.3K - $40K
|
20.8K
$1.48M
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-589- 1.19% |
$34.2K - $41.2K
|
49.1K
$3.51M
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-591- 1.99% |
$34.4K - $41.3K
|
29.1K
$2.08M
|
|
|
Aug 05, 2025
Q2 2025
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-597- 2.16% |
$34.7K - $41.7K
|
27K
$1.93M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-607- 0.46% |
$35.3K - $42.4K
|
133K
$9.49M
|
|
|
Aug 11, 2025
Q2 2025
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-653- 1.02% |
$38K - $45.7K
|
63.2K
$4.52M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-669- 4.16% |
$38.9K - $46.8K
|
15.4K
$1.1M
|