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 08, 2025
Q2 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-750- 15.68% |
$43.6K - $52.4K
|
4.03K
$288K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-760- 2.7% |
$44.2K - $53.1K
|
27.4K
$1.96M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-773- 5.78% |
$44.9K - $54K
|
12.6K
$901K
|
|
|
Aug 05, 2025
Q2 2025
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-798- 0.7% |
$46.4K - $55.8K
|
113K
$8.09M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-804- 5.37% |
$46.7K - $56.2K
|
14.2K
$1.01M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-813- 3.43% |
$47.3K - $56.8K
|
22.9K
$1.64M
|
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
SELL
|
- |
-847- 5.73% |
$49.2K - $59.2K
|
13.9K
$997K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-866- 11.45% |
$50.3K - $60.6K
|
6.7K
$479K
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-1.01K- 23.67% |
$58.6K - $70.5K
|
3.25K
$232K
|
|
|
Jul 16, 2025
Q2 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-1.06K- 19.29% |
$61.3K - $73.8K
|
4.41K
$316K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-1.12K- 30.11% |
$64.9K - $78.1K
|
2.59K
$185K
|
|
|
Jul 21, 2025
Q2 2025
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-1.19K- 1.03% |
$69.2K - $83.2K
|
115K
$8.21M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.34K- 14.31% |
$77.6K - $93.3K
|
8K
$572K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.4K- 2.67% |
$81.3K - $97.7K
|
50.9K
$3.64M
|
|
|
Aug 12, 2025
Q2 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.4K- 2.66% |
$81.6K - $98.1K
|
51.3K
$3.67M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.43K- 32.03% |
$83.1K - $100K
|
3.03K
$217K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.51K- 7.29% |
$87.5K - $105K
|
19.2K
$1.37M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.54K- 22.58% |
$89.7K - $108K
|
5.29K
$378K
|
|
|
Aug 04, 2025
Q2 2025
|
Ledyard National Bank
|
SELL
|
- |
-1.63K- 10.76% |
$94.5K - $114K
|
13.5K
$964K
|
|
|
Jul 31, 2025
Q2 2025
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-1.65K- 2.29% |
$96.1K - $116K
|
70.5K
$5.04M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.68K- 27.76% |
$97.4K - $117K
|
4.36K
$312K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.78K- 28.13% |
$104K - $125K
|
4.55K
$325K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
SELL
|
- |
-2.38K- 94.06% |
$138K - $166K
|
150
$10.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.7K- 6.9% |
$157K - $189K
|
36.4K
$2.61M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.76K- 0.95% |
$160K - $193K
|
288K
$20.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.84K- 8.69% |
$165K - $199K
|
29.9K
$2.13M
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-2.88K- 38.1% |
$167K - $201K
|
4.68K
$335K
|
|
|
Aug 07, 2025
Q2 2025
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-3.73K- 6.15% |
$217K - $261K
|
57K
$4.07M
|
|
|
Aug 05, 2025
Q2 2025
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-4.24K- 26.96% |
$246K - $296K
|
11.5K
$820K
|
|
|
Aug 05, 2025
Q2 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-4.38K- 39.07% |
$255K - $306K
|
6.83K
$488K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.65K- 0.56% |
$270K - $325K
|
822K
$58.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-6K- 9.7% |
$349K - $420K
|
55.9K
$4M
|
|
|
Jul 30, 2025
Q2 2025
|
Money Design Co.,Ltd.
|
SELL
|
- |
-6.14K- 9.89% |
$357K - $429K
|
56K
$4M
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-6.25K- 62.04% |
$363K - $437K
|
3.83K
$273K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-6.97K- 1.49% |
$405K - $487K
|
461K
$32.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-8.48K- 58.64% |
$493K - $593K
|
5.98K
$428K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-10.1K- 32.55% |
$590K - $709K
|
21K
$1.5M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-10.6K- 0.74% |
$616K - $741K
|
1.43M
$102M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11K- 26.77% |
$640K - $770K
|
30.1K
$2.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-14.9K- 49.77% |
$868K - $1.04M
|
15.1K
$1.08M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-15.5K- 35.37% |
$901K - $1.08M
|
28.3K
$2.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-18.1K- 7.97% |
$1.05M - $1.27M
|
209K
$14.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-19.1K- 66.0% |
$1.11M - $1.34M
|
9.84K
$704K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-30.2K- 13.79% |
$1.76M - $2.11M
|
189K
$13.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-34.5K- 17.48% |
$2.01M - $2.41M
|
163K
$11.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-61.3K- 3.68% |
$3.56M - $4.28M
|
1.6M
$115M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-63.9K- 98.74% |
$3.71M - $4.46M
|
817
$58.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-185K- 30.44% |
$10.8M - $12.9M
|
423K
$30.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-208K- 50.5% |
$12.1M - $14.5M
|
204K
$14.6M
|