Purchases and Sales Made in Q3 2021 in Invesco Exchange Traded Fd Tr (PHO)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PHO) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
4.16K+ 92.39% |
$224K - $248K
|
8.65K
$558K
|
|
Oct 13, 2021
Q3 2021
|
Andesa Financial Management Inc.
|
BUY
|
- |
4KNew |
$215K - $238K
|
4K
$258K
|
|
Oct 21, 2021
Q3 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.97KNew |
$214K - $237K
|
3.97K
$256K
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
3.95K+ 163.06% |
$213K - $236K
|
6.37K
$411K
|
|
Nov 02, 2021
Q3 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
3.94KNew |
$212K - $235K
|
3.94K
$254K
|
|
Nov 01, 2021
Q3 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.94KNew |
$212K - $235K
|
3.94K
$254K
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.93K+ 2.61% |
$211K - $234K
|
154K
$9.95M
|
|
Nov 12, 2021
Q3 2021
|
Scotia Capital Inc.
|
BUY
|
- |
3.88K+ 7.55% |
$209K - $232K
|
55.3K
$3.57M
|
|
Nov 12, 2021
Q3 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3.86KNew |
$208K - $230K
|
3.86K
$249K
|
|
Nov 10, 2021
Q3 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.86KNew |
$207K - $230K
|
3.86K
$249K
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.77KNew |
$203K - $225K
|
3.77K
$243K
|
|
Nov 09, 2021
Q3 2021
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
3.7KNew |
$199K - $221K
|
3.7K
$239K
|
|
Oct 13, 2021
Q3 2021
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
3.66KNew |
$197K - $218K
|
3.66K
$236K
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.22K+ 5.37% |
$173K - $192K
|
63.2K
$4.07M
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
BUY
|
- |
3.12K+ 7.13% |
$168K - $186K
|
46.9K
$3.03M
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3.08KNew |
$166K - $184K
|
3.08K
$199K
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3K+ 38.27% |
$161K - $179K
|
10.8K
$699K
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.77K+ 11.05% |
$149K - $165K
|
27.8K
$1.79M
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.73K+ 32.15% |
$147K - $162K
|
11.2K
$723K
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.7K+ 8.73% |
$145K - $161K
|
33.6K
$2.17M
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
BUY
|
- |
2.64K+ 24.8% |
$142K - $157K
|
13.3K
$856K
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.58KNew |
$139K - $154K
|
2.58K
$167K
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.54K+ 5.44% |
$136K - $151K
|
49.2K
$3.17M
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.42K+ 8.5% |
$130K - $144K
|
30.9K
$1.99M
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
2.39K+ 36.2% |
$128K - $142K
|
8.99K
$580K
|
|
Nov 12, 2021
Q3 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
2.1KNew |
$113K - $125K
|
2.1K
$135K
|
|
Nov 12, 2021
Q3 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.1K+ 19.43% |
$113K - $125K
|
12.9K
$831K
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
2.08KNew |
$112K - $124K
|
2.08K
$134K
|
|
Dec 03, 2021
Q3 2021
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
2.07K+ 10.53% |
$111K - $123K
|
21.7K
$1.4M
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2K+ 1769.91% |
$108K - $119K
|
2.11K
$136K
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.86KNew |
$100K - $111K
|
1.86K
$120K
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.83K+ 48.53% |
$98.5K - $109K
|
5.6K
$362K
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.81K+ 426.89% |
$97.4K - $108K
|
2.23K
$144K
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.77K+ 16.97% |
$95.1K - $105K
|
12.2K
$786K
|
|
Nov 09, 2021
Q3 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.75K+ 1.96% |
$94.3K - $104K
|
91K
$5.87M
|
|
Aug 13, 2024
Q3 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.72K+ 8.59% |
$92.3K - $102K
|
21.7K
$1.4M
|
|
Oct 20, 2021
Q3 2021
|
Ledyard National Bank
|
BUY
|
- |
1.57K+ 8.15% |
$84.5K - $93.7K
|
20.8K
$1.34M
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.5KNew |
$80.7K - $89.4K
|
1.5K
$96.8K
|
|
Oct 07, 2021
Q3 2021
|
Lake Street Financial LLC
|
BUY
|
- |
1.29K+ 8.55% |
$69.3K - $76.8K
|
16.4K
$1.06M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.28K+ 33.81% |
$68.7K - $76.1K
|
5.05K
$326K
|
|
Aug 16, 2024
Q3 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.23K+ 153.24% |
$66.1K - $73.3K
|
2.03K
$131K
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.17K+ 19.89% |
$63K - $69.8K
|
7.06K
$455K
|
|
Oct 22, 2021
Q3 2021
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
905+ 11.1% |
$48.7K - $54K
|
9.06K
$584K
|
|
Oct 21, 2021
Q3 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
867New |
$46.6K - $51.7K
|
867
$55.9K
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
850+ 0.67% |
$45.7K - $50.7K
|
128K
$8.27M
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
825New |
$44.4K - $49.2K
|
825
$53.2K
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
795+ 159.64% |
$42.8K - $47.4K
|
1.29K
$83.4K
|
|
Nov 22, 2021
Q3 2021
|
Comerica Bank
|
BUY
|
- |
755+ 13.42% |
$40.6K - $45K
|
6.38K
$412K
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
744+ 1.91% |
$40K - $44.4K
|
39.7K
$2.56M
|
|
Oct 27, 2021
Q3 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
715+ 10.37% |
$38.5K - $42.6K
|
7.61K
$491K
|