Purchases and Sales Made in Q3 2021 in Invesco Exchange Traded Fd Tr (PHO)

PHO Quotes by TradingView

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
Jun 17, 2024 Q3 2021
Traphagen Investment Advisors LLC

Oradell, NJ
BUY
 -
665
+ 8.38%
$35.8K - $39.6K
8.6K $595K
Nov 15, 2021 Q3 2021
Resolute Advisors LLC

BUY
 -
633
New
$34.1K - $37.7K
633 $43.8K
Nov 12, 2021 Q3 2021
Steward Partners Investment Advisory, LLC

BUY
 -
592
+ 1.58%
$31.8K - $35.3K
38K $2.63M
Nov 10, 2021 Q3 2021
Verity Asset Management, Inc.

Durham, NC
BUY
 -
571
+ 2.19%
$30.7K - $34K
26.7K $1.85M
Nov 12, 2021 Q3 2021
Hamilton Wealth, LLC

BUY
 -
534
+ 1.05%
$28.7K - $31.8K
51.5K $3.57M
Nov 05, 2021 Q3 2021
Truist Financial Corp

BUY
 -
500
+ 6.6%
$26.9K - $29.8K
8.07K $559K
Nov 05, 2021 Q3 2021
Advisory Services Network, LLC

BUY
 -
495
+ 15.01%
$26.6K - $29.5K
3.79K $262K
Nov 04, 2021 Q3 2021
Iag Wealth Partners, LLC

BUY
 -
425
New
$22.9K - $25.3K
425 $29.4K
Oct 22, 2021 Q3 2021
Spire Wealth Management

BUY
 -
422
+ 2.04%
$22.7K - $25.2K
21.1K $1.46M
Nov 15, 2021 Q3 2021
Appleton Group, LLC

BUY
 -
326
+ 5.97%
$17.5K - $19.4K
5.79K $400K
Oct 08, 2021 Q3 2021
Creative Financial Designs Inc

BUY
 -
283
+ 50.45%
$15.2K - $16.9K
844 $58.4K
Oct 26, 2021 Q3 2021
Equitable Trust CO

BUY
 -
271
+ 1.94%
$14.6K - $16.2K
14.2K $983K
Nov 01, 2021 Q3 2021
Miracle Mile Advisors, LLC

BUY
 -
263
+ 0.96%
$14.1K - $15.7K
27.7K $1.92M
Nov 15, 2021 Q3 2021
Howe & Rusling Inc

Rochester, NY
BUY
 -
250
+ 25.59%
$13.5K - $14.9K
1.23K $84.9K
Nov 12, 2021 Q3 2021
Bank Of Montreal

Toronto, A6
BUY
 -
248
+ 3.65%
$13.3K - $14.8K
7.05K $487K
Nov 16, 2021 Q3 2021
Fin Trust Capital Advisors, LLC

BUY
 -
240
New
$12.9K - $14.3K
240 $16.6K
Nov 03, 2021 Q3 2021
Crestwood Advisors Group LLC

BUY
 -
240
+ 4.71%
$12.9K - $14.3K
5.34K $369K
Oct 20, 2021 Q3 2021
Guidance Point Advisors, LLC

BUY
 -
202
New
$10.9K - $12K
202 $14K
Nov 03, 2021 Q3 2021
Nwam LLC

Mercer Island, WA
BUY
 -
200
+ 5.19%
$10.8K - $11.9K
4.06K $281K
Nov 03, 2021 Q3 2021
Herold Advisors, Inc.

BUY
 -
200
New
$10.8K - $11.9K
200 $13.8K
Nov 05, 2021 Q3 2021
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
175
+ 1.76%
$9.42K - $10.4K
10.1K $699K
Nov 16, 2021 Q3 2021
Captrust Financial Advisors

Raleigh, NC
BUY
 -
170
+ 1.71%
$9.15K - $10.1K
10.1K $701K
Nov 12, 2021 Q3 2021
Oppenheimer & CO Inc

New York, NY
BUY
 -
167
+ 1.26%
$8.98K - $9.96K
13.4K $926K
Nov 10, 2021 Q3 2021
Db Wealth Management Group, LLC

San Diego, CA
BUY
 -
164
New
$8.82K - $9.78K
164 $11.3K
Nov 16, 2021 Q3 2021
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
155
+ 0.59%
$8.34K - $9.24K
26.3K $1.82M
Nov 16, 2021 Q3 2021
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
155
New
$8.34K - $9.24K
155 $10.7K
Oct 22, 2021 Q3 2021
Global Retirement Partners, LLC

BUY
 -
150
+ 10.56%
$8.07K - $8.94K
1.57K $109K
Nov 16, 2021 Q3 2021
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
86
+ 0.9%
$4.63K - $5.13K
9.65K $667K
Nov 12, 2021 Q3 2021
Eagle Bay Advisors LLC

New York, NY
BUY
 -
81
+ 100.0%
$4.36K - $4.83K
162 $11.2K
Oct 27, 2021 Q3 2021
Aptus Capital Advisors, LLC

BUY
 -
75
New
$4.04K - $4.47K
75 $5.19K
Nov 15, 2021 Q3 2021
Mml Investors Services, LLC

Springfield, MA
BUY
 -
69
+ 1.52%
$3.71K - $4.11K
4.6K $318K
Oct 14, 2021 Q3 2021
First United Bank & Trust

BUY
 -
60
+ 1.11%
$3.23K - $3.58K
5.47K $378K
Nov 12, 2021 Q3 2021
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
57
+ 28.5%
$3.07K - $3.4K
257 $17.8K
Nov 12, 2021 Q3 2021
Ibex Wealth Advisors

Lebanon, NJ
BUY
 -
54
New
$2.91K - $3.22K
54 $3.74K
Nov 12, 2021 Q3 2021
Equitable Holdings, Inc.

New York, NY
BUY
 -
50
+ 0.97%
$2.69K - $2.98K
5.21K $360K
Oct 13, 2021 Q3 2021
Joseph P. Lucia & Associates, LLC

BUY
 -
35
+ 7.54%
$1.88K - $2.09K
499 $34.5K
Oct 13, 2021 Q3 2021
Conservest Capital Advisors, Inc.

BUY
 -
27
+ 0.05%
$1.45K - $1.61K
51.2K $3.54M
Nov 05, 2021 Q3 2021
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
25
+ 1.66%
$1.35K - $1.49K
1.53K $106K
Nov 12, 2021 Q3 2021
Mv Capital Management, Inc.

BUY
 -
13
New
$699 - $775
13 $899
Oct 20, 2021 Q3 2021
Gps Wealth Strategies Group, LLC

BUY
 -
11
New
$592 - $656
11 $761
Nov 12, 2021 Q3 2021
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
8
+ 0.12%
$430 - $477
6.85K $474K
Nov 12, 2021 Q3 2021
Cibc Private Wealth Group, LLC

BUY
 -
7
+ 0.04%
$377 - $417
18.9K $1.31M
Nov 03, 2021 Q3 2021
Linscomb & Williams, Inc.

Houston, TX
BUY
 -
3
+ 0.0%
$161 - $179
69.8K $4.83M
Oct 12, 2021 Q3 2021
Windsor Group LTD

BUY
 -
2
+ 0.05%
$108 - $119
4.36K $301K
Nov 15, 2021 Q3 2021
First Manhattan CO

New York, NY
BUY
 -
1
+ 0.43%
$53.8 - $59.6
232 $16K
Nov 02, 2021 Q3 2021
Parallel Advisors, LLC

BUY
 -
1
+ 0.75%
$53.8 - $59.6
134 $9.27K
Nov 17, 2021 Q3 2021
Wealth Quarterback LLC

Toms River, NJ
BUY
 -
1
+ 0.97%
$53.8 - $59.6
104 $7.19K
Nov 12, 2021 Q3 2021
Chicago Partners Investment Group LLC

BUY
 -
1
+ 0.0%
$53.8 - $59.6
31.6K $2.19M
Oct 12, 2021 Q3 2021
Soa Wealth Advisors, Llc.

BUY
 -
1
+ 0.09%
$53.8 - $59.6
1.1K $76.4K

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