Purchases and Sales Made in Q3 2022 in Invesco Exchange Traded Fd Tr (PHO)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PHO) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 08, 2023
Q3 2022
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
181KNew |
$8.27M - $9.87M
|
181K
$12M
|
|
Aug 02, 2023
Q3 2022
|
Money Design Co.,Ltd.
|
BUY
|
- |
151K+ 167.64% |
$6.89M - $8.21M
|
240K
$16M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
138K+ 35.24% |
$6.29M - $7.5M
|
528K
$35.1M
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
86.2K+ 8.2% |
$3.94M - $4.7M
|
1.14M
$75.7M
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
83.5K+ 181.92% |
$3.82M - $4.56M
|
129K
$8.62M
|
|
Nov 09, 2022
Q3 2022
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
66.2KNew |
$3.03M - $3.61M
|
66.2K
$4.41M
|
|
Nov 10, 2022
Q3 2022
|
Seaview Investment Managers LLC
|
BUY
|
- |
40.5KNew |
$1.85M - $2.21M
|
40.5K
$2.7M
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
27.6K+ 35.8% |
$1.26M - $1.5M
|
105K
$6.97M
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
23.7K+ 13.63% |
$1.08M - $1.29M
|
197K
$13.1M
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
22.2K+ 2.67% |
$1.01M - $1.21M
|
852K
$56.7M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
20.8K+ 40.97% |
$952K - $1.14M
|
71.6K
$4.77M
|
|
Nov 14, 2022
Q3 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
20.2KNew |
$925K - $1.1M
|
20.2K
$1.35M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
18.8K+ 16.6% |
$862K - $1.03M
|
132K
$8.81M
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
15.7KNew |
$720K - $858K
|
15.7K
$1.05M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.8K+ 7.0% |
$631K - $753K
|
211K
$14M
|
|
Oct 21, 2022
Q3 2022
|
Columbus Macro, LLC
|
BUY
|
- |
12.1KNew |
$553K - $660K
|
12.1K
$806K
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
8.95K+ 161.7% |
$409K - $488K
|
14.5K
$964K
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
8.95K+ 161.7% |
$409K - $488K
|
14.5K
$964K
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
BUY
|
- |
7.58KNew |
$347K - $414K
|
7.58K
$505K
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
7.07KNew |
$323K - $386K
|
7.07K
$471K
|
|
Oct 25, 2022
Q3 2022
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
6.62K+ 79.56% |
$303K - $361K
|
14.9K
$994K
|
|
Nov 14, 2022
Q3 2022
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
6.1KNew |
$279K - $333K
|
6.1K
$406K
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.86KNew |
$268K - $320K
|
5.86K
$390K
|
|
Nov 14, 2022
Q3 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
5.67KNew |
$259K - $309K
|
5.67K
$377K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.6K+ 24.35% |
$256K - $306K
|
28.6K
$1.9M
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
5.42KNew |
$248K - $296K
|
5.42K
$361K
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.9KNew |
$224K - $267K
|
4.9K
$326K
|
|
Oct 13, 2022
Q3 2022
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
4.83K+ 6.91% |
$221K - $263K
|
74.7K
$4.97M
|
|
Nov 02, 2022
Q3 2022
|
Hamilton Wealth, LLC
|
BUY
|
- |
4.79K+ 8.79% |
$219K - $261K
|
59.2K
$3.95M
|
|
Nov 14, 2022
Q3 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
4.7K+ 15.65% |
$215K - $256K
|
34.7K
$2.31M
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.54KNew |
$208K - $248K
|
4.54K
$302K
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
4.48KNew |
$205K - $244K
|
4.48K
$298K
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.44KNew |
$203K - $243K
|
4.44K
$296K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.62KNew |
$166K - $197K
|
3.62K
$241K
|
|
Nov 15, 2022
Q3 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.94K+ 20.89% |
$135K - $160K
|
17K
$1.13M
|
|
Nov 14, 2022
Q3 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
2.93K+ 14.0% |
$134K - $160K
|
23.9K
$1.59M
|
|
Nov 14, 2022
Q3 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
2.88K+ 4.86% |
$132K - $157K
|
62.1K
$4.14M
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.82K+ 6.61% |
$129K - $154K
|
45.5K
$3.03M
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.89K+ 4.46% |
$86.5K - $103K
|
44.3K
$2.95M
|
|
Nov 15, 2022
Q3 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
1.82K+ 6.4% |
$83.3K - $99.3K
|
30.3K
$2.02M
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
1.72K+ 29.85% |
$78.8K - $94K
|
7.49K
$499K
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
1.66K+ 5.78% |
$75.8K - $90.4K
|
30.3K
$2.02M
|
|
Oct 12, 2022
Q3 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.6K+ 303.03% |
$73.2K - $87.3K
|
2.13K
$142K
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.58K+ 2.45% |
$72.1K - $86K
|
65.8K
$4.39M
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.49KNew |
$68.4K - $81.5K
|
1.49K
$99.5K
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.45K+ 2.21% |
$66.5K - $79.3K
|
67.3K
$4.48M
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.41KNew |
$64.5K - $76.9K
|
1.41K
$93.9K
|
|
Nov 09, 2022
Q3 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
1.18K+ 58.75% |
$53.8K - $64.1K
|
3.18K
$211K
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.1K+ 9.81% |
$50.5K - $60.2K
|
12.3K
$822K
|
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.09KNew |
$49.9K - $59.5K
|
1.09K
$72.6K
|