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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
5New |
$229 - $273
|
5
$333
|
|
|
Nov 09, 2022
Q3 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
4+ 0.01% |
$183 - $218
|
64.4K
$4.29M
|
|
|
Jun 17, 2024
Q3 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
2+ 0.02% |
$91.5 - $109
|
8.85K
$589K
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2+ 0.01% |
$91.5 - $109
|
31.6K
$2.11M
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
2+ 0.03% |
$91.5 - $109
|
6.7K
$446K
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.16% |
$45.8 - $54.6
|
643
$42.8K
|
|
|
Nov 10, 2022
Q3 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.07% |
$45.8 - $54.6
|
1.54K
$102K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
1+ 0.02% |
$45.8 - $54.6
|
6.17K
$411K
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.1% |
$45.8 - $54.6
|
1.01K
$66.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Resolute Advisors LLC
|
BUY
|
- |
1+ 0.16% |
$45.8 - $54.6
|
635
$42.3K
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1+ 0.01% |
$45.8 - $54.6
|
8.29K
$552K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Dec 18, 2023
Q3 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1Closed |
$45.8 - $54.6
|
0
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-1- 0.06% |
$45.8 - $54.6
|
1.61K
$107K
|
|
|
Nov 14, 2022
Q3 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-5- 0.02% |
$229 - $273
|
23.7K
$1.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-20- 0.22% |
$915 - $1.09K
|
9.11K
$607K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-26- 7.22% |
$1.19K - $1.42K
|
334
$22.2K
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-29- 0.25% |
$1.33K - $1.58K
|
11.4K
$756K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-43- 0.92% |
$1.97K - $2.35K
|
4.64K
$309K
|
|
|
Nov 09, 2022
Q3 2022
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-47- 0.96% |
$2.15K - $2.56K
|
4.85K
$323K
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-51- 37.78% |
$2.33K - $2.78K
|
84
$5.59K
|
|
|
Nov 14, 2022
Q3 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-51- 0.67% |
$2.33K - $2.78K
|
7.61K
$507K
|
|
|
Oct 25, 2022
Q3 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-80- 22.22% |
$3.66K - $4.37K
|
280
$18.6K
|
|
|
Nov 02, 2022
Q3 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-99- 0.19% |
$4.53K - $5.4K
|
51.9K
$3.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-114- 6.78% |
$5.22K - $6.22K
|
1.57K
$104K
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
SELL
|
- |
-132- 1.23% |
$6.04K - $7.2K
|
10.6K
$707K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-138- 0.1% |
$6.31K - $7.53K
|
139K
$9.25M
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-145- 0.82% |
$6.63K - $7.91K
|
17.5K
$1.16M
|
|
|
Oct 17, 2022
Q3 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-172- 2.01% |
$7.87K - $9.39K
|
8.4K
$559K
|
|
|
Oct 12, 2022
Q3 2022
|
Qp Wealth Management, LLC
|
SELL
|
- |
-174- 1.74% |
$7.96K - $9.5K
|
9.85K
$656K
|
|
|
Oct 31, 2022
Q3 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-175- 2.49% |
$8.01K - $9.55K
|
6.85K
$456K
|
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-181- 0.75% |
$8.28K - $9.88K
|
24K
$1.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-188- 0.65% |
$8.6K - $10.3K
|
29K
$1.93M
|
|
|
Oct 03, 2022
Q3 2022
|
M&R Capital Management Inc
|
SELL
|
- |
-200- 37.74% |
$9.15K - $10.9K
|
330
$22K
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-222- 2.2% |
$10.2K - $12.1K
|
9.89K
$659K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-286- 3.45% |
$13.1K - $15.6K
|
8K
$533K
|
|
|
Oct 25, 2022
Q3 2022
|
First United Bank & Trust
|
SELL
|
- |
-290- 4.87% |
$13.3K - $15.8K
|
5.67K
$377K
|
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-300- 22.94% |
$13.7K - $16.4K
|
1.01K
$67.1K
|
|
|
Oct 11, 2022
Q3 2022
|
Clarus Wealth Advisors
|
SELL
|
- |
-305- 3.31% |
$14K - $16.6K
|
8.91K
$593K
|
|
|
Nov 01, 2022
Q3 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-338- 5.55% |
$15.5K - $18.4K
|
5.75K
$383K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-340- 3.34% |
$15.6K - $18.6K
|
9.84K
$655K
|
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
SELL
|
- |
-350- 1.65% |
$16K - $19.1K
|
20.9K
$1.39M
|
|
|
Oct 27, 2022
Q3 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-375- 2.0% |
$17.2K - $20.5K
|
18.4K
$1.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
SELL
|
- |
-390- 3.62% |
$17.8K - $21.3K
|
10.4K
$692K
|
|
|
Nov 09, 2022
Q3 2022
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-423- 8.54% |
$19.4K - $23.1K
|
4.53K
$302K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-438- 0.73% |
$20K - $23.9K
|
59.7K
$3.98M
|
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-438- 1.47% |
$20K - $23.9K
|
29.3K
$1.95M
|
|
|
Oct 21, 2022
Q3 2022
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-445- 2.89% |
$20.4K - $24.3K
|
15K
$997K
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
SELL
|
- |
-482- 6.93% |
$22.1K - $26.3K
|
6.47K
$431K
|