Purchases and Sales Made in Q3 2023 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 2023. 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 13, 2023 Q3 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
1.65K
+ 0.61%
$87.1K - $96.2K
273K $17.6M
Oct 31, 2023 Q3 2023
Live Oak Investment Partners

Austin, TX
BUY
 -
1.58K
+ 226.29%
$83.6K - $92.4K
2.28K $147K
Nov 02, 2023 Q3 2023
Wealth Spring Partners, LLC

Long Beach, CA
BUY
 -
1.49K
+ 0.82%
$78.4K - $86.6K
183K $11.8M
Jun 17, 2024 Q3 2023
Traphagen Investment Advisors LLC

Oradell, NJ
BUY
 -
1.46K
+ 32.65%
$76.8K - $84.9K
5.91K $381K
Nov 14, 2023 Q3 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
1.36K
+ 24.69%
$71.8K - $79.4K
6.87K $443K
Nov 13, 2023 Q3 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
1.35K
+ 2.78%
$71K - $78.4K
49.7K $3.2M
Oct 17, 2023 Q3 2023
Flagship Harbor Advisors, LLC

BUY
 -
1.33K
+ 19.12%
$70.4K - $77.7K
8.3K $536K
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
1.32K
+ 142.38%
$69.5K - $76.8K
2.24K $145K
Nov 14, 2023 Q3 2023
Scotia Capital Inc.

BUY
 -
1.3K
+ 2.68%
$68.7K - $75.9K
49.9K $3.22M
Nov 13, 2023 Q3 2023
Credit Suisse Ag

Zurich, V8
BUY
 -
1.2K
New
$63.3K - $70K
1.2K $77.4K
Oct 31, 2023 Q3 2023
American Institute For Advanced Investment Management, LLP

BUY
 -
1.05K
+ 6.85%
$55.5K - $61.3K
16.4K $1.06M
Nov 14, 2023 Q3 2023
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
1.05K
+ 82.35%
$55.4K - $61.2K
2.33K $150K
Nov 08, 2023 Q3 2023
Aptus Capital Advisors, LLC

BUY
 -
1.04K
+ 72.37%
$54.9K - $60.7K
2.48K $160K
Oct 19, 2023 Q3 2023
Western Financial Corp/Ca

San Diego, CA
BUY
 -
789
+ 13.91%
$41.7K - $46K
6.46K $417K
Nov 14, 2023 Q3 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
689
+ 0.33%
$36.4K - $40.2K
207K $13.3M
Nov 15, 2023 Q3 2023
Integrated Wealth Concepts LLC

BUY
 -
642
+ 6.61%
$33.9K - $37.4K
10.3K $668K
Nov 15, 2023 Q3 2023
Westside Investment Management, Inc.

BUY
 -
606
+ 40.11%
$32K - $35.3K
2.12K $137K
Nov 14, 2023 Q3 2023
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
601
+ 11.55%
$31.7K - $35.1K
5.8K $374K
Nov 07, 2023 Q3 2023
Conservest Capital Advisors, Inc.

BUY
 -
578
+ 0.77%
$30.5K - $33.7K
75.5K $4.87M
Nov 14, 2023 Q3 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
570
+ 7.64%
$30.1K - $33.2K
8.03K $518K
Oct 24, 2023 Q3 2023
Stratos Wealth Partners, Ltd.

BUY
 -
513
+ 6.31%
$27.1K - $29.9K
8.64K $557K
Nov 08, 2023 Q3 2023
D.A. Davidson & Co.

BUY
 -
502
+ 1.92%
$26.5K - $29.3K
26.6K $1.72M
Oct 11, 2023 Q3 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
500
New
$26.4K - $29.2K
500 $32.3K
Nov 14, 2023 Q3 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
483
+ 2.16%
$25.5K - $28.2K
22.8K $1.47M
Oct 30, 2023 Q3 2023
Bogart Wealth, LLC

BUY
 -
429
+ 1.29%
$22.6K - $25K
33.7K $2.18M
Nov 13, 2023 Q3 2023
Mcia Inc

BUY
 -
378
+ 10.02%
$20K - $22K
4.15K $268K
Nov 09, 2023 Q3 2023
Us Financial Advisors, LLC

Braintree, MA
BUY
 -
370
+ 9.56%
$19.5K - $21.6K
4.24K $273K
Oct 10, 2023 Q3 2023
Tru Wealth Advisors, LLC

BUY
 -
349
+ 8.05%
$18.4K - $20.4K
4.68K $302K
Nov 01, 2023 Q3 2023
Nilsine Partners, LLC

Greenwood Village, CO
BUY
 -
340
+ 1.42%
$17.9K - $19.8K
24.2K $1.56M
Aug 08, 2024 Q3 2023
Syntrinsic LLC

Denver, CO
BUY
 -
325
New
$17.2K - $19K
325 $21K
Nov 03, 2023 Q3 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
321
+ 27.58%
$16.9K - $18.7K
1.49K $95.8K
Jul 09, 2024 Q3 2023
Rockingstone Advisors LLC

Great Barrington, MA
BUY
 -
305
+ 0.72%
$16.1K - $17.8K
42.8K $2.76M
Oct 16, 2023 Q3 2023
Lex Aurum Advisors, LLC

BUY
 -
286
+ 1.9%
$15.1K - $16.7K
15.4K $991K
May 20, 2024 Q3 2023
Parallel Advisors, LLC

BUY
 -
285
+ 89.91%
$15K - $16.6K
602 $38.8K
Nov 13, 2023 Q3 2023
Parallel Advisors, LLC

BUY
 -
285
+ 89.91%
$15K - $16.6K
602 $38.8K
Oct 13, 2023 Q3 2023
Bond & Devick Financial Network, Inc.

BUY
 -
284
+ 2.89%
$15K - $16.6K
10.1K $651K
Oct 10, 2023 Q3 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
276
New
$14.6K - $16.1K
276 $17.8K
Oct 12, 2023 Q3 2023
Mc Elhenny Sheffield Capital Management, LLC

BUY
 -
250
+ 5.47%
$13.2K - $14.6K
4.82K $311K
Nov 08, 2023 Q3 2023
Spire Wealth Management

BUY
 -
211
+ 1.29%
$11.1K - $12.3K
16.6K $1.07M
Nov 01, 2023 Q3 2023
Bank Of Montreal

Toronto, A6
BUY
 -
201
+ 2.93%
$10.6K - $11.7K
7.05K $455K
Nov 22, 2023 Q3 2023
Verity Asset Management, Inc.

Durham, NC
BUY
 -
191
+ 0.6%
$10.1K - $11.1K
31.9K $2.06M
Nov 13, 2023 Q3 2023
O'Rourke & Company, Inc

Boston, MA
BUY
 -
180
+ 0.68%
$9.5K - $10.5K
26.5K $1.71M
Nov 14, 2023 Q3 2023
Wedbush Securities Inc

BUY
 -
165
+ 2.76%
$8.71K - $9.62K
6.15K $397K
Nov 14, 2023 Q3 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
151
+ 1.18%
$7.97K - $8.81K
13K $837K
Oct 30, 2023 Q3 2023
Raab & Moskowitz Asset Management LLC

Chatham, NJ
BUY
 -
142
+ 0.23%
$7.5K - $8.28K
60.9K $3.93M
Nov 07, 2023 Q3 2023
Moors & Cabot, Inc.

Boston, MA
BUY
 -
125
+ 2.45%
$6.6K - $7.29K
5.23K $337K
Nov 07, 2023 Q3 2023
Western Wealth Management, LLC

BUY
 -
102
+ 2.21%
$5.38K - $5.95K
4.72K $304K
Nov 02, 2023 Q3 2023
Wfa Of San Diego, LLC

BUY
 -
100
+ 100.0%
$5.28K - $5.83K
200 $12.9K
Nov 14, 2023 Q3 2023
Advisory Services Network, LLC

BUY
 -
82
+ 1.31%
$4.33K - $4.78K
6.35K $409K

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