Purchases and Sales Made in Q4 2022 in Invesco Exchange Traded Fd Tr (PHO)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PHO) during Q4 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 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-283- 1.8% |
$12.9K - $15.2K
|
15.4K
$1.03M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-295- 18.57% |
$13.5K - $15.9K
|
1.29K
$86.2K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-333- 99.7% |
$15.2K - $17.9K
|
1
$66.6
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-336- 50.99% |
$15.4K - $18.1K
|
323
$21.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-350- 2.06% |
$16K - $18.8K
|
16.7K
$1.11M
|
|
|
Sep 15, 2023
Q4 2022
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-366- 1.42% |
$16.7K - $19.7K
|
25.3K
$1.69M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-385- 1.04% |
$17.6K - $20.7K
|
36.8K
$2.45M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-397- 7.45% |
$18.1K - $21.4K
|
4.93K
$329K
|
|
|
Jan 23, 2023
Q4 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-400- 3.45% |
$18.3K - $21.5K
|
11.2K
$745K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-452- 1.02% |
$20.7K - $24.3K
|
43.9K
$2.92M
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-473- 11.04% |
$21.6K - $25.4K
|
3.81K
$254K
|
|
|
Feb 10, 2023
Q4 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-475- 3.01% |
$21.7K - $25.6K
|
15.3K
$1.02M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-491- 0.73% |
$22.4K - $26.4K
|
66.8K
$4.45M
|
|
|
Feb 09, 2023
Q4 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-500- 15.75% |
$22.9K - $26.9K
|
2.68K
$178K
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-510- 7.22% |
$23.3K - $27.4K
|
6.56K
$437K
|
|
|
Feb 02, 2023
Q4 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-540- 4.46% |
$24.7K - $29.1K
|
11.6K
$770K
|
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-648- 8.51% |
$29.6K - $34.9K
|
6.96K
$464K
|
|
|
Jan 31, 2023
Q4 2022
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-655- 0.42% |
$29.9K - $35.2K
|
155K
$10.3M
|
|
|
Jan 19, 2023
Q4 2022
|
First United Bank & Trust
|
SELL
|
- |
-655- 11.56% |
$29.9K - $35.2K
|
5.01K
$334K
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-711- 5.44% |
$32.5K - $38.3K
|
12.3K
$822K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-719- 1.48% |
$32.9K - $38.7K
|
47.9K
$3.19M
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-799- 34.62% |
$36.5K - $43K
|
1.51K
$100K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-809- 3.42% |
$37K - $43.5K
|
22.8K
$1.52M
|
|
|
Feb 07, 2023
Q4 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-826- 21.4% |
$37.7K - $44.4K
|
3.03K
$202K
|
|
|
Jan 20, 2023
Q4 2022
|
Millburn Ridgefield Corp
|
SELL
|
- |
-826- 21.4% |
$37.7K - $44.4K
|
3.03K
$202K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-826- 0.62% |
$37.7K - $44.4K
|
131K
$8.75M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-954- 3.64% |
$43.6K - $51.3K
|
25.3K
$1.68M
|
|
|
Jan 10, 2023
Q4 2022
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-987- 4.55% |
$45.1K - $53.1K
|
20.7K
$1.38M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.1K- 9.66% |
$50.1K - $59K
|
10.3K
$683K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.17K- 13.44% |
$53.6K - $63.1K
|
7.55K
$503K
|
|
|
Feb 06, 2023
Q4 2022
|
Ledyard National Bank
|
SELL
|
- |
-1.24K- 4.75% |
$56.6K - $66.7K
|
24.9K
$1.66M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.24K- 4.35% |
$56.8K - $66.9K
|
27.3K
$1.82M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.32K- 2.12% |
$60.2K - $70.9K
|
60.7K
$4.04M
|
|
|
Jan 17, 2023
Q4 2022
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-1.34K- 8.94% |
$61.1K - $72K
|
13.6K
$908K
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.36K- 11.78% |
$62K - $73K
|
10.2K
$677K
|
|
|
Feb 08, 2023
Q4 2022
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-1.44K- 11.47% |
$65.8K - $77.5K
|
11.1K
$740K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.44K- 19.28% |
$66K - $77.7K
|
6.05K
$403K
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.47K- 2.49% |
$67K - $78.9K
|
57.5K
$3.83M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.53K- 3.88% |
$69.9K - $82.3K
|
37.9K
$2.52M
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.58K- 19.81% |
$72K - $84.7K
|
6.38K
$425K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.64K- 0.78% |
$74.9K - $88.2K
|
209K
$13.9M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.66K- 4.2% |
$75.9K - $89.4K
|
37.9K
$2.52M
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-1.77K- 18.99% |
$81.1K - $95.4K
|
7.57K
$504K
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-1.85K- 20.31% |
$84.5K - $99.5K
|
7.26K
$484K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.17K- 12.43% |
$99.3K - $117K
|
15.3K
$1.02M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.25K- 1.7% |
$103K - $121K
|
130K
$8.66M
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-2.55K- 4.54% |
$116K - $137K
|
53.6K
$3.57M
|
|
|
Feb 13, 2023
Q4 2022
|
Banco Santander, S.A.
|
SELL
|
- |
-2.63K- 18.73% |
$120K - $141K
|
11.4K
$760K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.41K- 0.3% |
$156K - $184K
|
1.13M
$75.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-3.49K- 33.55% |
$159K - $188K
|
6.9K
$460K
|