Purchases and Sales Made in Q4 2024 in Invesco Exchange Traded Fd Tr (PHO)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PHO) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.1% |
$65.8 - $72.1
|
1.02K
$69.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.06% |
$65.8 - $72.1
|
1.74K
$119K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1+ 0.1% |
$65.8 - $72.1
|
1K
$68.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1+ 0.02% |
$65.8 - $72.1
|
4.15K
$284K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.38% |
$65.8 - $72.1
|
264
$18.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1- 0.03% |
$65.8 - $72.1
|
3.07K
$210K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-28- 0.32% |
$1.84K - $2.02K
|
8.68K
$594K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-28- 1.33% |
$1.84K - $2.02K
|
2.07K
$142K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-52- 4.94% |
$3.42K - $3.75K
|
1K
$68.4K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-75- 2.57% |
$4.93K - $5.41K
|
2.85K
$195K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-84- 16.8% |
$5.53K - $6.06K
|
416
$28.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-106- 2.22% |
$6.97K - $7.65K
|
4.67K
$319K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-122- 0.23% |
$8.03K - $8.8K
|
53.3K
$3.65M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-150- 3.75% |
$9.87K - $10.8K
|
3.85K
$263K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-177- 1.53% |
$11.6K - $12.8K
|
11.4K
$778K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-184- 0.59% |
$12.1K - $13.3K
|
31.1K
$2.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-191- 2.3% |
$12.6K - $13.8K
|
8.1K
$554K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-193- 0.47% |
$12.7K - $13.9K
|
40.6K
$2.78M
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-206- 6.33% |
$13.6K - $14.9K
|
3.05K
$208K
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-257- 2.58% |
$16.9K - $18.5K
|
9.72K
$665K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-266- 5.91% |
$17.5K - $19.2K
|
4.24K
$290K
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
SELL
|
- |
-271- 1.8% |
$17.8K - $19.5K
|
14.8K
$1.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-275- 4.41% |
$18.1K - $19.8K
|
5.96K
$407K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-339- 2.03% |
$22.3K - $24.5K
|
16.4K
$1.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-351- 2.37% |
$23.1K - $25.3K
|
14.4K
$989K
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-395- 2.56% |
$26K - $28.5K
|
15.1K
$1.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-500- 41.32% |
$32.9K - $36.1K
|
710
$48.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-564- 7.36% |
$37.1K - $40.7K
|
7.1K
$486K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-608- 28.65% |
$40K - $43.9K
|
1.51K
$104K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-610- 4.36% |
$40.1K - $44K
|
13.4K
$915K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-766- 5.88% |
$50.4K - $55.3K
|
12.3K
$839K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-779- 4.99% |
$51.3K - $56.2K
|
14.8K
$1.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-944- 3.87% |
$62.1K - $68.1K
|
23.4K
$1.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-982- 12.12% |
$64.6K - $70.8K
|
7.12K
$487K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-1K- 50.0% |
$65.8K - $72.1K
|
1K
$68.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.29K- 5.13% |
$84.9K - $93.1K
|
23.8K
$1.63M
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-1.32K- 12.98% |
$86.5K - $94.9K
|
8.81K
$603K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.32K- 7.22% |
$152K - $167K
|
29.8K
$2.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.54K- 99.92% |
$167K - $183K
|
2
$137
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-4.5K- 14.08% |
$296K - $324K
|
27.4K
$1.88M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-5.55K- 49.4% |
$365K - $400K
|
5.68K
$389K
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-11.5K- 14.39% |
$755K - $828K
|
68.2K
$4.67M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-12.1K- 26.95% |
$796K - $873K
|
32.8K
$2.24M
|
|
|
Feb 03, 2025
Q4 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-14.9K- 11.14% |
$979K - $1.07M
|
119K
$8.12M
|