Institutional Ownership Invesco Exchange Traded Fd Tr (PHO)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PHO). We have compiled data on the 423 institutions that hold shares in the stock, with a total of 12.5 Million shares, which have been reported (via 13F filing form) to have a value of $821 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
3,371
shares
|
$217,463
0.0% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
3,319
shares
|
$214,108
0.02% of portfolio
|
Q3 2024
Reduced 9.56%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
3,313
shares
|
$213,721
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
3,302
shares
|
$213,012
0.07% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Autumn Glory Partners, LLC
|
Oct 24, 2024 Q3 2024 |
3,253
shares
|
$209,851
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
Nov 15, 2024 Q3 2024 |
3,200
shares
|
$206,432
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Aries Wealth Management
|
Oct 31, 2024 Q3 2024 |
3,200
shares
|
$206,432
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
3,196
shares
|
$206,173
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
3,191
shares
|
$205,851
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Oct 15, 2024 Q3 2024 |
3,172
shares
|
$204,625
0.16% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
3,152
shares
|
$203,335
0.02% of portfolio
|
Q3 2024
Reduced 7.35%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
3,130
shares
|
$201,916
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
3,080
shares
|
$198,690
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
3,066
shares
|
$197,787
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Beese Fulmer Investment Management, Inc.
|
Oct 22, 2024 Q3 2024 |
3,033
shares
|
$195,658
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
3,026
shares
|
$195,207
0.03% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
3,008
shares
|
$194,046
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
3,003
shares
|
$193,723
0.01% of portfolio
|
Q3 2024
Reduced 22.14%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
2,994
shares
|
$193,142
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
2,978
shares
|
$192,110
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
2,967
shares
|
$191,401
0.01% of portfolio
|
Q3 2024
Added 4.92%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Oct 02, 2024 Q3 2024 |
2,966
shares
|
$191,336
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Winthrop Advisory Group LLC
|
Oct 31, 2024 Q3 2024 |
2,960
shares
|
$190,949
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
First United Bank & Trust
|
Oct 15, 2024 Q3 2024 |
2,920
shares
|
$188,369
0.08% of portfolio
|
Q3 2024
Reduced 6.56%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
2,898
shares
|
$186,949
0.0% of portfolio
|
Q3 2024
New holding
|