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 421 institutions that hold shares in the stock, with a total of 13.1 Million shares, which have been reported (via 13F filing form) to have a value of $852 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
593
shares
|
$38,153
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
590
shares
|
$37,960
0.0% of portfolio
|
Q4 2024
Added 37.21%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
565
shares
|
$36,352
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
550
shares
|
$35,387
0.01% of portfolio
|
Q1 2021
Added 37.5%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
550
shares
|
$35,387
0.0% of portfolio
|
Q1 2023
Reduced 10.71%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
507
shares
|
$32,620
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
500
shares
|
$32,170
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
425
shares
|
$27,344
0.0% of portfolio
|
Q3 2023
Reduced 68.4%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
424
shares
|
$27,280
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
423
shares
|
$27,215
0.0% of portfolio
|
Q4 2024
Reduced 64.78%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
416
shares
|
$26,765
0.0% of portfolio
|
Q4 2024
Reduced 16.8%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
407
shares
|
$26,186
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Esl Trust Services, LLC
|
Feb 14, 2025 Q4 2024 |
400
shares
|
$25,736
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Feb 11, 2025 Q4 2024 |
400
shares
|
$25,736
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Feb 13, 2025 Q4 2024 |
387
shares
|
$24,899
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
385
shares
|
$24,770
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
384
shares
|
$24,706
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
377
shares
|
$24,256
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
356
shares
|
$22,905
0.01% of portfolio
|
Q4 2024
Added 16.34%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
351
shares
|
$22,583
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Piscataqua Savings Bank
|
Jan 22, 2025 Q4 2024 |
350
shares
|
$22,519
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
336
shares
|
$21,618
0.0% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
325
shares
|
$20,910
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
323
shares
|
$20,781
0.0% of portfolio
|
Q3 2024
Reduced 23.28%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
300
shares
|
$19,302
0.02% of portfolio
|
Q4 2021
New holding
|