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 416 institutions that hold shares in the stock, with a total of 13.4 Million shares, which have been reported (via 13F filing form) to have a value of $867 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
4,644
shares
|
$300,791
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
4,616
shares
|
$298,978
0.0% of portfolio
|
Q4 2024
Reduced 9.53%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
4,615
shares
|
$298,913
0.0% of portfolio
|
Q4 2024
Added 36.9%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Apr 30, 2025 Q1 2025 |
4,593
shares
|
$297,488
0.19% of portfolio
|
Q1 2025
Added 2.16%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
4,580
shares
|
$296,646
0.0% of portfolio
|
Q4 2024
Added 22.2%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
4,556
shares
|
$295,092
0.01% of portfolio
|
Q2 2024
Reduced 19.68%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Apr 28, 2025 Q1 2025 |
4,529
shares
|
$293,343
0.23% of portfolio
|
Q3 2022
Reduced 8.54%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
4,481
shares
|
$290,234
0.0% of portfolio
|
Q1 2025
Reduced 21.15%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
4,474
shares
|
$289,780
0.09% of portfolio
|
Q1 2025
Added 8.88%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
4,464
shares
|
$289,133
0.02% of portfolio
|
Q1 2025
Reduced 4.31%
|
|
|
Paragon Capital Management LTD
|
Apr 16, 2025 Q1 2025 |
4,447
shares
|
$288,032
0.06% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
4,440
shares
|
$287,578
0.02% of portfolio
|
Q1 2024
Reduced 1.94%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
4,411
shares
|
$285,700
0.09% of portfolio
|
Q3 2023
Added 152.06%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
4,389
shares
|
$284,275
0.08% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
4,374
shares
|
$283,303
0.0% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
4,369
shares
|
$282,980
0.0% of portfolio
|
Q3 2024
Reduced 6.43%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
4,306
shares
|
$278,899
0.0% of portfolio
|
Q4 2024
Added 3.63%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
4,272
shares
|
$276,697
0.02% of portfolio
|
Q1 2025
Reduced 8.37%
|
|
|
Tru Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
4,248
shares
|
$275,142
0.02% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Clearwater Capital Advisors, LLC
|
May 08, 2025 Q1 2025 |
4,207
shares
|
$272,487
0.03% of portfolio
|
Q3 2024
Reduced 22.48%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Feb 03, 2025 Q4 2024 |
4,173
shares
|
$270,285
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
4,162
shares
|
$269,572
0.02% of portfolio
|
Q4 2023
Reduced 5.19%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
4,015
shares
|
$260,051
0.1% of portfolio
|
Q1 2025
Reduced 8.54%
|
|
|
First Western Trust Bank
Denver, CO |
Feb 12, 2025 Q4 2024 |
4,000
shares
|
$259,079
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
4,000
shares
|
$259,079
0.0% of portfolio
|
Q1 2025
Reduced 1.21%
|