Purchases and Sales Made in Q4 2023 in Invesco Exchange Traded Fd Tr (PHO)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PHO) during Q4 2023. 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, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
234New |
$11.6K - $14.3K
|
234
$15.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Emfo, LLC
|
BUY
|
- |
215New |
$10.7K - $13.2K
|
215
$14.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
193+ 1.81% |
$9.61K - $11.8K
|
10.9K
$726K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
178New |
$8.86K - $10.9K
|
178
$11.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
174+ 0.82% |
$8.66K - $10.7K
|
21.3K
$1.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
170+ 0.08% |
$8.46K - $10.4K
|
207K
$13.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
166+ 33.2% |
$8.26K - $10.2K
|
666
$44.4K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
161+ 0.61% |
$8.01K - $9.87K
|
26.7K
$1.78M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
155New |
$7.71K - $9.5K
|
155
$10.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
154+ 1.78% |
$7.66K - $9.44K
|
8.79K
$587K
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
151+ 1.81% |
$7.52K - $9.25K
|
8.51K
$567K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
139+ 1.43% |
$6.92K - $8.52K
|
9.87K
$659K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
134+ 0.58% |
$6.67K - $8.21K
|
23.2K
$1.55M
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
90+ 0.81% |
$4.48K - $5.52K
|
11.2K
$750K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
89+ 1.07% |
$4.43K - $5.45K
|
8.39K
$560K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
88+ 1.98% |
$4.38K - $5.39K
|
4.53K
$302K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
86+ 1.05% |
$4.28K - $5.27K
|
8.29K
$553K
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
64+ 0.09% |
$3.19K - $3.92K
|
71.7K
$4.79M
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
63+ 0.12% |
$3.14K - $3.86K
|
51.1K
$3.41M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
61+ 1.51% |
$3.04K - $3.74K
|
4.09K
$273K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
56New |
$2.79K - $3.43K
|
56
$3.74K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
33New |
$1.64K - $2.02K
|
33
$2.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
32+ 0.54% |
$1.59K - $1.96K
|
5.9K
$394K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
25+ 27.78% |
$1.24K - $1.53K
|
115
$7.67K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
13New |
$647 - $797
|
13
$867
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
10+ 0.19% |
$498 - $613
|
5.24K
$349K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
9New |
$448 - $552
|
9
$600
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7+ 0.06% |
$348 - $429
|
12K
$800K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5+ 0.02% |
$249 - $306
|
31.9K
$2.13M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
4+ 0.08% |
$199 - $245
|
4.72K
$315K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3+ 0.27% |
$149 - $184
|
1.1K
$73.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.18% |
$99.5 - $123
|
1.11K
$73.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.2% |
$99.5 - $123
|
1.02K
$67.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2+ 0.04% |
$99.5 - $123
|
4.8K
$320K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
2+ 0.09% |
$99.5 - $123
|
2.12K
$141K
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.37% |
$49.8 - $61.3
|
271
$18.1K
|
|
|
Feb 20, 2024
Q4 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.07% |
$49.8 - $61.3
|
1.54K
$103K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
1+ 0.02% |
$49.8 - $61.3
|
4.94K
$329K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
BUY
|
- |
1+ 0.12% |
$49.8 - $61.3
|
802
$53.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1+ 0.2% |
$49.8 - $61.3
|
506
$33.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-3- 0.05% |
$149 - $184
|
5.8K
$387K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-10- 15.38% |
$498 - $613
|
55
$3.67K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-13- 0.22% |
$647 - $797
|
6.01K
$401K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-16- 94.12% |
$796 - $980
|
1
$66.7
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-46- 0.72% |
$2.29K - $2.82K
|
6.3K
$420K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-48- 97.96% |
$2.39K - $2.94K
|
1
$66.7
|
|
|
Feb 07, 2024
Q4 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-63- 0.5% |
$3.14K - $3.86K
|
12.5K
$831K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-75- 0.73% |
$3.73K - $4.6K
|
10.2K
$681K
|
|
|
Jan 31, 2024
Q4 2023
|
John G Ullman & Associates Inc
|
SELL
|
- |
-80- 1.78% |
$3.98K - $4.9K
|
4.42K
$295K
|