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
|
Ae Wealth Management LLC
|
SELL
|
- |
-733- 17.45% |
$36.5K - $44.9K
|
3.47K
$231K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-744- 3.88% |
$37K - $45.6K
|
18.4K
$1.23M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-761- 88.28% |
$37.9K - $46.6K
|
101
$6.74K
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-800- 6.15% |
$39.8K - $49K
|
12.2K
$814K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-833- 6.16% |
$41.5K - $51K
|
12.7K
$846K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-857- 18.2% |
$42.7K - $52.5K
|
3.85K
$257K
|
|
|
Feb 12, 2024
Q4 2023
|
Hamilton Wealth, LLC
|
SELL
|
- |
-886- 0.66% |
$44.1K - $54.3K
|
133K
$8.87M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-893- 0.33% |
$44.4K - $54.7K
|
272K
$18.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1K- 15.9% |
$49.8K - $61.3K
|
5.29K
$353K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-1K- 47.69% |
$49.8K - $61.3K
|
1.1K
$73.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-1.04K- 8.24% |
$51.7K - $63.7K
|
11.6K
$772K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.05K- 5.41% |
$52.1K - $64.2K
|
18.3K
$1.22M
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.05K- 45.16% |
$52.3K - $64.3K
|
1.28K
$85.1K
|
|
|
Jan 31, 2024
Q4 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-1.09K- 0.76% |
$54.2K - $66.8K
|
143K
$9.53M
|
|
|
Feb 09, 2024
Q4 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-1.12K- 14.62% |
$55.7K - $68.6K
|
6.54K
$436K
|
|
|
Jul 31, 2024
Q4 2023
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-1.13K- 0.96% |
$56.4K - $69.4K
|
117K
$7.79M
|
|
|
Jan 23, 2024
Q4 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-1.47K- 6.28% |
$73K - $89.8K
|
21.9K
$1.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-1.47K- 20.36% |
$73.2K - $90.1K
|
5.75K
$384K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.48K- 2.98% |
$73.7K - $90.8K
|
48.2K
$3.21M
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.65K- 30.44% |
$82.1K - $101K
|
3.77K
$251K
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.83K- 25.47% |
$91.1K - $112K
|
5.36K
$357K
|
|
|
Feb 05, 2024
Q4 2023
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-1.83K- 2.43% |
$91.3K - $112K
|
73.7K
$4.91M
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-2K- 3.11% |
$99.5K - $122K
|
62.4K
$4.16M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.16K- 9.01% |
$107K - $132K
|
21.8K
$1.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-2.34K- 13.67% |
$116K - $143K
|
14.8K
$986K
|
|
|
Jan 31, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-2.41K- 9.75% |
$120K - $147K
|
22.3K
$1.49M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.76K- 9.93% |
$138K - $169K
|
25.1K
$1.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3K- 10.65% |
$149K - $184K
|
25.2K
$1.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-3.4K- 12.62% |
$169K - $208K
|
23.5K
$1.57M
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-3.72K- 7.16% |
$185K - $228K
|
48.3K
$3.22M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-4.05K- 30.09% |
$202K - $248K
|
9.41K
$628K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.18K- 2.94% |
$208K - $256K
|
138K
$9.2M
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-5.02K- 2.32% |
$250K - $308K
|
212K
$14.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-8.44K- 42.63% |
$420K - $517K
|
11.4K
$757K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-9.65K- 37.38% |
$480K - $591K
|
16.2K
$1.08M
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-11.6K- 95.64% |
$578K - $711K
|
529
$35.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-12K- 69.62% |
$596K - $733K
|
5.22K
$348K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-12K- 48.24% |
$597K - $735K
|
12.9K
$858K
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-12.2K- 41.02% |
$607K - $747K
|
17.5K
$1.17M
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-14.8KClosed |
$737K - $908K
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-15.7K- 3.45% |
$779K - $960K
|
438K
$29.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-17.8K- 2.1% |
$884K - $1.09M
|
829K
$55.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-18.9K- 5.24% |
$941K - $1.16M
|
342K
$22.8M
|
|
|
Jan 12, 2024
Q4 2023
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-23.8K- 28.62% |
$1.19M - $1.46M
|
59.4K
$3.96M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-30.5K- 46.41% |
$1.52M - $1.87M
|
35.2K
$2.35M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-33.9K- 18.97% |
$1.69M - $2.08M
|
145K
$9.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-42.6K- 6.73% |
$2.12M - $2.61M
|
590K
$39.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-43.6K- 17.79% |
$2.17M - $2.67M
|
201K
$13.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-51.9K- 3.0% |
$2.58M - $3.18M
|
1.68M
$112M
|
|
|
Jan 29, 2024
Q4 2023
|
Money Design Co.,Ltd.
|
SELL
|
- |
-63.7K- 28.93% |
$3.17M - $3.9M
|
156K
$10.4M
|