Purchases and Sales Made in Q4 2024 in Invesco Exchange Traded Fd Tr (PHO)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PHO) during Q4 2024. 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 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
111New |
$7.3K - $8.01K
|
111
$7.14K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
107New |
$7.04K - $7.72K
|
107
$6.88K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
100New |
$6.58K - $7.21K
|
100
$6.43K
|
|
|
Feb 13, 2025
Q4 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
99+ 2.47% |
$6.51K - $7.14K
|
4.11K
$264K
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
94+ 1.75% |
$6.18K - $6.78K
|
5.47K
$352K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
81New |
$5.33K - $5.84K
|
81
$5.21K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
79+ 11.69% |
$5.2K - $5.7K
|
755
$48.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
70New |
$4.61K - $5.05K
|
70
$4.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
63+ 11.25% |
$4.14K - $4.54K
|
623
$40.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
57+ 1.1% |
$3.75K - $4.11K
|
5.24K
$337K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
50+ 16.34% |
$3.29K - $3.61K
|
356
$22.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
50New |
$3.29K - $3.61K
|
50
$3.21K
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
48+ 5.68% |
$3.16K - $3.46K
|
893
$57.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
29+ 0.98% |
$1.91K - $2.09K
|
3K
$193K
|
|
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
28+ 0.47% |
$1.84K - $2.02K
|
5.94K
$382K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
18+ 1800.0% |
$1.18K - $1.3K
|
19
$1.22K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
13+ 260.0% |
$855 - $938
|
18
$1.16K
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
11+ 0.11% |
$724 - $794
|
9.74K
$626K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
10New |
$658 - $721
|
10
$643
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
10+ 0.06% |
$658 - $721
|
17.4K
$1.12M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
8+ 0.04% |
$526 - $577
|
21.3K
$1.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
6+ 0.14% |
$395 - $433
|
4.44K
$285K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6+ 0.02% |
$395 - $433
|
28.7K
$1.85M
|
|
|
Feb 12, 2025
Q4 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
5+ 0.04% |
$329 - $361
|
11.9K
$768K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4+ 0.01% |
$263 - $289
|
31.9K
$2.05M
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
3+ 0.0% |
$197 - $216
|
61.9K
$3.98M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.1% |
$65.8 - $72.1
|
1.02K
$65.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1+ 0.02% |
$65.8 - $72.1
|
4.15K
$266K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1+ 0.1% |
$65.8 - $72.1
|
1K
$64.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.38% |
$65.8 - $72.1
|
264
$17K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.01% |
$65.8 - $72.1
|
16.1K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.01% |
$65.8 - $72.1
|
10.1K
$648K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.06% |
$65.8 - $72.1
|
1.74K
$112K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.03% |
$65.8 - $72.1
|
3.32K
$213K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1- 0.03% |
$65.8 - $72.1
|
3.07K
$197K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-28- 1.33% |
$1.84K - $2.02K
|
2.07K
$133K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-28- 0.32% |
$1.84K - $2.02K
|
8.68K
$558K
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-33- 0.85% |
$2.17K - $2.38K
|
3.83K
$246K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-33- 0.59% |
$2.17K - $2.38K
|
5.55K
$357K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-46- 0.29% |
$3.03K - $3.32K
|
15.7K
$1.01M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-47- 1.09% |
$3.09K - $3.39K
|
4.25K
$273K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-52- 4.94% |
$3.42K - $3.75K
|
1K
$64.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-57- 0.44% |
$3.75K - $4.11K
|
13K
$834K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-75- 2.57% |
$4.93K - $5.41K
|
2.85K
$183K
|
|
|
Feb 10, 2025
Q4 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-78- 0.5% |
$5.13K - $5.63K
|
15.6K
$1M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-84- 16.8% |
$5.53K - $6.06K
|
416
$26.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-85- 7.64% |
$5.59K - $6.13K
|
1.03K
$66K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-90Closed |
$5.92K - $6.49K
|
0
$0
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-100- 1.54% |
$6.58K - $7.21K
|
6.37K
$410K
|