Purchases and Sales Made in Q4 2025 in Invesco Exchange Traded Fd Tr (PHO)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PHO) during Q4 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
384KNew |
$27.3M - $28.7M
|
384K
$27.5M
|
|
|
Jan 20, 2026
Q4 2025
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
BUY
|
- |
198KNew |
$14.1M - $14.8M
|
198K
$14.2M
|
|
|
Jan 09, 2026
Q4 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
9.48KNew |
$674K - $708K
|
9.48K
$678K
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
4.63K+ 20.81% |
$329K - $345K
|
26.9K
$1.92M
|
|
|
Jan 16, 2026
Q4 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
4.18KNew |
$297K - $311K
|
4.18K
$299K
|
|
|
Jan 23, 2026
Q4 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
3.87KNew |
$275K - $289K
|
3.87K
$277K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
3.43KNew |
$244K - $256K
|
3.43K
$245K
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
3.26KNew |
$232K - $244K
|
3.26K
$233K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
2.98KNew |
$212K - $222K
|
2.98K
$213K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.69K+ 6.75% |
$120K - $126K
|
26.7K
$1.91M
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.6K+ 8.49% |
$114K - $119K
|
20.4K
$1.46M
|
|
|
Jan 23, 2026
Q4 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.54K+ 14.83% |
$110K - $115K
|
11.9K
$853K
|
|
|
Jan 20, 2026
Q4 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.24K+ 39.91% |
$87.9K - $92.2K
|
4.33K
$310K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.11K+ 11.92% |
$79.1K - $83K
|
10.4K
$747K
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
908New |
$64.6K - $67.7K
|
908
$64.9K
|
|
|
Jan 22, 2026
Q4 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
647+ 5.4% |
$46K - $48.3K
|
12.6K
$903K
|
|
|
Jan 20, 2026
Q4 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
500+ 11.9% |
$35.6K - $37.3K
|
4.7K
$336K
|
|
|
Jan 06, 2026
Q4 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
416+ 14.63% |
$29.6K - $31K
|
3.26K
$233K
|
|
|
Jan 06, 2026
Q4 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
415+ 7.57% |
$29.5K - $31K
|
5.9K
$422K
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
317+ 3.27% |
$22.5K - $23.7K
|
10K
$717K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
301+ 1.99% |
$21.4K - $22.5K
|
15.4K
$1.1M
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
296+ 3.6% |
$21K - $22.1K
|
8.53K
$610K
|
|
|
Jan 07, 2026
Q4 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
292+ 6.87% |
$20.8K - $21.8K
|
4.54K
$325K
|
|
|
Jan 14, 2026
Q4 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
235+ 1.18% |
$16.7K - $17.5K
|
20.2K
$1.44M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
201+ 3.59% |
$14.3K - $15K
|
5.8K
$414K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
40New |
$2.84K - $2.98K
|
40
$2.86K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
19+ 3.23% |
$1.35K - $1.42K
|
608
$43.5K
|
|
|
Jan 14, 2026
Q4 2025
|
Columbus Macro, LLC
|
BUY
|
- |
8+ 0.12% |
$569 - $597
|
6.7K
$479K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.06% |
$71.1 - $74.6
|
1.75K
$125K
|
|
|
Jan 21, 2026
Q4 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
1+ 0.12% |
$71.1 - $74.6
|
812
$58.1K
|
|
|
Jan 21, 2026
Q4 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 0.1% |
$71.1 - $74.6
|
1.03K
$73.9K
|
|
|
Jan 20, 2026
Q4 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.12% |
$71.1 - $74.6
|
819
$58.6K
|
|
|
Jan 16, 2026
Q4 2025
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-25- 0.32% |
$1.78K - $1.87K
|
7.79K
$557K
|
|
|
Jan 23, 2026
Q4 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-25- 0.71% |
$1.78K - $1.87K
|
3.5K
$250K
|
|
|
Jan 20, 2026
Q4 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-47- 0.08% |
$3.34K - $3.51K
|
59K
$4.22M
|
|
|
Jan 21, 2026
Q4 2025
|
First United Bank & Trust
|
SELL
|
- |
-50- 1.92% |
$3.55K - $3.73K
|
2.55K
$182K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-100- 5.56% |
$7.11K - $7.46K
|
1.7K
$122K
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-100- 0.37% |
$7.11K - $7.46K
|
27.3K
$1.95M
|
|
|
Jan 22, 2026
Q4 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-102- 1.78% |
$7.25K - $7.61K
|
5.62K
$402K
|
|
|
Jan 21, 2026
Q4 2025
|
Ledyard National Bank
|
SELL
|
- |
-179- 3.57% |
$12.7K - $13.4K
|
4.83K
$345K
|
|
|
Jan 08, 2026
Q4 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-320- 5.32% |
$22.8K - $23.9K
|
5.7K
$407K
|
|
|
Jan 23, 2026
Q4 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-425- 0.25% |
$30.2K - $31.7K
|
167K
$11.9M
|
|
|
Jan 20, 2026
Q4 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-509- 3.6% |
$36.2K - $38K
|
13.6K
$976K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-544- 91.74% |
$38.7K - $40.6K
|
49
$3.5K
|
|
|
Jan 20, 2026
Q4 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-699- 14.94% |
$49.7K - $52.2K
|
3.98K
$285K
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-730- 2.64% |
$51.9K - $54.5K
|
26.9K
$1.93M
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-775- 2.73% |
$55.1K - $57.8K
|
27.6K
$1.97M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-5.44K- 26.11% |
$387K - $406K
|
15.4K
$1.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-9.42K- 8.66% |
$670K - $703K
|
99.4K
$7.11M
|
|
|
Jan 15, 2026
Q4 2025
|
Polianta LTD
|
SELL
|
- |
-67.9K- 30.64% |
$4.83M - $5.07M
|
154K
$11M
|
|