Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (PHO)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PHO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.12% |
$71.1 - $74.6
|
819
$58.6K
|
|
|
Jan 20, 2026
Q4 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.24K+ 39.91% |
$87.9K - $92.2K
|
4.33K
$310K
|
|
|
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 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-100- 5.56% |
$7.11K - $7.46K
|
1.7K
$122K
|
|
|
Jan 20, 2026
Q4 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-699- 14.94% |
$49.7K - $52.2K
|
3.98K
$285K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
201+ 3.59% |
$14.3K - $15K
|
5.8K
$414K
|
|
|
Jan 20, 2026
Q4 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-47- 0.08% |
$3.34K - $3.51K
|
59K
$4.22M
|
|
|
Jan 20, 2026
Q4 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-509- 3.6% |
$36.2K - $38K
|
13.6K
$976K
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
4.63K+ 20.81% |
$329K - $345K
|
26.9K
$1.92M
|
|
|
Jan 20, 2026
Q4 2025
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
BUY
|
- |
198KNew |
$14.1M - $14.8M
|
198K
$14.2M
|
|
|
Jan 16, 2026
Q4 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
4.18KNew |
$297K - $311K
|
4.18K
$299K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
384KNew |
$27.3M - $28.7M
|
384K
$27.5M
|
|
|
Jan 16, 2026
Q4 2025
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-25- 0.32% |
$1.78K - $1.87K
|
7.79K
$557K
|
|
|
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
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.11K+ 11.92% |
$79.1K - $83K
|
10.4K
$747K
|
|
|
Jan 14, 2026
Q4 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
235+ 1.18% |
$16.7K - $17.5K
|
20.2K
$1.44M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
301+ 1.99% |
$21.4K - $22.5K
|
15.4K
$1.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-544- 91.74% |
$38.7K - $40.6K
|
49
$3.5K
|
|
|
Jan 14, 2026
Q4 2025
|
Columbus Macro, LLC
|
BUY
|
- |
8+ 0.12% |
$569 - $597
|
6.7K
$479K
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-100- 0.37% |
$7.11K - $7.46K
|
27.3K
$1.95M
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.6K+ 8.49% |
$114K - $119K
|
20.4K
$1.46M
|
|
|
Jan 09, 2026
Q4 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
9.48KNew |
$674K - $708K
|
9.48K
$678K
|
|
|
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
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-320- 5.32% |
$22.8K - $23.9K
|
5.7K
$407K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-5.44K- 26.11% |
$387K - $406K
|
15.4K
$1.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.69K+ 6.75% |
$120K - $126K
|
26.7K
$1.91M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
2.98KNew |
$212K - $222K
|
2.98K
$213K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
40New |
$2.84K - $2.98K
|
40
$2.86K
|
|
|
Jan 07, 2026
Q4 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
292+ 6.87% |
$20.8K - $21.8K
|
4.54K
$325K
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
908New |
$64.6K - $67.7K
|
908
$64.9K
|
|
|
Jan 06, 2026
Q4 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
415+ 7.57% |
$29.5K - $31K
|
5.9K
$422K
|
|
|
Jan 06, 2026
Q4 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
416+ 14.63% |
$29.6K - $31K
|
3.26K
$233K
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
248+ 5.41% |
$17.3K - $18.3K
|
4.83K
$345K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.83K- 8.35% |
$266K - $283K
|
42K
$3M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
207+ 28.43% |
$14.4K - $15.3K
|
935
$66.9K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.97K- 7.33% |
$137K - $146K
|
24.9K
$1.78M
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-3K- 85.71% |
$209K - $222K
|
500
$35.8K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.46K- 5.9% |
$101K - $108K
|
23.2K
$1.66M
|
|
|
Nov 19, 2025
Q3 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
6+ 0.08% |
$418 - $444
|
7.95K
$569K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
814+ 7.71% |
$56.7K - $60.2K
|
11.4K
$813K
|
|
|
Nov 17, 2025
Q3 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
60+ 0.09% |
$4.18K - $4.44K
|
70.5K
$5.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.23K+ 10.19% |
$85.6K - $91K
|
13.3K
$951K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
1.7K+ 42.5% |
$118K - $126K
|
5.7K
$408K
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5.25KNew |
$365K - $388K
|
5.25K
$375K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-299- 4.46% |
$20.8K - $22.1K
|
6.4K
$458K
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
96+ 1.76% |
$6.68K - $7.1K
|
5.56K
$397K
|
|
|
Nov 14, 2025
Q3 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
955+ 3.53% |
$66.5K - $70.7K
|
28K
$2M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.23K- 6.16% |
$85.4K - $90.7K
|
18.7K
$1.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
19.3K+ 1.36% |
$1.34M - $1.43M
|
1.44M
$103M
|
|