Latest Institutional Purchases of Invesco Exchange Traded Fd Tr (PHO)
This list provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PHO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| 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 09, 2026
Q4 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
9.48KNew |
$674K - $708K
|
9.48K
$678K
|
|
|
Jan 16, 2026
Q4 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
4.18KNew |
$297K - $311K
|
4.18K
$299K
|
|
|
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 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 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 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
301+ 1.99% |
$21.4K - $22.5K
|
15.4K
$1.1M
|
|
|
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 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
40New |
$2.84K - $2.98K
|
40
$2.86K
|
|
|
Jan 14, 2026
Q4 2025
|
Columbus Macro, LLC
|
BUY
|
- |
8+ 0.12% |
$569 - $597
|
6.7K
$479K
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
91.8K+ 131122.86% |
$6.39M - $6.79M
|
91.9K
$6.57M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
85.2K+ 10.37% |
$5.93M - $6.31M
|
908K
$64.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
35K+ 2.18% |
$2.43M - $2.59M
|
1.64M
$117M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
27.3KNew |
$1.9M - $2.02M
|
27.3K
$1.95M
|
|
|
Nov 12, 2025
Q3 2025
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
22.7KNew |
$1.58M - $1.68M
|
22.7K
$1.62M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
20.3K+ 4.79% |
$1.41M - $1.5M
|
443K
$31.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
19.3K+ 1.36% |
$1.34M - $1.43M
|
1.44M
$103M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16.3K+ 77.49% |
$1.13M - $1.21M
|
37.3K
$2.67M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.4K+ 6.14% |
$936K - $995K
|
233K
$16.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11K+ 5.03% |
$766K - $814K
|
230K
$16.4M
|
|
|
Nov 14, 2025
Q3 2025
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
10.3K+ 2.04% |
$718K - $763K
|
516K
$36.9M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
7.43K+ 46.79% |
$517K - $549K
|
23.3K
$1.67M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.73KNew |
$399K - $424K
|
5.73K
$410K
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5.25KNew |
$365K - $388K
|
5.25K
$375K
|
|
|
Nov 05, 2025
Q3 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
5.22KNew |
$363K - $386K
|
5.22K
$373K
|
|
|
Nov 13, 2025
Q3 2025
|
Van Eck Associates Corp
|
BUY
|
- |
5.12K+ 21.67% |
$356K - $378K
|
28.7K
$2.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
5.1KNew |
$355K - $377K
|
5.1K
$365K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.87K+ 23.45% |
$339K - $360K
|
25.6K
$1.83M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.61K+ 10.09% |
$321K - $341K
|
50.3K
$3.59M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
4.55KNew |
$317K - $337K
|
4.55K
$325K
|
|
|
Oct 20, 2025
Q3 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
4.28K+ 33.67% |
$298K - $317K
|
17K
$1.22M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.06K+ 12.11% |
$283K - $300K
|
37.6K
$2.69M
|
|
|
Oct 14, 2025
Q3 2025
|
Prism Advisors, Inc.
|
BUY
|
- |
3.92K+ 2.41% |
$273K - $290K
|
167K
$11.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.67K+ 25.32% |
$256K - $272K
|
18.2K
$1.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
3.32KNew |
$231K - $246K
|
3.32K
$238K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.31K+ 0.79% |
$230K - $245K
|
420K
$30M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.28K+ 8.99% |
$228K - $242K
|
39.7K
$2.84M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.14K+ 6.32% |
$219K - $232K
|
52.8K
$3.77M
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
3.1KNew |
$216K - $229K
|
3.1K
$221K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.07K+ 10.43% |
$214K - $227K
|
32.5K
$2.32M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
2.89KNew |
$201K - $214K
|
2.89K
$207K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.4K+ 25.67% |
$167K - $178K
|
11.8K
$840K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.29K+ 66.35% |
$160K - $170K
|
5.75K
$411K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.2K+ 1.16% |
$153K - $162K
|
191K
$13.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.96KNew |
$136K - $145K
|
1.96K
$140K
|
|