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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
3.06KNew |
$178K - $214K
|
3.06K
$219K
|
|
|
Jul 22, 2025
Q2 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
3.05KNew |
$177K - $213K
|
3.05K
$218K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
3KNew |
$175K - $210K
|
3K
$215K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
3KNew |
$174K - $210K
|
3K
$215K
|
|
|
Aug 14, 2025
Q2 2025
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
2.94KNew |
$171K - $205K
|
2.94K
$210K
|
|
|
Sep 11, 2025
Q2 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
2.91KNew |
$169K - $203K
|
2.91K
$208K
|
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
2.9KNew |
$168K - $203K
|
2.9K
$207K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.5K+ 40.71% |
$145K - $175K
|
8.64K
$618K
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.92KNew |
$112K - $134K
|
1.92K
$137K
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
1.86KNew |
$108K - $130K
|
1.86K
$133K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
1.74KNew |
$101K - $122K
|
1.74K
$125K
|
|
|
Aug 12, 2025
Q2 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
1.01K+ 23.89% |
$58.4K - $70.3K
|
5.21K
$373K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
779New |
$45.3K - $54.5K
|
779
$55.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
779New |
$45.3K - $54.5K
|
779
$55.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
600New |
$34.9K - $42K
|
600
$42.9K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
455New |
$26.4K - $31.8K
|
455
$32.5K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
360+ 156.52% |
$20.9K - $25.2K
|
590
$42.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
296New |
$17.2K - $20.7K
|
296
$21.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
215New |
$12.5K - $15K
|
215
$15.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
200New |
$11.6K - $14K
|
200
$14.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
185New |
$10.8K - $12.9K
|
185
$13.2K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
132New |
$7.67K - $9.23K
|
132
$9.44K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
120+ 2.02% |
$6.98K - $8.39K
|
6.08K
$434K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
100+ 2.29% |
$5.81K - $6.99K
|
4.47K
$320K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
100New |
$5.81K - $6.99K
|
100
$7.15K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
92+ 2.0% |
$5.35K - $6.43K
|
4.68K
$335K
|
|
|
Aug 01, 2025
Q2 2025
|
Belvedere Trading LLC
|
BUY
|
- |
71New |
$4.13K - $4.96K
|
71
$5.08K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
67+ 0.69% |
$3.89K - $4.68K
|
9.71K
$694K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
52New |
$3.02K - $3.64K
|
52
$3.72K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
35+ 77.78% |
$2.03K - $2.45K
|
80
$5.72K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
20+ 1.0% |
$1.16K - $1.4K
|
2.01K
$144K
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
12New |
$698 - $839
|
12
$858
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
7New |
$407 - $489
|
7
$501
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1+ 0.24% |
$58.1 - $69.9
|
420
$30K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.06% |
$58.1 - $69.9
|
1.75K
$125K
|
|
|
Aug 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.37% |
$58.1 - $69.9
|
273
$19.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.28% |
$58.1 - $69.9
|
353
$25.2K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1+ 0.02% |
$58.1 - $69.9
|
5.35K
$382K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
1+ 0.24% |
$58.1 - $69.9
|
411
$29.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
1+ 0.49% |
$58.1 - $69.9
|
206
$14.7K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
1+ 1.18% |
$58.1 - $69.9
|
86
$6.15K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
26.7KNew |
$1.7M - $1.84M
|
26.7K
$1.91M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
7.8KNew |
$497K - $536K
|
7.8K
$558K
|
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
7.24K+ 55.91% |
$462K - $498K
|
20.2K
$1.44M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.24KNew |
$270K - $291K
|
4.24K
$303K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.97KNew |
$253K - $273K
|
3.97K
$284K
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
1.98KNew |
$126K - $136K
|
1.98K
$141K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
1.07K+ 93.92% |
$67.9K - $73.2K
|
2.2K
$157K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.05KNew |
$67K - $72.2K
|
1.05K
$75.1K
|
|