Institutional Ownership Invesco Exchange Traded Fd Tr (PHO)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PHO). We have compiled data on the 432 institutions that hold shares in the stock, with a total of 13.2 Million shares, which have been reported (via 13F filing form) to have a value of $946 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
910
shares
|
$65,065
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
890
shares
|
$63,635
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Nov 13, 2025 Q3 2025 |
850
shares
|
$60,775
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
818
shares
|
$58,487
0.01% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
811
shares
|
$57,986
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
811
shares
|
$57,986
0.0% of portfolio
|
Q3 2025
Added 42.28%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
800
shares
|
$57,200
0.01% of portfolio
|
Q2 2020
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Nov 10, 2025 Q3 2025 |
800
shares
|
$57,200
0.01% of portfolio
|
Q1 2023
Reduced 11.11%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
786
shares
|
$56,199
0.01% of portfolio
|
Q3 2025
Added 3.56%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
779
shares
|
$55,698
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
765
shares
|
$54,697
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
746
shares
|
$53,339
0.0% of portfolio
|
Q3 2025
Added 79.33%
|
|
|
Legacy Bridge, LLC
|
Nov 12, 2025 Q3 2025 |
710
shares
|
$50,765
0.02% of portfolio
|
Q4 2024
Reduced 41.32%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Oct 31, 2025 Q3 2025 |
680
shares
|
$48,620
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
631
shares
|
$45,116
0.01% of portfolio
|
Q4 2020
Reduced 38.2%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Nov 07, 2025 Q3 2025 |
600
shares
|
$42,900
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
593
shares
|
$42,399
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
590
shares
|
$42,185
0.0% of portfolio
|
Q2 2025
Added 156.52%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
589
shares
|
$42,113
0.0% of portfolio
|
Q3 2025
Added 45.43%
|
|
|
Financial Connections Group, Inc.
|
Oct 10, 2025 Q3 2025 |
558
shares
|
$39,897
0.02% of portfolio
|
Q2 2025
Reduced 20.63%
|
|
|
Biltmore Family Office, LLC
|
Oct 31, 2025 Q3 2025 |
550
shares
|
$39,325
0.01% of portfolio
|
Q1 2021
Added 37.5%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
550
shares
|
$39,325
0.0% of portfolio
|
Q1 2023
Reduced 10.71%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
507
shares
|
$36,250
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
500
shares
|
$35,750
0.0% of portfolio
|
Q3 2025
Reduced 85.71%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
425
shares
|
$30,387
0.0% of portfolio
|
Q3 2023
Reduced 68.4%
|
|