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 422 institutions that hold shares in the stock, with a total of 13.1 Million shares, which have been reported (via 13F filing form) to have a value of $860 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wellington Shields & Co., LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
4,605
shares
|
$296,055
0.09% of portfolio
|
Q4 2023
Added 9.38%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
4,580
shares
|
$294,448
0.0% of portfolio
|
Q4 2024
Added 22.2%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
4,556
shares
|
$292,905
0.01% of portfolio
|
Q2 2024
Reduced 19.68%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
4,549
shares
|
$292,455
0.0% of portfolio
|
Q4 2024
Added 57.57%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Jan 24, 2025 Q4 2024 |
4,529
shares
|
$291,169
0.26% of portfolio
|
Q3 2022
Reduced 8.54%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Feb 10, 2025 Q4 2024 |
4,496
shares
|
$289,047
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Lpwm LLC
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
4,487
shares
|
$288,469
0.09% of portfolio
|
Q2 2024
Added 0.9%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
4,440
shares
|
$285,447
0.02% of portfolio
|
Q1 2024
Reduced 1.94%
|
|
|
Paragon Capital Management LTD
|
Jan 14, 2025 Q4 2024 |
4,440
shares
|
$285,447
0.06% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
John G Ullman & Associates Inc
|
Feb 05, 2025 Q4 2024 |
4,420
shares
|
$284,161
0.05% of portfolio
|
Q4 2023
Reduced 1.78%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Feb 13, 2025 Q4 2024 |
4,411
shares
|
$283,583
0.09% of portfolio
|
Q3 2023
Added 152.06%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Jan 15, 2025 Q4 2024 |
4,390
shares
|
$282,233
0.1% of portfolio
|
Q3 2024
Reduced 4.98%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
4,369
shares
|
$280,883
0.0% of portfolio
|
Q3 2024
Reduced 6.43%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
4,314
shares
|
$277,347
0.08% of portfolio
|
Q3 2024
Reduced 3.36%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
4,306
shares
|
$276,832
0.0% of portfolio
|
Q4 2024
Added 3.63%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
4,254
shares
|
$273,489
0.0% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
4,247
shares
|
$273,039
0.02% of portfolio
|
Q4 2024
Added 3.51%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jan 17, 2025 Q4 2024 |
4,235
shares
|
$272,268
0.03% of portfolio
|
Q4 2024
Reduced 5.91%
|
|
|
Clearwater Capital Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
4,207
shares
|
$270,468
0.03% of portfolio
|
Q3 2024
Reduced 22.48%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Feb 03, 2025 Q4 2024 |
4,173
shares
|
$268,282
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
4,162
shares
|
$267,574
0.02% of portfolio
|
Q4 2023
Reduced 5.19%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
4,145
shares
|
$266,482
0.01% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
Feb 13, 2025 Q4 2024 |
4,109
shares
|
$264,167
0.08% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
4,100
shares
|
$263,589
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
4,049
shares
|
$260,310
0.0% of portfolio
|
Q4 2024
Reduced 3.6%
|