Purchases and Sales Made in Q3 2025 in Invesco Exchange Traded Fd Tr (PHO)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PHO) during Q3 2025. The information is specifically focused on institutions that hold shares of INVESCO EXCHANGE-TRADED FD TR .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
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
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.8K+ 2.77% |
$749K - $796K
|
399K
$28.5M
|
|
|
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
|
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 20, 2025
Q3 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
2.84KNew |
$198K - $210K
|
2.84K
$203K
|
|
|
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
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.25K+ 12.12% |
$157K - $167K
|
20.8K
$1.49M
|
|
|
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
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.74K+ 1.96% |
$121K - $129K
|
90.6K
$6.48M
|
|
|
Nov 14, 2025
Q3 2025
|
Hamilton Wealth, LLC
|
BUY
|
- |
1.62K+ 1.42% |
$113K - $120K
|
116K
$8.27M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.58K+ 9.65% |
$110K - $117K
|
18K
$1.29M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.31K+ 47.76% |
$91.1K - $96.9K
|
4.05K
$290K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.26K+ 6.55% |
$87.4K - $92.9K
|
20.4K
$1.46M
|
|
|
Nov 12, 2025
Q3 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1.25K+ 86.21% |
$87K - $92.5K
|
2.7K
$193K
|
|
|
Nov 14, 2025
Q3 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.23K+ 10.19% |
$85.6K - $91K
|
13.3K
$951K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.11K+ 13.2% |
$77.4K - $82.3K
|
9.54K
$682K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1.09KNew |
$76.2K - $80.9K
|
1.09K
$78.2K
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
1.05K+ 8.01% |
$73.1K - $77.7K
|
14.2K
$1.01M
|
|
|
Nov 14, 2025
Q3 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
955+ 3.53% |
$66.5K - $70.7K
|
28K
$2M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
926+ 174.06% |
$64.5K - $68.5K
|
1.46K
$104K
|
|
|
Nov 13, 2025
Q3 2025
|
Mustico Financial Group, Inc.
Elmira, NY |
BUY
|
- |
920+ 7.64% |
$64.1K - $68.1K
|
13K
$927K
|
|