Purchases and Sales Made in Q4 2023 in Invesco Exchange Traded Fd Tr (PHO)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PHO) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
3.29KNew |
$164K - $201K
|
3.29K
$221K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
3.18K+ 9.42% |
$158K - $195K
|
36.9K
$2.48M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.14K+ 32.52% |
$156K - $192K
|
12.8K
$859K
|
|
|
Feb 06, 2024
Q4 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
3.13KNew |
$156K - $192K
|
3.13K
$210K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.88K+ 3.34% |
$143K - $177K
|
89.3K
$6M
|
|
|
Jan 10, 2024
Q4 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
2.73K+ 27.05% |
$136K - $167K
|
12.8K
$862K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
2.71KNew |
$135K - $166K
|
2.71K
$182K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.47K+ 8.08% |
$123K - $151K
|
33.1K
$2.22M
|
|
|
May 21, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
2.46K+ 12.4% |
$122K - $151K
|
22.3K
$1.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
2.38K+ 4.84% |
$118K - $146K
|
51.4K
$3.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.13K+ 26.89% |
$106K - $131K
|
10.1K
$677K
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.8K+ 13.88% |
$89.6K - $110K
|
14.8K
$993K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.8K+ 59900.0% |
$89.4K - $110K
|
1.8K
$121K
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1.7KNew |
$84.8K - $104K
|
1.7K
$114K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.62K+ 8.22% |
$80.6K - $99.3K
|
21.3K
$1.43M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.52K+ 3.9% |
$75.4K - $92.8K
|
40.4K
$2.71M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
1.47KNew |
$72.9K - $89.8K
|
1.47K
$98.5K
|
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
1.46K+ 32.69% |
$72.5K - $89.3K
|
5.91K
$397K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.44KNew |
$71.5K - $88K
|
1.44K
$96.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
1.43K+ 2.17% |
$71.1K - $87.5K
|
67.2K
$4.51M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.4K+ 62.58% |
$69.8K - $86K
|
3.65K
$245K
|
|
|
Feb 07, 2024
Q4 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
1.37K+ 2.07% |
$68K - $83.7K
|
67.4K
$4.53M
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.29KNew |
$64K - $78.8K
|
1.29K
$86.4K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.2K+ 159.5% |
$59.8K - $73.6K
|
1.95K
$131K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.03K+ 1.72% |
$51.2K - $63K
|
60.7K
$4.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1KNew |
$49.8K - $61.3K
|
1K
$67.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
984+ 2.42% |
$49K - $60.3K
|
41.6K
$2.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
910New |
$45.3K - $55.8K
|
910
$61.2K
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
862New |
$42.9K - $52.8K
|
862
$57.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
807+ 8.67% |
$40.2K - $49.5K
|
10.1K
$680K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
800+ 53.55% |
$39.8K - $49K
|
2.29K
$154K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
718+ 1.27% |
$35.7K - $44K
|
57.3K
$3.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
687New |
$34.2K - $42.1K
|
687
$46.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
645New |
$32.1K - $39.5K
|
645
$43.4K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
600New |
$29.9K - $36.8K
|
600
$40.3K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
583New |
$29K - $35.7K
|
583
$39.2K
|
|
|
Jan 09, 2024
Q4 2023
|
Mcia Inc
|
BUY
|
- |
425+ 10.24% |
$21.2K - $26K
|
4.58K
$307K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
414New |
$20.6K - $25.4K
|
414
$27.8K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
411New |
$20.5K - $25.2K
|
411
$27.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
407New |
$20.3K - $24.9K
|
407
$27.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
400New |
$19.9K - $24.5K
|
400
$26.9K
|
|
|
Jan 03, 2024
Q4 2023
|
Spence Asset Management
|
BUY
|
- |
398+ 2.04% |
$19.8K - $24.4K
|
19.9K
$1.34M
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
395+ 9.38% |
$19.7K - $24.2K
|
4.61K
$310K
|
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
383+ 1.45% |
$19.1K - $23.5K
|
26.9K
$1.81M
|
|
|
Feb 13, 2024
Q4 2023
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
360+ 0.53% |
$17.9K - $22.1K
|
68.3K
$4.59M
|
|
|
Feb 07, 2024
Q4 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
348+ 8.21% |
$17.3K - $21.3K
|
4.59K
$308K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
323+ 2.49% |
$16.1K - $19.8K
|
13.3K
$894K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
307+ 57.71% |
$15.3K - $18.8K
|
839
$56.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
280New |
$13.9K - $17.2K
|
280
$18.8K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
251New |
$12.5K - $15.4K
|
251
$16.9K
|