Purchases and Sales Made in Q4 2025 in Invesco Exchange Traded Fd Tr (PHO)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PHO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
384KNew |
$27.3M - $28.7M
|
384K
$27.5M
|
|
|
Jan 09, 2026
Q4 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
9.48KNew |
$674K - $708K
|
9.48K
$678K
|
|
|
Jan 16, 2026
Q4 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
4.18KNew |
$297K - $311K
|
4.18K
$299K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
2.98KNew |
$212K - $222K
|
2.98K
$213K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.69K+ 6.75% |
$120K - $126K
|
26.7K
$1.91M
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.6K+ 8.49% |
$114K - $119K
|
20.4K
$1.46M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.11K+ 11.92% |
$79.1K - $83K
|
10.4K
$747K
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
908New |
$64.6K - $67.7K
|
908
$64.9K
|
|
|
Jan 06, 2026
Q4 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
416+ 14.63% |
$29.6K - $31K
|
3.26K
$233K
|
|
|
Jan 06, 2026
Q4 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
415+ 7.57% |
$29.5K - $31K
|
5.9K
$422K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
301+ 1.99% |
$21.4K - $22.5K
|
15.4K
$1.1M
|
|
|
Jan 07, 2026
Q4 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
292+ 6.87% |
$20.8K - $21.8K
|
4.54K
$325K
|
|
|
Jan 14, 2026
Q4 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
235+ 1.18% |
$16.7K - $17.5K
|
20.2K
$1.44M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
40New |
$2.84K - $2.98K
|
40
$2.86K
|
|
|
Jan 14, 2026
Q4 2025
|
Columbus Macro, LLC
|
BUY
|
- |
8+ 0.12% |
$569 - $597
|
6.7K
$479K
|
|
|
Jan 16, 2026
Q4 2025
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-25- 0.32% |
$1.78K - $1.87K
|
7.79K
$557K
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-100- 0.37% |
$7.11K - $7.46K
|
27.3K
$1.95M
|
|
|
Jan 08, 2026
Q4 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-320- 5.32% |
$22.8K - $23.9K
|
5.7K
$407K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-544- 91.74% |
$38.7K - $40.6K
|
49
$3.5K
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-775- 2.73% |
$55.1K - $57.8K
|
27.6K
$1.97M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-5.44K- 26.11% |
$387K - $406K
|
15.4K
$1.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-9.42K- 8.66% |
$670K - $703K
|
99.4K
$7.11M
|
|
|
Jan 15, 2026
Q4 2025
|
Polianta LTD
|
SELL
|
- |
-67.9K- 30.64% |
$4.83M - $5.07M
|
154K
$11M
|
|