PHO · Insider trading · 13F holders · Congress trades
Invesco Exchange Traded Fd T (PHO)
Who is buying and selling PHO: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 25
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
PHO at a glance
- No open-market insider purchases or sales of PHO were filed in the last 90 days.
- 25 13F filers hold PHO among their 50 largest positions, worth $136.3M combined. The biggest bets by portfolio weight are WealthSpring Partners, LLC (5.3%), Allstreet Capital Advisors LLC (3.5%) and Prism Advisors, Inc. (3.0%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
- No member of Congress has disclosed a trade in PHO.
PHO insider trading
No open-market insider purchases or sales of PHO were filed in the last 90 days.
Who owns PHO? Hedge funds and superinvestors
25 13F filers hold PHO among their 50 largest positions, worth $136.3M combined. The biggest bets by portfolio weight are WealthSpring Partners, LLC (5.3%), Allstreet Capital Advisors LLC (3.5%) and Prism Advisors, Inc. (3.0%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Perigon Wealth Management, LLCWealth manager | 0.5% | $32.6M | 481,251 | +0.8% shares | Q3 2026 |
| Atria Investments, IncInstitutional asset manager | 0.3% | $31.5M | 464,792 | — | Q3 2026 |
| Prism Advisors, Inc.Wealth manager | 3.0% | $12.0M | 176,546 | -1.4% shares | Q3 2026 |
| Hamilton Wealth, LLCWealth manager | 1.5% | $8.3M | 119,988 | -2.9% shares | Q2 2026 |
| Sage Capital Management, LLCWealth manager | 2.5% | $6.5M | 96,522 | -0.3% shares | Q3 2026 |
| First National Bank & Trust Co of NewtownBank & trust | 1.2% | $5.9M | 84,073 | -11.4% shares | Q2 2026 |
| Allstreet Capital Advisors LLCAsset manager | 3.5% | $5.3M | 77,391 | +0.3% shares | Q2 2026 |
| WealthSpring Partners, LLCWealth manager | 5.3% | $5.0M | 73,077 | -26.4% shares | Q3 2026 |
| Conservest Capital Advisors, Inc.Wealth manager | 0.4% | $4.8M | 70,056 | +2.4% shares | Q2 2026 |
| Bedell Frazier Investment Counselling, LLCInvestment manager | 0.8% | $4.1M | 61,554 | +0.6% shares | Q1 2026 |
| Raab & Moskowitz Asset Management LLCWealth manager | 0.8% | $4.0M | 57,388 | -0.6% shares | Q2 2026 |
| Verity Asset Management, Inc.Wealth manager | 0.9% | $2.3M | 33,126 | +1.2% shares | Q2 2026 |
| Rockingstone Advisors LLCWealth manager | 0.8% | $2.1M | 30,899 | -1.0% shares | Q3 2026 |
| O'ROURKE & COMPANY, IncWealth manager | 0.7% | $2.0M | 29,574 | -0.3% shares | Q2 2026 |
| Bravias Capital Group, LLCWealth manager | 1.1% | $1.8M | 26,018 | +3.1% shares | Q2 2026 |
| Bond & Devick Financial Network, Inc.Wealth manager | 0.3% | $1.3M | 19,646 | -2.9% shares | Q3 2026 |
| Mustico Financial Group, Inc.Wealth manager | 0.8% | $1.3M | 18,583 | +6.7% shares | Q2 2026 |
| American Institute for Advanced Investment Management, LLPWealth manager | 0.7% | $1.1M | 16,330 | -0.7% shares | Q2 2026 |
| Gouws Capital LLCWealth manager | 0.5% | $1.1M | 16,000 | +0.0% shares | Q3 2026 |
| Burnham & Co LLCWealth manager | 0.4% | $546K | 7,900 | — | Q2 2026 |
| Trask Adam RolandInvestment manager | 0.5% | $535K | 8,000 | — | Q1 2026 |
| Gerber, LLCWealth manager | 0.2% | $531K | 7,835 | +0.0% shares | Q3 2026 |
| Stenham Asset Management LtdHedge fund | 0.4% | $511K | 7,400 | +0.0% shares | Q2 2026 |
| McGinn Penninger Investment Management, Inc.Wealth manager | 0.3% | $498K | 7,211 | -2.6% shares | Q2 2026 |
| Envision Financial Transparency, LLCWealth manager | 0.4% | $462K | 6,794 | — | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 9, Q2 2026: 14, Q1 2026: 2). Screen PHO in the grand portfolio →
PHO stock trades by members of Congress
No member of Congress has disclosed a trade in PHO.
PHO questions and answers
Are insiders buying PHO stock?
No open-market insider purchases or sales of PHO were filed in the last 90 days.
Which hedge funds own PHO?
25 13F filers hold PHO among their 50 largest positions, worth $136.3M combined. The biggest bets by portfolio weight are WealthSpring Partners, LLC (5.3%), Allstreet Capital Advisors LLC (3.5%) and Prism Advisors, Inc. (3.0%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
Has Congress traded PHO?
No member of Congress has disclosed a trade in PHO.
Who is the largest holder of PHO?
Among 13F filers, Perigon Wealth Management, LLC reports the largest PHO position, $32.6M (481,251 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is WealthSpring Partners, LLC's: 5.3% of its portfolio.
Cite or share this
Free to use with a link back. The data updates every filing day.