PHO — INVESCO EXCHANGE TRADED FD T

Ownership history in Key Client Fiduciary Advisors, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Key Client Fiduciary Advisors, LLC reported a position in INVESCO EXCHANGE TRADED FD T (PHO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.11% (2024 Q1)
Avg. % of fund
0.09%
First filed
2024 Q1
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 3,081 +1 +0.0% 0.07% $222K $72.03
2025 Q2 UNCHANGED 3,080 — 0% 0.09% $215K $69.74
2024 Q4 UNCHANGED 3,080 — 0% 0.09% $203K $65.43
2024 Q3 ADDED 3,080 +75 +2.5% 0.10% $217K $70.05
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    PHO price (monthly, adj. close)

Other funds also holding PHO

As of 2025 Q4 — sorted by position size

Strive Asset Management, LLC 3.59% THRYVE WEALTH MANAGEMENT LLC 3.37% Sage Capital Management, LLC 3.23% Murphy, Middleton, Hinkle & Parker, Inc. 3Y 7Y 3.13% Prism Advisors, Inc. 3Y 7Y 3.13% Polianta Ltd 3Y 7Y 1.42% Rockingstone Advisors LLC 1.03% AVALON CAPITAL MANAGEMENT 3Y 7Y 0.97% Raab & Moskowitz Asset Management LLC 3Y 7Y 0.91% Verity Asset Management, Inc. 3Y 7Y 0.89%
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