Institutional Ownership Invesco Fd Tr Ii Fundamental H (PHB)
This table provides information about the institutional ownership of Invesco Fd Tr Ii Fundamental H (PHB). We have compiled data on the 129 institutions that hold shares in the stock, with a total of 11.9 Million shares, which have been reported (via 13F filing form) to have a value of $221 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Omega Financial Group, LLC
|
Aug 08, 2025 Q2 2025 |
109,344
shares
|
$2.04 Million
0.72% of portfolio
|
Q2 2025
Reduced 4.09%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
86,109
shares
|
$1.61 Million
0.0% of portfolio
|
Q2 2025
Added 4.03%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
85,656
shares
|
$1.6 Million
0.03% of portfolio
|
Q2 2024
Reduced 3.22%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
77,303
shares
|
$1.44 Million
0.01% of portfolio
|
Q2 2025
Added 34.94%
|
|
|
Prairiewood Capital, LLC
|
Jul 16, 2025 Q2 2025 |
70,019
shares
|
$1.31 Million
0.48% of portfolio
|
Q2 2025
Added 14.21%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
63,418
shares
|
$1.18 Million
0.0% of portfolio
|
Q2 2025
Added 9.05%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
62,541
shares
|
$1.17 Million
0.13% of portfolio
|
Q3 2022
Reduced 28.36%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
61,654
shares
|
$1.15 Million
0.0% of portfolio
|
Q2 2025
Added 41.75%
|
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
59,468
shares
|
$1.11 Million
0.54% of portfolio
|
Q2 2023
Reduced 5.89%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
57,177
shares
|
$1.07 Million
0.13% of portfolio
|
Q2 2025
Added 6.42%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
56,518
shares
|
$1.05 Million
0.06% of portfolio
|
Q2 2025
Reduced 3.54%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
53,860
shares
|
$1.01 Million
0.0% of portfolio
|
Q2 2025
Added 43.68%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Jul 21, 2025 Q2 2025 |
52,532
shares
|
$980,247
0.61% of portfolio
|
Q2 2025
Added 1.68%
|
|
|
Moller Financial Services
|
Jul 10, 2025 Q2 2025 |
51,881
shares
|
$968,099
0.21% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
51,618
shares
|
$963,191
0.0% of portfolio
|
Q2 2025
Reduced 45.81%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
48,412
shares
|
$903,367
0.0% of portfolio
|
Q2 2025
Reduced 11.63%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
46,372
shares
|
$865,301
0.01% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jul 11, 2025 Q2 2025 |
45,747
shares
|
$853,639
0.11% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
43,655
shares
|
$814,602
0.0% of portfolio
|
Q2 2025
Reduced 28.77%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
40,384
shares
|
$753,565
0.25% of portfolio
|
Q2 2025
Reduced 4.55%
|
|
|
Hallmark Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
38,292
shares
|
$714,528
0.05% of portfolio
|
Q2 2025
Reduced 4.89%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
35,976
shares
|
$671,312
0.03% of portfolio
|
Q2 2025
Added 6.91%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
35,089
shares
|
$654,760
0.0% of portfolio
|
Q2 2025
Reduced 9.3%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
33,174
shares
|
$619,026
0.0% of portfolio
|
Q2 2025
Reduced 6.55%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
27,500
shares
|
$513,150
0.0% of portfolio
|
Q1 2025
Reduced 3.91%
|