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 131 institutions that hold shares in the stock, with a total of 19.6 Million shares, which have been reported (via 13F filing form) to have a value of $362 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Omega Financial Group, LLC
|
Oct 07, 2024 Q3 2024 |
122,800
shares
|
$2.27 Million
0.86% of portfolio
|
Q3 2024
Reduced 7.77%
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
115,901
shares
|
$2.14 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
Darwin Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
100,629
shares
|
$1.86 Million
0.92% of portfolio
|
Q2 2024
New holding
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
87,134
shares
|
$1.61 Million
0.07% of portfolio
|
Q2 2024
Reduced 8.06%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
85,656
shares
|
$1.58 Million
0.03% of portfolio
|
Q2 2024
Reduced 3.22%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
79,056
shares
|
$1.46 Million
0.0% of portfolio
|
Q2 2024
Reduced 6.61%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
75,820
shares
|
$1.4 Million
0.0% of portfolio
|
Q2 2024
Added 79.06%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
72,967
shares
|
$1.35 Million
0.0% of portfolio
|
Q2 2024
Added 2.82%
|
|
Mc Adam, LLC
|
Jul 24, 2024 Q2 2024 |
71,391
shares
|
$1.32 Million
0.08% of portfolio
|
Q2 2024
Reduced 2.39%
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
64,533
shares
|
$1.19 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.68%
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
62,541
shares
|
$1.15 Million
0.13% of portfolio
|
Q3 2022
Reduced 28.36%
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 14, 2024 Q2 2024 |
62,017
shares
|
$1.14 Million
0.01% of portfolio
|
Q2 2024
Reduced 1.53%
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
59,468
shares
|
$1.1 Million
0.54% of portfolio
|
Q2 2023
Reduced 5.89%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
57,688
shares
|
$1.06 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
Wealth Shield Partners, LLC
Cary, NC |
Jul 26, 2024 Q2 2024 |
53,217
shares
|
$982,385
0.15% of portfolio
|
Q2 2024
Reduced 0.81%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
52,951
shares
|
$977,475
0.0% of portfolio
|
Q2 2024
Reduced 6.42%
|
|
Strategic Advocates LLC
Logan, UT |
Oct 17, 2024 Q3 2024 |
50,834
shares
|
$938,395
0.34% of portfolio
|
Q3 2024
Added 53.65%
|
|
Prairiewood Capital, LLC
|
Oct 15, 2024 Q3 2024 |
50,730
shares
|
$936,475
0.4% of portfolio
|
Q3 2024
Added 5.48%
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Aug 08, 2024 Q2 2024 |
48,869
shares
|
$902,121
0.01% of portfolio
|
Q2 2024
Reduced 2.84%
|
|
Great Waters Wealth Management
Minneapolis, MN |
Oct 04, 2024 Q3 2024 |
48,447
shares
|
$894,331
0.12% of portfolio
|
Q3 2024
Reduced 7.01%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
48,062
shares
|
$887,224
0.0% of portfolio
|
Q2 2024
Added 20.78%
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 30, 2024 Q2 2024 |
44,248
shares
|
$816,818
0.0% of portfolio
|
Q2 2024
New holding
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
41,055
shares
|
$757,875
0.0% of portfolio
|
Q2 2024
Reduced 13.16%
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
39,169
shares
|
$723,059
0.26% of portfolio
|
Q3 2024
Added 2.02%
|
|
Moller Financial Services
|
Oct 09, 2024 Q3 2024 |
38,744
shares
|
$715,214
0.18% of portfolio
|
Q3 2024
Added 1.89%
|