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 |
|---|---|---|---|---|---|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
26,741
shares
|
$498,987
0.02% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
26,270
shares
|
$490,198
0.0% of portfolio
|
Q3 2024
Added 42.28%
|
|
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
Oct 30, 2023 Q3 2023 |
25,232
shares
|
$470,829
0.71% of portfolio
|
Q3 2023
Reduced 0.21%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
24,683
shares
|
$460,584
0.0% of portfolio
|
Q3 2024
Added 90.71%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
23,811
shares
|
$444,313
0.01% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
23,160
shares
|
$432,165
0.01% of portfolio
|
Q2 2025
Reduced 24.23%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
23,133
shares
|
$431,661
0.0% of portfolio
|
Q2 2025
Reduced 69.4%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
22,943
shares
|
$428,116
0.0% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
21,894
shares
|
$408,542
0.03% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
21,300
shares
|
$397,458
0.0% of portfolio
|
Q1 2025
Reduced 3.62%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
20,500
shares
|
$382,530
0.08% of portfolio
|
Q3 2023
Reduced 2.84%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
20,217
shares
|
$377,249
0.03% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Aug 13, 2025 Q2 2025 |
18,523
shares
|
$345,639
0.09% of portfolio
|
Q2 2025
Reduced 11.8%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
17,620
shares
|
$328,789
0.0% of portfolio
|
Q2 2025
Added 5.48%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
17,199
shares
|
$320,933
0.01% of portfolio
|
Q2 2020
Reduced 0.73%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
15,910
shares
|
$296,880
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
15,876
shares
|
$296,246
0.0% of portfolio
|
Q2 2025
Reduced 77.28%
|
|
|
First International Bank & Trust
Watford City, ND |
Jul 08, 2025 Q2 2025 |
15,761
shares
|
$294,100
0.1% of portfolio
|
Q2 2025
Reduced 26.3%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
15,427
shares
|
$287,867
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
14,945
shares
|
$278,873
0.06% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
14,831
shares
|
$276,746
0.0% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
13,866
shares
|
$258,739
0.04% of portfolio
|
Q1 2025
Added 14.44%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
13,436
shares
|
$250,715
0.0% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
13,123
shares
|
$244,875
0.01% of portfolio
|
Q3 2023
Reduced 0.21%
|
|
|
Capital Planning LLC
|
Jul 21, 2025 Q2 2025 |
12,595
shares
|
$235,022
0.08% of portfolio
|
Q2 2025
New holding
|