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 134 institutions that hold shares in the stock, with a total of 11.8 Million shares, which have been reported (via 13F filing form) to have a value of $214 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
35,498
shares
|
$646,063
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
33,652
shares
|
$612,466
0.03% of portfolio
|
Q1 2025
Added 14.18%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
30,566
shares
|
$556,301
0.02% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
27,500
shares
|
$500,500
0.0% of portfolio
|
Q1 2025
Reduced 3.91%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
26,538
shares
|
$482,991
0.02% of portfolio
|
Q1 2025
Added 3.24%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
26,270
shares
|
$478,114
0.0% of portfolio
|
Q3 2024
Added 42.28%
|
|
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
Oct 30, 2023 Q3 2023 |
25,232
shares
|
$459,222
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
|
$449,230
0.0% of portfolio
|
Q3 2024
Added 90.71%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
23,419
shares
|
$426,225
0.01% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
22,548
shares
|
$410,373
0.0% of portfolio
|
Q1 2025
Reduced 14.96%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
21,800
shares
|
$396,760
0.03% of portfolio
|
Q1 2025
Reduced 13.06%
|
|
|
First International Bank & Trust
Watford City, ND |
May 12, 2025 Q1 2025 |
21,384
shares
|
$389,188
0.12% of portfolio
|
Q1 2025
Reduced 88.93%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
21,300
shares
|
$387,660
0.0% of portfolio
|
Q1 2025
Reduced 3.62%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
May 06, 2025 Q1 2025 |
21,002
shares
|
$382,236
0.11% of portfolio
|
Q1 2025
Reduced 22.22%
|
|
|
Code Waechter LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
20,975
shares
|
$381,745
0.31% of portfolio
|
Q1 2025
Added 73.86%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
20,500
shares
|
$373,100
0.09% of portfolio
|
Q3 2023
Reduced 2.84%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
19,941
shares
|
$362,926
0.03% of portfolio
|
Q1 2025
Added 3.28%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
18,350
shares
|
$333,970
0.0% of portfolio
|
Q1 2025
Reduced 13.7%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
17,199
shares
|
$313,021
0.01% of portfolio
|
Q2 2020
Reduced 0.73%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
16,704
shares
|
$304,012
0.0% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
15,787
shares
|
$287,323
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
15,427
shares
|
$280,771
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
First National Corp
|
Apr 11, 2025 Q1 2025 |
14,945
shares
|
$271,999
0.06% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
14,864
shares
|
$270,524
0.01% of portfolio
|
Q1 2025
Reduced 8.03%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
14,831
shares
|
$269,924
0.0% of portfolio
|
Q1 2025
Reduced 1.8%
|