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 |
---|---|---|---|---|---|
Hallmark Capital Management Inc
|
Aug 08, 2024 Q2 2024 |
37,339
shares
|
$689,277
0.05% of portfolio
|
Q2 2024
Reduced 0.43%
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Jul 30, 2024 Q2 2024 |
30,825
shares
|
$569,029
0.2% of portfolio
|
Q1 2024
Reduced 11.3%
|
|
Old Mission Capital LLC
|
Aug 14, 2024 Q2 2024 |
28,544
shares
|
$526,922
0.01% of portfolio
|
Q2 2024
Reduced 72.03%
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
28,115
shares
|
$519,002
0.0% of portfolio
|
Q3 2024
Reduced 9.12%
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Aug 13, 2024 Q2 2024 |
27,481
shares
|
$507,299
0.04% of portfolio
|
Q2 2024
Reduced 0.49%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
27,329
shares
|
$504,493
0.0% of portfolio
|
Q2 2024
New holding
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
26,581
shares
|
$490,685
0.0% of portfolio
|
Q2 2024
Reduced 15.88%
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
26,270
shares
|
$484,944
0.0% of portfolio
|
Q3 2024
Added 42.28%
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
25,782
shares
|
$475,935
0.01% of portfolio
|
Q3 2024
Added 3.75%
|
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
Oct 30, 2023 Q3 2023 |
25,232
shares
|
$465,782
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
|
$455,648
0.0% of portfolio
|
Q3 2024
Added 90.71%
|
|
Synovus Financial Corp
Columbus, GA |
Aug 13, 2024 Q2 2024 |
24,170
shares
|
$446,178
0.01% of portfolio
|
Q2 2024
Added 5.99%
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 14, 2024 Q2 2024 |
23,644
shares
|
$436,468
0.01% of portfolio
|
Q2 2024
Reduced 0.94%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 12, 2024 Q2 2024 |
22,200
shares
|
$409,812
0.0% of portfolio
|
Q1 2024
Reduced 2.81%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
21,694
shares
|
$400,471
0.0% of portfolio
|
Q2 2024
Reduced 23.74%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
21,177
shares
|
$390,927
0.0% of portfolio
|
Q2 2024
New holding
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 09, 2024 Q2 2024 |
20,500
shares
|
$378,430
0.1% of portfolio
|
Q3 2023
Reduced 2.84%
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
20,415
shares
|
$376,860
0.02% of portfolio
|
Q2 2023
New holding
|
|
Csenge Advisory Group
|
Jul 10, 2024 Q2 2024 |
19,780
shares
|
$365,138
0.02% of portfolio
|
Q2 2024
Added 0.23%
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
19,667
shares
|
$363,052
0.0% of portfolio
|
Q2 2024
Reduced 9.39%
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
19,369
shares
|
$357,551
0.04% of portfolio
|
Q3 2024
Added 1.55%
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 12, 2024 Q2 2024 |
17,287
shares
|
$319,118
0.06% of portfolio
|
Q2 2024
Added 2.04%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
17,199
shares
|
$317,493
0.01% of portfolio
|
Q2 2020
Reduced 0.73%
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 13, 2024 Q2 2024 |
15,850
shares
|
$292,591
0.0% of portfolio
|
Q2 2024
Reduced 7.85%
|
|
First National Corp
|
Oct 08, 2024 Q3 2024 |
15,159
shares
|
$279,835
0.06% of portfolio
|
Q3 2024
Reduced 0.67%
|