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 14.1 Million shares, which have been reported (via 13F filing form) to have a value of $255 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
41,354
shares
|
$746,853
0.25% of portfolio
|
Q4 2024
Added 5.58%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
40,713
shares
|
$735,276
0.0% of portfolio
|
Q4 2024
Reduced 3.56%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
35,498
shares
|
$641,093
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
35,368
shares
|
$638,746
0.0% of portfolio
|
Q4 2024
Reduced 21.44%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
31,128
shares
|
$562,171
0.0% of portfolio
|
Q4 2024
Added 10.72%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
30,635
shares
|
$553,268
0.02% of portfolio
|
Q4 2024
Added 604.09%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
29,473
shares
|
$532,282
0.03% of portfolio
|
Q4 2024
Added 37.55%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
28,618
shares
|
$516,841
0.0% of portfolio
|
Q4 2024
Added 2.12%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Jan 24, 2025 Q4 2024 |
27,003
shares
|
$487,674
0.14% of portfolio
|
Q3 2024
Reduced 12.4%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
26,516
shares
|
$478,878
0.0% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
26,270
shares
|
$474,436
0.0% of portfolio
|
Q3 2024
Added 42.28%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
25,706
shares
|
$464,250
0.02% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
Oct 30, 2023 Q3 2023 |
25,232
shares
|
$455,689
0.71% of portfolio
|
Q3 2023
Reduced 0.21%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
25,075
shares
|
$452,854
0.04% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
24,683
shares
|
$445,774
0.0% of portfolio
|
Q3 2024
Added 90.71%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
23,991
shares
|
$433,277
0.01% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
22,100
shares
|
$399,126
0.0% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
21,262
shares
|
$383,991
0.0% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
20,500
shares
|
$370,230
0.09% of portfolio
|
Q3 2023
Reduced 2.84%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
19,308
shares
|
$348,702
0.03% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
17,199
shares
|
$310,613
0.01% of portfolio
|
Q2 2020
Reduced 0.73%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
16,827
shares
|
$303,895
0.0% of portfolio
|
Q4 2024
Added 59.17%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
16,162
shares
|
$291,885
0.01% of portfolio
|
Q4 2024
Reduced 20.83%
|
|
|
Capital Planning LLC
|
Jan 14, 2025 Q4 2024 |
16,125
shares
|
$291,217
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
15,103
shares
|
$272,760
0.0% of portfolio
|
Q3 2024
Reduced 23.21%
|