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 |
---|---|---|---|---|---|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
13,123
shares
|
$242,250
0.01% of portfolio
|
Q3 2023
Reduced 0.21%
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
12,736
shares
|
$235,106
0.0% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
Code Waechter LLC
Tampa, FL |
Oct 10, 2024 Q3 2024 |
12,064
shares
|
$222,701
0.21% of portfolio
|
Q3 2024
New holding
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 31, 2024 Q2 2024 |
11,572
shares
|
$213,619
0.05% of portfolio
|
Q2 2024
Reduced 0.89%
|
|
Mosley Wealth Management
Anaheim, CA |
Aug 06, 2024 Q2 2024 |
11,296
shares
|
$208,524
0.17% of portfolio
|
Q2 2024
Added 0.17%
|
|
Friedenthal Financial
|
Oct 17, 2024 Q3 2024 |
11,129
shares
|
$205,441
0.14% of portfolio
|
Q3 2024
Added 1.97%
|
|
Scotia Capital Inc.
|
Aug 14, 2024 Q2 2024 |
10,283
shares
|
$189,824
0.0% of portfolio
|
Q2 2024
Reduced 6.37%
|
|
Banque Cantonale Vaudoise
|
Jul 31, 2024 Q2 2024 |
10,261
shares
|
$189,418
0.01% of portfolio
|
Q4 2023
Reduced 12.34%
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
7,800
shares
|
$143,988
0.0% of portfolio
|
Q4 2023
Reduced 98.49%
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 11, 2024 Q2 2024 |
4,646
shares
|
$85,765
0.04% of portfolio
|
Q2 2024
Reduced 1.21%
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
4,632
shares
|
$85,506
0.01% of portfolio
|
Q3 2024
Added 1.49%
|
|
Td Private Client Wealth LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
4,283
shares
|
$79,064
0.0% of portfolio
|
Q1 2024
Added 3.14%
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
4,188
shares
|
$77,310
0.0% of portfolio
|
Q3 2024
Added 257.95%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
4,117
shares
|
$75,999
0.0% of portfolio
|
Q4 2022
New holding
|
|
Soa Wealth Advisors, Llc.
|
Oct 08, 2024 Q3 2024 |
3,619
shares
|
$66,806
0.01% of portfolio
|
Q3 2024
Reduced 7.4%
|
|
Us Bancorp \De\
|
Aug 06, 2024 Q2 2024 |
3,385
shares
|
$62,487
0.0% of portfolio
|
Q2 2024
Added 1.96%
|
|
Blair William & CO
Chicago, IL |
Aug 12, 2024 Q2 2024 |
2,636
shares
|
$48,660
0.0% of portfolio
|
Q2 2024
Added 0.27%
|
|
Transcendent Capital Group LLC
Edmond, OK |
Jul 24, 2024 Q2 2024 |
1,702
shares
|
$31,418
0.02% of portfolio
|
Q4 2023
New holding
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 13, 2024 Q2 2024 |
1,674
shares
|
$30,902
0.0% of portfolio
|
Q1 2024
Reduced 37.63%
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2024 Q2 2024 |
1,650
shares
|
$30,459
0.0% of portfolio
|
Q2 2018
Added 18.18%
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
1,574
shares
|
$29,056
0.0% of portfolio
|
Q4 2023
Reduced 37.19%
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
1,106
shares
|
$20,416
0.0% of portfolio
|
Q3 2023
New holding
|
|
Capital Investment Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
1,022
shares
|
$18,866
0.0% of portfolio
|
Q2 2024
Added 0.49%
|
|
National Bank Of Canada
|
Aug 02, 2024 Q2 2024 |
1,000
shares
|
$18,460
0.0% of portfolio
|
Q1 2024
Reduced 41.18%
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 06, 2024 Q2 2024 |
955
shares
|
$17,629
0.0% of portfolio
|
Q3 2018
New holding
|