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 |
|---|---|---|---|---|---|
|
First National Corp
|
Jan 29, 2025 Q4 2024 |
14,945
shares
|
$269,906
0.06% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
13,865
shares
|
$250,401
0.01% of portfolio
|
Q4 2024
Reduced 34.9%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
13,311
shares
|
$240,396
0.0% of portfolio
|
Q4 2024
Reduced 6.17%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
13,123
shares
|
$237,001
0.01% of portfolio
|
Q3 2023
Reduced 0.21%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
12,754
shares
|
$230,337
0.0% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
12,116
shares
|
$218,814
0.03% of portfolio
|
Q4 2024
Added 4.46%
|
|
|
Code Waechter LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
12,064
shares
|
$217,875
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Advocates LLC
Logan, UT |
Jan 23, 2025 Q4 2024 |
11,809
shares
|
$213,270
0.07% of portfolio
|
Q4 2024
Reduced 76.77%
|
|
|
Friedenthal Financial
|
Jan 13, 2025 Q4 2024 |
11,249
shares
|
$203,156
0.13% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
10,362
shares
|
$187,137
0.01% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
10,283
shares
|
$185,710
0.0% of portfolio
|
Q4 2024
Reduced 60.12%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
10,155
shares
|
$183,399
0.11% of portfolio
|
Q4 2024
Reduced 4.61%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
10,001
shares
|
$180,618
0.0% of portfolio
|
Q4 2024
Added 578.95%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
9,414
shares
|
$170,016
0.0% of portfolio
|
Q4 2024
Reduced 78.72%
|
|
|
Lazard Asset Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
7,800
shares
|
$140,868
0.0% of portfolio
|
Q4 2023
Reduced 98.49%
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
4,682
shares
|
$84,556
0.01% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
4,117
shares
|
$74,353
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
3,794
shares
|
$68,519
0.0% of portfolio
|
Q4 2024
Added 10.84%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
3,760
shares
|
$67,905
0.0% of portfolio
|
Q4 2024
Reduced 10.22%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
3,648
shares
|
$65,882
0.01% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
3,322
shares
|
$59,995
0.03% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
3,305
shares
|
$59,688
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
2,706
shares
|
$48,870
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
2,649
shares
|
$47,840
0.0% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
1,702
shares
|
$30,738
0.02% of portfolio
|
Q4 2023
New holding
|