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 $256 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
1,674
shares
|
$30,416
0.0% of portfolio
|
Q1 2024
Reduced 37.63%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
1,650
shares
|
$29,980
0.0% of portfolio
|
Q2 2018
Added 18.18%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
1,574
shares
|
$28,599
0.0% of portfolio
|
Q4 2023
Reduced 37.19%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
955
shares
|
$17,352
0.0% of portfolio
|
Q3 2018
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
923
shares
|
$16,770
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Feb 19, 2025 Q4 2024 |
887
shares
|
$16,116
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
750
shares
|
$13,627
0.0% of portfolio
|
Q4 2024
Reduced 17.94%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
712
shares
|
$12,937
0.0% of portfolio
|
Q1 2024
Reduced 3.26%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
577
shares
|
$10,484
0.0% of portfolio
|
Q4 2024
Added 1.94%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
450
shares
|
$8,176
0.0% of portfolio
|
Q1 2023
Added 5525.0%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
435
shares
|
$7,903
0.0% of portfolio
|
Q4 2024
Added 4.32%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
433
shares
|
$7,867
0.0% of portfolio
|
Q4 2022
Reduced 44.7%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
405
shares
|
$7,358
0.0% of portfolio
|
Q4 2024
Reduced 60.56%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
383
shares
|
$6,959
0.0% of portfolio
|
Q3 2024
Added 34.39%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
349
shares
|
$6,341
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
313
shares
|
$5,687
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
276
shares
|
$5,014
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
131
shares
|
$2,380
0.0% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
101
shares
|
$1,835
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
90
shares
|
$1,635
0.0% of portfolio
|
Q4 2020
Reduced 43.75%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
77
shares
|
$1,399
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
69
shares
|
$1,253
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
28
shares
|
$508
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
16
shares
|
$290
0.0% of portfolio
|
Q2 2023
Reduced 95.93%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
14
shares
|
$254
0.0% of portfolio
|
Q1 2022
Reduced 74.07%
|