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 134 institutions that hold shares in the stock, with a total of 11.8 Million shares, which have been reported (via 13F filing form) to have a value of $214 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
955
shares
|
$17,381
0.0% of portfolio
|
Q3 2018
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
923
shares
|
$16,798
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
821
shares
|
$14,942
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
750
shares
|
$13,650
0.0% of portfolio
|
Q4 2024
Reduced 17.94%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 12, 2025 Q1 2025 |
712
shares
|
$12,958
0.01% of portfolio
|
Q1 2024
Reduced 3.26%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
586
shares
|
$10,665
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
577
shares
|
$10,501
0.0% of portfolio
|
Q4 2024
Added 1.94%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
450
shares
|
$8,190
0.0% of portfolio
|
Q1 2023
Added 5525.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
433
shares
|
$7,880
0.0% of portfolio
|
Q4 2022
Reduced 44.7%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
387
shares
|
$7,043
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
359
shares
|
$6,533
0.0% of portfolio
|
Q1 2025
Reduced 11.36%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
349
shares
|
$6,351
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
300
shares
|
$5,460
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
300
shares
|
$5,460
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
288
shares
|
$5,241
0.0% of portfolio
|
Q1 2025
Reduced 33.79%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
276
shares
|
$5,023
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
240
shares
|
$4,368
0.0% of portfolio
|
Q1 2025
Reduced 37.34%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
131
shares
|
$2,384
0.0% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
127
shares
|
$2,311
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
101
shares
|
$1,838
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
90
shares
|
$1,638
0.0% of portfolio
|
Q4 2020
Reduced 43.75%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
77
shares
|
$1,401
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Gsb Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
75
shares
|
$1,365
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
69
shares
|
$1,255
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
19
shares
|
$345
0.0% of portfolio
|
Q1 2025
New holding
|