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 |
|---|---|---|---|---|---|
|
Parallel Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
914
shares
|
$16,872
0.0% of portfolio
|
Q3 2023
Reduced 37.95%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
712
shares
|
$13,143
0.0% of portfolio
|
Q1 2024
Reduced 3.26%
|
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
656
shares
|
$12,109
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Aug 06, 2024 Q2 2024 |
568
shares
|
$10,485
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
567
shares
|
$10,466
0.0% of portfolio
|
Q2 2024
Added 1.43%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
560
shares
|
$10,337
0.0% of portfolio
|
Q2 2024
Added 0.54%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2024 Q2 2024 |
450
shares
|
$8,307
0.0% of portfolio
|
Q1 2023
Added 5525.0%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 14, 2024 Q2 2024 |
448
shares
|
$8,270
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
433
shares
|
$7,993
0.0% of portfolio
|
Q4 2022
Reduced 44.7%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
349
shares
|
$6,442
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Jul 22, 2024 Q2 2024 |
300
shares
|
$5,538
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
285
shares
|
$5,261
0.0% of portfolio
|
Q4 2023
Reduced 97.74%
|
|
|
Aspire Private Capital, LLC
|
Jul 15, 2024 Q2 2024 |
261
shares
|
$4,818
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Jnba Financial Advisors
|
Jul 22, 2024 Q2 2024 |
231
shares
|
$4,264
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Camelot Portfolios, LLC
|
Aug 12, 2024 Q2 2024 |
158
shares
|
$2,916
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 06, 2024 Q2 2024 |
145
shares
|
$2,676
0.0% of portfolio
|
Q4 2019
Reduced 26.4%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
128
shares
|
$2,362
0.0% of portfolio
|
Q2 2024
Added 60.0%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
116
shares
|
$2,141
0.0% of portfolio
|
Q2 2024
Added 103.51%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
104
shares
|
$1,919
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 31, 2024 Q2 2024 |
104
shares
|
$1,919
0.0% of portfolio
|
Q2 2024
Reduced 87.16%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 23, 2024 Q2 2024 |
90
shares
|
$1,661
0.0% of portfolio
|
Q4 2020
Reduced 43.75%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
77
shares
|
$1,421
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 09, 2024 Q2 2024 |
69
shares
|
$1,273
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 30, 2024 Q2 2024 |
39
shares
|
$719
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
16
shares
|
$295
0.0% of portfolio
|
Q2 2023
Reduced 95.93%
|