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 |
|---|---|---|---|---|---|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
16
shares
|
$291
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%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
9
shares
|
$163
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
3
shares
|
$54
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
1
shares
|
$18
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|