Purchases and Sales Made in Q1 2025 in Invesco Fd Tr Ii Fundamental H (PHB)
This table provides information about the institutional ownership of Invesco Fd Tr Ii Fundamental H (PHB) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESCO FD TR II FUNDAMENTAL H.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
15.4KNew |
$278K - $282K
|
15.4K
$276K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.11K+ 110800.0% |
$20K - $20.3K
|
1.11K
$19.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
953+ 2.3% |
$17.2K - $17.4K
|
42.3K
$757K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
832+ 3.24% |
$15K - $15.2K
|
26.5K
$475K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
821New |
$14.8K - $15K
|
821
$14.7K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
586New |
$10.6K - $10.7K
|
586
$10.5K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
75New |
$1.35K - $1.37K
|
75
$1.34K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-49- 1.34% |
$882 - $897
|
3.6K
$64.4K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-144- 4.33% |
$2.59K - $2.64K
|
3.18K
$56.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-482- 1.03% |
$8.68K - $8.83K
|
46.5K
$832K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-496- 0.16% |
$8.93K - $9.08K
|
314K
$5.61M
|
|
|
Apr 09, 2025
Q1 2025
|
Moller Financial Services
|
SELL
|
- |
-1.31K- 2.46% |
$23.6K - $24K
|
51.9K
$928K
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-2.35K- 1.15% |
$42.4K - $43.1K
|
202K
$3.62M
|
|
|
Apr 16, 2025
Q1 2025
|
Seros Financial, LLC
Tempe, AZ |
SELL
|
- |
-3.41K- 6.19% |
$61.4K - $62.4K
|
51.7K
$924K
|