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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
137K+ 63.98% |
$2.48M - $2.52M
|
352K
$6.41M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
95.3KNew |
$1.72M - $1.74M
|
95.3K
$1.73M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
58.8K+ 7.47% |
$1.06M - $1.08M
|
845K
$15.4M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
51.7K+ 24.07% |
$930K - $946K
|
266K
$4.85M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
51.3K+ 3.82% |
$924K - $939K
|
1.39M
$25.4M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
42KNew |
$756K - $768K
|
42K
$764K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
30.3K+ 85.76% |
$546K - $555K
|
65.7K
$1.2M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
25.9K+ 24.89% |
$466K - $474K
|
130K
$2.36M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
20K+ 13.3% |
$360K - $366K
|
170K
$3.1M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
15.8KNew |
$284K - $289K
|
15.8K
$287K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
15.4KNew |
$278K - $282K
|
15.4K
$281K
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
15KNew |
$270K - $274K
|
15K
$273K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.31K+ 13.67% |
$168K - $170K
|
77.4K
$1.41M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.06K+ 2.38% |
$163K - $166K
|
389K
$7.08M
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
8.91K+ 73.86% |
$160K - $163K
|
21K
$382K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.35K+ 219.73% |
$150K - $153K
|
12.2K
$221K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
8.16K+ 16.32% |
$147K - $149K
|
58.2K
$1.06M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.56K+ 24.28% |
$136K - $138K
|
38.7K
$704K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.62K+ 11.44% |
$101K - $103K
|
54.8K
$997K
|
|
|
Apr 25, 2025
Q1 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
4.69K+ 8.28% |
$84.4K - $85.8K
|
61.3K
$1.12M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
4.18K+ 14.18% |
$75.3K - $76.5K
|
33.7K
$612K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.7K+ 3.37% |
$48.5K - $49.3K
|
82.8K
$1.51M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.51K+ 2.32% |
$45.1K - $45.9K
|
110K
$2.01M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.34K+ 88.18% |
$42.1K - $42.8K
|
4.99K
$90.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.07KNew |
$37.3K - $37.9K
|
2.07K
$37.7K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.77K+ 2.6% |
$31.9K - $32.4K
|
69.9K
$1.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.75K+ 14.44% |
$31.5K - $32K
|
13.9K
$252K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.17KNew |
$21.1K - $21.4K
|
1.17K
$21.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.11K+ 110800.0% |
$20K - $20.3K
|
1.11K
$20.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
953+ 2.3% |
$17.2K - $17.4K
|
42.3K
$770K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
832+ 3.24% |
$15K - $15.2K
|
26.5K
$483K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
821New |
$14.8K - $15K
|
821
$14.9K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
633+ 3.28% |
$11.4K - $11.6K
|
19.9K
$363K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
586New |
$10.6K - $10.7K
|
586
$10.7K
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
476+ 4.59% |
$8.57K - $8.72K
|
10.8K
$197K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
387New |
$6.97K - $7.09K
|
387
$7.04K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
300New |
$5.4K - $5.49K
|
300
$5.46K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
300New |
$5.4K - $5.49K
|
300
$5.46K
|
|
|
May 02, 2025
Q1 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
127New |
$2.29K - $2.33K
|
127
$2.31K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
75New |
$1.35K - $1.37K
|
75
$1.37K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
19New |
$342 - $348
|
19
$346
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
10+ 0.26% |
$180 - $183
|
3.8K
$69.2K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3New |
$54 - $54.9
|
3
$54.6
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$18 - $18.3
|
1
$18.2
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-46- 11.36% |
$828 - $842
|
359
$6.53K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-49- 1.34% |
$882 - $897
|
3.6K
$65.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-69- 0.23% |
$1.24K - $1.26K
|
30.6K
$556K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-115- 0.21% |
$2.07K - $2.11K
|
53.7K
$978K
|