Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Capital Planning LLC
|
BUY
|
- |
12.6KNew |
$220K - $233K
|
12.6K
$231K
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
11.9KNew |
$208K - $220K
|
11.9K
$219K
|
|
|
Jul 16, 2025
Q2 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
8.71K+ 14.21% |
$152K - $161K
|
70K
$1.29M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7KNew |
$122K - $129K
|
7K
$129K
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
3.93K+ 1.94% |
$68.8K - $72.5K
|
206K
$3.79M
|
|
|
Jul 21, 2025
Q2 2025
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
866+ 1.68% |
$15.2K - $16K
|
52.5K
$966K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
203+ 0.76% |
$3.55K - $3.75K
|
26.7K
$491K
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
41+ 0.01% |
$718 - $757
|
352K
$6.46M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
26+ 0.72% |
$455 - $480
|
3.63K
$66.6K
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
BUY
|
- |
19+ 0.04% |
$333 - $351
|
51.9K
$954K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
12+ 0.03% |
$210 - $222
|
46.4K
$852K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11+ 1.34% |
$193 - $203
|
832
$15.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
8+ 1.37% |
$140 - $148
|
594
$10.9K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
7+ 0.22% |
$123 - $129
|
3.19K
$58.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.76% |
$17.5 - $18.5
|
132
$2.43K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-34- 45.33% |
$595 - $628
|
41
$754
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
SELL
|
- |
-103- 1.01% |
$1.8K - $1.9K
|
10.1K
$186K
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-741- 1.59% |
$13K - $13.7K
|
45.7K
$841K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1.92K- 4.55% |
$33.7K - $35.5K
|
40.4K
$742K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.95K- 0.69% |
$34.2K - $36.1K
|
282K
$5.18M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-2.07K- 3.54% |
$36.3K - $38.3K
|
56.5K
$1.04M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.8K- 56.17% |
$49K - $51.7K
|
2.19K
$40.2K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-2.8K- 73.69% |
$49.1K - $51.7K
|
1K
$18.4K
|
|
|
Jul 08, 2025
Q2 2025
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-5.62K- 26.3% |
$98.4K - $104K
|
15.8K
$290K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-7.41K- 24.23% |
$130K - $137K
|
23.2K
$426K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-42.4K- 20.29% |
$742K - $782K
|
166K
$3.06M
|