Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
84.9K+ 41.79% |
$1.53M - $1.57M
|
288K
$5.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
55.1KNew |
$994K - $1.02M
|
55.1K
$1M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
50KNew |
$902K - $927K
|
50K
$909K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
35.5KNew |
$640K - $658K
|
35.5K
$645K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
35.2K+ 4.69% |
$635K - $653K
|
786K
$14.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
26.3K+ 604.09% |
$474K - $487K
|
30.6K
$557K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
16.1KNew |
$291K - $299K
|
16.1K
$293K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
15.8K+ 5.3% |
$285K - $293K
|
314K
$5.71M
|
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
BUY
|
- |
14.4K+ 37.24% |
$260K - $267K
|
53.2K
$967K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
11.4K+ 10.36% |
$205K - $211K
|
121K
$2.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
9.4K+ 4.81% |
$170K - $174K
|
205K
$3.72M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.53K+ 578.95% |
$154K - $158K
|
10K
$182K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
8.05K+ 37.55% |
$145K - $149K
|
29.5K
$536K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
5.94K+ 2.89% |
$107K - $110K
|
211K
$3.84M
|
|
|
Jan 16, 2025
Q4 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
5.89K+ 11.61% |
$106K - $109K
|
56.6K
$1.03M
|
|
|
Jan 10, 2025
Q4 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
5.86K+ 3.13% |
$106K - $109K
|
193K
$3.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
4.63K+ 10.93% |
$83.5K - $85.8K
|
47K
$854K
|
|
|
Feb 11, 2025
Q4 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
4.53K+ 1.95% |
$81.7K - $83.9K
|
236K
$4.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
4.53K+ 1.95% |
$81.7K - $83.9K
|
236K
$4.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
3.31KNew |
$59.6K - $61.3K
|
3.31K
$60.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.01K+ 10.72% |
$54.4K - $55.9K
|
31.1K
$566K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2.19K+ 5.58% |
$39.4K - $40.5K
|
41.4K
$752K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
923New |
$16.7K - $17.1K
|
923
$16.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
593+ 2.12% |
$10.7K - $11K
|
28.6K
$520K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
517+ 4.46% |
$9.33K - $9.59K
|
12.1K
$220K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
371+ 10.84% |
$6.69K - $6.88K
|
3.79K
$69K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
313New |
$5.65K - $5.8K
|
313
$5.69K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
276New |
$4.98K - $5.12K
|
276
$5.02K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
120+ 1.08% |
$2.16K - $2.22K
|
11.2K
$205K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
29+ 0.8% |
$523 - $538
|
3.65K
$66.3K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
28New |
$505 - $519
|
28
$509
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
18+ 4.32% |
$325 - $334
|
435
$7.91K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
18+ 0.14% |
$325 - $334
|
12.8K
$232K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
11+ 1.94% |
$198 - $204
|
577
$10.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
10+ 0.3% |
$180 - $185
|
3.32K
$60.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
6+ 0.23% |
$108 - $111
|
2.65K
$48.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2+ 1.55% |
$36.1 - $37.1
|
131
$2.38K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-39- 0.18% |
$704 - $723
|
21.3K
$387K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-43- 0.09% |
$776 - $797
|
46.7K
$848K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-61- 0.31% |
$1.1K - $1.13K
|
19.3K
$351K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-76- 0.29% |
$1.37K - $1.41K
|
25.7K
$467K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-164- 17.94% |
$2.96K - $3.04K
|
750
$13.6K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
SELL
|
- |
-214- 1.41% |
$3.86K - $3.97K
|
14.9K
$272K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-321- 0.75% |
$5.79K - $5.95K
|
42.4K
$771K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-399- 0.12% |
$7.2K - $7.4K
|
338K
$6.15M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-428- 10.22% |
$7.72K - $7.94K
|
3.76K
$68.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-491- 4.61% |
$8.86K - $9.1K
|
10.2K
$185K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-622- 60.56% |
$11.2K - $11.5K
|
405
$7.36K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-740- 1.36% |
$13.3K - $13.7K
|
53.8K
$979K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-875- 6.17% |
$15.8K - $16.2K
|
13.3K
$242K
|