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 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.11K- 99.91% |
$19.9K - $20.5K
|
1
$18.2
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-1.48K- 3.05% |
$26.6K - $27.4K
|
47K
$854K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.5K- 3.56% |
$27.1K - $27.9K
|
40.7K
$740K
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-3.44K- 2.8% |
$62.1K - $63.8K
|
119K
$2.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-3.64K- 5.6% |
$65.7K - $67.5K
|
61.4K
$1.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-4.25K- 20.83% |
$76.7K - $78.9K
|
16.2K
$294K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-6.84K- 4.35% |
$123K - $127K
|
150K
$2.73M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-7.43K- 34.9% |
$134K - $138K
|
13.9K
$252K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.65K- 21.44% |
$174K - $179K
|
35.4K
$643K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-10.1K- 1.81% |
$183K - $188K
|
551K
$10M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-34.8K- 78.72% |
$628K - $646K
|
9.41K
$171K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-39K- 76.77% |
$704K - $724K
|
11.8K
$215K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-48.5K- 18.41% |
$874K - $898K
|
215K
$3.91M
|