Lowe Wealth Advisors, LLC Invesco Fd Tr Ii Fundamental H Transaction History

Lowe Wealth Advisors, LLC

$252 Million
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 07, 2022	SELL	$16.74 - $18.47 $803 - $886	-48 Closed	0 $0
Q1 2022 Apr 08, 2022	BUY	$18.01 - $19.4 $864 - $931	48 New	48 $1,000

Others Institutions Holding PHB

# of Institutions

129

Shares Held

11.9M

Call Options Held

16.4K

Put Options Held

19K

Pfs Investments Inc. Duluth, GA

1.54M
Shares

$28.7 Million
0.44% of portfolio
Wells Fargo & Company San Francisco, CA

1.44M
Shares

$26.8 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

925K
Shares

$17.2 Million
0.01% of portfolio
Invesco Ltd. Atlanta, GA

787K
Shares

$14.6 Million
0.0% of portfolio
Evergreen Capital Management LLC Bellevue, WA

636K
Shares

$11.8 Million
0.38% of portfolio

About INVESCO FD TR II FUNDAMENTAL H

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