Stephens Inc Invesco Fd Tr Ii Fundamental H Transaction History

Stephens Inc

$7.43 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 24, 2020	SELL	$16.21 - $18.63 $1.7 Million - $1.95 Million	-104,908 Closed	0 $0
Q1 2020 May 14, 2020	BUY	$15.07 - $19.34 $1.58 Million - $2.03 Million	104,908 New	104,908 $1.74 Million

Others Institutions Holding PHB

# of Institutions

128

Shares Held

11.9M

Call Options Held

16.4K

Put Options Held

19K

Pfs Investments Inc. Duluth, GA

1.54M
Shares

$28.6 Million
0.44% of portfolio
Wells Fargo & Company San Francisco, CA

1.44M
Shares

$26.7 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

925K
Shares

$17.1 Million
0.01% of portfolio
Invesco Ltd. Atlanta, GA

787K
Shares

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

650K
Shares

$12 Million
0.31% of portfolio

About INVESCO FD TR II FUNDAMENTAL H

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