Latest Institutional Transactions on Invesco Fd Tr Ii Fundamental H (PHB)
This table provides information on the latest institutional transactions involving Invesco Fd Tr Ii Fundamental H (PHB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.76% |
$18.3 - $18.7
|
133
$2.47K
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
7.87KNew |
$144K - $147K
|
7.87K
$146K
|
|
|
Nov 21, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-208K- 94.36% |
$3.82M - $3.9M
|
12.4K
$231K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.83K+ 4.65% |
$144K - $147K
|
176K
$3.27M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
65.6KNew |
$1.2M - $1.23M
|
65.6K
$1.22M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
490+ 0.63% |
$8.98K - $9.17K
|
77.8K
$1.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.1K- 3.4% |
$38.4K - $39.2K
|
59.6K
$1.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Scotia Capital Inc.
|
BUY
|
- |
113KNew |
$2.07M - $2.12M
|
113K
$2.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
153+ 0.87% |
$2.8K - $2.86K
|
17.8K
$330K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-51.9K- 32.37% |
$950K - $971K
|
108K
$2.01M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-48.6K- 15.5% |
$890K - $910K
|
265K
$4.92M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.7K+ 1.22% |
$86.1K - $88K
|
391K
$7.25M
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
159New |
$2.91K - $2.98K
|
159
$2.95K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.6K+ 8.83% |
$103K - $105K
|
69K
$1.28M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
600+ 3.66% |
$11K - $11.2K
|
17K
$315K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.39K+ 4.83% |
$172K - $176K
|
204K
$3.78M
|
|
|
Nov 14, 2025
Q3 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
46New |
$843 - $861
|
46
$853
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
378+ 1.87% |
$6.92K - $7.08K
|
20.6K
$382K
|
|
|
Nov 13, 2025
Q3 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
642+ 5.92% |
$11.8K - $12K
|
11.5K
$213K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.33K+ 3.87% |
$61K - $62.4K
|
89.4K
$1.66M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
123K+ 8.52% |
$2.25M - $2.3M
|
1.57M
$29M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
845+ 1.94% |
$15.5K - $15.8K
|
44.5K
$825K
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-152K- 19.27% |
$2.78M - $2.84M
|
635K
$11.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.91K- 5.74% |
$34.9K - $35.7K
|
31.3K
$580K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-50.9K- 29.64% |
$933K - $953K
|
121K
$2.24M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-921- 4.01% |
$16.9K - $17.2K
|
22K
$409K
|
|
|
Nov 12, 2025
Q3 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
1.15K+ 1.06% |
$21.1K - $21.6K
|
110K
$2.05M
|
|
|
Nov 12, 2025
Q3 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-1.93K- 54.96% |
$35.3K - $36.1K
|
1.58K
$29.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-161- 1.2% |
$2.95K - $3.01K
|
13.3K
$246K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8+ 1.42% |
$147 - $150
|
571
$10.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.8K+ 1.71% |
$290K - $296K
|
941K
$17.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
16+ 0.1% |
$293 - $300
|
15.9K
$295K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
47New |
$861 - $880
|
47
$872
|
|
|
Nov 12, 2025
Q3 2025
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
3.97K+ 2.4% |
$72.8K - $74.4K
|
169K
$3.14M
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
350+ 2.52% |
$6.41K - $6.55K
|
14.2K
$264K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
10New |
$183 - $187
|
10
$186
|
|
|
Nov 10, 2025
Q3 2025
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-64.2K- 35.95% |
$1.18M - $1.2M
|
114K
$2.12M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-861- 4.2% |
$15.8K - $16.1K
|
19.6K
$364K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-9.16K- 33.3% |
$168K - $171K
|
18.3K
$340K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
120+ 0.22% |
$2.2K - $2.25K
|
54K
$1M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.01K- 42.98% |
$55.1K - $56.3K
|
3.99K
$74K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.4K- 3.01% |
$25.6K - $26.1K
|
45K
$834K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5+ 1.38% |
$91.6 - $93.6
|
368
$6.83K
|
|
|
Nov 05, 2025
Q3 2025
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
16.9K+ 32.18% |
$310K - $316K
|
69.4K
$1.29M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.28K+ 63.0% |
$133K - $136K
|
18.8K
$350K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1K+ 0.31% |
$18.4K - $18.8K
|
319K
$5.93M
|
|
|
Nov 03, 2025
Q3 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
1.41K+ 3.68% |
$25.8K - $26.4K
|
39.7K
$736K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-51- 4.86% |
$934 - $955
|
998
$18.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-962- 0.34% |
$17.6K - $18K
|
281K
$5.21M
|
|