Latest Institutional Purchases of Invesco Fd Tr Ii Fundamental H (PHB)
This list provides information on the latest institutional transactions involving Invesco Fd Tr Ii Fundamental H (PHB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
415K+ 188.12% |
$7.27M - $7.67M
|
636K
$11.7M
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
126KNew |
$2.21M - $2.33M
|
126K
$2.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
82.9K+ 107.08% |
$1.45M - $1.53M
|
160K
$2.95M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
79.6K+ 9.42% |
$1.39M - $1.47M
|
925K
$17M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
49.4K+ 3.55% |
$865K - $912K
|
1.44M
$26.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
42K+ 32.38% |
$735K - $776K
|
172K
$3.17M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
24.6K+ 14.46% |
$430K - $454K
|
195K
$3.59M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
20K+ 34.94% |
$350K - $369K
|
77.3K
$1.42M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
16.4K+ 43.68% |
$287K - $302K
|
53.9K
$992K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
15.9KNew |
$278K - $294K
|
15.9K
$293K
|
|
|
Jul 21, 2025
Q2 2025
|
Capital Planning LLC
|
BUY
|
- |
12.6KNew |
$220K - $233K
|
12.6K
$232K
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
11.9KNew |
$208K - $220K
|
11.9K
$219K
|
|
|
Jul 16, 2025
Q2 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
8.71K+ 14.21% |
$152K - $161K
|
70K
$1.29M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7KNew |
$122K - $129K
|
7K
$129K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
6.25K+ 5.66% |
$109K - $115K
|
117K
$2.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.26K+ 9.05% |
$92.1K - $97.1K
|
63.4K
$1.17M
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
3.93K+ 1.94% |
$68.8K - $72.5K
|
206K
$3.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
3.51KNew |
$61.4K - $64.8K
|
3.51K
$64.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.45K+ 6.42% |
$60.4K - $63.7K
|
57.2K
$1.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.34K+ 4.03% |
$58.4K - $61.6K
|
86.1K
$1.59M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
2.32K+ 6.91% |
$40.7K - $42.9K
|
36K
$663K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
916+ 5.48% |
$16K - $16.9K
|
17.6K
$325K
|
|
|
Jul 21, 2025
Q2 2025
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
866+ 1.68% |
$15.2K - $16K
|
52.5K
$968K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
637+ 66.7% |
$11.1K - $11.8K
|
1.59K
$29.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
555New |
$9.71K - $10.2K
|
555
$10.2K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
395+ 1.75% |
$6.91K - $7.29K
|
22.9K
$423K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
392+ 1.67% |
$6.86K - $7.24K
|
23.8K
$439K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
276+ 1.38% |
$4.83K - $5.09K
|
20.2K
$372K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
203+ 0.76% |
$3.55K - $3.75K
|
26.7K
$493K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
202New |
$3.54K - $3.73K
|
202
$3.72K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
94+ 0.43% |
$1.65K - $1.74K
|
21.9K
$403K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
59+ 1.31% |
$1.03K - $1.09K
|
4.56K
$83.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
41+ 0.01% |
$718 - $757
|
352K
$6.48M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
26+ 0.72% |
$455 - $480
|
3.63K
$66.8K
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
BUY
|
- |
19+ 0.04% |
$333 - $351
|
51.9K
$956K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
14+ 1.35% |
$245 - $258
|
1.05K
$19.3K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
12+ 0.03% |
$210 - $222
|
46.4K
$854K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11+ 1.34% |
$193 - $203
|
832
$15.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
8+ 1.37% |
$140 - $148
|
594
$10.9K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
7+ 0.22% |
$123 - $129
|
3.19K
$58.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4+ 1.11% |
$70 - $73.8
|
363
$6.69K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.76% |
$17.5 - $18.5
|
132
$2.43K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
42KNew |
$756K - $768K
|
42K
$773K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
15.8KNew |
$284K - $289K
|
15.8K
$291K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
15.4KNew |
$278K - $282K
|
15.4K
$284K
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
15KNew |
$270K - $274K
|
15K
$276K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.75K+ 14.44% |
$31.5K - $32K
|
13.9K
$255K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.17KNew |
$21.1K - $21.4K
|
1.17K
$21.6K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.11K+ 110800.0% |
$20K - $20.3K
|
1.11K
$20.4K
|
|