Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-7.41K- 24.23% |
$130K - $137K
|
23.2K
$427K
|
|
|
Jul 08, 2025
Q2 2025
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-5.62K- 26.3% |
$98.4K - $104K
|
15.8K
$291K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-2.07K- 3.54% |
$36.3K - $38.3K
|
56.5K
$1.04M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.95K- 0.69% |
$34.2K - $36.1K
|
282K
$5.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1.92K- 4.55% |
$33.7K - $35.5K
|
40.4K
$745K
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-741- 1.59% |
$13K - $13.7K
|
45.7K
$844K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-34- 45.33% |
$595 - $628
|
41
$756
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.36M- 80.56% |
$24.5M - $24.9M
|
328K
$6.05M
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-548K- 99.56% |
$9.87M - $10M
|
2.41K
$44.4K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-117K- 96.6% |
$2.11M - $2.14M
|
4.12K
$76K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-109K- 25.13% |
$1.97M - $2M
|
326K
$6.01M
|
|
|
May 14, 2025
Q1 2025
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-25.1K- 11.86% |
$452K - $459K
|
186K
$3.44M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-18.1K- 13.54% |
$326K - $331K
|
116K
$2.13M
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-6.72K- 14.3% |
$121K - $123K
|
40.3K
$743K
|
|
|
May 06, 2025
Q1 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-6K- 22.22% |
$108K - $110K
|
21K
$387K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-5.99K- 0.75% |
$108K - $110K
|
788K
$14.5M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.45K- 6.73% |
$98.2K - $99.8K
|
75.6K
$1.39M
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-5.35K- 4.48% |
$96.4K - $98K
|
114K
$2.1M
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-4.62K- 1.95% |
$83.1K - $84.5K
|
232K
$4.28M
|
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-4.62K- 1.95% |
$83.1K - $84.5K
|
232K
$4.28M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.97K- 14.96% |
$71.5K - $72.7K
|
22.5K
$416K
|
|
|
Apr 16, 2025
Q1 2025
|
Seros Financial, LLC
Tempe, AZ |
SELL
|
- |
-3.41K- 6.19% |
$61.4K - $62.4K
|
51.7K
$953K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.28K- 13.06% |
$59K - $60K
|
21.8K
$402K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.23K- 7.93% |
$58.1K - $59.1K
|
37.5K
$692K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.93K- 4.87% |
$52.8K - $53.7K
|
57.3K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.91K- 13.7% |
$52.4K - $53.3K
|
18.4K
$339K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.45K- 1.16% |
$44.2K - $44.9K
|
209K
$3.85M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.71K- 0.77% |
$30.8K - $31.3K
|
221K
$4.07M
|
|
|
May 08, 2025
Q1 2025
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-1.53K- 12.98% |
$27.6K - $28.1K
|
10.3K
$190K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.44K- 2.29% |
$25.9K - $26.3K
|
61.3K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.3K- 8.03% |
$23.4K - $23.8K
|
14.9K
$274K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.12K- 3.91% |
$20.1K - $20.5K
|
27.5K
$507K
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-1.09K- 0.31% |
$19.7K - $20K
|
352K
$6.49M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.04K- 50.0% |
$18.6K - $19K
|
1.04K
$19.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
SELL
|
- |
-1.03K- 9.14% |
$18.5K - $18.8K
|
10.2K
$189K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-800- 3.62% |
$14.4K - $14.6K
|
21.3K
$393K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-625- 16.62% |
$11.3K - $11.4K
|
3.14K
$57.8K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-572- 2.38% |
$10.3K - $10.5K
|
23.4K
$432K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-496- 0.16% |
$8.93K - $9.08K
|
314K
$5.79M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-342- 2.47% |
$6.16K - $6.26K
|
13.5K
$249K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-294- 0.63% |
$5.29K - $5.38K
|
46.4K
$855K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-272- 1.8% |
$4.9K - $4.98K
|
14.8K
$274K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-184- 3.93% |
$3.31K - $3.37K
|
4.5K
$83K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-147- 33.79% |
$2.65K - $2.69K
|
288
$5.31K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-144- 4.33% |
$2.59K - $2.64K
|
3.18K
$58.6K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-143- 37.34% |
$2.58K - $2.62K
|
240
$4.43K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-123- 0.73% |
$2.22K - $2.25K
|
16.7K
$308K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-115- 0.21% |
$2.07K - $2.11K
|
53.7K
$991K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-46- 11.36% |
$828 - $842
|
359
$6.62K
|
|
| Q4 2024 | |||||||
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-34.8K- 78.72% |
$628K - $646K
|
9.41K
$174K
|
|