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 |
|---|---|---|---|---|---|---|---|
|
Nov 21, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-208K- 94.36% |
$3.82M - $3.9M
|
12.4K
$231K
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-152K- 19.27% |
$2.78M - $2.84M
|
635K
$11.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-64.2K- 35.95% |
$1.18M - $1.2M
|
114K
$2.12M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-51.9K- 32.37% |
$950K - $971K
|
108K
$2.01M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-50.9K- 29.64% |
$933K - $953K
|
121K
$2.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-48.6K- 15.5% |
$890K - $910K
|
265K
$4.92M
|
|
|
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
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.01K- 42.98% |
$55.1K - $56.3K
|
3.99K
$74K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-3KClosed |
$55K - $56.2K
|
0
$0
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-2.37K- 5.88% |
$43.5K - $44.4K
|
38K
$705K
|
|
|
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 12, 2025
Q3 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-1.93K- 54.96% |
$35.3K - $36.1K
|
1.58K
$29.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.91K- 5.74% |
$34.9K - $35.7K
|
31.3K
$580K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.54K- 11.74% |
$28.2K - $28.8K
|
11.6K
$215K
|
|
|
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 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-962- 0.34% |
$17.6K - $18K
|
281K
$5.21M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-921- 4.01% |
$16.9K - $17.2K
|
22K
$409K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-861- 4.2% |
$15.8K - $16.1K
|
19.6K
$364K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-620- 13.61% |
$11.4K - $11.6K
|
3.94K
$73K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
SELL
|
- |
-491- 0.87% |
$9K - $9.19K
|
56K
$1.04M
|
|
|
Oct 15, 2025
Q3 2025
|
Friedenthal Financial
|
SELL
|
- |
-297- 2.94% |
$5.44K - $5.56K
|
9.82K
$182K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-210- 37.84% |
$3.85K - $3.93K
|
345
$6.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-161- 1.2% |
$2.95K - $3.01K
|
13.3K
$246K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-72- 2.26% |
$1.32K - $1.35K
|
3.11K
$57.7K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-65- 8.74% |
$1.19K - $1.22K
|
679
$12.6K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-51- 4.86% |
$934 - $955
|
998
$18.5K
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-52.5K- 69.4% |
$918K - $968K
|
23.1K
$429K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-43.6K- 45.81% |
$764K - $806K
|
51.6K
$958K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.37K- 11.63% |
$112K - $118K
|
48.4K
$898K
|
|
|
Jul 08, 2025
Q2 2025
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-5.62K- 26.3% |
$98.4K - $104K
|
15.8K
$292K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-2.8K- 73.69% |
$49.1K - $51.7K
|
1K
$18.6K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.8K- 56.17% |
$49K - $51.7K
|
2.19K
$40.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-2.48K- 11.8% |
$43.4K - $45.8K
|
18.5K
$344K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-800- 19.42% |
$14K - $14.8K
|
3.32K
$61.6K
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-548K- 99.56% |
$9.87M - $10M
|
2.41K
$44.6K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.91K- 13.7% |
$52.4K - $53.3K
|
18.4K
$340K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.3K- 8.03% |
$23.4K - $23.8K
|
14.9K
$276K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-800- 3.62% |
$14.4K - $14.6K
|
21.3K
$395K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-272- 1.8% |
$4.9K - $4.98K
|
14.8K
$275K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-147- 33.79% |
$2.65K - $2.69K
|
288
$5.34K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-143- 37.34% |
$2.58K - $2.62K
|
240
$4.45K
|
|
| Q4 2024 | |||||||
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-34.8K- 78.72% |
$628K - $646K
|
9.41K
$175K
|
|
|
May 28, 2025
Q4 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-22.8KClosed |
$412K - $423K
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.59K- 6.34% |
$137K - $141K
|
112K
$2.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-491- 4.61% |
$8.86K - $9.1K
|
10.2K
$188K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-399- 0.12% |
$7.2K - $7.4K
|
338K
$6.27M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-321- 0.75% |
$5.79K - $5.95K
|
42.4K
$787K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
SELL
|
- |
-214- 1.41% |
$3.86K - $3.97K
|
14.9K
$277K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-164- 17.94% |
$2.96K - $3.04K
|
750
$13.9K
|
|
| Q3 2024 | |||||||
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.5K- 9.46% |
$26.9K - $27.9K
|
14.4K
$266K
|
|