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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-174K- 49.29% |
$3.04M - $3.2M
|
179K
$3.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-97.7K- 36.68% |
$1.71M - $1.8M
|
169K
$3.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-96.6K- 83.56% |
$1.69M - $1.78M
|
19K
$350K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-54K- 77.28% |
$945K - $997K
|
15.9K
$292K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-52.5K- 69.4% |
$918K - $968K
|
23.1K
$426K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-43.6K- 45.81% |
$764K - $806K
|
51.6K
$951K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-42.4K- 20.29% |
$742K - $782K
|
166K
$3.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-22.2K- 33.8% |
$389K - $410K
|
43.5K
$801K
|
|
|
Aug 08, 2025
Q2 2025
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-21.3K- 11.42% |
$373K - $393K
|
165K
$3.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-17.6K- 28.77% |
$309K - $326K
|
43.7K
$804K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-14.2K- 4.34% |
$249K - $262K
|
314K
$5.78M
|
|
|
Aug 05, 2025
Q2 2025
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-8.98K- 42.82% |
$157K - $166K
|
12K
$221K
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-8.08K- 2.58% |
$141K - $149K
|
305K
$5.63M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-7.41K- 24.23% |
$130K - $137K
|
23.2K
$427K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.21K- 2.21% |
$126K - $133K
|
318K
$5.87M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-6.66K- 4.43% |
$117K - $123K
|
144K
$2.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.37K- 11.63% |
$112K - $118K
|
48.4K
$892K
|
|
|
Jul 08, 2025
Q2 2025
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-5.62K- 26.3% |
$98.4K - $104K
|
15.8K
$290K
|
|
|
Aug 08, 2025
Q2 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-4.66K- 4.09% |
$81.6K - $86.1K
|
109K
$2.01M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.6K- 9.3% |
$62.9K - $66.4K
|
35.1K
$646K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.07K- 0.79% |
$53.7K - $56.6K
|
386K
$7.11M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-2.8K- 73.69% |
$49.1K - $51.7K
|
1K
$18.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.8K- 56.17% |
$49K - $51.7K
|
2.19K
$40.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-2.48K- 11.8% |
$43.4K - $45.8K
|
18.5K
$341K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.32K- 6.55% |
$40.7K - $42.9K
|
33.2K
$611K
|
|
|
Aug 07, 2025
Q2 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-2.08K- 0.9% |
$36.5K - $38.5K
|
230K
$4.23M
|
|
|
Aug 05, 2025
Q2 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-2.08K- 0.9% |
$36.5K - $38.5K
|
230K
$4.23M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-2.07K- 3.54% |
$36.3K - $38.3K
|
56.5K
$1.04M
|
|
|
Aug 06, 2025
Q2 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.97K- 4.89% |
$34.4K - $36.3K
|
38.3K
$705K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.95K- 0.69% |
$34.2K - $36.1K
|
282K
$5.19M
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1.92K- 4.55% |
$33.7K - $35.5K
|
40.4K
$744K
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-741- 1.59% |
$13K - $13.7K
|
45.7K
$843K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-595- 4.89% |
$10.4K - $11K
|
11.6K
$213K
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-413- 0.05% |
$7.23K - $7.62K
|
787K
$14.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-135- 4.31% |
$2.36K - $2.49K
|
3K
$55.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
SELL
|
- |
-103- 1.01% |
$1.8K - $1.9K
|
10.1K
$186K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-87- 0.64% |
$1.52K - $1.61K
|
13.4K
$247K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-34- 45.33% |
$595 - $628
|
41
$755
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-14- 2.43% |
$245 - $258
|
563
$10.4K
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-548K- 99.56% |
$9.87M - $10M
|
2.41K
$44.3K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-117K- 96.6% |
$2.11M - $2.14M
|
4.12K
$75.9K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.91K- 13.7% |
$52.4K - $53.3K
|
18.4K
$338K
|
|
|
May 08, 2025
Q1 2025
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-1.53K- 12.98% |
$27.6K - $28.1K
|
10.3K
$189K
|
|
|
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 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-800- 3.62% |
$14.4K - $14.6K
|
21.3K
$392K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-272- 1.8% |
$4.9K - $4.98K
|
14.8K
$273K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-147- 33.79% |
$2.65K - $2.69K
|
288
$5.3K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-143- 37.34% |
$2.58K - $2.62K
|
240
$4.42K
|
|
| Q4 2024 | |||||||
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-34.8K- 78.72% |
$628K - $646K
|
9.41K
$173K
|
|