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 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.58K- 71.38% |
$26.5K - $29.3K
|
635
$11.7K
|
|
|
Aug 08, 2022
Q2 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.41K- 9.35% |
$23.5K - $26K
|
13.6K
$251K
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-700Closed |
$11.7K - $12.9K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-396Closed |
$6.63K - $7.31K
|
0
$0
|
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-52- 2.55% |
$870 - $960
|
1.99K
$36.7K
|
|
|
Jul 07, 2022
Q2 2022
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-48Closed |
$804 - $887
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-322KClosed |
$5.81M - $6.26M
|
0
$0
|
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-53.1KClosed |
$957K - $1.03M
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-24.2KClosed |
$436K - $470K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-15KClosed |
$270K - $291K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
SELL
|
- |
-13.9KClosed |
$251K - $270K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-2.19KClosed |
$39.5K - $42.6K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-359Closed |
$6.47K - $6.96K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-345Closed |
$6.21K - $6.69K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-73Closed |
$1.31K - $1.42K
|
0
$0
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-40- 74.07% |
$720 - $776
|
14
$258
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-161KClosed |
$3.08M - $3.15M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-45KClosed |
$860K - $880K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Banco Santander, S.A.
|
SELL
|
- |
-27.9KClosed |
$533K - $546K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-6.82KClosed |
$130K - $133K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-1.51KClosed |
$28.9K - $29.6K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-440Closed |
$8.41K - $8.61K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-313Closed |
$5.98K - $6.12K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-9.43KClosed |
$183K - $186K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Motco
|
SELL
|
- |
-218Closed |
$4.23K - $4.29K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-8Closed |
$155 - $157
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q2 2021 | |||||||
|
Jul 20, 2021
Q2 2021
|
Twele Capital Management, Inc.
|
SELL
|
- |
-43.6KClosed |
$843K - $852K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Diligent Investors, LLC
|
SELL
|
- |
-10.1KClosed |
$195K - $197K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-302- 96.79% |
$5.84K - $5.9K
|
10
$185
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-113Closed |
$2.18K - $2.21K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-61Closed |
$1.18K - $1.19K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 05, 2021
Q1 2021
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-118KClosed |
$2.25M - $2.3M
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-93.7KClosed |
$1.79M - $1.83M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-92KClosed |
$1.76M - $1.8M
|
0
$0
|
|
|
Apr 21, 2021
Q1 2021
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-62.6KClosed |
$1.2M - $1.22M
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
M&T Bank Corp
|
SELL
|
- |
-22.2KClosed |
$425K - $433K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Parsons Capital Management Inc
|
SELL
|
- |
-22KClosed |
$420K - $429K
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-13.3KClosed |
$255K - $261K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-11.7KClosed |
$224K - $229K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-755Closed |
$14.5K - $14.7K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-81Closed |
$1.55K - $1.58K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-15Closed |
$287 - $293
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-939Closed |
$17.4K - $18.3K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-322Closed |
$5.95K - $6.26K
|
0
$0
|
|
|
Jan 15, 2021
Q4 2020
|
First Financial Corp
|
SELL
|
- |
-269Closed |
$4.97K - $5.23K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-70- 43.75% |
$1.29K - $1.36K
|
90
$1.66K
|
|
| Q3 2020 | |||||||
|
Nov 12, 2020
Q3 2020
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-326KClosed |
$5.92M - $6.17M
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Hengehold Capital Management LLC
|
SELL
|
- |
-28.1KClosed |
$510K - $532K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-12.7KClosed |
$232K - $242K
|
0
$0
|
|