Institutional Ownership Invesco Fd Tr Ii Fundamental H (PHB)
This table provides information about the institutional ownership of Invesco Fd Tr Ii Fundamental H (PHB). We have compiled data on the 123 institutions that hold shares in the stock, with a total of 11.7 Million shares, which have been reported (via 13F filing form) to have a value of $217 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
108,384
shares
|
$2.01 Million
0.0% of portfolio
|
Q3 2025
Reduced 32.37%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
89,440
shares
|
$1.66 Million
0.0% of portfolio
|
Q3 2025
Added 3.87%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
85,656
shares
|
$1.59 Million
0.03% of portfolio
|
Q2 2024
Reduced 3.22%
|
|
|
Prairiewood Capital, LLC
|
Jan 23, 2026 Q4 2025 |
82,717
shares
|
$1.53 Million
0.48% of portfolio
|
Q4 2025
Added 8.7%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
77,793
shares
|
$1.44 Million
0.0% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Nov 05, 2025 Q3 2025 |
69,436
shares
|
$1.29 Million
0.75% of portfolio
|
Q3 2025
Added 32.18%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
69,020
shares
|
$1.28 Million
0.0% of portfolio
|
Q3 2025
Added 8.83%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
65,638
shares
|
$1.22 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
62,541
shares
|
$1.16 Million
0.13% of portfolio
|
Q3 2022
Reduced 28.36%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
59,559
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.4%
|
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
59,468
shares
|
$1.1 Million
0.54% of portfolio
|
Q2 2023
Reduced 5.89%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
57,487
shares
|
$1.07 Million
0.13% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
56,027
shares
|
$1.04 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
53,980
shares
|
$1 Million
0.0% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Moller Financial Services
|
Jan 08, 2026 Q4 2025 |
51,552
shares
|
$956,289
0.2% of portfolio
|
Q4 2025
Reduced 0.85%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jan 15, 2026 Q4 2025 |
48,629
shares
|
$902,067
0.1% of portfolio
|
Q4 2025
Added 3.4%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
46,525
shares
|
$863,038
0.0% of portfolio
|
Q2 2025
Reduced 11.63%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
44,698
shares
|
$829,147
0.04% of portfolio
|
Q3 2025
Added 24.24%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jan 21, 2026 Q4 2025 |
42,906
shares
|
$795,906
0.01% of portfolio
|
Q4 2025
Reduced 4.6%
|
|
|
Ubs Group Ag
|
Jan 29, 2026 Q4 2025 |
40,823
shares
|
$757,266
0.0% of portfolio
|
Q4 2025
Reduced 8.26%
|
|
|
Hallmark Capital Management Inc
|
Nov 03, 2025 Q3 2025 |
39,700
shares
|
$736,435
0.05% of portfolio
|
Q3 2025
Added 3.68%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
38,326
shares
|
$710,947
0.0% of portfolio
|
Q3 2025
Added 9.23%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
38,011
shares
|
$705,104
0.22% of portfolio
|
Q3 2025
Reduced 5.88%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
31,269
shares
|
$580,039
0.0% of portfolio
|
Q3 2025
Reduced 5.74%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
30,097
shares
|
$558,299
0.02% of portfolio
|
Q4 2025
Added 0.66%
|
|