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 136 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 $216 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
95,261
shares
|
$1.75 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
85,656
shares
|
$1.57 Million
0.03% of portfolio
|
Q2 2024
Reduced 3.22%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
82,771
shares
|
$1.52 Million
0.0% of portfolio
|
Q1 2025
Added 3.37%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
77,390
shares
|
$1.42 Million
0.0% of portfolio
|
Q1 2025
Added 13.67%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
75,587
shares
|
$1.39 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.73%
|
|
|
Prairiewood Capital, LLC
|
Jul 16, 2025 Q2 2025 |
70,019
shares
|
$1.29 Million
0.48% of portfolio
|
Q2 2025
Added 14.21%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
69,884
shares
|
$1.28 Million
0.0% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
65,700
shares
|
$1.21 Million
0.0% of portfolio
|
Q4 2024
Reduced 18.38%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
62,541
shares
|
$1.15 Million
0.13% of portfolio
|
Q3 2022
Reduced 28.36%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
61,290
shares
|
$1.13 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
59,468
shares
|
$1.09 Million
0.54% of portfolio
|
Q2 2023
Reduced 5.89%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
58,157
shares
|
$1.07 Million
0.0% of portfolio
|
Q1 2025
Added 16.32%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
57,287
shares
|
$1.05 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.87%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
56,518
shares
|
$1.04 Million
0.06% of portfolio
|
Q2 2025
Reduced 3.54%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
54,784
shares
|
$1.01 Million
0.0% of portfolio
|
Q1 2025
Added 11.44%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
53,727
shares
|
$987,502
0.13% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Jul 21, 2025 Q2 2025 |
52,532
shares
|
$965,538
0.61% of portfolio
|
Q2 2025
Added 1.68%
|
|
|
Moller Financial Services
|
Jul 10, 2025 Q2 2025 |
51,881
shares
|
$953,572
0.21% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
46,372
shares
|
$852,317
0.01% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jul 11, 2025 Q2 2025 |
45,747
shares
|
$840,829
0.11% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
41,952
shares
|
$771,077
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
40,384
shares
|
$742,257
0.25% of portfolio
|
Q2 2025
Reduced 4.55%
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
40,259
shares
|
$739,960
0.06% of portfolio
|
Q1 2025
Reduced 14.3%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
38,686
shares
|
$711,048
0.0% of portfolio
|
Q1 2025
Added 24.28%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
37,485
shares
|
$688,974
0.0% of portfolio
|
Q1 2025
Reduced 7.93%
|