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 126 institutions that hold shares in the stock, with a total of 14.8 Million shares, which have been reported (via 13F filing form) to have a value of $269 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
13,865
shares
|
$252,620
0.01% of portfolio
|
Q4 2024
Reduced 34.9%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
13,123
shares
|
$239,101
0.01% of portfolio
|
Q3 2023
Reduced 0.21%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
12,754
shares
|
$232,377
0.0% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
12,116
shares
|
$220,753
0.03% of portfolio
|
Q4 2024
Added 4.46%
|
|
|
Code Waechter LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
12,064
shares
|
$219,806
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Advocates LLC
Logan, UT |
Jan 23, 2025 Q4 2024 |
11,809
shares
|
$215,159
0.07% of portfolio
|
Q4 2024
Reduced 76.77%
|
|
|
Friedenthal Financial
|
Jan 13, 2025 Q4 2024 |
11,249
shares
|
$204,956
0.13% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Nov 12, 2024 Q3 2024 |
10,646
shares
|
$193,970
0.13% of portfolio
|
Q3 2024
Reduced 5.75%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
10,572
shares
|
$192,621
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
10,362
shares
|
$188,795
0.01% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
9,414
shares
|
$171,523
0.0% of portfolio
|
Q4 2024
Reduced 78.72%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
7,800
shares
|
$142,116
0.0% of portfolio
|
Q4 2023
Reduced 98.49%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
4,632
shares
|
$84,395
0.01% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
4,351
shares
|
$79,275
0.0% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
4,188
shares
|
$76,305
0.0% of portfolio
|
Q3 2024
Added 257.95%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
4,117
shares
|
$75,011
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Jan 28, 2025 Q4 2024 |
3,648
shares
|
$66,466
0.01% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
3,423
shares
|
$62,367
0.0% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
3,312
shares
|
$60,344
0.03% of portfolio
|
Q3 2024
Reduced 28.71%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
2,706
shares
|
$49,303
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
2,643
shares
|
$48,155
0.0% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
1,702
shares
|
$31,010
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
1,674
shares
|
$30,500
0.0% of portfolio
|
Q1 2024
Reduced 37.63%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
1,650
shares
|
$30,062
0.0% of portfolio
|
Q2 2018
Added 18.18%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
1,574
shares
|
$28,678
0.0% of portfolio
|
Q4 2023
Reduced 37.19%
|