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 132 institutions that hold shares in the stock, with a total of 11.6 Million shares, which have been reported (via 13F filing form) to have a value of $213 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
13,123
shares
|
$241,725
0.01% of portfolio
|
Q3 2023
Reduced 0.21%
|
|
|
Capital Planning LLC
|
Jul 21, 2025 Q2 2025 |
12,595
shares
|
$231,999
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Code Waechter LLC
Tampa, FL |
Aug 05, 2025 Q2 2025 |
11,993
shares
|
$220,911
0.16% of portfolio
|
Q2 2025
Reduced 42.82%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
11,892
shares
|
$219,050
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
11,561
shares
|
$212,953
0.0% of portfolio
|
Q2 2025
Reduced 4.89%
|
|
|
Banque Cantonale Vaudoise
|
Aug 11, 2025 Q2 2025 |
10,838
shares
|
$199,635
0.01% of portfolio
|
Q1 2025
Added 4.59%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
10,155
shares
|
$187,055
0.11% of portfolio
|
Q4 2024
Reduced 4.61%
|
|
|
Friedenthal Financial
|
Jul 23, 2025 Q2 2025 |
10,118
shares
|
$186,373
0.11% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
7,800
shares
|
$143,676
0.0% of portfolio
|
Q4 2023
Reduced 98.49%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
6,997
shares
|
$128,884
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
4,498
shares
|
$82,853
0.01% of portfolio
|
Q1 2025
Reduced 3.93%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
4,120
shares
|
$75,890
0.0% of portfolio
|
Q1 2025
Reduced 96.6%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
4,117
shares
|
$75,835
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
3,625
shares
|
$66,772
0.01% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
3,508
shares
|
$64,617
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
3,305
shares
|
$60,878
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
3,185
shares
|
$58,667
0.02% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
3,000
shares
|
$55,260
0.0% of portfolio
|
Q2 2025
Reduced 4.31%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
2,406
shares
|
$44,318
0.02% of portfolio
|
Q1 2025
Reduced 99.56%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
2,185
shares
|
$40,247
0.0% of portfolio
|
Q2 2025
Reduced 56.17%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
1,674
shares
|
$30,835
0.0% of portfolio
|
Q1 2024
Reduced 37.63%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
1,650
shares
|
$30,393
0.0% of portfolio
|
Q2 2018
Added 18.18%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
1,592
shares
|
$29,324
0.0% of portfolio
|
Q2 2025
Added 66.7%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
1,574
shares
|
$28,993
0.0% of portfolio
|
Q4 2023
Reduced 37.19%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,109
shares
|
$20,427
0.0% of portfolio
|
Q1 2025
Added 110800.0%
|