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 127 institutions that hold shares in the stock, with a total of 14.9 Million shares, which have been reported (via 13F filing form) to have a value of $271 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
1,473
shares
|
$26,779
0.0% of portfolio
|
Q3 2024
Added 124.54%
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
1,106
shares
|
$20,107
0.0% of portfolio
|
Q3 2023
New holding
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
1,027
shares
|
$18,670
0.0% of portfolio
|
Q3 2024
Added 0.49%
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
955
shares
|
$17,361
0.0% of portfolio
|
Q3 2018
New holding
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
914
shares
|
$16,616
0.0% of portfolio
|
Q3 2023
Reduced 37.95%
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
712
shares
|
$12,944
0.0% of portfolio
|
Q1 2024
Reduced 3.26%
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
566
shares
|
$10,289
0.0% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
450
shares
|
$8,181
0.0% of portfolio
|
Q1 2023
Added 5525.0%
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
433
shares
|
$7,871
0.0% of portfolio
|
Q4 2022
Reduced 44.7%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
417
shares
|
$7,581
0.0% of portfolio
|
Q3 2024
Reduced 25.54%
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
383
shares
|
$6,962
0.0% of portfolio
|
Q3 2024
Added 34.39%
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
349
shares
|
$6,344
0.0% of portfolio
|
Q3 2023
New holding
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 22, 2024 Q3 2024 |
300
shares
|
$5,454
0.0% of portfolio
|
Q2 2024
New holding
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
128
shares
|
$2,327
0.0% of portfolio
|
Q2 2024
Added 60.0%
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
104
shares
|
$1,890
0.0% of portfolio
|
Q3 2024
New holding
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
104
shares
|
$1,890
0.0% of portfolio
|
Q2 2024
Reduced 87.16%
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
101
shares
|
$1,836
0.0% of portfolio
|
Q3 2024
New holding
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
90
shares
|
$1,636
0.0% of portfolio
|
Q4 2020
Reduced 43.75%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
77
shares
|
$1,399
0.0% of portfolio
|
Q1 2023
New holding
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
69
shares
|
$1,254
0.0% of portfolio
|
Q2 2024
New holding
|
|
Gsb Wealth Management, LLC
|
Oct 25, 2024 Q3 2024 |
20
shares
|
$363
0.0% of portfolio
|
Q3 2024
New holding
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
16
shares
|
$290
0.0% of portfolio
|
Q2 2023
Reduced 95.93%
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
14
shares
|
$254
0.0% of portfolio
|
Q1 2022
Reduced 74.07%
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
9
shares
|
$163
0.0% of portfolio
|
Q3 2022
New holding
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
2
shares
|
$36
0.0% of portfolio
|
Q3 2024
Reduced 77.78%
|