Purchases and Sales Made in Q1 2022 in Invesco Fd Tr Ii Fundamental H (PHB)
This table provides information about the institutional ownership of Invesco Fd Tr Ii Fundamental H (PHB) during Q1 2022. The information is specifically focused on institutions that hold shares of INVESCO FD TR II FUNDAMENTAL H.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
335K+ 1033.36% |
$6.02M - $6.49M
|
367K
$6.64M
|
|
|
Apr 21, 2022
Q1 2022
|
Empowered Funds, LLC
|
BUY
|
- |
224KNew |
$4.03M - $4.34M
|
224K
$4.05M
|
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
BUY
|
- |
138K+ 484.08% |
$2.48M - $2.67M
|
166K
$3M
|
|
|
Apr 25, 2022
Q1 2022
|
Aries Wealth Management
|
BUY
|
- |
116KNew |
$2.1M - $2.26M
|
116K
$2.11M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
111KNew |
$2M - $2.15M
|
111K
$2M
|
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
99.1K+ 6.76% |
$1.79M - $1.92M
|
1.57M
$28.3M
|
|
|
May 16, 2022
Q1 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
91.4KNew |
$1.65M - $1.77M
|
91.4K
$1.65M
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
69.6K+ 11.74% |
$1.25M - $1.35M
|
662K
$12M
|
|
|
May 16, 2022
Q1 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
59.2KNew |
$1.07M - $1.15M
|
59.2K
$1.07M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
58.9K+ 22.75% |
$1.06M - $1.14M
|
318K
$5.75M
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
57.1K+ 447.24% |
$1.03M - $1.11M
|
69.9K
$1.26M
|
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
52.9KNew |
$953K - $1.03M
|
52.9K
$957K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
52.6K+ 107.34% |
$947K - $1.02M
|
102K
$1.84M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
49.4K+ 10.41% |
$890K - $959K
|
524K
$9.48M
|
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
45.5KNew |
$819K - $882K
|
45.5K
$822K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
44.6KNew |
$803K - $865K
|
44.6K
$807K
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
40.6KNew |
$731K - $788K
|
40.6K
$735K
|
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
34.2KNew |
$616K - $663K
|
34.2K
$619K
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
27.2K+ 1.3% |
$490K - $528K
|
2.12M
$38.4M
|
|
|
May 10, 2022
Q1 2022
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
22.4K+ 2.69% |
$403K - $434K
|
855K
$15.5M
|
|
|
May 11, 2022
Q1 2022
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
22.4K+ 2.69% |
$403K - $434K
|
855K
$15.5M
|
|
|
May 02, 2022
Q1 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
21.6K+ 83.46% |
$389K - $419K
|
47.5K
$860K
|
|
|
May 13, 2022
Q1 2022
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
18.2K+ 8.29% |
$328K - $353K
|
238K
$4.3M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.5K+ 68.2% |
$279K - $301K
|
38.3K
$692K
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
13.6K+ 44.87% |
$245K - $263K
|
43.8K
$793K
|
|
|
Apr 07, 2022
Q1 2022
|
Mc Adam, LLC
|
BUY
|
- |
13.5K+ 8.81% |
$244K - $263K
|
167K
$3.02M
|
|
|
Apr 19, 2022
Q1 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
12K+ 12.17% |
$217K - $234K
|
111K
$2.01M
|
|
|
Apr 25, 2022
Q1 2022
|
Omega Financial Group, LLC
|
BUY
|
- |
11.2K+ 10.69% |
$202K - $218K
|
116K
$2.11M
|
|
|
Apr 21, 2022
Q1 2022
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
10.9KNew |
$197K - $212K
|
10.9K
$198K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
7.83K+ 18.39% |
$141K - $152K
|
50.4K
$912K
|
|
|
Apr 26, 2022
Q1 2022
|
First National Corp
|
BUY
|
- |
7.72K+ 12.32% |
$139K - $150K
|
70.3K
$1.27M
|
|
|
May 04, 2022
Q1 2022
|
Dearborn Partners LLC
|
BUY
|
- |
7.06K+ 13.68% |
$127K - $137K
|
58.7K
$1.06M
|
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.61K+ 4.36% |
$101K - $109K
|
134K
$2.43M
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.94K+ 12.87% |
$89K - $95.8K
|
43.3K
$783K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
4.55K+ 9.45% |
$81.9K - $88.2K
|
52.7K
$953K
|
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.97K+ 1.08% |
$53.5K - $57.6K
|
277K
$5.01M
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.69KNew |
$48.5K - $52.2K
|
2.69K
$48.7K
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
2.55KNew |
$45.9K - $49.5K
|
2.55K
$46.1K
|
|
|
May 12, 2022
Q1 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
2.48K+ 9.17% |
$44.7K - $48.1K
|
29.5K
$535K
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.38K+ 20.8% |
$42.9K - $46.2K
|
13.8K
$250K
|
|
|
Apr 20, 2022
Q1 2022
|
Prairiewood Capital, LLC
|
BUY
|
- |
2.33K+ 13.5% |
$41.9K - $45.1K
|
19.6K
$354K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
2.22KNew |
$40K - $43K
|
2.22K
$40.1K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.17K+ 6.78% |
$21K - $22.6K
|
18.4K
$332K
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.01K+ 3.68% |
$18.1K - $19.5K
|
28.3K
$512K
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
900+ 1.19% |
$16.2K - $17.5K
|
76.7K
$1.39M
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
700New |
$12.6K - $13.6K
|
700
$12.7K
|
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
500+ 1.23% |
$9.01K - $9.7K
|
41K
$742K
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
331New |
$5.96K - $6.42K
|
331
$5.99K
|
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
300+ 18.18% |
$5.4K - $5.82K
|
1.95K
$35.3K
|
|
|
Apr 14, 2022
Q1 2022
|
Moller Financial Services
|
BUY
|
- |
133+ 0.52% |
$2.4K - $2.58K
|
25.5K
$461K
|