Purchases and Sales Made in Q1 2022 in Invesco Fd Tr Ii Fundamental H (PHB)

PHB Quotes by TradingView

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 16, 2022 Q1 2022
Ubs Group Ag

BUY
 -
108
+ 0.03%
$1.95K - $2.1K
339K $6.13M
May 13, 2022 Q1 2022
Money Concepts Capital Corp

BUY
 -
80
New
$1.44K - $1.55K
80 $1.45K
Apr 08, 2022 Q1 2022
Lowe Wealth Advisors, LLC

BUY
 -
48
New
$864 - $931
48 $868
May 16, 2022 Q1 2022
Hb Wealth Management, LLC

BUY
 -
30
+ 0.14%
$540 - $582
20.9K $379K
Apr 20, 2022 Q1 2022
Koshinski Asset Management, Inc.

BUY
 -
6
+ 0.42%
$108 - $116
1.43K $25.9K
May 12, 2022 Q1 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
4
+ 0.3%
$72 - $77.6
1.36K $24.5K
May 13, 2022 Q1 2022
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
3
+ 0.76%
$54 - $58.2
396 $7.16K
May 03, 2022 Q1 2022
Capital Investment Advisory Services, LLC

BUY
 -
3
+ 0.27%
$54 - $58.2
1.09K $19.8K
May 12, 2022 Q1 2022
Synovus Financial Corp

Columbus, GA
BUY
 -
1
+ 0.0%
$18 - $19.4
23.2K $420K
May 04, 2022 Q1 2022
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
1
+ 1.16%
$18 - $19.4
87 $1.57K
Nov 07, 2023 Q1 2022
Sutton Wealth Advisors Inc.

Tampa, FL
SELL
 -
-40
- 74.07%
$720 - $776
14 $253
May 16, 2022 Q1 2022
Td Ameritrade Investment Management, LLC

Omaha, NE
SELL
 -
-73
Closed
$1.31K - $1.42K
0 $0
May 16, 2022 Q1 2022
Ambassador Advisors, LLC

Lancaster, PA
SELL
 -
-79
Closed
$1.42K - $1.53K
0 $0
Apr 29, 2022 Q1 2022
Core Cap Advisors, LLC

Southfield, MI
SELL
 -
-94
Closed
$1.69K - $1.82K
0 $0
May 12, 2022 Q1 2022
Citigroup Inc

SELL
 -
-171
- 68.67%
$3.08K - $3.32K
78 $1.41K
May 13, 2022 Q1 2022
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-177
- 0.11%
$3.19K - $3.43K
159K $2.87M
May 16, 2022 Q1 2022
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-253
- 5.91%
$4.56K - $4.91K
4.03K $72.8K
Apr 20, 2022 Q1 2022
Camelot Portfolios, LLC

SELL
 -
-281
- 1.49%
$5.06K - $5.45K
18.6K $337K
Apr 28, 2022 Q1 2022
Aquire Wealth Advisors, LLC

SELL
 -
-345
Closed
$6.21K - $6.69K
0 $0
May 16, 2022 Q1 2022
Snowden Capital Advisors LLC

New York, NY
SELL
 -
-359
Closed
$6.47K - $6.96K
0 $0
May 05, 2022 Q1 2022
Larson Financial Group LLC

SELL
 -
-417
- 96.08%
$7.51K - $8.09K
17 $308
May 10, 2022 Q1 2022
First Horizon Advisors, Inc.

SELL
 -
-668
Closed
$12K - $13K
0 $0
May 12, 2022 Q1 2022
Dhjj Financial Advisors, Ltd.

SELL
 -
-699
- 4.39%
$12.6K - $13.6K
15.2K $275K
May 16, 2022 Q1 2022
Portfolio Solutions, LLC

Troy, MI
SELL
 -
-727
- 0.58%
$13.1K - $14.1K
125K $2.26M
May 16, 2022 Q1 2022
Castleview Partners, LLC

Dallas, TX
SELL
 -
-810
- 94.85%
$14.6K - $15.7K
44 $796
May 04, 2022 Q1 2022
Ausdal Financial Partners, Inc.

Davenport, IA
SELL
 -
-1.18K
- 4.27%
$21.3K - $22.9K
26.5K $479K
Apr 28, 2022 Q1 2022
Friedenthal Financial

SELL
 -
-1.3K
- 8.96%
$23.3K - $25.1K
13.2K $238K
Apr 28, 2022 Q1 2022
Parallel Advisors, LLC

SELL
 -
-1.54K
- 7.16%
$27.8K - $29.9K
20K $361K
May 11, 2022 Q1 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-1.6K
- 7.53%
$28.8K - $31K
19.6K $355K
May 16, 2022 Q1 2022
Evergreen Capital Management LLC

Bellevue, WA
SELL
 -
-1.66K
- 0.49%
$29.8K - $32.1K
336K $6.08M
May 09, 2022 Q1 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-1.93K
Closed
$34.8K - $37.5K
0 $0
Apr 26, 2022 Q1 2022
Tap Consulting, LLC

SELL
 -
-2.19K
Closed
$39.5K - $42.6K
0 $0
May 13, 2022 Q1 2022
Baird Financial Group, Inc.

Milwaukee, WI
SELL
 -
-2.23K
- 4.41%
$40.2K - $43.3K
48.3K $874K
Apr 11, 2022 Q1 2022
Dynamic Advisor Solutions LLC

SELL
 -
-2.57K
- 5.43%
$46.2K - $49.8K
44.7K $809K
Apr 28, 2022 Q1 2022
Flputnam Investment Management CO

Portland, ME
SELL
 -
-2.8K
- 15.71%
$50.4K - $54.3K
15K $272K
May 16, 2022 Q1 2022
Brinker Capital Investments, LLC

SELL
 -
-3.18K
- 6.16%
$57.2K - $61.6K
48.4K $876K
May 13, 2022 Q1 2022
Ameritas Investment Partners, Inc.

Lincoln, NE
SELL
 -
-3.57K
- 15.64%
$64.2K - $69.2K
19.2K $348K
May 12, 2022 Q1 2022
Bank Of Montreal

Toronto, A6
SELL
 -
-3.61K
- 69.61%
$64.9K - $69.9K
1.57K $28.5K
May 13, 2022 Q1 2022
Founders Financial Securities LLC

SELL
 -
-6.23K
- 3.52%
$112K - $121K
171K $3.09M
Apr 15, 2022 Q1 2022
Colorado Capital Management, Inc.

SELL
 -
-6.58K
- 2.89%
$118K - $128K
221K $3.99M
Apr 07, 2022 Q1 2022
Soa Wealth Advisors, Llc.

SELL
 -
-6.59K
- 10.47%
$119K - $128K
56.4K $1.02M
May 11, 2022 Q1 2022
Raymond James & Associates

St Petersburg, FL
SELL
 -
-6.63K
- 33.07%
$119K - $129K
13.4K $243K
May 17, 2022 Q1 2022
Jane Street Group, LLC

New York, NY
SELL
 -
-6.71K
- 3.16%
$121K - $130K
205K $3.71M
May 12, 2022 Q1 2022
Cedar Wealth Management, LLC

Walnut Creek, CA
SELL
 -
-7.19K
- 16.05%
$129K - $139K
37.6K $680K
May 13, 2022 Q1 2022
Natixis

Paris, I0
SELL
 -
-7.4K
- 39.06%
$133K - $144K
11.5K $209K
May 13, 2022 Q1 2022
Lazard Asset Management LLC

New York, NY
SELL
 -
-8.5K
- 0.58%
$153K - $165K
1.45M $26.3M
May 06, 2022 Q1 2022
Americana Partners, LLC

Houston, TX
SELL
 -
-10.3K
Closed
$186K - $200K
0 $0
May 04, 2022 Q1 2022
Financial Advisory Service, Inc.

SELL
 -
-10.6K
- 32.59%
$191K - $206K
22K $397K
May 16, 2022 Q1 2022
Bank Of America Corp

Charlotte, NC
SELL
 -
-11.6K
- 3.87%
$208K - $224K
287K $5.19M

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