Purchases and Sales Made in Q1 2023 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 2023. 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 15, 2023 Q1 2023
Lazard Asset Management LLC

New York, NY
BUY
 -
468K
+ 434.6%
$7.97M - $8.32M
576K $10.4M
May 15, 2023 Q1 2023
Pfs Investments Inc.

Duluth, GA
BUY
 -
461K
+ 43.18%
$7.84M - $8.18M
1.53M $27.6M
May 09, 2023 Q1 2023
Bank Of New York Mellon Corp

New York, NY
BUY
 -
289K
New
$4.91M - $5.13M
289K $5.22M
May 16, 2023 Q1 2023
Anfield Capital Management, LLC

Newport Beach, CA
BUY
 -
158K
+ 205.95%
$2.69M - $2.81M
235K $4.25M
Apr 25, 2023 Q1 2023
D.A. Davidson & Co.

BUY
 -
137K
New
$2.33M - $2.43M
137K $2.48M
May 01, 2023 Q1 2023
Migdal Insurance & Financial Holdings Ltd.

BUY
 -
126K
+ 382.99%
$2.14M - $2.23M
158K $2.87M
May 15, 2023 Q1 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
112K
+ 199.72%
$1.9M - $1.99M
168K $3.04M
Apr 05, 2023 Q1 2023
Empowered Funds, LLC

BUY
 -
112K
New
$1.9M - $1.98M
112K $2.02M
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

BUY
 -
106K
+ 211.45%
$1.8M - $1.88M
156K $2.82M
May 10, 2023 Q1 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
78K
+ 17.19%
$1.33M - $1.39M
532K $9.62M
May 16, 2023 Q1 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
38.1K
New
$648K - $677K
38.1K $689K
Jun 03, 2024 Q1 2023
Vontobel Holding Ltd.

BUY
 -
37.5K
+ 17.98%
$638K - $666K
246K $4.45M
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
36.4K
+ 33.72%
$619K - $647K
144K $2.61M
May 15, 2023 Q1 2023
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
27.9K
+ 3.07%
$475K - $496K
937K $17M
Apr 27, 2023 Q1 2023
Toews Corp

BUY
 -
25K
New
$426K - $444K
25K $452K
May 11, 2023 Q1 2023
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
21.3K
New
$363K - $379K
21.3K $385K
May 11, 2023 Q1 2023
Towercrest Capital Management

Newtown, PA
BUY
 -
18.7K
+ 2.51%
$318K - $332K
763K $13.8M
May 05, 2023 Q1 2023
Alliance Wealth Management Group

Flemington, NJ
BUY
 -
18.7K
+ 2.51%
$318K - $332K
763K $13.8M
Apr 06, 2023 Q1 2023
Revolve Wealth Partners, LLC

BUY
 -
17.4K
+ 10.9%
$296K - $309K
177K $3.2M
May 12, 2023 Q1 2023
Old Mission Capital LLC

BUY
 -
16.2K
+ 11.48%
$275K - $288K
157K $2.84M
May 15, 2023 Q1 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
14.2K
+ 31.72%
$241K - $252K
58.9K $1.06M
May 12, 2023 Q1 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
13.5K
+ 27.16%
$229K - $239K
63K $1.14M
May 02, 2023 Q1 2023
Friedenthal Financial

BUY
 -
11.8K
New
$201K - $210K
11.8K $214K
May 15, 2023 Q1 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
10.9K
New
$185K - $193K
10.9K $196K
Apr 20, 2023 Q1 2023
Banque Cantonale Vaudoise

BUY
 -
9.75K
+ 541.59%
$166K - $173K
11.6K $209K
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
8.71K
New
$148K - $155K
8.71K $158K
May 15, 2023 Q1 2023
Morgan Stanley

New York, NY
BUY
 -
8K
+ 2.8%
$136K - $142K
294K $5.31M
Apr 19, 2023 Q1 2023
Prairiewood Capital, LLC

BUY
 -
5.96K
+ 27.88%
$101K - $106K
27.4K $495K
Apr 28, 2023 Q1 2023
Janney Montgomery Scott LLC

BUY
 -
4.78K
+ 29.6%
$81.4K - $84.9K
20.9K $379K
Apr 12, 2023 Q1 2023
Vontobel Holding Ltd.

BUY
 -
4.55K
+ 1.88%
$77.4K - $80.8K
246K $4.45M
Apr 28, 2023 Q1 2023
Advisor Net Financial, Inc

BUY
 -
4.48K
New
$76.3K - $79.7K
4.48K $81.1K
May 15, 2023 Q1 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
4.31K
+ 3.21%
$73.3K - $76.5K
138K $2.5M
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
3.28K
+ 9.76%
$55.9K - $58.4K
36.9K $668K
May 08, 2023 Q1 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
2.55K
+ 4.89%
$43.4K - $45.3K
54.7K $990K
May 10, 2023 Q1 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
1.58K
New
$26.9K - $28.1K
1.58K $28.6K
May 20, 2024 Q1 2023
Parallel Advisors, LLC

BUY
 -
1.46K
+ 159.74%
$24.8K - $25.9K
2.37K $42.9K
Apr 25, 2023 Q1 2023
Geneos Wealth Management Inc.

BUY
 -
1.03K
+ 5.54%
$17.4K - $18.2K
19.5K $353K
Apr 27, 2023 Q1 2023
Benjamin Edwards Inc

Clayton, MO
BUY
 -
919
+ 1.81%
$15.6K - $16.3K
51.8K $937K
Apr 18, 2023 Q1 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
858
+ 2.42%
$14.6K - $15.2K
36.3K $657K
May 16, 2023 Q1 2023
Hancock Whitney Corp

BUY
 -
815
+ 4.79%
$13.9K - $14.5K
17.8K $322K
Nov 13, 2023 Q1 2023
Hancock Whitney Corp

BUY
 -
815
+ 4.79%
$13.9K - $14.5K
17.8K $322K
May 12, 2023 Q1 2023
Ubs Group Ag

BUY
 -
776
+ 0.91%
$13.2K - $13.8K
86.1K $1.56M
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
547
New
$9.31K - $9.72K
547 $9.9K
May 01, 2023 Q1 2023
Csenge Advisory Group

BUY
 -
545
+ 3.59%
$9.28K - $9.68K
15.7K $284K
May 01, 2023 Q1 2023
New Square Capital LLC

BUY
 -
533
+ 85.42%
$9.07K - $9.47K
1.16K $20.9K
May 11, 2023 Q1 2023
Synovus Financial Corp

Columbus, GA
BUY
 -
456
+ 1.97%
$7.76K - $8.1K
23.6K $428K
May 22, 2023 Q1 2023
Front Row Advisors LLC

Tiburon, CA
BUY
 -
442
+ 5525.0%
$7.52K - $7.85K
450 $8.14K
Apr 27, 2023 Q1 2023
Bergan Kdv Wealth Management, LLC

BUY
 -
377
+ 2356.25%
$6.42K - $6.7K
393 $7.11K
May 17, 2023 Q1 2023
Advisory Services Network, LLC

BUY
 -
330
New
$5.62K - $5.86K
330 $5.97K

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