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
Ambassador Advisors, LLC

Lancaster, PA
BUY
 -
276
New
$4.7K - $4.9K
276 $4.99K
May 12, 2023 Q1 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
172
+ 0.75%
$2.93K - $3.06K
23K $416K
Apr 07, 2023 Q1 2023
Omega Financial Group, LLC

BUY
 -
149
+ 0.09%
$2.54K - $2.65K
165K $2.99M
May 17, 2023 Q1 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
77
New
$1.31K - $1.37K
77 $1.39K
May 04, 2023 Q1 2023
Larson Financial Group LLC

BUY
 -
48
+ 59.26%
$817 - $853
129 $2.33K
May 15, 2023 Q1 2023
Northwestern Mutual Wealth Management CO

BUY
 -
26
New
$443 - $462
26 $470
Apr 13, 2023 Q1 2023
Hb Wealth Management, LLC

BUY
 -
21
+ 0.15%
$357 - $373
13.7K $248K
May 15, 2023 Q1 2023
First Horizon Advisors, Inc.

BUY
 -
5
+ 0.91%
$85.1 - $88.9
552 $9.99K
May 11, 2023 Q1 2023
Toronto Dominion Bank

Toronto, Ontario, A6
BUY
 -
4
New
$68.1 - $71.1
4 $72.4
Apr 21, 2023 Q1 2023
Capital Investment Advisory Services, LLC

BUY
 -
3
+ 0.27%
$51.1 - $53.3
1.11K $20K
May 12, 2023 Q1 2023
Financial Gravity Asset Management, Inc.

BUY
 -
1
+ 5.88%
$17 - $17.8
18 $326
Apr 03, 2023 Q1 2023
Global Wealth Strategies & Associates

Denver, CO
BUY
 -
0
New
$0 - $0
0 $0
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
May 19, 2023 Q1 2023
Coppell Advisory Solutions LLC

Coppell, TX
SELL
 -
-19
Closed
$323 - $338
0 $0
May 12, 2023 Q1 2023
Sowell Financial Services LLC

North Little Rock, AR
SELL
 -
-28
- 0.2%
$477 - $498
14.2K $257K
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

SELL
 -
-119
- 7.98%
$2.03K - $2.11K
1.37K $24.8K
May 15, 2023 Q1 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-224
- 16.37%
$3.81K - $3.98K
1.14K $20.7K
May 15, 2023 Q1 2023
Eqis Capital Management, Inc.

San Rafael, CA
SELL
 -
-245
- 0.71%
$4.17K - $4.35K
34.4K $622K
Aug 14, 2024 Q1 2023
Federation Des Caisses Desjardins Du Quebec

Levis, A8
SELL
 -
-400
- 15.63%
$6.81K - $7.11K
2.16K $39.1K
May 15, 2023 Q1 2023
Front Row Advisors LLC

Tiburon, CA
SELL
 -
-442
- 98.22%
$7.52K - $7.85K
8 $145
Apr 27, 2023 Q1 2023
First National Corp

SELL
 -
-472
- 1.96%
$8.03K - $8.39K
23.6K $428K
May 04, 2023 Q1 2023
Ausdal Financial Partners, Inc.

Davenport, IA
SELL
 -
-496
- 2.32%
$8.44K - $8.81K
20.9K $379K
May 11, 2023 Q1 2023
Scotia Capital Inc.

SELL
 -
-537
- 4.28%
$9.14K - $9.54K
12K $217K
May 12, 2023 Q1 2023
Cibc World Market Inc.

Toronto, A6
SELL
 -
-541
- 1.41%
$9.21K - $9.61K
37.9K $685K
Apr 13, 2023 Q1 2023
Cambridge Advisors Inc.

SELL
 -
-580
- 5.25%
$9.87K - $10.3K
10.5K $189K
May 04, 2023 Q1 2023
Dearborn Partners LLC

SELL
 -
-622
- 1.0%
$10.6K - $11.1K
61.6K $1.11M
May 09, 2023 Q1 2023
Us Bancorp \De\

SELL
 -
-919
- 52.33%
$15.6K - $16.3K
837 $15.1K
Apr 17, 2023 Q1 2023
Fifth Third Securities, Inc.

SELL
 -
-1.49K
- 4.99%
$25.3K - $26.4K
28.3K $512K
May 03, 2023 Q1 2023
Optimum Investment Advisors

SELL
 -
-1.5K
- 60.0%
$25.5K - $26.7K
1K $18.1K
Apr 28, 2023 Q1 2023
Soa Wealth Advisors, Llc.

SELL
 -
-1.86K
- 11.0%
$31.7K - $33.1K
15.1K $272K
Apr 14, 2023 Q1 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-2.08K
- 11.64%
$35.4K - $37K
15.8K $286K
Aug 16, 2024 Q1 2023
Td Private Client Wealth LLC

New York, NY
SELL
 -
-2.34K
- 54.68%
$39.9K - $41.6K
1.94K $35.1K
Apr 10, 2023 Q1 2023
Dynamic Advisor Solutions LLC

SELL
 -
-2.41K
- 7.89%
$41K - $42.8K
28.1K $508K
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

SELL
 -
-2.64K
- 4.86%
$45K - $46.9K
51.7K $935K
May 10, 2023 Q1 2023
Ameritas Investment Partners, Inc.

Lincoln, NE
SELL
 -
-3.23K
- 51.47%
$54.9K - $57.4K
3.04K $55.1K
May 12, 2023 Q1 2023
Bank Of America Corp

Charlotte, NC
SELL
 -
-3.36K
- 1.01%
$57.2K - $59.7K
329K $5.95M
Apr 25, 2023 Q1 2023
Great Waters Wealth Management

Minneapolis, MN
SELL
 -
-3.77K
- 5.2%
$64.1K - $67K
68.7K $1.24M
May 12, 2023 Q1 2023
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-5.2K
- 3.63%
$88.5K - $92.4K
138K $2.5M
May 12, 2023 Q1 2023
Natixis

Paris, I0
SELL
 -
-5.64K
- 51.06%
$96K - $100K
5.4K $97.7K
Apr 25, 2023 Q1 2023
Freedom Wealth Alliance, LLC

Brookfield, WI
SELL
 -
-6.11K
- 19.08%
$104K - $109K
25.9K $469K
May 11, 2023 Q1 2023
Financial Advisory Service, Inc.

SELL
 -
-8.66K
- 52.14%
$147K - $154K
7.94K $144K
Apr 25, 2023 Q1 2023
Parallel Advisors, LLC

SELL
 -
-17.5K
- 88.05%
$298K - $311K
2.37K $42.9K
May 12, 2023 Q1 2023
Wells Fargo & Company

San Francisco, CA
SELL
 -
-22.5K
- 1.7%
$382K - $399K
1.3M $23.5M
May 12, 2023 Q1 2023
Nwam LLC

Mercer Island, WA
SELL
 -
-24.4K
- 66.14%
$416K - $434K
12.5K $226K
May 15, 2023 Q1 2023
Valley Financial Management, Inc.

New York, NY
SELL
 -
-25.7K
- 28.9%
$437K - $456K
63.2K $1.14M
Apr 28, 2023 Q1 2023
Colorado Capital Management, Inc.

SELL
 -
-30.7K
- 14.77%
$522K - $545K
177K $3.2M
Apr 28, 2023 Q1 2023
Capital Planning LLC

SELL
 -
-32.6K
- 45.4%
$555K - $580K
39.2K $710K
Apr 18, 2023 Q1 2023
Ifp Advisors, Inc

SELL
 -
-47.5K
- 98.63%
$809K - $844K
660 $11.9K
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-50K
- 42.14%
$851K - $888K
68.6K $1.24M

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