Purchases and Sales Made in Q2 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 Q2 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
Aug 15, 2022 Q2 2022
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
866K
+ 257.78%
$14.5M - $16M
1.2M $21.7M
Aug 12, 2022 Q2 2022
Pfs Investments Inc.

Duluth, GA
BUY
 -
667K
New
$11.2M - $12.3M
667K $12.1M
Aug 16, 2022 Q2 2022
Jane Street Group, LLC

New York, NY
BUY
 -
337K
+ 164.04%
$5.64M - $6.22M
542K $9.81M
Jul 13, 2022 Q2 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
60.2K
+ 11.49%
$1.01M - $1.11M
584K $10.6M
Jul 27, 2022 Q2 2022
Fifth Third Securities, Inc.

BUY
 -
34.8K
New
$583K - $643K
34.8K $630K
Sep 06, 2022 Q2 2022
Ifp Advisors, Inc

BUY
 -
30K
New
$503K - $555K
30K $543K
Jul 21, 2022 Q2 2022
Aurora Private Wealth, Inc.

BUY
 -
16.1K
New
$269K - $297K
16.1K $291K
Jul 13, 2022 Q2 2022
Omega Financial Group, LLC

BUY
 -
15.7K
+ 13.47%
$263K - $290K
132K $2.39M
Jul 27, 2022 Q2 2022
Csenge Advisory Group

BUY
 -
15.1K
New
$253K - $279K
15.1K $274K
Jul 19, 2022 Q2 2022
Commonwealth Equity Services, LLC

BUY
 -
14.6K
+ 38.04%
$244K - $269K
52.8K $955K
Aug 15, 2022 Q2 2022
Americana Partners, LLC

Houston, TX
BUY
 -
10.3K
New
$172K - $190K
10.3K $186K
Aug 11, 2022 Q2 2022
Jpmorgan Chase & CO

New York, NY
BUY
 -
9.03K
+ 335.25%
$151K - $167K
11.7K $212K
Aug 12, 2022 Q2 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
6.8K
+ 2.12%
$114K - $126K
327K $5.92M
Jul 11, 2022 Q2 2022
Revolve Wealth Partners, LLC

BUY
 -
5.94K
+ 5.36%
$99.5K - $110K
117K $2.11M
Aug 09, 2022 Q2 2022
Anfield Capital Management, LLC

Newport Beach, CA
BUY
 -
5.6K
+ 2.36%
$93.7K - $103K
243K $4.4M
Jul 18, 2022 Q2 2022
First National Corp

BUY
 -
5.31K
+ 7.55%
$88.9K - $98.1K
75.7K $1.37M
Aug 10, 2022 Q2 2022
Ubs Group Ag

BUY
 -
5.11K
+ 1.51%
$85.5K - $94.3K
344K $6.22M
Jul 19, 2022 Q2 2022
Claraphi Advisory Network, LLC

BUY
 -
4.41K
+ 14.92%
$73.8K - $81.4K
34K $614K
Jul 15, 2022 Q2 2022
Global Retirement Partners, LLC

BUY
 -
4.24K
+ 9.5%
$71K - $78.3K
48.8K $884K
Aug 12, 2022 Q2 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
4.19K
+ 2.64%
$70.2K - $77.4K
163K $2.95M
Jul 20, 2022 Q2 2022
Dearborn Partners LLC

BUY
 -
3.74K
+ 6.37%
$62.6K - $69.1K
62.4K $1.13M
Aug 15, 2022 Q2 2022
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
3.66K
+ 2.72%
$61.2K - $67.5K
138K $2.49M
Aug 15, 2022 Q2 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
2.99K
+ 6.89%
$50K - $55.1K
46.3K $837K
Jul 12, 2022 Q2 2022
Sugarloaf Wealth Management, LLC

BUY
 -
2.58K
New
$43.2K - $47.7K
2.58K $46.7K
Aug 12, 2022 Q2 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
2K
+ 14.88%
$33.4K - $36.9K
15.4K $279K
Aug 11, 2022 Q2 2022
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
1.86K
+ 4.08%
$31.1K - $34.3K
47.3K $856K
Mar 20, 2023 Q2 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
1.21K
+ 7.01%
$20.2K - $22.3K
18.4K $333K
Aug 12, 2022 Q2 2022
Benjamin Edwards Inc

Clayton, MO
BUY
 -
1.01K
+ 1.99%
$16.8K - $18.6K
51.4K $930K
Aug 15, 2022 Q2 2022
Gateway Advisory, LLC

Westfield, NJ
BUY
 -
946
+ 8.66%
$15.8K - $17.5K
11.9K $215K
Aug 10, 2022 Q2 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
873
+ 2.59%
$14.6K - $16.1K
34.5K $624K
Aug 16, 2022 Q2 2022
Castleview Partners, LLC

Dallas, TX
BUY
 -
697
+ 1584.09%
$11.7K - $12.9K
741 $13.4K
Aug 10, 2022 Q2 2022
Synovus Financial Corp

Columbus, GA
BUY
 -
611
+ 2.63%
$10.2K - $11.3K
23.8K $431K
Aug 02, 2022 Q2 2022
First Horizon Advisors, Inc.

BUY
 -
537
New
$8.99K - $9.92K
537 $9.71K
Jul 26, 2022 Q2 2022
Venture Visionary Partners LLC

BUY
 -
377
New
$6.31K - $6.96K
377 $6.82K
Aug 15, 2022 Q2 2022
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
240
+ 0.54%
$4.02K - $4.43K
44.4K $804K
Aug 14, 2024 Q2 2022
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
210
+ 10.77%
$3.52K - $3.88K
2.16K $39.1K
Aug 11, 2022 Q2 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
90
New
$1.51K - $1.66K
90 $1.63K
Aug 02, 2022 Q2 2022
Financial Advisory Service, Inc.

BUY
 -
77
+ 0.35%
$1.29K - $1.42K
22K $399K
Aug 04, 2022 Q2 2022
Larson Financial Group LLC

BUY
 -
41
+ 241.18%
$686 - $757
58 $1.05K
Aug 15, 2022 Q2 2022
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
23
New
$385 - $425
23 $416
Aug 12, 2022 Q2 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
4
+ 0.29%
$67 - $73.9
1.36K $24.6K
Jul 22, 2022 Q2 2022
Capital Investment Advisory Services, LLC

BUY
 -
2
+ 0.18%
$33.5 - $36.9
1.1K $19.8K
Aug 08, 2022 Q2 2022
Curi Wealth Management, LLC

BUY
 -
1
+ 1.89%
$16.7 - $18.5
54 $977
Aug 12, 2022 Q2 2022
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
1
+ 1.15%
$16.7 - $18.5
88 $1.59K
Aug 09, 2022 Q2 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Aug 05, 2022 Q2 2022
Financial Gravity Asset Management, Inc.

SELL
 -
-2
- 5.56%
$33.5 - $36.9
34 $615
Jul 18, 2022 Q2 2022
Psi Advisors, LLC

SELL
 -
-9
Closed
$151 - $166
0 $0
Jul 07, 2022 Q2 2022
Lowe Wealth Advisors, LLC

SELL
 -
-48
Closed
$804 - $887
0 $0
Aug 23, 2022 Q2 2022
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-52
- 2.55%
$870 - $960
1.99K $36K

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