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 12, 2022 Q2 2022
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-56
- 0.4%
$937 - $1.03K
13.8K $249K
Aug 04, 2022 Q2 2022
Dhjj Financial Advisors, Ltd.

SELL
 -
-72
- 0.47%
$1.21K - $1.33K
15.1K $274K
Aug 10, 2022 Q2 2022
Citigroup Inc

SELL
 -
-78
Closed
$1.31K - $1.44K
0 $0
Jul 18, 2022 Q2 2022
Money Concepts Capital Corp

SELL
 -
-80
Closed
$1.34K - $1.48K
0 $0
Aug 01, 2022 Q2 2022
Parallel Advisors, LLC

SELL
 -
-257
- 1.29%
$4.3K - $4.75K
19.7K $357K
Jul 18, 2022 Q2 2022
Camelot Portfolios, LLC

SELL
 -
-286
- 1.54%
$4.79K - $5.28K
18.3K $332K
Aug 12, 2022 Q2 2022
Stonebridge Capital Advisors LLC

St Paul, MN
SELL
 -
-396
Closed
$6.63K - $7.31K
0 $0
Aug 08, 2022 Q2 2022
Baird Financial Group, Inc.

Milwaukee, WI
SELL
 -
-633
- 1.31%
$10.6K - $11.7K
47.7K $863K
Aug 05, 2022 Q2 2022
Scotia Capital Inc.

SELL
 -
-650
- 4.25%
$10.9K - $12K
14.6K $265K
Aug 15, 2022 Q2 2022
Creative Planning

Overland Park, KS
SELL
 -
-700
Closed
$11.7K - $12.9K
0 $0
Aug 17, 2022 Q2 2022
Castleview Partners, LLC

Dallas, TX
SELL
 -
-737
- 99.46%
$12.3K - $13.6K
4 $72.4
Jul 13, 2022 Q2 2022
Prairiewood Capital, LLC

SELL
 -
-892
- 4.56%
$14.9K - $16.5K
18.7K $338K
Aug 08, 2022 Q2 2022
Flputnam Investment Management CO

Portland, ME
SELL
 -
-1.41K
- 9.35%
$23.5K - $26K
13.6K $246K
Jul 12, 2022 Q2 2022
Koshinski Asset Management, Inc.

SELL
 -
-1.43K
Closed
$24K - $26.5K
0 $0
Aug 11, 2022 Q2 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-1.5K
- 5.29%
$25K - $27.6K
26.8K $485K
Aug 08, 2022 Q2 2022
Prospera Financial Services Inc

SELL
 -
-1.58K
- 71.38%
$26.5K - $29.3K
635 $11.5K
Aug 10, 2022 Q2 2022
Blair William & CO

Chicago, IL
SELL
 -
-1.63K
- 28.9%
$27.3K - $30.1K
4.01K $72.5K
Jul 11, 2022 Q2 2022
Friedenthal Financial

SELL
 -
-1.69K
- 12.81%
$28.3K - $31.2K
11.5K $208K
Jul 25, 2022 Q2 2022
Jmac Enterprises LLC

SELL
 -
-1.77K
- 2.99%
$29.6K - $32.7K
57.4K $1.04M
Aug 16, 2022 Q2 2022
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-1.98K
- 49.29%
$33.2K - $36.6K
2.04K $36.9K
Aug 04, 2022 Q2 2022
Bedel Financial Consulting, Inc.

SELL
 -
-2K
Closed
$33.5K - $36.9K
0 $0
Aug 12, 2022 Q2 2022
Ameritas Investment Partners, Inc.

Lincoln, NE
SELL
 -
-2.25K
- 11.7%
$37.7K - $41.6K
17K $307K
Aug 12, 2022 Q2 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-2.33K
- 11.89%
$39.1K - $43.1K
17.3K $313K
May 28, 2024 Q2 2022
Rockbridge Investment Management, Lcc

Syracuse, NY
SELL
 -
-2.55K
Closed
$42.7K - $47.1K
0 $0
Aug 09, 2022 Q2 2022
Ausdal Financial Partners, Inc.

Davenport, IA
SELL
 -
-2.66K
- 10.06%
$44.6K - $49.2K
23.8K $431K
Jul 15, 2022 Q2 2022
Hb Wealth Management, LLC

SELL
 -
-2.93K
- 13.98%
$49K - $54.1K
18K $326K
Jul 22, 2022 Q2 2022
Geneos Wealth Management Inc.

SELL
 -
-3.27K
- 3.22%
$54.7K - $60.4K
98.3K $1.78M
Aug 11, 2022 Q2 2022
Cedar Wealth Management, LLC

Walnut Creek, CA
SELL
 -
-3.44K
- 9.15%
$57.5K - $63.5K
34.1K $617K
Aug 08, 2022 Q2 2022
Eqis Capital Management, Inc.

San Rafael, CA
SELL
 -
-3.45K
- 8.38%
$57.7K - $63.7K
37.7K $682K
Aug 03, 2022 Q2 2022
Janney Montgomery Scott LLC

SELL
 -
-7.76K
- 19.1%
$130K - $143K
32.9K $594K
Aug 05, 2022 Q2 2022
South State Corp

SELL
 -
-8.21K
Closed
$137K - $152K
0 $0
Aug 09, 2022 Q2 2022
Lazard Asset Management LLC

New York, NY
SELL
 -
-9.29K
- 0.64%
$156K - $172K
1.44M $26.1M
Jul 19, 2022 Q2 2022
Toews Corp

SELL
 -
-10K
Closed
$167K - $185K
0 $0
Jul 29, 2022 Q2 2022
Colorado Capital Management, Inc.

SELL
 -
-11.2K
- 5.08%
$188K - $207K
209K $3.79M
Aug 12, 2022 Q2 2022
Natixis

Paris, I0
SELL
 -
-11.5K
Closed
$193K - $213K
0 $0
Aug 15, 2022 Q2 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
SELL
 -
-11.9K
Closed
$199K - $219K
0 $0
Jul 27, 2022 Q2 2022
Dynamic Advisor Solutions LLC

SELL
 -
-12.6K
- 28.22%
$211K - $233K
32.1K $581K
Jul 28, 2022 Q2 2022
Wescott Financial Advisory Group, LLC

SELL
 -
-13K
- 14.23%
$218K - $240K
78.4K $1.42M
Aug 11, 2022 Q2 2022
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-13.1K
Closed
$220K - $243K
0 $0
Aug 08, 2022 Q2 2022
Islay Capital Management, LLC

Lubbock, TX
SELL
 -
-13.2K
- 80.04%
$222K - $245K
3.3K $59.7K
Aug 15, 2022 Q2 2022
Royal Bank Of Canada

Toronto, A6
SELL
 -
-18.3K
- 23.92%
$307K - $339K
58.4K $1.06M
Aug 10, 2022 Q2 2022
Migdal Insurance & Financial Holdings Ltd.

SELL
 -
-20.3K
- 42.78%
$340K - $376K
27.2K $492K
Jul 21, 2022 Q2 2022
Moller Financial Services

SELL
 -
-25.5K
Closed
$427K - $471K
0 $0
Aug 12, 2022 Q2 2022
Ifp Advisors, Inc

SELL
 -
-30K
Closed
$503K - $555K
0 $0
Aug 12, 2022 Q2 2022
Jim Simons Renaissance Technologies LLC | New York, Ny
SELL
 -
-34.2K
Closed
$573K - $632K
0 $0
Jul 13, 2022 Q2 2022
Soa Wealth Advisors, Llc.

SELL
 -
-37.3K
- 66.15%
$624K - $689K
19.1K $345K
Aug 12, 2022 Q2 2022
Bank Of America Corp

Charlotte, NC
SELL
 -
-37.6K
- 13.08%
$629K - $694K
250K $4.51M
Aug 15, 2022 Q2 2022
Portfolio Solutions, LLC

Troy, MI
SELL
 -
-37.8K
- 30.21%
$633K - $698K
87.3K $1.58M
Aug 10, 2022 Q2 2022
Alliance Wealth Management Group

Flemington, NJ
SELL
 -
-41.1K
- 4.81%
$688K - $759K
814K $14.7M

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