Purchases and Sales Made in Q2 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 Q2 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
Jul 17, 2023 Q2 2023
Mbl Wealth, LLC

Charlotte, NC
BUY
 -
306K
New
$5.27M - $5.39M
306K $5.54M
Aug 14, 2023 Q2 2023
Morgan Stanley

New York, NY
BUY
 -
151K
+ 51.58%
$2.6M - $2.67M
445K $8.05M
Aug 14, 2023 Q2 2023
Jane Street Group, LLC

New York, NY
BUY
 -
150K
+ 53.4%
$2.58M - $2.64M
432K $7.81M
Aug 07, 2023 Q2 2023
Islay Capital Management, LLC

Lubbock, TX
BUY
 -
86K
+ 315.97%
$1.48M - $1.51M
113K $2.05M
Aug 08, 2023 Q2 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
51.7K
New
$889K - $911K
51.7K $936K
Aug 04, 2023 Q2 2023
Envestnet Asset Management Inc

BUY
 -
38.8K
+ 8.28%
$667K - $683K
507K $9.18M
Jul 14, 2023 Q2 2023
Capital Planning LLC

BUY
 -
34.6K
+ 88.12%
$594K - $609K
73.8K $1.34M
Aug 09, 2023 Q2 2023
Nwam LLC

Mercer Island, WA
BUY
 -
24.6K
+ 196.26%
$422K - $432K
37.1K $671K
Aug 08, 2023 Q2 2023
Clearstead Trust, LLC

Portland, ME
BUY
 -
21.1K
New
$363K - $371K
21.1K $382K
Aug 03, 2023 Q2 2023
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
20.4K
New
$351K - $359K
20.4K $369K
Aug 11, 2023 Q2 2023
Pfs Investments Inc.

Duluth, GA
BUY
 -
16.5K
+ 1.08%
$283K - $290K
1.54M $27.9M
Aug 09, 2023 Q2 2023
Anfield Capital Management, LLC

Newport Beach, CA
BUY
 -
15.2K
+ 6.46%
$261K - $267K
250K $4.53M
Jul 27, 2023 Q2 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
11.5K
New
$198K - $203K
11.5K $208K
Aug 11, 2023 Q2 2023
Ubs Group Ag

BUY
 -
7.48K
+ 8.68%
$128K - $132K
93.6K $1.69M
Aug 04, 2023 Q2 2023
Towercrest Capital Management

Newtown, PA
BUY
 -
6.98K
+ 0.92%
$120K - $123K
770K $13.9M
Aug 09, 2023 Q2 2023
Alliance Wealth Management Group

Flemington, NJ
BUY
 -
6.98K
+ 0.92%
$120K - $123K
770K $13.9M
Jul 12, 2023 Q2 2023
Colorado Capital Management, Inc.

BUY
 -
5.77K
+ 3.26%
$99.1K - $101K
183K $3.31M
Jul 24, 2023 Q2 2023
Prairiewood Capital, LLC

BUY
 -
4.18K
+ 15.27%
$71.8K - $73.5K
31.5K $570K
Aug 14, 2023 Q2 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
3.98K
+ 2.89%
$68.5K - $70.1K
142K $2.57M
Aug 11, 2023 Q2 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
3.79K
+ 10.27%
$65.2K - $66.7K
40.7K $737K
Jul 31, 2023 Q2 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
3.49K
+ 0.66%
$59.9K - $61.4K
535K $9.69M
Jul 20, 2023 Q2 2023
Csenge Advisory Group

BUY
 -
3.05K
+ 19.39%
$52.4K - $53.6K
18.8K $339K
Aug 14, 2023 Q2 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
1.99K
+ 3.52%
$34.1K - $34.9K
58.3K $1.05M
Aug 11, 2023 Q2 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
1.91K
+ 3.25%
$32.9K - $33.7K
60.8K $1.1M
Aug 14, 2023 Q2 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
1.6K
+ 3.53%
$27.6K - $28.2K
47K $850K
Aug 03, 2023 Q2 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
1.29K
+ 2.35%
$22.1K - $22.6K
56K $1.01M
Aug 14, 2023 Q2 2023
Tradition Wealth Management, LLC

BUY
 -
980
New
$16.8K - $17.2K
980 $17.7K
Aug 10, 2023 Q2 2023
Commonwealth Equity Services, LLC

BUY
 -
931
+ 1.8%
$16K - $16.4K
52.6K $952K
Aug 02, 2023 Q2 2023
Bank Of Montreal

Toronto, A6
BUY
 -
840
+ 53.37%
$14.4K - $14.8K
2.41K $43.7K
Jul 31, 2023 Q2 2023
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
345
+ 1.65%
$5.93K - $6.07K
21.3K $385K
Aug 08, 2023 Q2 2023
Geneos Wealth Management Inc.

BUY
 -
339
+ 1.74%
$5.83K - $5.97K
19.9K $359K
Aug 03, 2023 Q2 2023
Jnba Financial Advisors

BUY
 -
231
New
$3.97K - $4.07K
231 $4.18K
Aug 09, 2023 Q2 2023
Banque Cantonale Vaudoise

BUY
 -
151
+ 1.31%
$2.6K - $2.66K
11.7K $212K
Aug 11, 2023 Q2 2023
Natixis

Paris, I0
BUY
 -
57
+ 1.05%
$980 - $1K
5.46K $98.8K
Aug 03, 2023 Q2 2023
Larson Financial Group LLC

BUY
 -
53
+ 41.09%
$911 - $933
182 $3.29K
Aug 03, 2023 Q2 2023
First Horizon Advisors, Inc.

BUY
 -
6
+ 1.09%
$103 - $106
558 $10.1K
Aug 03, 2023 Q2 2023
Scotia Capital Inc.

BUY
 -
4
+ 0.03%
$68.8 - $70.4
12K $217K
Jul 28, 2023 Q2 2023
Capital Investment Advisory Services, LLC

BUY
 -
4
+ 0.36%
$68.8 - $70.4
1.11K $20.1K
Aug 08, 2023 Q2 2023
Synovus Financial Corp

Columbus, GA
BUY
 -
2
+ 0.01%
$34.4 - $35.2
23.6K $428K
Aug 15, 2023 Q2 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
1
+ 1.11%
$17.2 - $17.6
91 $1.65K
Jul 05, 2023 Q2 2023
Global Wealth Strategies & Associates

Denver, CO
BUY
 -
0
New
$0 - $0
0 $0
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Aug 08, 2023 Q2 2023
Financial Gravity Asset Management, Inc.

SELL
 -
-1
- 5.56%
$17.2 - $17.6
17 $308
Jul 18, 2023 Q2 2023
Fiduciary Alliance LLC

Greenville, SC
SELL
 -
-72
- 0.2%
$1.24K - $1.27K
36.3K $656K
Jul 21, 2023 Q2 2023
Friedenthal Financial

SELL
 -
-87
- 0.74%
$1.5K - $1.53K
11.7K $212K
Aug 11, 2023 Q2 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-159
- 0.69%
$2.73K - $2.8K
22.8K $413K
Aug 14, 2023 Q2 2023
Stifel Financial Corp

St. Louis, MO
SELL
 -
-174
- 0.28%
$2.99K - $3.06K
62.9K $1.14M
Jul 24, 2023 Q2 2023
Bergan Kdv Wealth Management, LLC

SELL
 -
-377
- 95.93%
$6.48K - $6.64K
16 $289
Jul 11, 2023 Q2 2023
Omega Financial Group, LLC

SELL
 -
-410
- 0.25%
$7.05K - $7.22K
165K $2.98M

Track Institutional and Insider Activities on PHB

Follow INVESCO FD TR II FUNDAMENTAL H and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells PHB shares.

Notify only if

Insider Trading

Get notified when an Invesco Fd Tr Ii Fundamental H insider buys or sells PHB shares.

Notify only if

News

Receive news related to INVESCO FD TR II FUNDAMENTAL H

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on PHB