Purchases and Sales Made in Q2 2025 in Invesco Fd Tr Ii Fundamental H (PHB)
This table provides information about the institutional ownership of Invesco Fd Tr Ii Fundamental H (PHB) during Q2 2025. 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 16, 2025
Q2 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
8.71K+ 14.21% |
$152K - $161K
|
70K
$1.29M
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
3.93K+ 1.94% |
$68.8K - $72.5K
|
206K
$3.81M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
203+ 0.76% |
$3.55K - $3.75K
|
26.7K
$493K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
26+ 0.72% |
$455 - $480
|
3.63K
$66.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
BUY
|
- |
19+ 0.04% |
$333 - $351
|
51.9K
$957K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11+ 1.34% |
$193 - $203
|
832
$15.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
8+ 1.37% |
$140 - $148
|
594
$11K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-34- 45.33% |
$595 - $628
|
41
$756
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-741- 1.59% |
$13K - $13.7K
|
45.7K
$844K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1.92K- 4.55% |
$33.7K - $35.5K
|
40.4K
$745K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.95K- 0.69% |
$34.2K - $36.1K
|
282K
$5.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-2.07K- 3.54% |
$36.3K - $38.3K
|
56.5K
$1.04M
|
|
|
Jul 08, 2025
Q2 2025
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-5.62K- 26.3% |
$98.4K - $104K
|
15.8K
$291K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-7.41K- 24.23% |
$130K - $137K
|
23.2K
$427K
|