Purchases and Sales Made in Q3 2024 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 Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
90.7K+ 52.53% |
$1.63M - $1.69M
|
263K
$4.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
86.4K+ 499.97% |
$1.55M - $1.61M
|
104K
$1.88M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
55.8K+ 55.49% |
$1M - $1.04M
|
156K
$2.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
42.8KNew |
$767K - $796K
|
42.8K
$773K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
42.8KNew |
$767K - $796K
|
42.8K
$773K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
40.6K+ 53.54% |
$728K - $755K
|
116K
$2.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
31.1K+ 18.04% |
$557K - $578K
|
203K
$3.68M
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
27.5K+ 10.16% |
$493K - $512K
|
298K
$5.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
27.5K+ 2.19% |
$493K - $512K
|
1.28M
$23.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
27K+ 5.06% |
$484K - $503K
|
561K
$10.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
22.7K+ 26.05% |
$407K - $422K
|
110K
$1.99M
|
|
|
Oct 17, 2024
Q3 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
17.8K+ 53.65% |
$318K - $330K
|
50.8K
$920K
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
15.5K+ 150.73% |
$278K - $288K
|
25.8K
$466K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
12.5K+ 8.62% |
$224K - $232K
|
157K
$2.84M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
12.2K+ 3.72% |
$218K - $226K
|
339K
$6.12M
|
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
12.1KNew |
$216K - $225K
|
12.1K
$218K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11.7K+ 90.71% |
$210K - $218K
|
24.7K
$447K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
10.6KNew |
$190K - $197K
|
10.6K
$191K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.81K+ 42.28% |
$140K - $145K
|
26.3K
$475K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7.14K+ 9.79% |
$128K - $133K
|
80.1K
$1.45M
|
|
|
Nov 07, 2024
Q3 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
7.1K+ 3.59% |
$127K - $132K
|
205K
$3.7M
|
|
|
Oct 09, 2024
Q3 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
6.84K+ 3.63% |
$123K - $127K
|
195K
$3.53M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
6.65K+ 5.74% |
$119K - $124K
|
123K
$2.22M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.33K+ 29.18% |
$114K - $118K
|
28K
$507K
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
5.01K+ 13.42% |
$89.8K - $93.2K
|
42.3K
$766K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
4.66K+ 0.7% |
$83.6K - $86.8K
|
667K
$12.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.96K+ 9.66% |
$71.1K - $73.8K
|
45K
$814K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.19K+ 4.94% |
$57.1K - $59.3K
|
67.7K
$1.23M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
3.02K+ 257.95% |
$54.1K - $56.2K
|
4.19K
$75.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.71KNew |
$48.5K - $50.4K
|
2.71K
$49K
|
|
|
Oct 15, 2024
Q3 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
2.63K+ 5.48% |
$47.2K - $49K
|
50.7K
$918K
|
|
|
Oct 04, 2024
Q3 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
2.54K+ 1.38% |
$45.6K - $47.3K
|
187K
$3.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.65K+ 8.33% |
$29.5K - $30.7K
|
21.4K
$388K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.37K+ 2.56% |
$24.5K - $25.4K
|
54.6K
$987K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.16K+ 0.07% |
$20.8K - $21.6K
|
1.63M
$29.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
932+ 3.75% |
$16.7K - $17.3K
|
25.8K
$466K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
817+ 124.54% |
$14.6K - $15.2K
|
1.47K
$26.6K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
777+ 2.02% |
$13.9K - $14.5K
|
39.2K
$709K
|
|
|
Oct 09, 2024
Q3 2024
|
Moller Financial Services
|
BUY
|
- |
720+ 1.89% |
$12.9K - $13.4K
|
38.7K
$701K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
517+ 1.94% |
$9.27K - $9.62K
|
27.1K
$490K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
295+ 1.55% |
$5.29K - $5.49K
|
19.4K
$350K
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
215+ 1.97% |
$3.85K - $4K
|
11.1K
$201K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
124+ 0.59% |
$2.22K - $2.31K
|
21.3K
$385K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
104New |
$1.86K - $1.94K
|
104
$1.88K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
101New |
$1.81K - $1.88K
|
101
$1.83K
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
101+ 0.98% |
$1.81K - $1.88K
|
10.4K
$187K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
98+ 34.39% |
$1.76K - $1.82K
|
383
$6.93K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
68+ 1.59% |
$1.22K - $1.27K
|
4.35K
$78.7K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
68+ 1.49% |
$1.22K - $1.27K
|
4.63K
$83.8K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
38+ 1.12% |
$681 - $707
|
3.42K
$61.9K
|