Purchases and Sales Made in Q4 2021 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 Q4 2021. 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
Feb 14, 2022 Q4 2021
Re Dickinson Investment Advisors, LLC

Council Bluffs, IA
BUY
 -
60
New
$1.15K - $1.17K
60 $1.09K
Feb 09, 2022 Q4 2021
Curi Wealth Management, LLC

BUY
 -
53
New
$1.01K - $1.04K
53 $959
Jan 20, 2022 Q4 2021
Moller Financial Services

BUY
 -
44
+ 0.17%
$841 - $861
25.4K $459K
Feb 11, 2022 Q4 2021
Financial Gravity Asset Management, Inc.

BUY
 -
34
+ 850.0%
$650 - $665
38 $687
Feb 03, 2022 Q4 2021
Larson Financial Group LLC

BUY
 -
25
+ 6.11%
$478 - $489
434 $7.85K
Feb 11, 2022 Q4 2021
Psi Advisors, LLC

BUY
 -
9
New
$172 - $176
9 $163
Feb 09, 2022 Q4 2021
Geneos Wealth Management Inc.

BUY
 -
8
+ 0.02%
$153 - $156
49K $886K
Jan 14, 2022 Q4 2021
Koshinski Asset Management, Inc.

BUY
 -
6
+ 0.42%
$115 - $117
1.43K $25.8K
Feb 09, 2022 Q4 2021
First Horizon Advisors, Inc.

BUY
 -
5
+ 0.75%
$95.6 - $97.8
668 $12.1K
Feb 14, 2022 Q4 2021
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
3
+ 0.77%
$57.3 - $58.7
393 $7.11K
Feb 14, 2022 Q4 2021
Synovus Financial Corp

Columbus, GA
BUY
 -
1
+ 0.0%
$19.1 - $19.6
23.2K $420K
Jan 31, 2022 Q4 2021
Commonwealth Equity Services, LLC

SELL
 -
-9
- 0.04%
$172 - $176
22.7K $411K
Feb 02, 2022 Q4 2021
Oppenheimer & CO Inc

New York, NY
SELL
 -
-10
- 0.08%
$191 - $196
12.8K $231K
Feb 08, 2022 Q4 2021
Ausdal Financial Partners, Inc.

Davenport, IA
SELL
 -
-13
- 0.05%
$248 - $254
27.6K $500K
Feb 14, 2022 Q4 2021
Natixis

Paris, I0
SELL
 -
-59
- 0.31%
$1.13K - $1.15K
18.9K $343K
Jan 21, 2022 Q4 2021
Dhjj Financial Advisors, Ltd.

SELL
 -
-115
- 0.72%
$2.2K - $2.25K
15.9K $288K
Feb 11, 2022 Q4 2021
Td Ameritrade Investment Management, LLC

Omaha, NE
SELL
 -
-221
- 75.17%
$4.22K - $4.32K
73 $1.32K
Feb 14, 2022 Q4 2021
Banque Cantonale Vaudoise

SELL
 -
-250
- 11.23%
$4.78K - $4.89K
1.98K $35.8K
Feb 14, 2022 Q4 2021
Blair William & CO

Chicago, IL
SELL
 -
-270
- 4.57%
$5.16K - $5.28K
5.64K $102K
Jan 28, 2022 Q4 2021
Dearborn Partners LLC

SELL
 -
-297
- 0.57%
$5.68K - $5.81K
51.6K $934K
Feb 04, 2022 Q4 2021
Joseph P. Lucia & Associates, LLC

SELL
 -
-313
Closed
$5.98K - $6.12K
0 $0
Feb 01, 2022 Q4 2021
Capital Investment Advisory Services, LLC

SELL
 -
-372
- 25.43%
$7.11K - $7.28K
1.09K $19.7K
Feb 08, 2022 Q4 2021
Ranch Capital Advisors Inc.

Sarasota, FL
SELL
 -
-440
Closed
$8.41K - $8.61K
0 $0
Feb 16, 2022 Q4 2021
Harbour Investments, Inc.

Madison, WI
SELL
 -
-517
- 39.77%
$9.88K - $10.1K
783 $14.2K
Feb 08, 2022 Q4 2021
Brinker Capital Investments, LLC

SELL
 -
-1.15K
- 2.18%
$21.9K - $22.5K
51.6K $933K
Feb 02, 2022 Q4 2021
Migdal Insurance & Financial Holdings Ltd.

SELL
 -
-1.29K
- 4.74%
$24.6K - $25.2K
25.9K $469K
Feb 14, 2022 Q4 2021
Eqis Capital Management, Inc.

San Rafael, CA
SELL
 -
-1.29K
- 1.4%
$24.7K - $25.3K
90.9K $1.64M
Feb 11, 2022 Q4 2021
Financial Advisory Service, Inc.

SELL
 -
-1.33K
- 3.91%
$25.3K - $25.9K
32.6K $589K
Feb 14, 2022 Q4 2021
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-1.4K
- 4.86%
$26.7K - $27.3K
27.3K $494K
Feb 14, 2022 Q4 2021
Thompson Davis & Co., Inc.

SELL
 -
-1.51K
Closed
$28.9K - $29.6K
0 $0
Jan 20, 2022 Q4 2021
Prairiewood Capital, LLC

SELL
 -
-2K
- 10.41%
$38.2K - $39.1K
17.2K $312K
Feb 11, 2022 Q4 2021
Ameritas Investment Partners, Inc.

Lincoln, NE
SELL
 -
-2.03K
- 8.16%
$38.7K - $39.6K
22.8K $413K
Jan 07, 2022 Q4 2021
Mc Adam, LLC

SELL
 -
-2.29K
- 1.47%
$43.8K - $44.9K
154K $2.78M
Jan 20, 2022 Q4 2021
Parallel Advisors, LLC

SELL
 -
-2.72K
- 11.22%
$52K - $53.2K
21.5K $389K
Feb 03, 2022 Q4 2021
Cambridge Investment Research Advisors, Inc.

SELL
 -
-2.85K
- 0.6%
$54.4K - $55.7K
475K $8.59M
Feb 07, 2022 Q4 2021
Advisors Preferred, LLC

Rockville, MD
SELL
 -
-3.35K
- 1.72%
$64.1K - $65.6K
192K $3.46M
Jan 27, 2022 Q4 2021
Fifth Third Securities, Inc.

SELL
 -
-3.7K
- 4.48%
$70.7K - $72.4K
78.9K $1.43M
Jan 28, 2022 Q4 2021
Colorado Capital Management, Inc.

SELL
 -
-4.01K
- 1.74%
$76.7K - $78.5K
227K $4.11M
Feb 14, 2022 Q4 2021
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-4.4K
- 50.7%
$84.1K - $86K
4.28K $77.4K
Feb 01, 2022 Q4 2021
Jackson Creek Investment Advisors LLC

SELL
 -
-4.94K
- 16.94%
$94.4K - $96.6K
24.2K $438K
Feb 08, 2022 Q4 2021
Raymond James & Associates

St Petersburg, FL
SELL
 -
-5.34K
- 21.01%
$102K - $104K
20.1K $363K
Feb 11, 2022 Q4 2021
Portfolio Solutions, LLC

Troy, MI
SELL
 -
-5.5K
- 4.19%
$105K - $108K
126K $2.28M
Feb 09, 2022 Q4 2021
Lazard Asset Management LLC

New York, NY
SELL
 -
-6.44K
- 0.44%
$123K - $126K
1.46M $26.4M
Feb 01, 2022 Q4 2021
Centaurus Financial, Inc.

SELL
 -
-6.82K
Closed
$130K - $133K
0 $0
Feb 14, 2022 Q4 2021
Commerce Bank

Kansas City, MO
SELL
 -
-7.73K
- 30.5%
$148K - $151K
17.6K $319K
Jan 13, 2022 Q4 2021
Soa Wealth Advisors, Llc.

SELL
 -
-8.74K
- 12.19%
$167K - $171K
63K $1.14M
Jan 19, 2022 Q4 2021
Advisor Net Financial, Inc

SELL
 -
-9.33K
- 4.7%
$178K - $183K
189K $3.43M
Feb 14, 2022 Q4 2021
Ubs Group Ag

SELL
 -
-10.8K
- 3.1%
$207K - $212K
339K $6.12M
Feb 08, 2022 Q4 2021
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-12.9K
- 37.9%
$247K - $253K
21.2K $384K

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