Purchases and Sales Made in Q4 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 Q4 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 14, 2024 Q4 2022
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
400
+ 18.52%
$6.6K - $7.02K
2.56K $46.5K
Feb 10, 2023 Q4 2022
Comerica Securities,Inc.

BUY
 -
399
New
$6.58K - $7K
399 $7.25K
Feb 07, 2023 Q4 2022
Benjamin Edwards Inc

Clayton, MO
BUY
 -
362
+ 0.72%
$5.97K - $6.35K
50.9K $925K
Feb 13, 2023 Q4 2022
Global Retirement Partners, LLC

BUY
 -
342
+ 0.69%
$5.64K - $6K
50.1K $911K
Jan 13, 2023 Q4 2022
Allworth Financial LP

BUY
 -
275
New
$4.54K - $4.82K
275 $5K
Jan 09, 2023 Q4 2022
Independence Bank Of Kentucky

BUY
 -
220
New
$3.63K - $3.86K
220 $4K
Jan 20, 2023 Q4 2022
Prairiewood Capital, LLC

BUY
 -
172
+ 0.81%
$2.84K - $3.02K
21.4K $389K
Feb 09, 2023 Q4 2022
Citigroup Inc

BUY
 -
151
+ 173.56%
$2.49K - $2.65K
238 $4.33K
Feb 03, 2023 Q4 2022
Parallel Advisors, LLC

BUY
 -
139
+ 0.7%
$2.29K - $2.44K
19.9K $361K
Feb 02, 2023 Q4 2022
Dearborn Partners LLC

BUY
 -
127
+ 0.2%
$2.1K - $2.23K
62.2K $1.13M
Feb 14, 2023 Q4 2022
Money Concepts Capital Corp

BUY
 -
80
New
$1.32K - $1.4K
80 $1.45K
Feb 03, 2023 Q4 2022
Larson Financial Group LLC

BUY
 -
24
+ 42.11%
$396 - $421
81 $1.47K
Jan 20, 2023 Q4 2022
Hb Wealth Management, LLC

BUY
 -
20
+ 0.15%
$330 - $351
13.7K $249K
May 19, 2023 Q4 2022
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
19
New
$314 - $333
19 $345
Feb 17, 2023 Q4 2022
Coppell Advisory Solutions Corp.

Coppell, TX
BUY
 -
19
New
$314 - $333
19 $345
Feb 10, 2023 Q4 2022
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
13
+ 39.39%
$215 - $228
46 $836
Feb 10, 2023 Q4 2022
First Horizon Advisors, Inc.

BUY
 -
5
+ 0.92%
$82.5 - $87.7
547 $9.94K
Feb 10, 2023 Q4 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
4
+ 0.29%
$66 - $70.2
1.37K $24.9K
Feb 03, 2023 Q4 2022
Capital Investment Advisory Services, LLC

BUY
 -
3
+ 0.27%
$49.5 - $52.6
1.1K $20K
Jan 30, 2023 Q4 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Feb 15, 2023 Q4 2022
Financial Gravity Asset Management, Inc.

SELL
 -
-15
- 46.88%
$248 - $263
17 $309
Feb 10, 2023 Q4 2022
Banque Cantonale Vaudoise

SELL
 -
-176
- 8.9%
$2.9K - $3.09K
1.8K $32.7K
Mar 06, 2023 Q4 2022
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-207
- 1.5%
$3.42K - $3.63K
13.6K $247K
Jan 12, 2023 Q4 2022
Dynamic Advisor Solutions LLC

SELL
 -
-248
- 0.81%
$4.09K - $4.35K
30.5K $555K
Feb 15, 2023 Q4 2022
Harbour Investments, Inc.

Madison, WI
SELL
 -
-350
- 44.7%
$5.78K - $6.14K
433 $7.87K
Jan 23, 2023 Q4 2022
Cambridge Advisors Inc.

SELL
 -
-458
- 3.98%
$7.56K - $8.03K
11.1K $201K
Feb 09, 2023 Q4 2022
Sowell Financial Services LLC

North Little Rock, AR
SELL
 -
-464
- 3.15%
$7.66K - $8.14K
14.3K $259K
Feb 06, 2023 Q4 2022
Synovus Financial Corp

Columbus, GA
SELL
 -
-639
- 2.68%
$10.5K - $11.2K
23.2K $421K
Nov 13, 2023 Q4 2022
Hancock Whitney Corp

SELL
 -
-815
- 4.57%
$13.4K - $14.3K
17K $309K
Jan 10, 2023 Q4 2022
Soa Wealth Advisors, Llc.

SELL
 -
-924
- 5.18%
$15.2K - $16.2K
16.9K $307K
Feb 13, 2023 Q4 2022
Us Bancorp \De\

SELL
 -
-1.09K
- 38.36%
$18K - $19.2K
1.76K $31.9K
Jan 23, 2023 Q4 2022
Jmac Enterprises LLC

SELL
 -
-1.35K
- 2.18%
$22.3K - $23.7K
60.8K $1.11M
Jan 31, 2023 Q4 2022
Fifth Third Securities, Inc.

SELL
 -
-1.67K
- 5.32%
$27.6K - $29.3K
29.8K $541K
Feb 09, 2023 Q4 2022
Scotia Capital Inc.

SELL
 -
-2.1K
- 14.31%
$34.6K - $36.8K
12.6K $228K
Feb 03, 2023 Q4 2022
Ausdal Financial Partners, Inc.

Davenport, IA
SELL
 -
-2.5K
- 10.46%
$41.3K - $43.9K
21.4K $389K
Feb 14, 2023 Q4 2022
Eqis Capital Management, Inc.

San Rafael, CA
SELL
 -
-2.69K
- 7.22%
$44.5K - $47.3K
34.6K $629K
Feb 14, 2023 Q4 2022
Peapack Gladstone Financial Corp

Bedminster, NJ
SELL
 -
-2.99K
- 12.28%
$49.3K - $52.4K
21.4K $388K
Feb 14, 2023 Q4 2022
Lido Advisors, LLC

Los Angeles, CA
SELL
 -
-3.87K
- 2.8%
$63.8K - $67.8K
134K $2.44M
Feb 14, 2023 Q4 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-4K
- 14.9%
$65.9K - $70.1K
22.8K $415K
Feb 07, 2023 Q4 2022
Nwam LLC

Mercer Island, WA
SELL
 -
-4.08K
- 9.94%
$67.3K - $71.5K
37K $672K
Feb 01, 2023 Q4 2022
Financial Advisory Service, Inc.

SELL
 -
-5.31K
- 24.25%
$87.7K - $93.2K
16.6K $302K
Feb 10, 2023 Q4 2022
Csenge Advisory Group

SELL
 -
-5.87K
- 27.89%
$96.8K - $103K
15.2K $276K
Jan 17, 2023 Q4 2022
Colorado Capital Management, Inc.

SELL
 -
-6.17K
- 2.88%
$102K - $108K
208K $3.78M
Feb 14, 2023 Q4 2022
Lazard Asset Management LLC

New York, NY
SELL
 -
-6.84K
- 5.97%
$113K - $120K
108K $1.96M
Jan 31, 2023 Q4 2022
Islay Capital Management, LLC

Lubbock, TX
SELL
 -
-8.28K
- 7.01%
$137K - $145K
110K $2M
Feb 14, 2023 Q4 2022
Morgan Stanley

New York, NY
SELL
 -
-8.74K
- 2.97%
$144K - $153K
286K $5.19M
Feb 13, 2023 Q4 2022
Ameritas Investment Partners, Inc.

Lincoln, NE
SELL
 -
-10.7K
- 63.08%
$177K - $188K
6.27K $114K
Feb 14, 2023 Q4 2022
Vontobel Holding Ltd.

SELL
 -
-12.4K
- 4.88%
$204K - $217K
241K $4.39M
Feb 01, 2023 Q4 2022
Janney Montgomery Scott LLC

SELL
 -
-17.3K
- 51.69%
$285K - $303K
16.1K $294K

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