Institutional Ownership Invesco Bond Fund (VBF)
This table provides information about the institutional ownership of Invesco Bond Fund (VBF). We have compiled data on the 50 institutions that hold shares in the stock, with a total of 2.53 Million shares, which have been reported (via 13F filing form) to have a value of $39 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
20,164
shares
|
$310,525
0.0% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Uncommon Cents Investing LLC
|
Jul 16, 2025 Q2 2025 |
18,910
shares
|
$291,214
0.08% of portfolio
|
Q2 2025
Reduced 5.97%
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Jul 16, 2025 Q1 2025 |
18,177
shares
|
$279,925
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
17,469
shares
|
$269,022
0.0% of portfolio
|
Q4 2024
Reduced 3.47%
|
|
|
Landscape Capital Management, L.L.C.
|
May 14, 2025 Q1 2025 |
16,804
shares
|
$258,781
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
16,233
shares
|
$249,988
0.0% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Riverbridge Partners LLC
|
Jul 15, 2025 Q2 2025 |
11,715
shares
|
$180,411
0.0% of portfolio
|
Q2 2025
Added 2.14%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
11,469
shares
|
$176,622
0.0% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
May 15, 2025 Q1 2025 |
10,300
shares
|
$158,620
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
4,557
shares
|
$70,177
0.0% of portfolio
|
Q1 2025
Reduced 30.21%
|
|
|
Citizens National Bank Trust Department
|
Jul 23, 2025 Q2 2025 |
3,200
shares
|
$49,280
0.01% of portfolio
|
Q1 2024
Reduced 51.52%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
1,700
shares
|
$26,180
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
1,538
shares
|
$23,685
0.0% of portfolio
|
Q2 2024
Reduced 14.27%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
1,468
shares
|
$22,607
0.54% of portfolio
|
Q1 2025
Reduced 97.44%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
1,015
shares
|
$15,631
0.01% of portfolio
|
Q4 2023
Reduced 7.73%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
1,000
shares
|
$15,400
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
900
shares
|
$13,860
0.0% of portfolio
|
Q3 2024
Added 12.5%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
513
shares
|
$7,900
0.0% of portfolio
|
Q4 2024
Reduced 43.81%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
500
shares
|
$7,700
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
413
shares
|
$6,360
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
300
shares
|
$4,620
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
289
shares
|
$4,450
0.0% of portfolio
|
Q3 2024
Added 35.05%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
250
shares
|
$3,850
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
75
shares
|
$1,155
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
1
shares
|
$15
0.0% of portfolio
|
Q1 2022
Reduced 99.8%
|