Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12+ 1.44% |
$220 - $225
|
844
$15.7K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
10New |
$183 - $187
|
10
$186
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8+ 1.42% |
$147 - $150
|
571
$10.6K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
8+ 1.35% |
$147 - $150
|
602
$11.2K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5+ 1.38% |
$91.6 - $93.6
|
368
$6.83K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.76% |
$18.3 - $18.7
|
133
$2.47K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-51- 4.86% |
$934 - $955
|
998
$18.5K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-65- 8.74% |
$1.19K - $1.22K
|
679
$12.6K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-72- 2.26% |
$1.32K - $1.35K
|
3.11K
$57.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-161- 1.2% |
$2.95K - $3.01K
|
13.3K
$246K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-210- 37.84% |
$3.85K - $3.93K
|
345
$6.4K
|
|
|
Oct 15, 2025
Q3 2025
|
Friedenthal Financial
|
SELL
|
- |
-297- 2.94% |
$5.44K - $5.56K
|
9.82K
$182K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
SELL
|
- |
-491- 0.87% |
$9K - $9.19K
|
56K
$1.04M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-620- 13.61% |
$11.4K - $11.6K
|
3.94K
$73K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-861- 4.2% |
$15.8K - $16.1K
|
19.6K
$364K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-921- 4.01% |
$16.9K - $17.2K
|
22K
$409K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-962- 0.34% |
$17.6K - $18K
|
281K
$5.21M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.4K- 3.01% |
$25.6K - $26.1K
|
45K
$834K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.54K- 11.74% |
$28.2K - $28.8K
|
11.6K
$215K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.89K- 3.9% |
$34.6K - $35.3K
|
46.5K
$863K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.91K- 5.74% |
$34.9K - $35.7K
|
31.3K
$580K
|
|
|
Nov 12, 2025
Q3 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-1.93K- 54.96% |
$35.3K - $36.1K
|
1.58K
$29.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.1K- 3.4% |
$38.4K - $39.2K
|
59.6K
$1.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-2.37K- 5.88% |
$43.5K - $44.4K
|
38K
$705K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-3KClosed |
$55K - $56.2K
|
0
$0
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.01K- 42.98% |
$55.1K - $56.3K
|
3.99K
$74K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-9.16K- 33.3% |
$168K - $171K
|
18.3K
$340K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-48.6K- 15.5% |
$890K - $910K
|
265K
$4.92M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-50.9K- 29.64% |
$933K - $953K
|
121K
$2.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-51.9K- 32.37% |
$950K - $971K
|
108K
$2.01M
|
|
|
Nov 10, 2025
Q3 2025
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-64.2K- 35.95% |
$1.18M - $1.2M
|
114K
$2.12M
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-152K- 19.27% |
$2.78M - $2.84M
|
635K
$11.8M
|
|
|
Nov 21, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-208K- 94.36% |
$3.82M - $3.9M
|
12.4K
$231K
|
|