Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-34- 0.04% |
$613 - $630
|
80.1K
$1.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-39- 0.18% |
$704 - $723
|
21.3K
$387K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-43- 0.09% |
$776 - $797
|
46.7K
$849K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-61- 0.31% |
$1.1K - $1.13K
|
19.3K
$351K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-76- 0.29% |
$1.37K - $1.41K
|
25.7K
$468K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-100- 0.45% |
$1.8K - $1.85K
|
22.1K
$402K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-164- 17.94% |
$2.96K - $3.04K
|
750
$13.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-181- 0.75% |
$3.27K - $3.36K
|
24K
$437K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
SELL
|
- |
-214- 1.41% |
$3.86K - $3.97K
|
14.9K
$272K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-256- 0.41% |
$4.62K - $4.75K
|
62.7K
$1.14M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-321- 0.75% |
$5.79K - $5.95K
|
42.4K
$772K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-399- 0.12% |
$7.2K - $7.4K
|
338K
$6.15M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-428- 10.22% |
$7.72K - $7.94K
|
3.76K
$68.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-491- 4.61% |
$8.86K - $9.1K
|
10.2K
$185K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-582- 2.15% |
$10.5K - $10.8K
|
26.5K
$483K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-622- 60.56% |
$11.2K - $11.5K
|
405
$7.37K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-630- 2.45% |
$11.4K - $11.7K
|
25.1K
$456K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-740- 1.36% |
$13.3K - $13.7K
|
53.8K
$980K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-875- 6.17% |
$15.8K - $16.2K
|
13.3K
$242K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.06K- 1.73% |
$19.1K - $19.7K
|
60.2K
$1.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.11K- 99.91% |
$19.9K - $20.5K
|
1
$18.2
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-1.48K- 3.05% |
$26.6K - $27.4K
|
47K
$855K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.5K- 3.56% |
$27.1K - $27.9K
|
40.7K
$741K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.76K- 5.31% |
$49.7K - $51.1K
|
49.2K
$895K
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-3.44K- 2.8% |
$62.1K - $63.8K
|
119K
$2.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-3.64K- 5.6% |
$65.7K - $67.5K
|
61.4K
$1.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-4.25K- 20.83% |
$76.7K - $78.9K
|
16.2K
$294K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.8K- 1.76% |
$123K - $126K
|
380K
$6.92M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-6.84K- 4.35% |
$123K - $127K
|
150K
$2.74M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-7.43K- 34.9% |
$134K - $138K
|
13.9K
$252K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.59K- 6.34% |
$137K - $141K
|
112K
$2.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.65K- 21.44% |
$174K - $179K
|
35.4K
$644K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-10.1K- 1.81% |
$183K - $188K
|
551K
$10M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-12.6K- 5.53% |
$227K - $233K
|
215K
$3.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-15.5K- 60.12% |
$280K - $287K
|
10.3K
$187K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-34.8K- 78.72% |
$628K - $646K
|
9.41K
$171K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-39K- 76.77% |
$704K - $724K
|
11.8K
$215K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-48.5K- 18.41% |
$874K - $898K
|
215K
$3.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-445K- 66.65% |
$8.02M - $8.25M
|
223K
$4.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-665K- 45.57% |
$12M - $12.3M
|
794K
$14.4M
|