Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2026
Q4 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
22.9K+ 6.42% |
$423K - $428K
|
380K
$7.05M
|
|
|
Jan 22, 2026
Q4 2025
|
Capital Planning LLC
|
BUY
|
- |
11.9KNew |
$220K - $222K
|
11.9K
$221K
|
|
|
Jan 20, 2026
Q4 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
11.9K+ 3.73% |
$220K - $222K
|
331K
$6.14M
|
|
|
Jan 22, 2026
Q4 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
6.33K+ 2.95% |
$117K - $118K
|
221K
$4.09M
|
|
|
Jan 15, 2026
Q4 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
1.6K+ 3.4% |
$29.5K - $29.8K
|
48.6K
$902K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
196+ 0.66% |
$3.61K - $3.66K
|
30.1K
$558K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
162New |
$2.99K - $3.02K
|
162
$3.01K
|
|
|
Jan 20, 2026
Q4 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
29+ 0.79% |
$535 - $541
|
3.68K
$68.3K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
8+ 1.33% |
$148 - $149
|
610
$11.3K
|
|
|
Jan 22, 2026
Q4 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
7+ 0.22% |
$129 - $131
|
3.12K
$57.9K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
6+ 1.63% |
$111 - $112
|
374
$6.94K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6+ 0.71% |
$111 - $112
|
850
$15.8K
|
|
|
Jan 08, 2026
Q4 2025
|
Moller Financial Services
|
SELL
|
- |
-441- 0.85% |
$8.13K - $8.23K
|
51.6K
$956K
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.07K- 4.6% |
$38.2K - $38.6K
|
42.9K
$796K
|
|
|
Jan 21, 2026
Q4 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-212K- 91.08% |
$3.92M - $3.96M
|
20.8K
$386K
|
|
|
Jan 21, 2026
Q4 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-212K- 91.08% |
$3.92M - $3.96M
|
20.8K
$386K
|
|