Latest Institutional Transactions on Invesco Fd Tr Ii Fundamental H (PHB)
This table provides information on the latest institutional transactions involving Invesco Fd Tr Ii Fundamental H (PHB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-210- 37.84% |
$3.85K - $3.93K
|
345
$6.4K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
310+ 0.54% |
$5.68K - $5.8K
|
57.5K
$1.07M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
SELL
|
- |
-491- 0.87% |
$9K - $9.19K
|
56K
$1.04M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
173New |
$3.17K - $3.24K
|
173
$3.21K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-620- 13.61% |
$11.4K - $11.6K
|
3.94K
$73K
|
|
|
Oct 28, 2025
Q3 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
3.49K+ 1.52% |
$64K - $65.4K
|
233K
$4.33M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
8.72K+ 24.24% |
$160K - $163K
|
44.7K
$829K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
13.4K+ 2.11% |
$246K - $251K
|
650K
$12M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.86K+ 12.33% |
$52.3K - $53.4K
|
26K
$483K
|
|
|
Oct 24, 2025
Q3 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
3.49K+ 1.52% |
$64K - $65.4K
|
233K
$4.33M
|
|
|
Oct 23, 2025
Q3 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
8.15K+ 3.95% |
$149K - $152K
|
214K
$3.98M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5.51K+ 4.72% |
$101K - $103K
|
122K
$2.27M
|
|
|
Oct 22, 2025
Q3 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
304+ 2.53% |
$5.57K - $5.69K
|
12.3K
$228K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.24K+ 9.23% |
$59.3K - $60.6K
|
38.3K
$711K
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-2.37K- 5.88% |
$43.5K - $44.4K
|
38K
$705K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
27+ 0.74% |
$495 - $505
|
3.65K
$67.7K
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
77+ 187.8% |
$1.41K - $1.44K
|
118
$2.19K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
8.67K+ 6.03% |
$159K - $162K
|
152K
$2.83M
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-72- 2.26% |
$1.32K - $1.35K
|
3.11K
$57.7K
|
|
|
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
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
5.7K+ 1.62% |
$104K - $107K
|
357K
$6.63M
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-65- 8.74% |
$1.19K - $1.22K
|
679
$12.6K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-3KClosed |
$55K - $56.2K
|
0
$0
|
|
|
Oct 15, 2025
Q3 2025
|
Friedenthal Financial
|
SELL
|
- |
-297- 2.94% |
$5.44K - $5.56K
|
9.82K
$182K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.38K+ 0.83% |
$25.3K - $25.8K
|
168K
$3.11M
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
13.7K+ 4.47% |
$250K - $256K
|
319K
$5.92M
|
|
|
Oct 14, 2025
Q3 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
6.08K+ 8.68% |
$111K - $114K
|
76.1K
$1.41M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12+ 1.44% |
$220 - $225
|
844
$15.7K
|
|
|
Oct 14, 2025
Q3 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
1.28K+ 2.8% |
$23.5K - $24K
|
47K
$872K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
8+ 1.35% |
$147 - $150
|
602
$11.2K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.16K+ 11.82% |
$57.9K - $59.2K
|
29.9K
$555K
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
76.6K+ 60.74% |
$1.4M - $1.43M
|
203K
$3.76M
|
|
|
Oct 06, 2025
Q3 2025
|
Moller Financial Services
|
BUY
|
- |
112+ 0.22% |
$2.05K - $2.1K
|
52K
$964K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.37K- 11.63% |
$112K - $118K
|
48.4K
$898K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-800- 19.42% |
$14K - $14.8K
|
3.32K
$61.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
15.9KNew |
$278K - $294K
|
15.9K
$295K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
392+ 1.67% |
$6.86K - $7.24K
|
23.8K
$442K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-43.6K- 45.81% |
$764K - $806K
|
51.6K
$958K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-52.5K- 69.4% |
$918K - $968K
|
23.1K
$429K
|
|
|
Aug 13, 2025
Q2 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-2.48K- 11.8% |
$43.4K - $45.8K
|
18.5K
$344K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
202New |
$3.54K - $3.73K
|
202
$3.75K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
637+ 66.7% |
$11.1K - $11.8K
|
1.59K
$29.5K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
94+ 0.43% |
$1.65K - $1.74K
|
21.9K
$406K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.8K- 56.17% |
$49K - $51.7K
|
2.19K
$40.5K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-2.8K- 73.69% |
$49.1K - $51.7K
|
1K
$18.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Capital Planning LLC
|
BUY
|
- |
12.6KNew |
$220K - $233K
|
12.6K
$234K
|
|
|
Jul 08, 2025
Q2 2025
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-5.62K- 26.3% |
$98.4K - $104K
|
15.8K
$292K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
42KNew |
$756K - $768K
|
42K
$778K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
15.8KNew |
$284K - $289K
|
15.8K
$293K
|
|