Latest Institutional Purchases of Invesco Fd Tr Ii Fundamental H (PHB)
This list provides information on the latest institutional transactions involving Invesco Fd Tr Ii Fundamental H (PHB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
123K+ 8.52% |
$2.25M - $2.3M
|
1.57M
$29M
|
|
|
Nov 14, 2025
Q3 2025
|
Scotia Capital Inc.
|
BUY
|
- |
113KNew |
$2.07M - $2.12M
|
113K
$2.1M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
76.6K+ 60.74% |
$1.4M - $1.43M
|
203K
$3.76M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
65.6KNew |
$1.2M - $1.23M
|
65.6K
$1.22M
|
|
|
Nov 05, 2025
Q3 2025
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
16.9K+ 32.18% |
$310K - $316K
|
69.4K
$1.29M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.8K+ 1.71% |
$290K - $296K
|
941K
$17.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
13.7K+ 4.47% |
$250K - $256K
|
319K
$5.92M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
13.4K+ 2.11% |
$246K - $251K
|
650K
$12M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.39K+ 4.83% |
$172K - $176K
|
204K
$3.78M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
8.72K+ 24.24% |
$160K - $163K
|
44.7K
$829K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
8.67K+ 6.03% |
$159K - $162K
|
152K
$2.83M
|
|
|
Oct 23, 2025
Q3 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
8.15K+ 3.95% |
$149K - $152K
|
214K
$3.98M
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
7.87KNew |
$144K - $147K
|
7.87K
$146K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.83K+ 4.65% |
$144K - $147K
|
176K
$3.27M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.28K+ 63.0% |
$133K - $136K
|
18.8K
$350K
|
|
|
Oct 14, 2025
Q3 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
6.08K+ 8.68% |
$111K - $114K
|
76.1K
$1.41M
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
5.7K+ 1.62% |
$104K - $107K
|
357K
$6.63M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.6K+ 8.83% |
$103K - $105K
|
69K
$1.28M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5.51K+ 4.72% |
$101K - $103K
|
122K
$2.27M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.7K+ 1.22% |
$86.1K - $88K
|
391K
$7.25M
|
|
|
Nov 12, 2025
Q3 2025
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
3.97K+ 2.4% |
$72.8K - $74.4K
|
169K
$3.14M
|
|
|
Oct 28, 2025
Q3 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
3.49K+ 1.52% |
$64K - $65.4K
|
233K
$4.33M
|
|
|
Oct 24, 2025
Q3 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
3.49K+ 1.52% |
$64K - $65.4K
|
233K
$4.33M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.33K+ 3.87% |
$61K - $62.4K
|
89.4K
$1.66M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.24K+ 9.23% |
$59.3K - $60.6K
|
38.3K
$711K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.16K+ 11.82% |
$57.9K - $59.2K
|
29.9K
$555K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.86K+ 12.33% |
$52.3K - $53.4K
|
26K
$483K
|
|
|
Nov 03, 2025
Q3 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
1.41K+ 3.68% |
$25.8K - $26.4K
|
39.7K
$736K
|
|
|
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
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
1.28K+ 2.8% |
$23.5K - $24K
|
47K
$872K
|
|
|
Nov 12, 2025
Q3 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
1.15K+ 1.06% |
$21.1K - $21.6K
|
110K
$2.05M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1K+ 0.31% |
$18.4K - $18.8K
|
319K
$5.93M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
845+ 1.94% |
$15.5K - $15.8K
|
44.5K
$825K
|
|
|
Nov 13, 2025
Q3 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
642+ 5.92% |
$11.8K - $12K
|
11.5K
$213K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
600+ 3.66% |
$11K - $11.2K
|
17K
$315K
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
490+ 0.63% |
$8.98K - $9.17K
|
77.8K
$1.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
378+ 1.87% |
$6.92K - $7.08K
|
20.6K
$382K
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
350+ 2.52% |
$6.41K - $6.55K
|
14.2K
$264K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
310+ 0.54% |
$5.68K - $5.8K
|
57.5K
$1.07M
|
|
|
Oct 22, 2025
Q3 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
304+ 2.53% |
$5.57K - $5.69K
|
12.3K
$228K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
173New |
$3.17K - $3.24K
|
173
$3.21K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
159New |
$2.91K - $2.98K
|
159
$2.95K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
153+ 0.87% |
$2.8K - $2.86K
|
17.8K
$330K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
120+ 0.22% |
$2.2K - $2.25K
|
54K
$1M
|
|
|
Oct 06, 2025
Q3 2025
|
Moller Financial Services
|
BUY
|
- |
112+ 0.22% |
$2.05K - $2.1K
|
52K
$964K
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
77+ 187.8% |
$1.41K - $1.44K
|
118
$2.19K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
47New |
$861 - $880
|
47
$872
|
|
|
Nov 14, 2025
Q3 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
46New |
$843 - $861
|
46
$853
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
27+ 0.74% |
$495 - $505
|
3.65K
$67.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
16+ 0.1% |
$293 - $300
|
15.9K
$295K
|
|