Latest Institutional Purchases of Invesco Fd Tr Ii Fundamental H (PHB)

PHB Quotes by TradingView

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
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
 -
10
New
$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
 -
0
New
$0 - $0
0 $0
Q2 2025
Aug 14, 2025 Q2 2025
Old Mission Capital LLC

BUY
 -
15.9K
New
$278K - $294K
15.9K $295K
Jul 21, 2025 Q2 2025
Capital Planning LLC

BUY
 -
12.6K
New
$220K - $233K
12.6K $234K
Aug 12, 2025 Q2 2025
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
637
+ 66.7%
$11.1K - $11.8K
1.59K $29.5K
Aug 12, 2025 Q2 2025
Franklin Resources Inc

San Mateo, CA
BUY
 -
202
New
$3.54K - $3.73K
202 $3.75K
Jul 30, 2025 Q2 2025
Eqis Capital Management, Inc.

San Rafael, CA
BUY
 -
94
+ 0.43%
$1.65K - $1.74K
21.9K $406K
Aug 12, 2025 Q2 2025
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Q1 2025
May 15, 2025 Q1 2025
Gwn Securities Inc.

Palm Beach Gardens, FL
BUY
 -
42K
New
$756K - $768K
42K $778K
May 15, 2025 Q1 2025
Hrt Financial LP

New York, NY
BUY
 -
15.8K
New
$284K - $289K
15.8K $293K
Apr 14, 2025 Q1 2025
Patriot Financial Group Insurance Agency, LLC

BUY
 -
15.4K
New
$278K - $282K
15.4K $286K
Apr 23, 2025 Q1 2025
Aurora Private Wealth, Inc.

BUY
 -
15K
New
$270K - $274K
15K $278K
May 13, 2025 Q1 2025
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
1.17K
New
$21.1K - $21.4K
1.17K $21.7K
Apr 09, 2025 Q1 2025
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
1.11K
+ 110800.0%
$20K - $20.3K
1.11K $20.6K
May 14, 2025 Q1 2025
Cibc Private Wealth Group, LLC

BUY
 -
387
New
$6.97K - $7.09K
387 $7.18K
May 12, 2025 Q1 2025
Bristlecone Advisors, LLC

BUY
 -
300
New
$5.4K - $5.49K
300 $5.57K
May 06, 2025 Q1 2025
Assetmark, Inc

BUY
 -
300
New
$5.4K - $5.49K
300 $5.57K
May 02, 2025 Q1 2025
Decision Point Financial, LLC

Mesa, AZ
BUY
 -
127
New
$2.29K - $2.33K
127 $2.36K
May 14, 2025 Q1 2025
Northwestern Mutual Wealth Management CO

BUY
 -
3
New
$54 - $54.9
3 $55.7
May 14, 2025 Q1 2025
Transamerica Financial Advisors, Inc.

Clearwater, FL
BUY
 -
1
New
$18 - $18.3
1 $18.6
Q4 2024
Feb 07, 2025 Q4 2024
Rialto Wealth Management, LLC

Syracuse, NY
BUY
 -
3.31K
New
$59.6K - $61.3K
3.31K $61.3K
Feb 11, 2025 Q4 2024
Millstone Evans Group, LLC

Boulder, CO
BUY
 -
923
New
$16.7K - $17.1K
923 $17.1K
Feb 12, 2025 Q4 2024
Tucker Asset Management LLC

Littleton, CO
BUY
 -
276
New
$4.98K - $5.12K
276 $5.12K
Jan 23, 2025 Q4 2024
New Wave Wealth Advisors LLC

Springdale, AR
BUY
 -
28
New
$505 - $519
28 $519
Jan 15, 2025 Q4 2024
Hb Wealth Management, LLC

BUY
 -
18
+ 0.14%
$325 - $334
12.8K $237K
Q3 2024
Nov 12, 2024 Q3 2024
Wealthgarden F.S. LLC

El Segundo, CA
BUY
 -
42.8K
New
$767K - $796K
42.8K $793K
Oct 18, 2024 Q3 2024
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
11.7K
+ 90.71%
$210K - $218K
24.7K $458K
Oct 18, 2024 Q3 2024
Raymond James & Associates

St Petersburg, FL
BUY
 -
7.81K
+ 42.28%
$140K - $145K
26.3K $487K
Oct 22, 2024 Q3 2024
Private Advisor Group, LLC

BUY
 -
6.65K
+ 5.74%
$119K - $124K
123K $2.27M
Nov 12, 2024 Q3 2024
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
2.71K
New
$48.5K - $50.4K
2.71K $50.2K
Oct 16, 2024 Q3 2024
Tradewinds Capital Management, LLC

BUY
 -
104
New
$1.86K - $1.94K
104 $1.93K
Nov 07, 2024 Q3 2024
Beacon Capital Management, LLC

BUY
 -
101
New
$1.81K - $1.88K
101 $1.87K
Oct 28, 2024 Q3 2024
Reston Wealth Management LLC

BUY
 -
2
New
$35.9 - $37.2
2 $37.1
Q2 2024
Aug 14, 2024 Q2 2024
Vantage Financial Partners Ltd., Inc.

BUY
 -
16.7K
+ 5.97%
$296K - $303K
296K $5.5M
Aug 06, 2024 Q2 2024
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
568
New
$10.1K - $10.3K
568 $10.5K
Jul 22, 2024 Q2 2024
Mfa Wealth Advisors, LLC

Pittsburgh, PA
BUY
 -
300
New
$5.32K - $5.44K
300 $5.57K
Aug 12, 2024 Q2 2024
Camelot Portfolios, LLC

BUY
 -
158
New
$2.8K - $2.87K
158 $2.93K
Aug 09, 2024 Q2 2024
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
69
New
$1.22K - $1.25K
69 $1.28K
Jul 30, 2024 Q2 2024
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
39
New
$692 - $707
39 $723
Aug 12, 2024 Q2 2024
Plante Moran Financial Advisors, LLC

BUY
 -
0
New
$0 - $0
0 $0
Q1 2024
Apr 29, 2024 Q1 2024
Capital Advisors Inc

BUY
 -
1.92M
New
$34.4M - $34.9M
1.92M $35.6M
May 08, 2024 Q1 2024
Peninsula Wealth, LLC

San Francisco, CA
BUY
 -
230K
New
$4.13M - $4.19M
230K $4.27M
May 14, 2024 Q1 2024
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
28K
+ 273.92%
$503K - $510K
38.3K $710K
Apr 22, 2024 Q1 2024
Pfg Investments, LLC

Woodbury, NY
BUY
 -
11.7K
New
$210K - $213K
11.7K $217K

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