Institutional Ownership Invesco Fd Tr Ii Fundamental H (PHB)
This table provides information about the institutional ownership of Invesco Fd Tr Ii Fundamental H (PHB). We have compiled data on the 123 institutions that hold shares in the stock, with a total of 12.1 Million shares, which have been reported (via 13F filing form) to have a value of $224 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
31,269
shares
|
$580,039
0.0% of portfolio
|
Q3 2025
Reduced 5.74%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
29,901
shares
|
$554,663
0.02% of portfolio
|
Q3 2025
Added 11.82%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
26,270
shares
|
$487,308
0.0% of portfolio
|
Q3 2024
Added 42.28%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
26,015
shares
|
$482,578
0.01% of portfolio
|
Q3 2025
Added 12.33%
|
|
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
Oct 30, 2023 Q3 2023 |
25,232
shares
|
$468,053
0.71% of portfolio
|
Q3 2023
Reduced 0.21%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
24,683
shares
|
$457,869
0.0% of portfolio
|
Q3 2024
Added 90.71%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
23,811
shares
|
$441,694
0.01% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
22,022
shares
|
$408,508
0.0% of portfolio
|
Q3 2025
Reduced 4.01%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
20,595
shares
|
$382,037
0.02% of portfolio
|
Q3 2025
Added 1.87%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
19,639
shares
|
$364,303
0.07% of portfolio
|
Q3 2025
Reduced 4.2%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
18,845
shares
|
$349,574
0.0% of portfolio
|
Q3 2025
Added 63.0%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Nov 12, 2025 Q3 2025 |
18,523
shares
|
$343,601
0.08% of portfolio
|
Q2 2025
Reduced 11.8%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
18,343
shares
|
$340,262
0.0% of portfolio
|
Q3 2025
Reduced 33.3%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
17,773
shares
|
$329,689
0.0% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
17,199
shares
|
$319,041
0.01% of portfolio
|
Q2 2020
Reduced 0.73%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
15,892
shares
|
$294,796
0.0% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
First International Bank & Trust
Watford City, ND |
Oct 07, 2025 Q3 2025 |
15,761
shares
|
$292,366
0.1% of portfolio
|
Q2 2025
Reduced 26.3%
|
|
|
First National Corp
|
Oct 27, 2025 Q3 2025 |
14,945
shares
|
$277,229
0.05% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
14,831
shares
|
$275,115
0.0% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
14,216
shares
|
$263,706
0.03% of portfolio
|
Q3 2025
Added 2.52%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
13,275
shares
|
$246,251
0.0% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Code Waechter LLC
Tampa, FL |
Oct 22, 2025 Q3 2025 |
12,297
shares
|
$228,109
0.15% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
11,582
shares
|
$214,846
0.01% of portfolio
|
Q3 2025
Reduced 11.74%
|
|
|
Banque Cantonale Vaudoise
|
Nov 13, 2025 Q3 2025 |
11,480
shares
|
$212,954
0.01% of portfolio
|
Q3 2025
Added 5.92%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
10,155
shares
|
$188,375
0.11% of portfolio
|
Q4 2024
Reduced 4.61%
|
|