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 126 institutions that hold shares in the stock, with a total of 14.9 Million shares, which have been reported (via 13F filing form) to have a value of $270 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hallmark Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
42,349
shares
|
$769,481
0.06% of portfolio
|
Q3 2024
Added 13.42%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
42,217
shares
|
$767,082
0.0% of portfolio
|
Q3 2024
Reduced 12.16%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
39,169
shares
|
$711,700
0.26% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
28,115
shares
|
$510,849
0.0% of portfolio
|
Q3 2024
Reduced 9.12%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
28,025
shares
|
$509,214
0.0% of portfolio
|
Q3 2024
Added 29.18%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
27,098
shares
|
$492,370
0.0% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Oct 31, 2024 Q3 2024 |
27,003
shares
|
$490,644
0.15% of portfolio
|
Q3 2024
Reduced 12.4%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
26,270
shares
|
$477,325
0.0% of portfolio
|
Q3 2024
Added 42.28%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
25,783
shares
|
$468,477
0.0% of portfolio
|
Q3 2024
Added 150.73%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
25,706
shares
|
$467,078
0.02% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
25,705
shares
|
$467,059
0.04% of portfolio
|
Q3 2024
Reduced 6.46%
|
|
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
Oct 30, 2023 Q3 2023 |
25,232
shares
|
$458,465
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
|
$448,490
0.0% of portfolio
|
Q3 2024
Added 90.71%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
24,172
shares
|
$439,205
0.01% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
22,200
shares
|
$403,374
0.0% of portfolio
|
Q1 2024
Reduced 2.81%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
21,427
shares
|
$389,328
0.02% of portfolio
|
Q3 2024
Added 8.33%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
21,301
shares
|
$387,039
0.0% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
21,298
shares
|
$386,984
0.01% of portfolio
|
Q3 2024
Reduced 9.92%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
20,500
shares
|
$372,485
0.1% of portfolio
|
Q3 2023
Reduced 2.84%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
19,369
shares
|
$351,934
0.04% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
17,199
shares
|
$312,505
0.01% of portfolio
|
Q2 2020
Reduced 0.73%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
16,162
shares
|
$293,663
0.01% of portfolio
|
Q4 2024
Reduced 20.83%
|
|
|
Capital Planning LLC
|
Jan 14, 2025 Q4 2024 |
16,125
shares
|
$292,991
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
First National Corp
|
Oct 08, 2024 Q3 2024 |
15,159
shares
|
$275,439
0.06% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
15,103
shares
|
$274,421
0.0% of portfolio
|
Q3 2024
Reduced 23.21%
|