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 |
|---|---|---|---|---|---|
|
Friedenthal Financial
|
Oct 15, 2025 Q3 2025 |
9,821
shares
|
$182,179
0.11% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
Strategic Advocates LLC
Logan, UT |
Nov 26, 2025 Q3 2025 |
7,874
shares
|
$146,062
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
7,800
shares
|
$144,690
0.0% of portfolio
|
Q4 2023
Reduced 98.49%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
4,117
shares
|
$76,370
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
3,990
shares
|
$74,014
0.01% of portfolio
|
Q3 2025
Reduced 42.98%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
3,937
shares
|
$73,031
0.01% of portfolio
|
Q3 2025
Reduced 13.61%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
3,652
shares
|
$67,744
0.01% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
3,320
shares
|
$61,586
0.0% of portfolio
|
Q2 2025
Reduced 19.42%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
3,305
shares
|
$61,307
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
3,113
shares
|
$57,746
0.02% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
2,406
shares
|
$44,631
0.01% of portfolio
|
Q1 2025
Reduced 99.56%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
2,185
shares
|
$40,531
0.0% of portfolio
|
Q2 2025
Reduced 56.17%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
1,674
shares
|
$31,052
0.0% of portfolio
|
Q1 2024
Reduced 37.63%
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
1,580
shares
|
$29,309
0.0% of portfolio
|
Q3 2025
Reduced 54.96%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
1,574
shares
|
$29,197
0.0% of portfolio
|
Q4 2023
Reduced 37.19%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
1,109
shares
|
$20,571
0.0% of portfolio
|
Q1 2025
Added 110800.0%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
1,001
shares
|
$18,568
0.0% of portfolio
|
Q2 2025
Reduced 73.69%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
998
shares
|
$18,512
0.0% of portfolio
|
Q3 2025
Reduced 4.86%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
923
shares
|
$17,121
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
844
shares
|
$15,656
0.0% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
750
shares
|
$13,912
0.0% of portfolio
|
Q4 2024
Reduced 17.94%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
712
shares
|
$13,207
0.0% of portfolio
|
Q1 2024
Reduced 3.26%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
679
shares
|
$12,595
0.0% of portfolio
|
Q3 2025
Reduced 8.74%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
602
shares
|
$11,167
0.0% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
571
shares
|
$10,592
0.0% of portfolio
|
Q3 2025
Added 1.42%
|
|