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 |
|---|---|---|---|---|---|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
450
shares
|
$8,347
0.0% of portfolio
|
Q1 2023
Added 5525.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
433
shares
|
$8,032
0.0% of portfolio
|
Q4 2022
Reduced 44.7%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
368
shares
|
$6,826
0.0% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
349
shares
|
$6,473
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
345
shares
|
$6,399
0.0% of portfolio
|
Q3 2025
Reduced 37.84%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
300
shares
|
$5,565
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
276
shares
|
$5,119
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
240
shares
|
$4,452
0.0% of portfolio
|
Q1 2025
Reduced 37.34%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
173
shares
|
$3,209
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
133
shares
|
$2,467
0.0% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Gsb Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
118
shares
|
$2,188
0.0% of portfolio
|
Q3 2025
Added 187.8%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
90
shares
|
$1,669
0.0% of portfolio
|
Q4 2020
Reduced 43.75%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
77
shares
|
$1,428
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
47
shares
|
$871
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Nov 14, 2025 Q3 2025 |
46
shares
|
$853
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
16
shares
|
$296
0.0% of portfolio
|
Q2 2023
Reduced 95.93%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
14
shares
|
$259
0.0% of portfolio
|
Q1 2022
Reduced 74.07%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
10
shares
|
$185
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
1
shares
|
$18
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|