Purchases and Sales Made in Q2 2025 in Invesco Fd Tr Ii Fundamental H (PHB)

PHB Quotes by TradingView

This table provides information about the institutional ownership of Invesco Fd Tr Ii Fundamental H (PHB) during Q2 2025. The information is specifically focused on institutions that hold shares of INVESCO FD TR II FUNDAMENTAL H.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Aug 14, 2025 Q2 2025
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
415K
+ 188.12%
$7.27M - $7.67M
636K $11.8M
Aug 15, 2025 Q2 2025
Asset Allocation Strategies LLC

Farmington, MI
BUY
 -
126K
New
$2.21M - $2.33M
126K $2.34M
Aug 14, 2025 Q2 2025
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
82.9K
+ 107.08%
$1.45M - $1.53M
160K $2.97M
Aug 12, 2025 Q2 2025
Lpl Financial LLC

Fort Mill, SC
BUY
 -
79.6K
+ 9.42%
$1.39M - $1.47M
925K $17.2M
Aug 14, 2025 Q2 2025
Wells Fargo & Company

San Francisco, CA
BUY
 -
49.4K
+ 3.55%
$865K - $912K
1.44M $26.8M
Aug 14, 2025 Q2 2025
Jane Street Group, LLC

New York, NY
BUY
 -
42K
+ 32.38%
$735K - $776K
172K $3.19M
Aug 08, 2025 Q2 2025
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
24.6K
+ 14.46%
$430K - $454K
195K $3.61M
Aug 13, 2025 Q2 2025
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
20K
+ 34.94%
$350K - $369K
77.3K $1.43M
Sep 04, 2025 Q2 2025
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
18.2K
+ 41.75%
$318K - $335K
61.7K $1.14M
Aug 11, 2025 Q2 2025
High Tower Advisors, LLC

Chicago, IL
BUY
 -
16.4K
+ 43.68%
$287K - $302K
53.9K $999K
Jul 21, 2025 Q2 2025
Capital Planning LLC

BUY
 -
12.6K
New
$220K - $233K
12.6K $234K
Jul 22, 2025 Q2 2025
Tcfg Wealth Management, LLC

Laguna Niguel, CA
BUY
 -
11.9K
New
$208K - $220K
11.9K $221K
Jul 16, 2025 Q2 2025
Prairiewood Capital, LLC

BUY
 -
8.71K
+ 14.21%
$152K - $161K
70K $1.3M
Jul 21, 2025 Q2 2025
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
7K
New
$122K - $129K
7K $130K
Aug 14, 2025 Q2 2025
Benjamin Edwards Inc

Clayton, MO
BUY
 -
6.25K
+ 5.66%
$109K - $115K
117K $2.16M
Aug 14, 2025 Q2 2025
Raymond James Financial Inc

St. Petersburg, FL
BUY
 -
5.26K
+ 9.05%
$92.1K - $97.1K
63.4K $1.18M
Jul 11, 2025 Q2 2025
Colorado Capital Management, Inc.

BUY
 -
3.93K
+ 1.94%
$68.8K - $72.5K
206K $3.83M
Aug 05, 2025 Q2 2025
Simplex Trading, LLC

BUY
 -
3.51K
New
$61.4K - $64.8K
3.51K $65.1K
Aug 08, 2025 Q2 2025
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
3.45K
+ 6.42%
$60.4K - $63.7K
57.2K $1.06M
Aug 13, 2025 Q2 2025
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
3.34K
+ 4.03%
$58.4K - $61.6K
86.1K $1.6M
Aug 05, 2025 Q2 2025
Csenge Advisory Group

BUY
 -
2.32K
+ 6.91%
$40.7K - $42.9K
36K $667K
Aug 14, 2025 Q2 2025
Wiley Bros. Aintree Capital, LLC

BUY
 -
916
+ 5.48%
$16K - $16.9K
17.6K $327K
Jul 21, 2025 Q2 2025
Seros Financial, LLC

Tempe, AZ
BUY
 -
866
+ 1.68%
$15.2K - $16K
52.5K $974K
Aug 12, 2025 Q2 2025
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
637
+ 66.7%
$11.1K - $11.8K
1.59K $29.5K
Aug 06, 2025 Q2 2025
Ae Wealth Management LLC

BUY
 -
555
New
$9.71K - $10.2K
555 $10.3K
Jul 31, 2025 Q2 2025
Cambridge Investment Research Advisors, Inc.

BUY
 -
395
+ 1.75%
$6.91K - $7.29K
22.9K $426K
Aug 14, 2025 Q2 2025
Synovus Financial Corp

Columbus, GA
BUY
 -
392
+ 1.67%
$6.86K - $7.24K
23.8K $442K
Aug 14, 2025 Q2 2025
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
276
+ 1.38%
$4.83K - $5.09K
20.2K $375K
Jul 09, 2025 Q2 2025
Dynamic Advisor Solutions LLC

BUY
 -
203
+ 0.76%
$3.55K - $3.75K
26.7K $496K
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 14, 2025 Q2 2025
Financial Advisory Service, Inc.

BUY
 -
59
+ 1.31%
$1.03K - $1.09K
4.56K $84.5K
Jul 22, 2025 Q2 2025
Mbl Wealth, LLC

Charlotte, NC
BUY
 -
41
+ 0.01%
$718 - $757
352K $6.52M
Jul 18, 2025 Q2 2025
Soa Wealth Advisors, Llc.

BUY
 -
26
+ 0.72%
$455 - $480
3.63K $67.2K
Jul 10, 2025 Q2 2025
Moller Financial Services

BUY
 -
19
+ 0.04%
$333 - $351
51.9K $962K
Aug 06, 2025 Q2 2025
Golden State Wealth Management, LLC

Santa Ana, CA
BUY
 -
14
+ 1.35%
$245 - $258
1.05K $19.5K
Jul 22, 2025 Q2 2025
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
12
+ 0.03%
$210 - $222
46.4K $860K
Jul 11, 2025 Q2 2025
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
11
+ 1.34%
$193 - $203
832 $15.4K
Jul 14, 2025 Q2 2025
Advisor Net Financial, Inc

BUY
 -
8
+ 1.37%
$140 - $148
594 $11K
Jul 21, 2025 Q2 2025
Dhjj Financial Advisors, Ltd.

BUY
 -
7
+ 0.22%
$123 - $129
3.19K $59.1K
Aug 08, 2025 Q2 2025
Capital Investment Advisory Services, LLC

BUY
 -
4
+ 1.11%
$70 - $73.8
363 $6.73K
Jul 24, 2025 Q2 2025
Ifp Advisors, Inc

BUY
 -
1
+ 0.76%
$17.5 - $18.5
132 $2.45K
Aug 12, 2025 Q2 2025
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Aug 11, 2025 Q2 2025
Principal Securities, Inc.

Des Moines, IA
SELL
 -
-14
- 2.43%
$245 - $258
563 $10.4K
Jul 14, 2025 Q2 2025
Gsb Wealth Management, LLC

SELL
 -
-34
- 45.33%
$595 - $628
41 $761
Aug 08, 2025 Q2 2025
Kingsview Wealth Management, LLC

Grants Pass, OR
SELL
 -
-87
- 0.64%
$1.52K - $1.61K
13.4K $249K
Jul 23, 2025 Q2 2025
Friedenthal Financial

SELL
 -
-103
- 1.01%
$1.8K - $1.9K
10.1K $188K
Jul 25, 2025 Q2 2025
Cwm, LLC

SELL
 -
-135
- 4.31%
$2.36K - $2.49K
3K $55.7K
Aug 13, 2025 Q2 2025
Invesco Ltd.

Atlanta, GA
SELL
 -
-413
- 0.05%
$7.23K - $7.62K
787K $14.6M

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