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Get Institutions for : 
Invesco Fundamental Hi Yld Corp Bond ETF (PHB)  
$17.87 0.05 (0.28%) as of 4:30 Mon 4/29


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 117    5
Total shares held : 
 18,866,682  
% of shares held : 
 42.49%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -13  
Amount of shares held : 
 5,891,253  
% of shares held change : 
   13.27%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $16.99  
Last Quarter's Ending Price : 
 $18.13  
Last Quarter's Average Price : 
 $17.45  
Change from last quarter's     
avg. price to the last closing  : 
0.42 (2.41%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
9
 797,566
 4.23%
 
Increased Positions :
34
 7,472,870
 39.61%
 
Unchanged Positions :
32
 122,865
 0.65%
 
Decreased Positions :
42
-1,988,129
-10.54%
 
Closed Positions :
14
-391,054
-2.07%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Foundations Investment Advisors LLC 112 *New 2023-12-31 305,090 $5,550,000 305,090
   Advisors Preferred LLC *New 2023-12-31 223,562 $4,040,000 223,562
   Vantage Financial Partners Ltd. Inc. 25 *New 2023-12-31 208,743 $3,785,000 208,743
   First International Bank & Trust 13 *New 2024-03-31 190,275 $3,450,000 190,275
   Wagner Wealth Management LLC 64 *New 2024-03-31 31,820 $577,000 31,820
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 3000 *New 2024-03-31 12,487 $226,000 12,487
   PFG Investments LLC 873 *New 2024-03-31 11,682 $212,000 11,682
   Mosley Wealth Management 92 *New 2024-03-31 11,277 $204,000 11,277
   FINANCIAL NETWORK 2547 *New 2023-12-31 10,230 $185,000 10,230
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2862 *New 2023-12-31 202 $4,000 202
   Riggs Asset Managment Co. Inc. 345 *New 2023-12-31 134 $2,000 134
  11 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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