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PHBPHB
7 quarters

Position history for RAYMOND JAMES FINANCIAL INCRAYMOND JAMES FINANCIAL INC's holdings in INVESCO EXCH TRADED FD TR II

RAYMOND JAMES FINANCIAL INC holds 40,875 shares of PHB (INVESCO EXCH TRADED FD TR II), worth $747,604 as of 2026-Q2. The position was increased (+12.9% shares). PHB represents 0.0% of RAYMOND JAMES FINANCIAL INC's portfolio.

Current Value

$747,604

Current Shares

40,875

Total Value Change

-$156,334

Total Shares Change

-9,122

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
40,875
+12.9%
$747,6040.0%$18.28
28
2026-Q1
Decreased
36,189
-58.3%
$649,2360.0%$18.28
0
2025-Q4
Increased
86,710
+25.6%
$1.6M0.0%$18.55
32
2025-Q3
Increased
69,020
+8.8%
$1.3M0.0%$18.23
28
2025-Q2
Increased
63,418
+9.1%
$1.2M0.0%$17.82
28
2025-Q1
Increased
58,157
+16.3%
$1.1M0.0%$17.25
29
2024-Q4
New
49,997
-
$903,9380.0%$17.04
34

Other major holders of PHB: Steward Partners Investment Advisory, LLC, Invesco Ltd.

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