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Showing 8 of 31 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in INVESCO EXCH TRADED FD TR II

LPL Financial LLC holds 649,142 shares of PHB (INVESCO EXCH TRADED FD TR II), worth $11.9M as of 2026-Q2. The position was decreased (-23.8% shares). PHB represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$11.9M

Current Shares

649,142

Total Value Change

-$2.1M

Total Shares Change

-102,015

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
649,142
-23.8%
$11.9M0.0%$18.28
0
2026-Q1
Decreased
852,078
-14.1%
$15.3M0.0%$18.28
0
2025-Q4
Increased
991,421
+5.4%
$18.4M0.0%$18.55
30
2025-Q3
Increased
940,570
+1.7%
$17.5M0.0%$18.23
29
2025-Q2
Increased
924,756
+9.4%
$17.1M0.0%$17.82
31
2025-Q1
Increased
845,119
+7.5%
$15.3M0.0%$17.25
30
2024-Q4
Increased
786,369
+4.7%
$14.2M0.0%$17.04
29
2024-Q3
Decreased
751,157
-5.6%
$13.9M0.0%$17.19
0

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

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