How many shares of PHB does ENVESTNET ASSET MANAGEMENT INC own?

As of 2026-Q2, ENVESTNET ASSET MANAGEMENT INC holds 306,915 shares of PHB (INVESCO EXCH TRADED FD TR II).

What is ENVESTNET ASSET MANAGEMENT INC's PHB position worth?

As of 2026-Q2, ENVESTNET ASSET MANAGEMENT INC's PHB position is worth $5.6M.

Is ENVESTNET ASSET MANAGEMENT INC buying or selling PHB?

In 2026-Q2, ENVESTNET ASSET MANAGEMENT INC increased their PHB position (+4.6% change in shares).

When did ENVESTNET ASSET MANAGEMENT INC first buy PHB?

Based on available 13F filings, ENVESTNET ASSET MANAGEMENT INC first reported a position in PHB in 2018-Q4. They have held the position across 31 quarters.

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ENVESTNET ASSET MANAGEMENT INC

PHB
31 quarters

Position history for ENVESTNET ASSET MANAGEMENT INC's holdings in INVESCO EXCH TRADED FD TR II

Current Value

$5.6M

Current Shares

306,915

Total Value Change

+$3.3M

Total Shares Change

+176,376

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	306,915	+4.6%	$5.6M	0.0%	$18.28	28
2026-Q1	Decreased	293,475	-14.3%	$5.3M	0.0%	$18.28	0
2025-Q4	Increased	342,380	+7.2%	$6.4M	0.0%	$18.55	29
2025-Q3	Increased	319,476	+0.3%	$5.9M	0.0%	$18.23	27
2025-Q2	Decreased	318,474	-2.2%	$5.9M	0.0%	$17.82	0
2025-Q1	Decreased	325,685	-25.1%	$5.9M	0.0%	$17.25	0
2024-Q4	Increased	435,016	+14.1%	$7.9M	0.0%	$17.04	31
2024-Q3	Decreased	381,170	-9.3%	$7.1M	0.0%	$17.19	0
2024-Q2	Decreased	420,322	-2.7%	$7.6M	0.0%	$16.42	0
2024-Q1	Decreased	431,901	-8.6%	$7.8M	0.0%	$16.33	0
2023-Q4	Decreased	472,272	-27.6%	$8.6M	0.0%	$16.13	0
2023-Q3	Increased	652,494	+28.6%	$11.1M	0.0%	$14.97	35
2023-Q2	Increased	507,492	+8.3%	$8.9M	0.0%	$15.04	30
2023-Q1	Decreased	468,691	-38.8%	$8.2M	0.0%	$14.82	0
2022-Q4	Increased	766,345	+55.5%	$13.1M	0.0%	$14.51	40
2022-Q3	Decreased	492,817	-4.7%	$8.1M	0.0%	$13.86	0
2022-Q2	Decreased	517,269	-28.3%	$8.7M	0.0%	$14.01	0
2022-Q1	Decreased	720,925	-48.4%	$13.2M	0.0%	$15.17	0
2021-Q4	Decreased	1.4M	-3.6%	$27.1M	0.0%	$15.88	0
2021-Q3	Decreased	1.4M	-28.8%	$28.2M	0.0%	$15.86	0
2021-Q2	Increased	2M	+7.3%	$39.7M	0.0%	$15.79	31
2021-Q1	Increased	1.9M	+39.9%	$36.7M	0.0%	$15.42	38
2020-Q4	Increased	1.4M	+58.9%	$26.3M	0.0%	$15.41	41
2020-Q3	Increased	852,250	+11.3%	$15.8M	0.0%	$14.56	31
2020-Q2	Decreased	765,469	-8.0%	$13.9M	0.0%	$13.97	0
2020-Q1	Decreased	831,807	-17.9%	$13.8M	0.0%	$12.79	0
2019-Q4	Increased	1M	+1.7%	$19.5M	0.0%	$14.65	29
2019-Q3	Increased	996,201	+8.3%	$19M	0.0%	$14.33	31
2019-Q2	Decreased	919,405	-13.2%	$17.4M	0.0%	$14.14	0
2019-Q1	Increased	1.1M	+711.8%	$19.8M	0.0%	$13.77	46
2018-Q4	New	130,539	-	$2.3M	0.0%	$12.89	36

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

PHB31 quarters

PHB
31 quarters