PHB

Invesco Fundamental High Yie

Latest period2024 - Q4Total superinvestors13

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 13 superinvestors own shares of Invesco Fundamental High Yie (PHB), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Invesco Fundamental High Yie (PHB), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Invesco Fundamental High Yie (PHB) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Invesco Fundamental High Yie (PHB) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Andy Gilson@Colorado Capital Management, Inc.
Recent Activity
Increased 4.82%
1.8%
$3.701M
204,696 shares@ 18.09 avg price
D. Patrick Franklin@First International Bank & Trust
Recent Activity
Increased 3.13%
1.14%
$3.493M
193,209 shares@ 18.09 avg price
Bryan Reinhard@Omega Financial Group, Llc
Recent Activity
Decreased -2.8%
0.82%
$2.158M
119,358 shares@ 18.08 avg price
Steven Nelson@Prairiewood Capital, Llc
Recent Activity
Increased 11.62%
0.44%
$1.024M
56,620 shares@ 18.08 avg price
Sherod Bigelow@Seros Financial, Llc
Recent Activity
New Position
0.9%
$989,662
55,073 shares@ 17.98 avg price
Faith Charles@Moller Wealth Partners
Recent Activity
Increased 37.24%
0.26%
$961,357
53,172 shares@ 18.09 avg price
Justin Halverson@Great Waters Wealth Management
Recent Activity
Decreased -3.04%
0.11%
$849,219
46,970 shares@ 18.09 avg price
Jeffrey A. Smith@Atomi Financial Group, Inc.
Recent Activity
Decreased -20.83%
0.02%
$292,209
16,162 shares@ 18.09 avg price
Michael D. Miller@Capital Planning Llc
Recent Activity
New Position
0.08%
$291,540
16,125 shares@ 18.08 avg price
W. Travis McKinney@Hb Wealth Management, Llc
Recent Activity
Increased 0.15%
0.01%
$230,599
12,754 shares@ 18.09 avg price