News + Filings Key Docs Ownership
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INVESCO EXCHANGE TRADED FD T (PDP)
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Portfolio as of: |
| Name | Shares | Change | Value | % Port | % OS | Hist | Date |
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MORGAN STANLEY
| 884,292 | -53,785 | 71,654,210,000 | 0.01 | |
Hist
| 06/30/2023 |
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WELLS FARGO & COMPANY/MN
| 625,979 | -25,025 | 50,723,058,000 | 0.01 | |
Hist
| 06/30/2023 |
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RAYMOND JAMES & ASSOCIATES
| 612,231 | -16,116 | 43,498,991,000 | 0.04 | |
Hist
| 12/31/2022 |
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BANK OF AMERICA CORP /DE/
| 363,337 | -7,014 | 29,441,212,000 | 0.00 | |
Hist
| 06/30/2023 |
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Prospera Financial Services Inc
| 351,788 | 136,102 | 28,505,042,000 | 1.09 | |
Hist
| 06/30/2023 |
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ROYAL BANK OF CANADA
| 246,009 | -98,132 | 19,935,000,000 | 0.01 | |
Hist
| 06/30/2023 |
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UBS Group AG
| 231,003 | -31,376 | 18,718,173,000 | 0.01 | |
Hist
| 06/30/2023 |
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LPL Financial LLC
| 209,757 | -321 | 15,935,231,000 | 0.01 | |
Hist
| 03/31/2023 |
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Savant Capital, LLC
| 190,007 | -14,655 | 15,396,268,000 | 0.24 | |
Hist
| 06/30/2023 |
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Gateway Advisory, LLC
| 183,395 | 1,529 | 14,860,486,000 | 3.15 | |
Hist
| 06/30/2023 |
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Cyndeo Wealth Partners, LLC
| 188,871 | -2,571 | 14,541,185,000 | 1.52 | |
Hist
| 09/30/2023 |
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AMERIPRISE FINANCIAL INC
| 161,759 | 2,816 | 13,107,300,000 | 0.00 | |
Hist
| 06/30/2023 |
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ADVISOR GROUP HOLDINGS, INC.
| 136,476 | -29,760 | 11,058,584,000 | | |
Hist
| 06/30/2023 |
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Strid Group, LLC
| 123,640 | -11,042 | 9,519,033,000 | 1.99 | |
Hist
| 09/30/2023 |
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Rockefeller Capital Management L.P.
| 116,393 | -2,660 | 9,431,368,000 | 0.04 | |
Hist
| 06/30/2023 |
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ENVESTNET ASSET MANAGEMENT INC
| 104,740 | 11,910 | 8,487,088,000 | 0.00 | |
Hist
| 06/30/2023 |
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Raymond James Financial Services Advisors, Inc.
| 116,948 | -132,901 | 8,309,197,000 | 0.02 | |
Hist
| 12/31/2022 |
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NewEdge Advisors, LLC
| 81,865 | 35,998 | 6,633,473,000 | 0.07 | |
Hist
| 06/30/2023 |
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JPMORGAN CHASE & CO
| 79,525 | -318 | 6,443,911,000 | 0.00 | |
Hist
| 06/30/2023 |
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STIFEL FINANCIAL CORP
| 76,208 | 1,258 | 6,175,417,000 | 0.01 | |
Hist
| 06/30/2023 |
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Institute for Wealth Management, LLC.
| 53,209 | -738 | 3,780,479,000 | 0.79 | |
Hist
| 12/31/2022 |
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OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
| 47,662 | -235 | 3,386,360,000 | 0.27 | |
Hist
| 12/31/2022 |
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TRUIST FINANCIAL CORP
| 46,812 | -18,532 | 3,326,003,000 | 0.01 | |
Hist
| 12/31/2022 |
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EP Wealth Advisors, LLC
| 12,200 | -27,581 | 3,106,472,000 | 0.04 | |
Hist
| 06/30/2023 |
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B. Riley Wealth Advisors, Inc.
| 32,043 | -3,871 | 2,596,412,000 | 0.06 | |
Hist
| 06/30/2023 |
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MTM Investment Management, LLC
| 32,966 | -1,874 | 2,504,427,000 | 1.29 | |
Hist
| 03/31/2023 |
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Milestone Advisory Partners
| 29,563 | -35,543 | 2,395,490,000 | 2.17 | |
Hist
| 06/30/2023 |
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BLAIR WILLIAM & CO/IL
| 29,400 | 0 | 2,382,282,000 | 0.01 | |
Hist
| 06/30/2023 |
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G&S Capital LLC
| 32,314 | 8,952 | 2,295,915,000 | 1.02 | |
Hist
| 12/31/2022 |
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Sovereign Financial Group, Inc.
| 28,112 | -47 | 2,135,707,000 | 0.79 | |
Hist
| 03/31/2023 |
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MorganRosel Wealth Management, LLC
| 25,421 | -531 | 2,059,864,000 | 0.84 | |
Hist
| 06/30/2023 |
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Snowden Capital Advisors LLC
| 21,603 | 619 | 1,750,499,000 | 0.06 | |
Hist
| 06/30/2023 |
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Capital Investment Advisory Services, LLC
| 19,734 | 158 | 1,599,046,000 | 0.16 | |
Hist
| 06/30/2023 |
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PFG Investments, LLC
| 19,534 | 12,128 | 1,582,834,000 | 0.28 | |
Hist
| 06/30/2023 |
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Forefront Analytics, LLC
| 19,375 | 19,375 | 1,569,947,000 | 0.90 | |
Hist
| 06/30/2023 |
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