News + Filings Key Docs Ownership
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INVESCO EXCH TRADED FD TR II (XMLV)
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Portfolio as of: |
Name | Shares | Change | Value | % Port | % OS | Hist | Date |
LPL Financial LLC
| 698,540 | -48,714 | 36,603,487,000 | 0.03 | |
Hist
| 03/31/2023 |
MORGAN STANLEY
| 679,159 | -67,928 | 35,146,489,000 | 0.00 | |
Hist
| 06/30/2023 |
ENVESTNET ASSET MANAGEMENT INC
| 544,491 | 52,852 | 28,177,413,000 | 0.01 | |
Hist
| 06/30/2023 |
UBS Group AG
| 509,584 | -13,979 | 26,370,972,000 | 0.01 | |
Hist
| 06/30/2023 |
Brookstone Capital Management
| 486,694 | 9,237 | 24,952,789,000 | 0.50 | |
Hist
| 06/30/2023 |
Capital Planning Advisors, LLC
| 420,975 | -48,624 | 22,517,938,000 | 5.35 | |
Hist
| 12/31/2022 |
PNC FINANCIAL SERVICES GROUP, INC.
| 428,737 | 74,868 | 22,187,132,000 | 0.02 | |
Hist
| 06/30/2023 |
AMERIPRISE FINANCIAL INC
| 351,475 | -25,729 | 18,218,852,000 | 0.01 | |
Hist
| 06/30/2023 |
HUNTINGTON NATIONAL BANK
| 278,151 | 34,830 | 14,394,314,000 | 0.13 | |
Hist
| 06/30/2023 |
WELLS FARGO & COMPANY/MN
| 239,746 | -127,514 | 12,406,880,000 | 0.00 | |
Hist
| 06/30/2023 |
BANK OF AMERICA CORP /DE/
| 204,732 | -33,164 | 10,594,868,000 | 0.00 | |
Hist
| 06/30/2023 |
JFS WEALTH ADVISORS, LLC
| 200,411 | -20,544 | 10,371,283,000 | 0.93 | |
Hist
| 06/30/2023 |
ADVISOR GROUP HOLDINGS, INC.
| 191,067 | -63,313 | 9,888,220,000 | | |
Hist
| 06/30/2023 |
MONEY CONCEPTS CAPITAL CORP
| 190,429 | 141,565 | 9,661,452,000 | 0.54 | |
Hist
| 03/31/2023 |
STIFEL FINANCIAL CORP
| 130,962 | 91 | 6,777,449,000 | 0.01 | |
Hist
| 06/30/2023 |
Baird Financial Group, Inc.
| 113,710 | 3,223 | 5,884,493,000 | 0.02 | |
Hist
| 06/30/2023 |
Cornerstone Wealth Management, LLC
| 105,812 | 4,190 | 5,475,831,000 | 0.49 | |
Hist
| 06/30/2023 |
Equitable Holdings, Inc.
| 104,551 | -1,856 | 5,410,514,000 | 0.08 | |
Hist
| 06/30/2023 |
American Portfolios Advisors
| 107,742 | 107,742 | 5,175,932,000 | 0.22 | |
Hist
| 09/30/2022 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
| 93,835 | -9,553 | 4,855,985,000 | 0.01 | |
Hist
| 06/30/2023 |
Mariner, LLC
| 78,525 | -2,454 | 4,063,204,000 | 0.01 | |
Hist
| 06/30/2023 |
Raymond James Financial Services Advisors, Inc.
| 75,099 | -12,641 | 4,018,348,000 | 0.01 | |
Hist
| 12/31/2022 |
RAYMOND JAMES & ASSOCIATES
| 67,208 | -1,375 | 3,595,009,000 | 0.00 | |
Hist
| 12/31/2022 |
FineMark National Bank & Trust
| 65,407 | -561 | 3,427,326,000 | 0.15 | |
Hist
| 03/31/2023 |
JANE STREET GROUP, LLC
| 60,761 | 52,255 | 3,144,382,000 | 0.00 | |
Hist
| 06/30/2023 |
Laidlaw Wealth Management LLC
| 54,615 | -607 | 2,861,800,000 | 0.58 | |
Hist
| 03/31/2023 |
ROYAL BANK OF CANADA
| 48,802 | -5,179 | 2,526,000,000 | 0.00 | |
Hist
| 06/30/2023 |
G&S Capital LLC
| 45,442 | 13,640 | 2,430,715,000 | 1.08 | |
Hist
| 12/31/2022 |
LIBERTY ONE INVESTMENT MANAGEMENT, LLC
| 45,460 | 456 | 2,352,551,000 | 0.31 | |
Hist
| 06/30/2023 |
TRUIST FINANCIAL CORP
| 43,820 | 1,539 | 2,343,916,000 | 0.00 | |
Hist
| 12/31/2022 |
BlueCrest Capital Management Ltd
| 44,568 | 44,568 | 2,306,394,000 | 0.08 | |
Hist
| 06/30/2023 |
HARBOUR INVESTMENTS, INC.
| 40,250 | 1,646 | 2,152,953,000 | 0.13 | |
Hist
| 12/31/2022 |
Cetera Advisor Networks LLC
| 40,072 | 630 | 2,099,784,000 | 0.02 | |
Hist
| 03/31/2023 |
Visionary Wealth Advisors
| 40,206 | -1,556 | 2,080,661,000 | 0.17 | |
Hist
| 06/30/2023 |
ProVise Management Group, LLC
| 34,321 | 8,325 | 1,776,112,000 | | |
Hist
| 06/30/2023 |
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