Who owns Invesco Dynamic Large etf - e?
- Ticker: PWB
- CUSIP Number: 46137v746
Tip: Access positions for across all investors
Analyze quarterly positions in Invesco Dynamic Large etf - e with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Invesco Dynamic Large etf - e stock
Who bought or sold Invesco Dynamic Large etf - e this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Raymond James & Associates | 401k | $36M | 15% | Mar 2024 |
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| Bank of America Corporation | 379k | $30M | 1% | Dec 2023 |
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| UBS Group | 232k | $18M | -1% | Dec 2023 |
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| Mercer Global Advisors | 218k | $218k | 7152% | Dec 2023 |
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| Wharton Business Group | 171k | $13M | 0% | Dec 2023 |
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| Cambridge Investment Research Advisors | 161k | $13M | -6% | Dec 2023 |
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| Wells Fargo & Company | 119k | $9.2M | -8% | Dec 2023 |
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| Commonwealth Equity Services | 117k | $9.1M | -20% | Dec 2023 |
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| Royal Bank of Canada | 114k | $8.8M | 1% | Dec 2023 |
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| United Capital Financial Advisers | 113k | $8.8M | -70% | Dec 2023 |
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| Baird Financial | 111k | $8.6M | 0% | Dec 2023 |
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| Private Advisor | 108k | $8.4M | 0% | Dec 2023 |
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| Goldman Sachs Group | 90k | $7.0M | 0% | Dec 2023 |
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| Captrust Financial Advisors | 86k | $6.7M | -4% | Dec 2023 |
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| Kestra Advisory Services | 78k | $6.1M | 17% | Dec 2023 |
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| CWM | 75k | $6.7M | -1% | Mar 2024 |
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| Cornerstone Wealth Management | 58k | $5.2M | 2% | Mar 2024 |
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| Raymond James Financial Services Advisors | 54k | $4.8M | -1% | Mar 2024 |
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| Dynamic Advisors Solutions | 54k | $4.8M | 0% | Mar 2024 |
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| Branch Banking & Trust Company | 51k | $4.0M | -7% | Dec 2023 |
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| Meridian Wealth Management | 49k | $3.8M | 100% | Dec 2023 |
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| Advisor Group Holdings | 43k | $3.3M | 8% | Dec 2023 |
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| Rockefeller Capital Management | 42k | $3.3M | 8% | Dec 2023 |
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| Win Advisors | 41k | $3.2M | 100% | Dec 2023 |
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| Institute For Wealth Management | 33k | $2.6M | -14% | Dec 2023 |
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| Spire Wealth Management | 29k | $2.4M | -72% | Dec 2023 |
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| Stratos Wealth Partners | 27k | $2.4M | 7% | Mar 2024 |
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| Ullmann Financial | 26k | $2.0M | 0% | Dec 2023 |
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| Personal Resources Investment & Strategic Management | 25k | $2.2M | 0% | Mar 2024 |
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| JPL Wealth Management | 23k | $1.7M | 100% | Dec 2023 |
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| Merit Financial Group | 21k | $1.6M | -17% | Dec 2023 |
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| Balanced Wealth Group | 18k | $1.4M | 100% | Dec 2023 |
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| New England Private Wealth Advisors | 16k | $1.2M | 0% | Dec 2023 |
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| Apollon Wealth Management | 15k | $1.2M | 100% | Dec 2023 |
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| Geneos Wealth Management | 15k | $1.1M | 22% | Dec 2023 |
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| Beacon Pointe Advisors | 15k | $1.1M | -11% | Dec 2023 |
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| Atria Wealth Solutions | 14k | $1.1M | 3% | Dec 2023 |
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| Thoroughbred Financial Services | 13k | $1.0M | -2% | Dec 2023 |
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| Parallel Advisors | 12k | $958k | 0% | Dec 2023 |
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| Steward Partners Investment Advisory | 12k | $941k | -6% | Dec 2023 |
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| Koshinski Asset Management | 12k | $935k | 92% | Dec 2023 |
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| Focus Financial Network | 11k | $889k | 100% | Dec 2023 |
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| Vontobel Holding | 10k | $808k | 0% | Dec 2023 |
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| Flagship Harbor Advisors | 8.8k | $784k | 1% | Mar 2024 |
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| Citadel Advisors | 8.8k | $680k | -3% | Dec 2023 |
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| Prospera Financial Services | 8.4k | $655k | 2% | Dec 2023 |
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| Investors Research Corp | 8.2k | $634k | 6% | Dec 2023 |
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| Stifel Financial | 7.9k | $610k | 13% | Dec 2023 |
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| Strategy Asset Managers | 7.0k | $548k | 0% | Dec 2023 |
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| Covenant Asset Management | 7.0k | $540k | 0% | Dec 2023 |
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| Benjamin F. Edwards & Company | 6.6k | $509k | 0% | Dec 2023 |
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| Armbruster Capital Management | 6.4k | $495k | 0% | Dec 2023 |
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| Silver Oak Securities | 6.4k | $494k | 2% | Dec 2023 |
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| Pnc Financial Services | 6.3k | $491k | 37% | Dec 2023 |
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| EPG Wealth Management | 6.0k | $512k | 0% | Dec 2023 |
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| Harmony Asset Management | 5.9k | $461k | 100% | Dec 2023 |
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| Beacon Financial Advisory | 5.3k | $412k | 0% | Dec 2023 |
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| Mather Group | 5.1k | $397k | 4% | Mar 2024 |
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| Evolution Wealth Advisors | 5.0k | $447k | 100% | Mar 2024 |
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| Janney Montgomery Scott | 5.0k | $387k | 3% | Dec 2023 |
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| Nations Financial Group | 4.8k | $374k | 0% | Dec 2023 |
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| National Asset Management | 4.6k | $359k | -6% | Dec 2023 |
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| Chicago Partners Investment | 4.4k | $362k | 0% | Dec 2023 |
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| Arkadios Wealth Advisors | 4.3k | $330k | -12% | Dec 2023 |
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| HFG Advisors | 3.9k | $344k | 0% | Mar 2024 |
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| William Blair $ Company | 3.7k | $289k | 0% | Dec 2023 |
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| Creative Planning | 3.7k | $284k | 100% | Dec 2023 |
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| Advisor Resource Council | 3.5k | $273k | 100% | Mar 2024 |
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| EverSource Wealth Advisors | 3.4k | $264k | -4% | Dec 2023 |
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| NorthRock Partners | 3.4k | $263k | 0% | Dec 2023 |
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| Paragon Private Wealth Management | 3.3k | $259k | -28% | Dec 2023 |
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| Eagle Bay Advisors | 3.3k | $257k | 0% | Dec 2023 |
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| IAM Advisory | 3.3k | $295k | -1% | Mar 2024 |
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| Strategic Family Wealth Counselors | 3.2k | $248k | 0% | Dec 2023 |
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| Exchange Capital Management | 3.2k | $284k | -18% | Mar 2024 |
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| Horizon Family Wealth | 3.2k | $246k | 0% | Dec 2023 |
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| Schrum Private Wealth Management | 3.1k | $237k | 0% | Dec 2023 |
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| Principal Securities | 3.0k | $234k | 100% | Dec 2023 |
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| HPM Partners | 3.0k | $231k | 100% | Dec 2023 |
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| Total Clarity Wealth Management | 3.0k | $229k | 100% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 2.8k | $253k | 100% | Mar 2024 |
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| Investment Advisory Group | 2.8k | $218k | 100% | Dec 2023 |
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| Asset Management Resources | 2.8k | $215k | 100% | Dec 2023 |
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| Verum Partners | 2.3k | $207k | 100% | Mar 2024 |
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| Centaurus Financial | 2.0k | $153k | 0% | Dec 2023 |
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| Citigroup | 1.9k | $150k | 0% | Dec 2023 |
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| Caldwell Sutter Capital | 1.9k | $170k | 0% | Mar 2024 |
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| BFSG | 1.9k | $148k | 100% | Dec 2023 |
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| O'shaughnessy Asset Management | 1.7k | $133k | -32% | Dec 2023 |
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| Key FInancial | 1.5k | $115k | 0% | Dec 2023 |
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| Baystate Wealth Management | 1.4k | $109k | 0% | Dec 2023 |
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| Harbor Investment Advisory | 1.3k | $117k | -4% | Mar 2024 |
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| Advisory Services Network | 1.3k | $99k | 100% | Dec 2023 |
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| Northwest Financial Advisors | 1.2k | $89k | 100% | Dec 2023 |
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| Rosenberg Matthew Hamilton | 1.0k | $90k | 0% | Mar 2024 |
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| GoalVest Advisory | 866.00 | $77k | 0% | Mar 2024 |
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| First Command Advisory Services | 740.00 | $58k | 0% | Dec 2023 |
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| EdgeRock Capital | 640.00 | $54k | 100% | Dec 2023 |
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| M&r Capital Management | 596.00 | $46k | 0% | Dec 2023 |
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| Jpmorgan Chase & Co | 593.00 | $46k | 11% | Dec 2023 |
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| Fifth Third Bancorp | 500.00 | $39k | 0% | Dec 2023 |
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| Farther Finance Advisors | 417.00 | $32k | 100% | Dec 2023 |
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| Global Retirement Partners | 410.00 | $33k | 128% | Dec 2023 |
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| Archer Investment Corp | 280.00 | $22k | 0% | Dec 2023 |
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| PSI Advisors | 151.00 | $12k | 1% | Dec 2023 |
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| IFP Advisors | 150.00 | $12k | 0% | Dec 2023 |
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| Efficient Wealth Management | 100.00 | $8.0k | 0% | Dec 2023 |
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| VitalStone Financial | 75.00 | $6.0k | 0% | Dec 2023 |
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| Integrity Financial Corp | 53.00 | $4.1k | -100% | Dec 2023 |
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| Hanson & Doremus Investment Management | 22.00 | $2.0k | 100% | Mar 2024 |
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| Smartleaf Asset Management | 2.00 | $0 | 100% | Dec 2023 |
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Who sold out of Invesco Dynamic Large etf - e?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Firestone Capital Management | Sep 2023 | 37k | $2.5M |
| Sigma Planning | Sep 2023 | 4.3k | $292k |
| Cary Street Partner Investment Advisory | Sep 2023 | 782.00 | $53k |
| Beacon Capital Management | Dec 2023 | 412.00 | $32k |