Who owns INVESCO DYNAMIC?

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Analyze quarterly positions in Invesco Dynamic with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Invesco Dynamic stock

Who bought or sold INVESCO DYNAMIC this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
HighTower Advisors 614k $18M 100% Dec 2023
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Bank of America Corporation 224k $6.4M 327% Dec 2023
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Morgan Stanley 113k $3.5M 100% Sep 2023
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UBS Group 77k $2.2M -36% Dec 2023
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Stifel Financial 54k $1.6M 100% Dec 2023
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Nilsine Partners 39k $1.1M 100% Dec 2023
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IHT Wealth Management 28k $865k 100% Sep 2023
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Cambridge Investment Research Advisors 21k $602k -36% Dec 2023
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Goldman Sachs Group 20k $574k 100% Dec 2023
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Two Sigma Investments 18k $525k 100% Dec 2023
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Susquehanna International 14k $441k 100% Sep 2023
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LPL Financial 13k $393k 100% Sep 2023
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Hennion & Walsh Asset Management 13k $362k 100% Dec 2023
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Western Financial Corp 12k $354k 100% Dec 2023
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Prospera Financial Services 12k $331k 100% Dec 2023
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MinichMacGregor Wealth Management 11k $328k 100% Dec 2023
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CIBC World Markets 11k $345k 100% Sep 2023
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Jpmorgan Chase & Co 9.8k $280k 100% Dec 2023
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First Republic Investment Management 9.8k $301k 100% Sep 2023
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Royal Bank of Canada 8.5k $244k 5722% Dec 2023
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Private Advisor 8.2k $235k 100% Dec 2023
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Atria Wealth Solutions 7.5k $216k -15% Dec 2023
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HighMark Wealth Management 1.5k $44k 0% Dec 2023
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Advisor Group Holdings 1.2k $33k 0% Dec 2023
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Brian McDonald 734.00 $23k 100% Sep 2023
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Creekmur Asset Management 401.00 $12k 100% Dec 2023
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Global Retirement Partners 391.00 $11k 0% Dec 2023
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Advisory Services Network 360.00 $10k 100% Dec 2023
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Barclays 200.00 $6.0k 100% Dec 2023
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Private Trust Co Na 65.00 $1.9k 100% Dec 2023
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Toth Financial Advisory Corporation 50.00 $1.4k 100% Dec 2023
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Tower Research Capital 4.00 $123.000000 100% Sep 2023
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Citigroup 2.00 $57.000000 100% Dec 2023
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Who sold out of Invesco Dynamic?

Fund or Company Name Date Sold Shares Held Valued At
Hilltop Holdings Sep 2023 28k $870k
Flow Traders US Sep 2023 13k $384k
Simplex Trading Sep 2023 674.00 $20k
Huntington National Bank Sep 2023 30.00 $924.999000