Who owns INVESCO DYNAMIC?
- Ticker: PXJ
- CUSIP Number: 46137y872
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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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| UBS Group | 77k | $2.2M | -36% | Dec 2023 |
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| Raymond James & Associates | 73k | $2.3M | 100% | Mar 2024 |
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| Stifel Financial | 54k | $1.6M | 100% | Dec 2023 |
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| Raymond James Financial Services Advisors | 53k | $1.7M | 100% | Mar 2024 |
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| Nilsine Partners | 41k | $1.3M | 4% | Mar 2024 |
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| Cambridge Investment Research Advisors | 23k | $713k | 7% | Mar 2024 |
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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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| Hennion & Walsh Asset Management | 13k | $421k | 5% | Mar 2024 |
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| Prospera Financial Services | 12k | $331k | 100% | Dec 2023 |
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| Western Financial Corp | 11k | $343k | -12% | Mar 2024 |
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| Jpmorgan Chase & Co | 9.8k | $280k | 100% | Dec 2023 |
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| Private Advisor | 9.0k | $286k | 10% | Mar 2024 |
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| Royal Bank of Canada | 8.5k | $244k | 5722% | Dec 2023 |
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| Atria Wealth Solutions | 7.5k | $216k | -15% | Dec 2023 |
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| HighMark Wealth Management | 1.5k | $48k | 0% | Mar 2024 |
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| Advisor Group Holdings | 1.2k | $33k | 0% | Dec 2023 |
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| Creekmur Asset Management | 401.00 | $12k | 100% | Dec 2023 |
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| Global Retirement Partners | 367.00 | $12k | -6% | Mar 2024 |
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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 | 183.00 | $5.8k | 182% | Mar 2024 |
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| Toth Financial Advisory Corporation | 50.00 | $1.6k | 0% | Mar 2024 |
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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 |
| MinichMacGregor Wealth Management | Dec 2023 | 11k | $328k |