Who owns Invesco Exchange W&p 500 Qualit equities?
- Ticker: SPHQ
- CUSIP Number: 46137v241
Tip: Access positions for across all investors
Analyze quarterly positions in Invesco Exchange W&p 500 Qualit equities with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Invesco Exchange W&p 500 Qualit equities stock
Who bought or sold Invesco Exchange W&p 500 Qualit equities this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| First Command Advisory Services | 14M | $748M | 0% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 7.0M | $422M | 20% | Mar 2024 |
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| CliftonLarsonAllen Wealth Advisors | 3.5M | $189M | 5% | Dec 2023 |
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| Bank of America Corporation | 3.4M | $183M | 10% | Dec 2023 |
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| Wells Fargo & Company | 2.1M | $116M | 39% | Dec 2023 |
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| SFMG Wealth Advisors | 1.7M | $92M | 0% | Dec 2023 |
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| Advisor Group Holdings | 1.6M | $85M | -17% | Dec 2023 |
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| Bank of New York Mellon | 1.5M | $82M | 4% | Dec 2023 |
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| Royal Bank of Canada | 1.4M | $78M | 3% | Dec 2023 |
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| UBS Group | 1.3M | $69M | 107% | Dec 2023 |
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| CI Private Wealth | 1.2M | $63M | -5% | Dec 2023 |
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| Pnc Financial Services | 1.0M | $55M | -3% | Dec 2023 |
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| Madison Asset Management | 1.0M | $55M | -2% | Dec 2023 |
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| Paragon Capital Management | 957k | $58M | 2% | Mar 2024 |
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| Mainstay Capital Management | 950k | $51M | -1% | Dec 2023 |
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| Raymond James Financial Services Advisors | 941k | $51M | 27% | Dec 2023 |
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| Commonwealth Equity Services | 911k | $49M | 0% | Dec 2023 |
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| Trilogy Capital | 839k | $51M | 2% | Mar 2024 |
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| Evensky & Katz | 818k | $49M | -1% | Mar 2024 |
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| Stifel Financial | 617k | $33M | 30% | Dec 2023 |
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| Private Capital Management | 528k | $29M | 13% | Dec 2023 |
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| Milestone Investment Advisors | 511k | $28M | 6% | Dec 2023 |
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| WCG Wealth Advisors | 507k | $27M | -21% | Dec 2023 |
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| Alaska Permanent Capital Management | 498k | $30M | 4796% | Mar 2024 |
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| Capital Planning Advisors | 475k | $26M | 7% | Dec 2023 |
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| Two Sigma Advisers | 390k | $21M | 140% | Dec 2023 |
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| Schwallier Wealth Management | 386k | $21M | 100% | Dec 2023 |
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| Orgel Wealth Management | 378k | $23M | 11% | Mar 2024 |
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| Ballast | 348k | $19M | 2% | Dec 2023 |
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| Davidson Capital Management | 343k | $19M | 100% | Dec 2023 |
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| Stratos Wealth Partners | 298k | $18M | -28% | Mar 2024 |
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| Graves-Light Private Wealth Management | 287k | $16M | 0% | Dec 2023 |
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| Raymond James & Associates | 263k | $14M | 8% | Dec 2023 |
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| Two Sigma Investments | 263k | $14M | 30% | Dec 2023 |
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| Lido Advisors | 260k | $14M | -4% | Dec 2023 |
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| Mariner Wealth Advisors | 258k | $14M | 45% | Dec 2023 |
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| TruWealth Advisors | 251k | $15M | 1% | Mar 2024 |
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| Global Retirement Partners | 232k | $13M | 0% | Dec 2023 |
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| Focus Financial Network | 222k | $12M | 100% | Dec 2023 |
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| Financial Services Advisory | 213k | $12M | -27% | Dec 2023 |
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| Branch Banking & Trust Company | 207k | $11M | 37% | Dec 2023 |
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| Cozad Asset Management | 207k | $11M | 1% | Dec 2023 |
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| AE Wealth Management | 197k | $11M | 1834% | Dec 2023 |
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| Snowden Capital Advisors | 192k | $10M | -2% | Dec 2023 |
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| Jpmorgan Chase & Co | 187k | $10M | 131% | Dec 2023 |
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| Union Savings Bank | 181k | $9.8M | 788% | Dec 2023 |
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| Creative Planning | 174k | $9.4M | -13% | Dec 2023 |
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| Legacy Private Trust | 173k | $11M | -9% | Mar 2024 |
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| Financial Advocates Investment Management | 171k | $9.2M | 14% | Dec 2023 |
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| Jordan Park Group | 170k | $9.2M | 0% | Dec 2023 |
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| Cedar Mountain Advisors | 170k | $10M | 1% | Mar 2024 |
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| Sound View Wealth Advisors Group | 165k | $8.9M | 4% | Dec 2023 |
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| APCM Wealth Management for Individuals | 164k | $9.9M | 100% | Mar 2024 |
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| KWB Wealth | 163k | $8.8M | -2% | Dec 2023 |
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| Wealth Management Resources | 154k | $8.3M | 40% | Dec 2023 |
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| Atria Wealth Solutions | 153k | $8.3M | 2% | Dec 2023 |
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| Nikulski Financial | 152k | $9.2M | 2% | Mar 2024 |
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| Opes Wealth Management | 148k | $8.0M | -3% | Dec 2023 |
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| Sage Mountain Advisors | 148k | $8.0M | -5% | Dec 2023 |
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| Eagle Strategies | 147k | $8.0M | 4% | Dec 2023 |
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| Orion Portfolio Solutions | 147k | $7.9M | -86% | Dec 2023 |
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| Flagship Harbor Advisors | 146k | $8.8M | -14% | Mar 2024 |
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| Private Advisor | 145k | $7.8M | -3% | Dec 2023 |
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| Chicago Wealth Management | 144k | $7.8M | 42% | Dec 2023 |
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| Hoese & Co | 144k | $8.4M | 3% | Mar 2024 |
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| Principal Securities | 143k | $7.7M | 100% | Dec 2023 |
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| TSFG | 137k | $8.3M | -31% | Mar 2024 |
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| Cresta Advisors | 133k | $7.2M | 7% | Dec 2023 |
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| Dagco | 133k | $7.2M | 100% | Dec 2023 |
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| Strategies Wealth Advisors | 129k | $7.0M | -7% | Dec 2023 |
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| Cambridge Investment Research Advisors | 127k | $6.8M | -23% | Dec 2023 |
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| Hanson McClain Advisors | 125k | $6.8M | 4% | Dec 2023 |
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| Citadel Advisors | 121k | $6.6M | 1467% | Dec 2023 |
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| Performa | 120k | $6.5M | 4% | Dec 2023 |
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| Symphony Financial | 119k | $7.2M | 5% | Mar 2024 |
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| IAG Wealth Partners | 116k | $6.3M | 10% | Dec 2023 |
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| Liberty One Investment Management | 114k | $6.1M | -2% | Dec 2023 |
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| Well Done | 108k | $6.5M | 6% | Mar 2024 |
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| Cornerstone Wealth Management | 106k | $5.7M | 0% | Dec 2023 |
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| Stonebridge Financial Planning Group | 104k | $5.6M | -10% | Dec 2023 |
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| Rollins Financial | 99k | $5.4M | 32% | Dec 2023 |
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| Prospera Financial Services | 99k | $5.4M | 36% | Dec 2023 |
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| TD Capital Management | 97k | $5.3M | 7% | Dec 2023 |
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| William Blair $ Company | 97k | $5.2M | 11% | Dec 2023 |
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| Jackson Wealth Management | 95k | $5.1M | -2% | Dec 2023 |
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| TD Waterhouse Canada | 95k | $6.5M | 3% | Dec 2023 |
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| RFG Advisory | 92k | $5.5M | 6% | Mar 2024 |
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| Lincoln National | 88k | $4.8M | 2% | Dec 2023 |
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| HighTower Advisors | 88k | $4.8M | 2% | Dec 2023 |
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| Concord Wealth Partners | 86k | $4.6M | 8% | Dec 2023 |
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| Consolidated Planning Corp | 84k | $4.5M | -11% | Dec 2023 |
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| Providence First Trust | 83k | $4.5M | 0% | Dec 2023 |
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| Verum Partners | 81k | $4.9M | -25% | Mar 2024 |
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| Tidemark | 81k | $4.4M | 100% | Dec 2023 |
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| Flagship Private Wealth | 80k | $4.3M | -1% | Dec 2023 |
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| Rockefeller Capital Management | 76k | $4.1M | 5% | Dec 2023 |
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| Essex Financial Services | 76k | $4.1M | -1% | Dec 2023 |
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| Certified Advisory Corp | 76k | $4.1M | 70% | Dec 2023 |
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| Merit Financial Group | 75k | $4.1M | -8% | Dec 2023 |
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| Advisor Resource Council | 72k | $3.9M | 100% | Dec 2023 |
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| A. Montag and Associates | 71k | $3.8M | -2% | Dec 2023 |
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| HPM Partners | 67k | $3.6M | -1% | Dec 2023 |
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| Park Avenue Securities | 66k | $4.0M | -42% | Mar 2024 |
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| One Capital Management | 62k | $3.3M | 100% | Dec 2023 |
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| Catalytic Wealth RIA | 58k | $3.1M | 100% | Dec 2023 |
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| Harbour Investments | 56k | $3.0M | 23% | Dec 2023 |
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| Beaumont Asset Management | 55k | $3.0M | 100% | Dec 2023 |
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| Western Wealth Management | 55k | $3.0M | -1% | Dec 2023 |
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| Parallel Advisors | 54k | $2.9M | -2% | Dec 2023 |
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| Lee Munder Capital Group | 52k | $2.8M | 1% | Dec 2023 |
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| Alpha Cubed Investments | 51k | $2.8M | -1% | Dec 2023 |
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| High Net Worth Advisory Group | 48k | $2.9M | 4% | Mar 2024 |
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| International Assets Investment Management | 47k | $2.8M | -4% | Mar 2024 |
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| Capital Advisory Group Advisory Services | 46k | $2.8M | 0% | Mar 2024 |
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| Fidelity D & D Bancorp | 45k | $2.7M | 0% | Mar 2024 |
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| H D Vest Advisory Services | 45k | $2.4M | 13% | Dec 2023 |
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| Private Trust Co Na | 42k | $2.3M | 24% | Dec 2023 |
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| Janney Montgomery Scott | 41k | $2.2M | -22% | Dec 2023 |
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| Crestwood Advisors | 40k | $2.2M | 0% | Dec 2023 |
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| RVW Wealth | 40k | $2.4M | -5% | Mar 2024 |
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| Silicon Valley Capital Partners | 40k | $2.1M | -1% | Dec 2023 |
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| Riggs Asset Managment | 39k | $2.1M | 2% | Dec 2023 |
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| Hartford Financial Management | 39k | $2.1M | 16% | Dec 2023 |
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| ERn Financial | 38k | $2.3M | -1% | Mar 2024 |
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| Wrapmanager | 38k | $2.1M | -7% | Dec 2023 |
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| Proequities | 37k | $2.0B | 6% | Dec 2023 |
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| J.w. Cole Advisors | 37k | $2.0M | 5% | Dec 2023 |
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| Redhawk Wealth Advisors | 36k | $1.9M | -61% | Dec 2023 |
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| DBK Financial Counsel | 35k | $2.1M | 0% | Mar 2024 |
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| Money Concepts Capital Corp | 34k | $1.8M | 3% | Dec 2023 |
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| GHP Investment Advisors | 34k | $1.8M | -1% | Dec 2023 |
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| J.W. Burns & Company | 33k | $2.0M | 0% | Mar 2024 |
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| Geneos Wealth Management | 29k | $1.6M | 15% | Dec 2023 |
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| Dynamic Advisors Solutions | 29k | $1.8M | 5% | Mar 2024 |
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| Institute For Wealth Management | 29k | $1.6M | -2% | Dec 2023 |
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| Stonehearth Capital Management | 28k | $1.5M | -4% | Dec 2023 |
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| Capital Advisors | 27k | $1.6M | 4% | Mar 2024 |
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| Intelligence Driven Advisers | 27k | $1.5M | -49% | Dec 2023 |
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| Coombe, Bender & Co | 27k | $1.5M | -2% | Dec 2023 |
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| Jane Street | 27k | $1.4M | -50% | Dec 2023 |
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| Concurrent Investment Advisors | 27k | $1.4M | 100% | Dec 2023 |
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| McKinley Carter Wealth Services | 27k | $1.4M | -19% | Dec 2023 |
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| Wealthcare Advisory Partners | 26k | $1.6M | -3% | Mar 2024 |
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| Fifth Third Bancorp | 25k | $1.4M | -26% | Dec 2023 |
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| Saxon Interests | 25k | $1.5M | 0% | Mar 2024 |
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| Weaver Consulting Group | 24k | $1.5M | -7% | Mar 2024 |
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| Kingsview Wealth Management | 24k | $1.3M | -14% | Dec 2023 |
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| Mayfair Advisory Group | 24k | $1.5M | 12% | Mar 2024 |
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| Fiduciary Alliance | 24k | $1.4M | 3% | Mar 2024 |
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| SlateStone Wealth | 23k | $1.2M | -2% | Dec 2023 |
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| Parsons Capital Management | 23k | $1.2M | 1% | Dec 2023 |
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| Bell State Bank and Trust | 23k | $1.2M | 19% | Dec 2023 |
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| Householder Group Estate & Retirement Specialist | 22k | $1.2M | -2% | Dec 2023 |
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| Millennium Management | 22k | $1.2M | -30% | Dec 2023 |
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| Streettalk Advisors | 19k | $1.0M | -24% | Dec 2023 |
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| Steel Peak Wealth Management | 18k | $1.1M | -27% | Mar 2024 |
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| Lionsbridge Wealth Management | 16k | $856k | -66% | Dec 2023 |
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| Silver Oak Securities | 14k | $751k | -65% | Dec 2023 |
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| Sterling Group Wealth Management | 3.8k | $228k | -99% | Mar 2024 |
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| Assetmark | 1.0k | $55k | -98% | Dec 2023 |
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Who sold out of Invesco Exchange W&p 500 Qualit equities?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Win Advisors | Sep 2023 | 233k | $12M |
| Beacon Harbor Wealth Advisors | Sep 2023 | 173k | $8.6M |
| Ethos Financial Group | Sep 2023 | 134k | $6.7M |
| NorthCrest Asset Manangement | Dec 2023 | 54k | $2.9M |
| GSA Capital Partners | Sep 2023 | 47k | $2.4M |
| Gts Securities | Sep 2023 | 39k | $2.0M |