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 |
|---|---|---|---|---|---|
| LPL Financial | 862k | $88M | 7% | Dec 2024 |
|
| Morgan Stanley | 770k | $78M | -1% | Dec 2024 |
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| Bank of America Corporation | 438k | $45M | 17% | Dec 2024 |
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| Raymond James Financial | 431k | $44M | 100% | Dec 2024 |
|
| Cambridge Investment Research Advisors | 245k | $25M | -6% | Dec 2024 |
|
| UBS Group | 206k | $21M | -1% | Dec 2024 |
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| Wharton Business Group | 168k | $17M | 0% | Dec 2024 |
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| Royal Bank of Canada | 129k | $13M | 0% | Dec 2024 |
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| Wells Fargo & Company | 113k | $12M | -3% | Dec 2024 |
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| Commonwealth Equity Services | 106k | $11M | 1% | Dec 2024 |
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| Baird Financial | 105k | $11M | -1% | Dec 2024 |
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| Bnp Paribas Arbitrage, Snc | 101k | $10M | 100% | Dec 2024 |
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| Goldman Sachs Group | 101k | $10M | -48% | Dec 2024 |
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| Envestnet Asset Management | 100k | $10M | 1% | Dec 2024 |
|
| Capital Investment Counsel | 97k | $9.9M | -2% | Dec 2024 |
|
| Private Advisor | 95k | $9.7M | -2% | Dec 2024 |
|
| Kestra Advisory Services | 87k | $8.9M | 5% | Dec 2024 |
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| Regal Investment Advisors | 86k | $8.7M | 5% | Dec 2024 |
|
| Captrust Financial Advisors | 79k | $8.0M | 0% | Dec 2024 |
|
| Cornerstone Wealth Management | 72k | $7.3M | 12% | Dec 2024 |
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| CWM | 67k | $6.8M | -3% | Dec 2024 |
|
| Meridian Wealth Management | 52k | $5.2M | 1% | Dec 2024 |
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| Dynamic Advisors Solutions | 51k | $5.2M | -2% | Dec 2024 |
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| United Capital Financial Advisers | 51k | $5.2M | -7% | Dec 2024 |
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| Branch Banking & Trust Company | 49k | $4.9M | -5% | Dec 2024 |
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| Mill Creek Capital Advisors | 46k | $4.7M | 0% | Dec 2024 |
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| Forge Financial Services | 40k | $4.4M | 100% | Dec 2024 |
|
| JPL Wealth Management | 39k | $4.0M | 100% | Dec 2024 |
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| Rockefeller Capital Management | 38k | $3.8M | -6% | Dec 2024 |
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| Firestone Capital Management | 36k | $3.7M | 0% | Dec 2024 |
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| Spire Wealth Management | 35k | $3.6M | -2% | Dec 2024 |
|
| Ameriprise Financial | 33k | $3.3M | -6% | Dec 2024 |
|
| Stratos Wealth Partners | 32k | $3.3M | -1% | Dec 2024 |
|
| Institute For Wealth Management | 32k | $3.2M | -3% | Dec 2024 |
|
| Mml Investors Services | 22k | $2.3M | 34% | Dec 2024 |
|
| Independent Advisor Alliance | 22k | $2.3M | 100% | Dec 2024 |
|
| Ullmann Financial | 22k | $2.1M | -14% | Mar 2025 |
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| Integrated Wealth Concepts | 21k | $2.2M | 7% | Dec 2024 |
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| Cetera Investment Advisers | 21k | $2.2M | 17% | Dec 2024 |
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| Personal Resources Investment & Strategic Management | 21k | $2.1M | -3% | Dec 2024 |
|
| Tobias Financial Advisors | 21k | $2.1M | 0% | Dec 2024 |
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| Merit Financial Group | 20k | $1.9M | 0% | Mar 2025 |
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| Equitable Holdings | 20k | $2.0M | -1% | Dec 2024 |
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| Advisor Group Holdings | 18k | $1.8M | -36% | Dec 2024 |
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| Balanced Wealth Group | 18k | $1.7M | 0% | Mar 2025 |
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| Brian McDonald | 17k | $1.7M | -5% | Dec 2024 |
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| New England Private Wealth Advisors | 16k | $1.6M | 0% | Dec 2024 |
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| Apollon Wealth Management | 16k | $1.6M | -1% | Dec 2024 |
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| Atria Wealth Solutions | 15k | $1.5M | -1% | Dec 2024 |
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| GeoWealth Management | 15k | $1.5M | 207% | Dec 2024 |
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| Beacon Pointe Advisors | 14k | $1.4M | 1% | Dec 2024 |
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| IHT Wealth Management | 13k | $1.3M | -3% | Dec 2024 |
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| Geneos Wealth Management | 13k | $1.3M | -19% | Dec 2024 |
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| NFP Retirement | 13k | $1.3M | -2% | Dec 2024 |
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| Parallel Advisors | 12k | $1.2M | 0% | Mar 2025 |
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| Thoroughbred Financial Services | 12k | $1.2M | 0% | Dec 2024 |
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| Investors Research Corp | 11k | $1.0M | 8% | Mar 2025 |
|
| Steward Partners Investment Advisory | 10k | $1.1M | -7% | Dec 2024 |
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| Focus Financial Network | 10k | $990k | -4% | Mar 2025 |
|
| Silver Oak Securities | 10k | $1.0M | -17% | Dec 2024 |
|
| Jones Financial Companies, L.L | 9.9k | $1.0M | 1474% | Dec 2024 |
|
| Flagship Harbor Advisors | 8.7k | $886k | -2% | Dec 2024 |
|
| Mesirow Financial Investment Management International Equity | 8.6k | $875k | 0% | Dec 2024 |
|
| Warren Averett Asset Management | 8.1k | $819k | -10% | Dec 2024 |
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| Stifel Financial | 8.0k | $810k | -1% | Dec 2024 |
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| Oppenheimer & Co | 7.5k | $767k | -6% | Dec 2024 |
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| Prospera Financial Services | 7.4k | $755k | -2% | Dec 2024 |
|
| Strategy Asset Managers | 7.0k | $717k | 0% | Dec 2024 |
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| Harmony Asset Management | 7.0k | $711k | -1% | Dec 2024 |
|
| Mather Group | 6.9k | $698k | 4% | Dec 2024 |
|
| Benjamin Edwards | 6.6k | $666k | 0% | Dec 2024 |
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| Glenmede Trust Company | 6.4k | $655k | 0% | Dec 2024 |
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| Armbruster Capital Management | 6.4k | $612k | 0% | Mar 2025 |
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| Concurrent Investment Advisors | 6.3k | $638k | 0% | Dec 2024 |
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| Covenant Asset Management | 6.1k | $617k | -1% | Dec 2024 |
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| Total Clarity Wealth Management | 5.5k | $555k | -51% | Dec 2024 |
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| Creative Planning | 5.3k | $541k | -7% | Dec 2024 |
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| Janney Montgomery Scott | 5.1k | $514k | 30% | Dec 2024 |
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| FMR | 5.0k | $511k | 7% | Dec 2024 |
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| Evolution Wealth Advisors | 5.0k | $509k | 100% | Dec 2024 |
|
| Beacon Financial Advisory | 5.0k | $507k | 0% | Dec 2024 |
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| Win Advisors | 4.8k | $492k | -89% | Dec 2024 |
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| Summit Financial | 4.7k | $475k | 3% | Dec 2024 |
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| Private Trust Co Na | 4.6k | $467k | 0% | Dec 2024 |
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| Nations Financial Group | 4.5k | $456k | -7% | Dec 2024 |
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| Pnc Financial Services | 4.5k | $453k | 0% | Dec 2024 |
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| Chicago Partners Investment | 4.4k | $454k | 0% | Dec 2024 |
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| Gateway Wealth Partners | 4.2k | $431k | 1% | Dec 2024 |
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| HighTower Advisors | 4.1k | $417k | 0% | Dec 2024 |
|
| HFG Advisors | 3.9k | $392k | 0% | Dec 2024 |
|
| Wealthcare Advisory Partners | 3.8k | $368k | 100% | Mar 2025 |
|
| William Blair $ Company | 3.7k | $378k | 0% | Dec 2024 |
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| Northwestern Mutual Wealth Management Company | 3.6k | $367k | -1% | Dec 2024 |
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| Traction Financial Partners | 3.6k | $341k | 0% | Mar 2025 |
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| National Asset Management | 3.6k | $361k | -1% | Dec 2024 |
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| AQR Capital Management | 3.4k | $348k | 0% | Dec 2024 |
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| Mariner Wealth Advisors | 3.4k | $348k | 0% | Dec 2024 |
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| NorthRock Partners | 3.4k | $344k | 0% | Dec 2024 |
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| Eagle Bay Advisors | 3.3k | $336k | 0% | Dec 2024 |
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| Paragon Private Wealth Management | 3.3k | $333k | 0% | Dec 2024 |
|
| Horizon Family Wealth | 3.2k | $328k | -8% | Dec 2024 |
|
| Carrera Capital Advisors | 3.2k | $326k | 0% | Dec 2024 |
|
| Wealth Enhancement Advisory Services | 3.1k | $302k | 21% | Mar 2025 |
|
| Strategic Family Wealth Counselors | 3.1k | $317k | -2% | Dec 2024 |
|
| IAM Advisory | 3.1k | $296k | 0% | Mar 2025 |
|
| Schrum Private Wealth Management | 3.1k | $310k | -50% | Dec 2024 |
|
| Elevation Capital Advisory | 3.0k | $309k | -36% | Dec 2024 |
|
| Mercer Global Advisors | 3.0k | $306k | -99% | Dec 2024 |
|
| Sigma Planning | 3.0k | $306k | -13% | Dec 2024 |
|
| EverSource Wealth Advisors | 3.0k | $305k | -7% | Dec 2024 |
|
| HPM Partners | 3.0k | $302k | 0% | Dec 2024 |
|
| Ausdal Financial Partners | 3.0k | $301k | 100% | Dec 2024 |
|
| Keybank National Association | 2.9k | $298k | 0% | Dec 2024 |
|
| Principal Securities | 2.8k | $281k | 0% | Dec 2024 |
|
| Arkadios Wealth Advisors | 2.7k | $278k | -7% | Dec 2024 |
|
| National Wealth Management Group | 2.6k | $268k | 100% | Dec 2024 |
|
| Exchange Capital Management | 2.5k | $258k | -2% | Dec 2024 |
|
| Philadelphia Trust Company | 2.5k | $254k | 0% | Dec 2024 |
|
| PFG Investments | 2.5k | $253k | 100% | Dec 2024 |
|
| Oakmont Partners | 2.4k | $243k | 0% | Dec 2024 |
|
| Wiley Bros.-aintree Capital | 2.4k | $244k | 100% | Dec 2024 |
|
| Rsm Us Wealth Management | 2.3k | $236k | 0% | Dec 2024 |
|
| Verum Partners | 2.3k | $223k | 0% | Mar 2025 |
|
| Centurion Wealth Management | 2.3k | $234k | 0% | Mar 2025 |
|
| Investment Advisory Group | 2.3k | $221k | -18% | Mar 2025 |
|
| Atlantic Trust | 2.3k | $234k | 0% | Dec 2024 |
|
| Chancellor Financial Group WB | 2.1k | $214k | 100% | Dec 2024 |
|
| Axxcess Wealth Management | 2.1k | $209k | 0% | Dec 2024 |
|
| MAI Wealth Advisors | 1.9k | $196k | 100% | Dec 2024 |
|
| Caldwell Sutter Capital | 1.9k | $183k | 0% | Mar 2025 |
|
| BFSG | 1.9k | $193k | 0% | Dec 2024 |
|
| O'shaughnessy Asset Management | 1.7k | $174k | 0% | Dec 2024 |
|
| Centaurus Financial | 1.6k | $165k | -3% | Dec 2024 |
|
| Key FInancial | 1.5k | $151k | 0% | Dec 2024 |
|
| Maia Wealth | 1.4k | $141k | -12% | Dec 2024 |
|
| Jpmorgan Chase & Co | 1.4k | $140k | 133% | Dec 2024 |
|
| Harbor Investment Advisory | 1.3k | $124k | 0% | Mar 2025 |
|
| Bristlecone Advisors | 1.3k | $131k | 0% | Dec 2024 |
|
| Farther Finance Advisors | 1.3k | $124k | 0% | Mar 2025 |
|
| Global Retirement Partners | 1.2k | $124k | -4% | Dec 2024 |
|
| Rosenberg Matthew Hamilton | 1.0k | $103k | 0% | Dec 2024 |
|
| Citigroup | 1.0k | $103k | -34% | Dec 2024 |
|
| Eastern Bank | 1.0k | $102k | 0% | Dec 2024 |
|
| GoalVest Advisory | 866.00 | $83k | 0% | Mar 2025 |
|
| Ridgewood Investments | 712.00 | $72k | 0% | Dec 2024 |
|
| PFS Partners | 650.00 | $62k | 100% | Mar 2025 |
|
| Us Bancorp | 602.00 | $61k | 0% | Dec 2024 |
|
| Fifth Third Bancorp | 500.00 | $48k | 0% | Mar 2025 |
|
| Bank Of Oklahoma National Association / | 500.00 | $51k | 0% | Dec 2024 |
|
| BlackRock | 476.00 | $48k | 0% | Dec 2024 |
|
| Tower Research Capital | 9.00 | $916.000200 | -100% | Dec 2024 |
|
Who sold out of Invesco Dynamic Large etf - e?
Fund or Company Name |
Date Sold |
Shares Held |
Valued At |
|---|---|---|---|
| Ameritas Advisory Services | Sep 2024 | 8.7k | $860k |
| Citadel Advisors | Sep 2024 | 6.0k | $597k |
| Jane Street | Sep 2024 | 5.5k | $541k |
| Advisor Resource Council | Sep 2024 | 3.5k | $347k |
| Rps Advisory Solutions | Sep 2024 | 3.1k | $302k |
| Private Capital Management | Sep 2024 | 2.5k | $248k |