Who owns Invesco Dynamic Large etf - e?
- Ticker: PWB
- CUSIP Number: 46137v746
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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 | 1.6M | $204M | 18% | Mar 2026 |
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| Morgan Stanley | 827k | $104M | 1% | Mar 2026 |
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| Raymond James Financial | 479k | $61M | 20% | Dec 2025 |
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| Bank of America Corporation | 443k | $56M | 100% | Mar 2026 |
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| Cambridge Investment Research Advisors | 289k | $36M | 10% | Mar 2026 |
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| Ameriprise Financial | 241k | $30M | 15% | Mar 2026 |
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| Act Wealth Management | 212k | $27M | 2% | Mar 2026 |
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| Center for Wealth Management Advisory | 210k | $26M | 0% | Mar 2026 |
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| Garden State Investment Advisory Services | 167k | $21M | 1% | Mar 2026 |
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| UBS Group | 165k | $21M | -13% | Mar 2026 |
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| Wharton Business Group | 164k | $21M | 0% | Mar 2026 |
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| Commonwealth Equity Services | 139k | $18M | 22% | Mar 2026 |
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| Wells Fargo & Company | 136k | $17M | 9% | Mar 2026 |
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| Win Advisors | 127k | $16M | 100% | Mar 2026 |
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| Kestra Advisory Services | 117k | $15M | 8% | Mar 2026 |
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| Royal Bank of Canada | 115k | $15M | -11% | Mar 2026 |
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| Stratos Wealth Partners | 115k | $15M | 264% | Mar 2026 |
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| Goldman Sachs Group | 107k | $13M | 0% | Mar 2026 |
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| Cornerstone Wealth Management | 105k | $13M | 17% | Mar 2026 |
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| Private Advisor | 102k | $13M | 13% | Mar 2026 |
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| Branch Banking & Trust Company | 101k | $13M | 9% | Mar 2026 |
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| Envestnet Asset Management | 100k | $13M | -12% | Mar 2026 |
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| Capital Investment Counsel | 91k | $11M | -2% | Mar 2026 |
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| Baird Financial | 88k | $11M | -5% | Dec 2025 |
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| Regal Investment Advisors | 88k | $11M | 0% | Dec 2025 |
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| Equitable Holdings | 71k | $9.0M | 143% | Mar 2026 |
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| Captrust Financial Advisors | 71k | $9.0M | -1% | Dec 2025 |
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| Two Sigma Investments | 69k | $8.7M | 176% | Mar 2026 |
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| Cetera Investment Advisers | 67k | $8.4M | 23% | Mar 2026 |
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| Jones Financial Companies, L.L | 66k | $8.4M | 17% | Dec 2025 |
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| CWM | 64k | $8.1M | 0% | Dec 2025 |
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| Advisor Group Holdings | 59k | $7.5M | -12% | Dec 2025 |
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| Ethos Financial Group | 56k | $7.1M | 100% | Mar 2026 |
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| Mml Investors Services | 53k | $6.7M | 13% | Mar 2026 |
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| Rockefeller Capital Management | 48k | $6.0M | 0% | Mar 2026 |
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| Dynamic Advisors Solutions | 47k | $5.9M | -2% | Mar 2026 |
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| Mill Creek Capital Advisors | 46k | $5.8M | 0% | Dec 2025 |
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| Meridian Wealth Management | 46k | $5.7M | -3% | Mar 2026 |
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| AssuredPartners Investment Advisors | 46k | $5.9M | 100% | Mar 2026 |
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| Forge Financial Services | 39k | $5.0M | 0% | Mar 2026 |
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| OneAscent Financial Services | 36k | $4.6M | -1% | Mar 2026 |
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| JPL Wealth Management | 35k | $4.5M | -2% | Mar 2026 |
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| Chicago Partners Investment | 35k | $5.1M | -2% | Mar 2026 |
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| Firestone Capital Management | 34k | $4.3M | 0% | Mar 2026 |
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| Spire Wealth Management | 33k | $4.2M | 3% | Mar 2026 |
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| Institute For Wealth Management | 30k | $3.8M | -1% | Mar 2026 |
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| Independent Advisor Alliance | 29k | $3.7M | 729% | Mar 2026 |
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| United Capital Financial Advisers | 27k | $3.4M | -14% | Mar 2026 |
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| FMR | 24k | $3.0M | 20% | Dec 2025 |
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| Ullmann Financial | 22k | $2.8M | 0% | Mar 2026 |
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| Mariner Wealth Advisors | 22k | $2.8M | -55% | Mar 2026 |
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| Integrated Wealth Concepts | 22k | $2.8M | 27% | Mar 2026 |
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| Firethorn Wealth Partners | 20k | $2.6M | 44% | Mar 2026 |
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| Merit Financial Group | 20k | $2.5M | -5% | Mar 2026 |
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| RiverTree Advisors | 18k | $2.2M | 49% | Mar 2026 |
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| Balanced Wealth Group | 17k | $2.2M | 0% | Mar 2026 |
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| Farther Finance Advisors | 17k | $2.2M | 57% | Mar 2026 |
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| Peck Wealth Management | 17k | $2.1M | -2% | Mar 2026 |
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| Wealthcare Advisory Partners | 17k | $2.1M | -2% | Mar 2026 |
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| Keating Financial Advisory Services | 16k | $2.1M | 100% | Mar 2026 |
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| New England Private Wealth Advisors | 16k | $2.0M | 0% | Mar 2026 |
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| Fifth Third Bancorp | 16k | $1.9M | 2996% | Mar 2026 |
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| Brian McDonald | 15k | $1.9M | -4% | Dec 2025 |
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| Titleist Asset Management | 15k | $1.9M | 100% | Mar 2026 |
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| Empirical Asset Management | 15k | $1.9M | -5% | Mar 2026 |
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| Beacon Pointe Advisors | 14k | $1.8M | -1% | Dec 2025 |
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| Personal Resources Investment & Strategic Management | 14k | $1.8M | -3% | Mar 2026 |
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| Blue Capital | 14k | $1.7M | -34% | Mar 2026 |
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| Tobias Financial Advisors | 14k | $1.7M | -17% | Mar 2026 |
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| Investors Research Corp | 13k | $1.6M | 5% | Mar 2026 |
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| Pensionmark Financial Group | 13k | $1.6M | 100% | Mar 2026 |
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| Apollon Wealth Management | 12k | $1.6M | -2% | Mar 2026 |
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| Parallel Advisors | 12k | $1.6M | 0% | Mar 2026 |
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| NFP Retirement | 12k | $1.5M | 0% | Mar 2026 |
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| Thoroughbred Financial Services | 12k | $1.5M | 0% | Mar 2026 |
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| IHT Wealth Management | 12k | $1.5M | -4% | Dec 2025 |
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| Kingsview Wealth Management | 11k | $1.4M | 367% | Mar 2026 |
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| Focus Financial Network | 11k | $1.4M | -1% | Mar 2026 |
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| Stifel Financial | 11k | $1.4M | -1% | Mar 2026 |
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| Founders Financial Securities | 11k | $1.5M | 56% | Mar 2026 |
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| Empowered Funds | 11k | $1.4M | 100% | Dec 2025 |
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| Fiscal Wisdom Wealth Management | 11k | $1.4M | -1% | Mar 2026 |
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| Janney Montgomery Scott | 11k | $1.3M | 30% | Mar 2026 |
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| Keybank National Association | 9.9k | $1.3M | -1% | Mar 2026 |
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| RFG Advisory | 9.8k | $1.2M | 100% | Mar 2026 |
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| Steward Partners Investment Advisory | 9.7k | $1.2M | -3% | Mar 2026 |
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| Fifth Third Securities | 9.4k | $1.2M | 0% | Mar 2026 |
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| Cambria Investment Management | 9.0k | $1.1M | 100% | Dec 2025 |
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| Elevation Capital Advisory | 8.8k | $1.1M | -55% | Mar 2026 |
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| Warren Averett Asset Management | 8.7k | $1.1M | 0% | Dec 2025 |
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| Prospera Financial Services | 8.3k | $1.0M | 0% | Mar 2026 |
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| Secure Asset Management | 8.2k | $1.0M | 37% | Mar 2026 |
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| Envision Financial Transparency | 7.7k | $965k | 100% | Mar 2026 |
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| Post Resch Tallon Group | 7.4k | $940k | 100% | Mar 2026 |
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| Gateway Wealth Partners | 7.3k | $925k | 98% | Mar 2026 |
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| Steinberganna Wealth Management | 7.2k | $903k | 0% | Mar 2026 |
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| Oppenheimer & Co | 7.0k | $883k | -3% | Mar 2026 |
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| Concurrent Investment Advisors | 7.0k | $879k | 9% | Mar 2026 |
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| Maia Wealth | 6.9k | $874k | 14% | Mar 2026 |
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| Claris Financial | 6.8k | $860k | 15% | Mar 2026 |
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| Goss Wealth Management | 6.6k | $835k | 2227% | Mar 2026 |
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| Pnc Financial Services | 6.6k | $832k | -2% | Mar 2026 |
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| Benjamin Edwards | 6.6k | $825k | 0% | Mar 2026 |
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| Harmony Asset Management | 6.5k | $815k | 2% | Mar 2026 |
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| Creative Planning | 6.4k | $804k | -7% | Mar 2026 |
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| Armbruster Capital Management | 6.4k | $802k | 0% | Mar 2026 |
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| Mather Group | 6.2k | $782k | 0% | Mar 2026 |
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| Susquehanna International | 6.2k | $787k | 127% | Dec 2025 |
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| Axxcess Wealth Management | 6.1k | $762k | 0% | Mar 2026 |
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| Strategy Asset Managers | 5.8k | $736k | 0% | Mar 2026 |
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| Glenmede Trust Company | 5.8k | $736k | -9% | Mar 2026 |
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| Covenant Asset Management | 5.8k | $734k | -3% | Mar 2026 |
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| Flagship Harbor Advisors | 5.5k | $693k | -10% | Mar 2026 |
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| Kestra Private Wealth Services | 5.4k | $685k | 2% | Mar 2026 |
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| Evolution Wealth Advisors | 5.0k | $630k | 0% | Mar 2026 |
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| Beacon Financial Advisory | 4.9k | $620k | 0% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 4.8k | $601k | -16% | Mar 2026 |
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| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4.7k | $597k | -17% | Mar 2026 |
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| William Blair $ Company | 4.4k | $559k | -6% | Mar 2026 |
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| Ausdal Financial Partners | 4.1k | $513k | 0% | Mar 2026 |
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| Quantinno Capital Management | 4.0k | $508k | 100% | Mar 2026 |
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| Harwood Advisory | 4.0k | $504k | 0% | Mar 2026 |
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| HighTower Advisors | 3.9k | $490k | -1% | Mar 2026 |
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| HFG Advisors | 3.9k | $485k | 0% | Mar 2026 |
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| Nations Financial Group | 3.8k | $476k | -4% | Mar 2026 |
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| Hershey Financial Advisers | 3.7k | $469k | -55% | Mar 2026 |
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| PFG Investments | 3.7k | $464k | 18% | Mar 2026 |
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| Mercer Global Advisors | 3.6k | $456k | 19% | Mar 2026 |
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| Traction Financial Partners | 3.6k | $452k | 0% | Dec 2025 |
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| NorthRock Partners | 3.4k | $426k | 0% | Mar 2026 |
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| Chancellor Financial Group WB | 3.4k | $427k | 60% | Dec 2025 |
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| Eagle Bay Advisors | 3.3k | $416k | 0% | Mar 2026 |
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| Cardiff Park Advisors | 3.3k | $416k | 100% | Mar 2026 |
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| O'shaughnessy Asset Management | 3.1k | $391k | 0% | Mar 2026 |
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| IAM Advisory | 3.1k | $386k | 0% | Mar 2026 |
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| Carrera Capital Advisors | 3.1k | $385k | -5% | Mar 2026 |
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| Schrum Private Wealth Management | 3.1k | $384k | 0% | Mar 2026 |
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| Strategic Family Wealth Counselors | 3.0k | $383k | 0% | Mar 2026 |
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| Private Trust Co Na | 3.0k | $383k | 0% | Mar 2026 |
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| Principal Securities | 2.9k | $365k | 8% | Mar 2026 |
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| EverSource Wealth Advisors | 2.8k | $358k | 0% | Mar 2026 |
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| Paragon Private Wealth Management | 2.8k | $357k | -3% | Mar 2026 |
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| Western Wealth Management | 2.8k | $352k | 11% | Mar 2026 |
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| Summit Financial | 2.8k | $350k | 6% | Mar 2026 |
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| Colony | 2.6k | $328k | 100% | Dec 2025 |
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| Harbor Asset Planning | 2.6k | $324k | 34% | Mar 2026 |
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| Horizon Family Wealth | 2.4k | $307k | 0% | Mar 2026 |
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| CIBC Bancorp USA | 2.3k | $294k | 100% | Mar 2026 |
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| Atlantic Trust | 2.3k | $297k | 3% | Dec 2025 |
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| Rsm Us Wealth Management | 2.3k | $292k | 0% | Mar 2026 |
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| Citadel Advisors | 2.3k | $290k | -42% | Mar 2026 |
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| CLS Investments | 2.3k | $286k | -78% | Mar 2026 |
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| Park Avenue Securities | 2.2k | $282k | -58% | Mar 2026 |
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| Wiley Bros.-aintree Capital | 2.2k | $273k | -10% | Dec 2025 |
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| National Wealth Management Group | 1.9k | $236k | -45% | Mar 2026 |
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| Lido Advisors | 1.8k | $224k | -32% | Mar 2026 |
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Who sold out of Invesco Dynamic Large etf - e?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Silver Oak Securities | Dec 2025 | 10k | $1.3M |
| Belvedere Trading | Dec 2025 | 5.2k | $661k |
| Bawa N Mallick Trust | Dec 2025 | 3.6k | $459k |
| Wealth Enhancement Advisory Services | Dec 2025 | 2.7k | $357k |
| Jpmorgan Chase & Co | Sep 2025 | 2.3k | $291k |