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
Goldman Sachs Group 56k $1.7M 2% Dec 2025
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Comprehensive Financial Consultants Institutional 19k $553k -6% Dec 2025
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Prospera Financial Services 18k $536k -5% Dec 2025
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LPL Financial 15k $452k 16% Dec 2025
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Leucadia National Corporation 11k $325k -29% Dec 2025
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Citadel Advisors 9.7k $265k -23% Sep 2025
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Cambridge Investment Research Advisors 7.0k $205k 100% Dec 2025
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Sound Income Strategies 1.6k $53k 100% Dec 2025
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HighMark Wealth Management 1.6k $46k 0% Dec 2025
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CWM 828.00 $24k 0% Dec 2025
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Advisor Group Holdings 577.00 $17k 83% Dec 2025
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Murphy, Middleton, Hinkle & Parker 372.00 $305k 100% Dec 2025
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Global Retirement Partners 308.00 $9.0k 7% Dec 2025
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UBS Group 212.00 $6.2k -99% Dec 2025
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Private Trust Co Na 183.00 $5.4k 0% Dec 2025
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IFP Advisors 80.00 $2.3k 0% Dec 2025
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Strategic Wealth Partners 31.00 $843.999800 0% Sep 2025
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Creekmur Asset Management 1.00 $40.000000 0% Sep 2025
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Who sold out of Invesco Dynamic?

Fund or Company Name Date Sold Shares Held Valued At
Tower Research Capital Sep 2025 18k $482k
IHT Wealth Management Sep 2025 8.9k $243k
Advisory Services Network Sep 2025 200.00 $5.4k
Barclays Sep 2025 200.00 $5.4k
FMR Jun 2025 2.00 $48.000000