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 | 599k | $19M | 4% | Jun 2024 |
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| Morgan Stanley | 377k | $12M | 77% | Jun 2024 |
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| LPL Financial | 121k | $3.5M | -17% | Sep 2024 |
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| Nilsine Partners | 45k | $1.3M | 7% | Sep 2024 |
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| Outlook Wealth Advisors | 34k | $972k | 6% | Sep 2024 |
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| Stifel Financial | 31k | $988k | -40% | Jun 2024 |
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| Citadel Advisors | 22k | $639k | 100% | Sep 2024 |
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| Bank of America Corporation | 20k | $587k | -86% | Sep 2024 |
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| Susquehanna International | 15k | $430k | 57% | Sep 2024 |
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| Cambridge Investment Research Advisors | 14k | $395k | -37% | Sep 2024 |
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| Prospera Financial Services | 13k | $379k | 5% | Sep 2024 |
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| Goldman Sachs Group | 10k | $331k | 100% | Jun 2024 |
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| Jpmorgan Chase & Co | 9.3k | $269k | 100% | Sep 2024 |
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| Prosperity Wealth Management | 7.5k | $217k | 100% | Sep 2024 |
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| Brian McDonald | 3.4k | $98k | 0% | Sep 2024 |
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| HighMark Wealth Management | 1.5k | $44k | 0% | Sep 2024 |
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| Royal Bank of Canada | 1.1k | $30k | 629% | Sep 2024 |
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| Advisor Group Holdings | 603.00 | $17k | -56% | Sep 2024 |
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| Global Retirement Partners | 337.00 | $9.7k | 0% | Sep 2024 |
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| Barclays | 200.00 | $6.0k | 0% | Sep 2024 |
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| Private Trust Co Na | 183.00 | $5.8k | 0% | Jun 2024 |
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| Evermay Wealth Management | 155.00 | $4.5k | 0% | Sep 2024 |
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| Oarsman Capital | 150.00 | $4.3k | 100% | Sep 2024 |
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| Reuter James Wealth Management | 130.00 | $3.8k | 100% | Sep 2024 |
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| Toth Financial Advisory Corporation | 50.00 | $1.4k | 0% | Sep 2024 |
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| Tower Research Capital | 4.00 | $128.000000 | 0% | Jun 2024 |
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| Creekmur Asset Management | 1.00 | $41.000000 | -97% | Sep 2024 |
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| Wells Fargo & Company | 1.00 | $22.000000 | 0% | Sep 2024 |
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Who sold out of Invesco Dynamic?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Raymond James Financial Services Advisors | Jun 2024 | 107k | $3.4M |
| Raymond James & Associates | Jun 2024 | 84k | $2.7M |
| Sprott | Mar 2024 | 17k | $548k |
| CIBC World Markets | Jun 2024 | 13k | $424k |
| Hennion & Walsh Asset Management | Jun 2024 | 13k | $420k |
| Western Financial Corp | Jun 2024 | 11k | $354k |
| Envestnet Asset Management | Jun 2024 | 10k | $331k |
| Private Advisor | Jun 2024 | 9.1k | $292k |
| D. E. Shaw & Co | Jun 2024 | 6.7k | $215k |