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 | 669k | $28M | 100% | Mar 2026 |
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| Bank of America Corporation | 143k | $5.9M | 100% | Mar 2026 |
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| LPL Financial | 129k | $5.3M | 738% | Mar 2026 |
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| Benjamin Edwards | 74k | $3.1M | 100% | Mar 2026 |
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| Two Sigma Investments | 58k | $2.4M | 478% | Mar 2026 |
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| Nilsine Partners | 36k | $1.6M | 100% | Mar 2026 |
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| Prospera Financial Services | 27k | $1.1M | 49% | Mar 2026 |
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| Goldman Sachs Group | 20k | $829k | -65% | Mar 2026 |
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| Hennion & Walsh Asset Management | 18k | $730k | 100% | Mar 2026 |
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| Cambridge Investment Research Advisors | 18k | $724k | 150% | Mar 2026 |
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| Envestnet Asset Management | 15k | $615k | 100% | Mar 2026 |
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| Comprehensive Financial Consultants Institutional | 14k | $598k | -23% | Mar 2026 |
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| Independent Financial Group | 13k | $548k | 100% | Mar 2026 |
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| Morgan Stanley | 12k | $895k | -4% | Mar 2026 |
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| Private Advisor | 11k | $466k | 100% | Mar 2026 |
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| Equitable Holdings | 10k | $432k | 100% | Mar 2026 |
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| Wellington Shields & Co | 10k | $432k | 100% | Mar 2026 |
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| Fulcrum Equity Management | 10k | $421k | 100% | Mar 2026 |
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| Commonwealth Equity Services | 9.3k | $385k | 100% | Mar 2026 |
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| MinichMacGregor Wealth Management | 9.1k | $376k | 100% | Mar 2026 |
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| Quantinno Capital Management | 5.8k | $240k | 100% | Mar 2026 |
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| Western Financial Corp | 5.6k | $232k | 100% | Mar 2026 |
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| Fortis Capital Advisors | 4.9k | $204k | 100% | Mar 2026 |
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| Belpointe Asset Management | 4.9k | $204k | 100% | Mar 2026 |
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| UBS Group | 3.3k | $135k | 1439% | Mar 2026 |
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| Steward Partners Investment Advisory | 2.2k | $91k | 100% | Mar 2026 |
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| Sound Income Strategies | 1.6k | $65k | 0% | Mar 2026 |
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| HighMark Wealth Management | 1.6k | $65k | 0% | Mar 2026 |
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| CWM | 828.00 | $24k | 0% | Dec 2025 |
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| Plante Moran Financial Advisors | 753.00 | $31k | 100% | Mar 2026 |
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| Advisor Group Holdings | 577.00 | $17k | 83% | Dec 2025 |
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| Wells Fargo & Company | 420.00 | $0 | 100% | Mar 2026 |
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| Global Retirement Partners | 308.00 | $9.0k | 7% | Dec 2025 |
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| Bnp Paribas | 200.00 | $8.2k | 100% | Mar 2026 |
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| Private Trust Co Na | 183.00 | $7.6k | 0% | Mar 2026 |
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| IFP Advisors | 80.00 | $3.3k | 0% | Mar 2026 |
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| Western Wealth Management | 8.00 | $332.000000 | 100% | Mar 2026 |
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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 |
| Leucadia National Corporation | Dec 2025 | 11k | $325k |
| IHT Wealth Management | Sep 2025 | 8.9k | $243k |
| Murphy, Middleton, Hinkle & Parker | Dec 2025 | 372.00 | $305k |
| Barclays | Sep 2025 | 200.00 | $5.4k |
| Advisory Services Network | Sep 2025 | 200.00 | $5.4k |