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
LPL Financial 89k $3.4M -31% Jun 2026
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Raymond James Financial 86k $3.3M -15% Jun 2026
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Benjamin Edwards 73k $2.8M -2% Jun 2026
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Two Sigma Investments 61k $2.3M 4% Jun 2026
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Hrt Financial 52k $2.0M 100% Jun 2026
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Outlook Wealth Advisors 42k $1.6M 100% Jun 2026
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Royal Bank of Canada 38k $1.5M 100% Jun 2026
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Bank of America Corporation 31k $1.2M -78% Jun 2026
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Tower Research Capital 24k $912k 3343% Jun 2026
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Susquehanna International 22k $851k 86% Jun 2026
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Cambridge Investment Research Advisors 22k $837k 24% Jun 2026
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Goldman Sachs Group 21k $810k 5% Jun 2026
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Prospera Financial Services 20k $759k -28% Jun 2026
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Cetera Investment Advisers 18k $682k 100% Jun 2026
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Comprehensive Financial Consultants Institutional 14k $556k 0% Jun 2026
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Citadel Advisors 14k $547k 100% Jun 2026
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Flow Traders US 13k $514k 100% Jun 2026
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Morgan Stanley 12k $895k -4% Mar 2026
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Two Sigma Securities 10k $393k 100% Jun 2026
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Advisor Group Holdings 7.7k $295k -35% Jun 2026
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New Harbor Financial 5.3k $204k 100% Jun 2026
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Steward Partners Investment Advisory 2.2k $85k 0% Jun 2026
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UBS Group 2.1k $81k -35% Jun 2026
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HighMark Wealth Management 1.6k $60k 0% Jun 2026
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CWM 828.00 $34k 0% Mar 2026
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Mercer Global Advisors 646.00 $25k 100% Jun 2026
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Global Retirement Partners 359.00 $14k 17% Jun 2026
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Nbc Securities 226.00 $8.7k 100% Jun 2026
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Bnp Paribas 200.00 $7.7k 0% Jun 2026
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Private Trust Co Na 183.00 $7.1k 0% Jun 2026
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IFP Advisors 80.00 $3.1k 0% Jun 2026
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Wells Fargo & Company 0 $0 -100% Jun 2026
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Who sold out of Invesco Dynamic?

Fund or Company Name Date Sold Shares Held Valued At
HighTower Advisors Mar 2026 669k $28M
Nilsine Partners Mar 2026 36k $1.6M
Hennion & Walsh Asset Management Mar 2026 18k $730k
Envestnet Asset Management Mar 2026 15k $615k
Independent Financial Group Mar 2026 13k $548k
Private Advisor Mar 2026 11k $466k
Equitable Holdings Mar 2026 10k $432k
Wellington Shields & Co Mar 2026 10k $432k
Fulcrum Equity Management Mar 2026 10k $421k
Commonwealth Equity Services Mar 2026 9.3k $385k
MinichMacGregor Wealth Management Mar 2026 9.1k $376k
Quantinno Capital Management Mar 2026 5.8k $240k
Western Financial Corp Mar 2026 5.6k $232k
Fortis Capital Advisors Mar 2026 4.9k $204k
Belpointe Asset Management Mar 2026 4.9k $204k
Sound Income Strategies Mar 2026 1.6k $65k
Plante Moran Financial Advisors Mar 2026 753.00 $31k
Advisory Services Network Mar 2026 200.00 $8.3k