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 |
|---|---|---|---|---|---|
| Goldman Sachs Group | 56k | $1.7M | 2% | Dec 2025 |
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| Prospera Financial Services | 27k | $1.1M | 49% | Mar 2026 |
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| Comprehensive Financial Consultants Institutional | 19k | $553k | -6% | 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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| Fulcrum Equity Management | 10k | $421k | 100% | Mar 2026 |
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| Two Sigma Investments | 10k | $296k | 100% | Dec 2025 |
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| MinichMacGregor Wealth Management | 9.1k | $376k | 100% | Mar 2026 |
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| Cambridge Investment Research Advisors | 7.0k | $205k | 100% | Dec 2025 |
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| Western Financial Corp | 5.6k | $232k | 100% | Mar 2026 |
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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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| 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 | $3.3k | 0% | 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 |
| Citadel Advisors | Sep 2025 | 9.7k | $265k |
| 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 |