Who owns Invesco S&p 500 High Div, Low V equities?

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Analyze quarterly positions in Invesco S&p 500 High Div, Low V equities with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Invesco S&p 500 High Div, Low V equities stock

Who bought or sold Invesco S&p 500 High Div, Low V equities this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
LPL Financial 2.1M $101M -6% Dec 2025
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Financial Engines Advisors L.L.C 915k $44M -1% Dec 2025
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Royal Bank of Canada 698k $35M 7% Sep 2025
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Two Sigma Investments 695k $34M 100% Sep 2025
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Raymond James Financial 685k $33M -3% Dec 2025
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Franklin Resources 659k $32M -8% Dec 2025
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Wells Fargo & Company 643k $31M 2% Dec 2025
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Stifel Financial 627k $30M 152% Dec 2025
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UBS Group 514k $25M 0% Dec 2025
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Streettalk Advisors 465k $22M 4% Dec 2025
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Ameriprise Financial 343k $16M 4% Dec 2025
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Private Advisor 324k $16M 39% Dec 2025
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FMR 301k $15M -14% Sep 2025
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Envestnet Asset Management 275k $13M -20% Dec 2025
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Cetera Investment Advisers 259k $12M -2% Dec 2025
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TLS Advisors 250k $463k 3170% Dec 2025
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Commonwealth Equity Services 248k $12M -10% Dec 2025
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CWM 237k $11M 4597% Dec 2025
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Shilanski & Associates 231k $11M 3% Sep 2025
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Jones Financial Companies, L.L 211k $10M -1% Dec 2025
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Advisor Group Holdings 210k $10M 4% Dec 2025
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Jpmorgan Chase & Co 203k $10M 100% Sep 2025
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Cambridge Investment Research Advisors 200k $9.6M 2% Dec 2025
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XML Financial 200k $9.6M 1% Dec 2025
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Hanson McClain Advisors 188k $9.0M -4% Dec 2025
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Foguth Wealth Management 186k $8.9M 58% Dec 2025
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BTS Asset Management 181k $8.7M -7% Dec 2025
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Retirement Network 169k $8.1M 2% Dec 2025
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Janney Montgomery Scott 168k $8.0M 3% Dec 2025
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Gunma Bank 145k $7.2M 0% Sep 2025
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Steel Peak Wealth Management 140k $6.7M 1125% Dec 2025
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Wealth Enhancement Advisory Services 140k $6.8M 70% Dec 2025
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Equitable Holdings 139k $6.7M -55% Dec 2025
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Sanctuary Advisors 138k $6.6M 60% Dec 2025
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Northside Capital Management 133k $6.4M 0% Dec 2025
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Fusion Capital 128k $6.1M 2% Dec 2025
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Fortis Group Advisors 126k $6.4M 2% Dec 2025
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Goss Wealth Management 121k $5.8M 1% Dec 2025
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Brookstone Capital Management 119k $5.7M -15% Dec 2025
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Branch Banking & Trust Company 117k $5.6M -9% Dec 2025
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Jump Financial 99k $4.7M 100% Dec 2025
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Prostatis Group 96k $4.6M 1% Dec 2025
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Change Path 91k $4.4M -3% Dec 2025
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Oppenheimer & Co 90k $4.3M -5% Dec 2025
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Clal Insurance Enterprises Holdings 85k $4.1M 0% Dec 2025
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Creative Planning 83k $4.0M -1% Dec 2025
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Venture Visionary Partners 79k $3.8M 0% Dec 2025
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Capital Investment Advisory Services 76k $3.6M 1% Dec 2025
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Lee Munder Capital Group 76k $3.6M -5% Dec 2025
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Delos Wealth Advisors 75k $3.6M 3% Dec 2025
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Susquehanna International 74k $3.5M 214% Dec 2025
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Arete Wealth Advisors 73k $3.5M 3% Dec 2025
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Geneos Wealth Management 65k $3.1M -30% Dec 2025
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Cookson, Peirce & Co 64k $3.1M 7% Dec 2025
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Axxcess Wealth Management 60k $2.9M 97% Dec 2025
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David Kennon 58k $2.8M -3% Dec 2025
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Pinnacle Wealth Management Group 58k $2.8M 0% Dec 2025
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Mml Investors Services 58k $2.8M -9% Dec 2025
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Mariner Wealth Advisors 55k $2.6M 0% Dec 2025
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Kestra Advisory Services 54k $2.6M -3% Dec 2025
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Baird Financial 53k $2.6M 2% Dec 2025
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Stonebridge Wealth Management 50k $2.4M -22% Dec 2025
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WJ Financial Advisors 50k $2.4M 21% Dec 2025
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Pensionmark Financial Group 47k $118k 100% Dec 2025
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Steward Partners Investment Advisory 45k $2.2M 40% Dec 2025
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Lynx Investment Advisory 44k $2.1M -8% Dec 2025
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Mercer Global Advisors 44k $2.1M 0% Dec 2025
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Curran Financial Partners 44k $2.1M 16% Dec 2025
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Washington Trust Bank 44k $2.1M -3% Dec 2025
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Tyche Wealth Partners 42k $2.0M 0% Dec 2025
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AQR Capital Management 39k $1.9M 100% Sep 2025
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Buckingham Strategic Partners 38k $1.8M -45% Dec 2025
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Meritage Portfolio Management 38k $1.8M 7% Dec 2025
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Viawealth 37k $1.8M 45% Dec 2025
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Greenberg Financial Group 36k $1.7M 100% Dec 2025
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Warren Averett Asset Management 35k $1.7M -60% Dec 2025
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Park Edge Advisors 34k $1.6M 8% Dec 2025
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HighTower Advisors 33k $1.6M -1% Dec 2025
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Massmutual Trust 32k $1.5M -11% Dec 2025
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Arkadios Wealth Advisors 32k $1.5M 6% Dec 2025
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Colonial River Wealth Management 31k $1.5M 1% Dec 2025
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Stratos Wealth Partners 30k $1.4M -7% Dec 2025
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J.w. Cole Advisors 30k $1.4M 0% Dec 2025
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Atlas Legacy Advisors 30k $1.4M -2% Dec 2025
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Rockefeller Capital Management 28k $1.3M 6% Dec 2025
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Northwestern Mutual Wealth Management Company 28k $1.3M 1% Dec 2025
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Crescent Grove Advisors 28k $1.3M 7% Dec 2025
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Brookwood Investment Group 27k $1.3M -3% Dec 2025
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RDA Financial Network 27k $1.3M 1% Dec 2025
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D.A. Davidson & Co. 26k $1.3M 2% Dec 2025
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Citadel Advisors 26k $1.3M -16% Sep 2025
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Private Trust Co Na 26k $1.2M -25% Dec 2025
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Invesco 26k $1.2M -3% Dec 2025
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Mitsubishi UFJ Asset Management 26k $1.2M 24% Dec 2025
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Perigon Wealth Management 25k $1.2M -2% Dec 2025
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Summit Financial Wealth Advisors 25k $1.2M 0% Dec 2025
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L.m. Kohn & Company 24k $1.2M 11% Sep 2025
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Concurrent Investment Advisors 24k $1.1M -8% Dec 2025
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Patten & Patten 22k $1.1M -22% Dec 2025
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Parallel Advisors 21k $1.0M -13% Dec 2025
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CVA Family Office 20k $981k -4% Dec 2025
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Davenport & Co 20k $973k 4% Dec 2025
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Western Wealth Management 20k $972k 25% Dec 2025
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Sage Capital Management 20k $943k 2% Dec 2025
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Patten 19k $932k -24% Dec 2025
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McLean Asset Management Corp 19k $930k -4% Dec 2025
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Miracle Mile Advisors 19k $887k 14% Dec 2025
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Code Waechter 18k $881k 0% Dec 2025
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Sunbelt Securities 18k $867k 9% Dec 2025
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Two Sigma Securities 18k $858k 108% Dec 2025
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AlphaStar Capital Management 18k $857k 28% Dec 2025
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Tocqueville Asset Management 18k $846k 28% Dec 2025
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Level Four Advisory Services 17k $835k 12% Dec 2025
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Atria Investments 17k $810k 100% Dec 2025
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Koshinski Asset Management 17k $794k 1% Dec 2025
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Bleakley Financial Group 17k $791k 0% Dec 2025
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Gts Securities 16k $785k -23% Dec 2025
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Gladstone Institutional Advisory 16k $768k 6% Dec 2025
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Global Retirement Partners 16k $764k 1% Dec 2025
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Cornerstone Wealth Management 16k $759k -1% Dec 2025
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Pacific Financial Group 16k $758k 100% Dec 2025
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IMS Capital Management 15k $762k 1% Sep 2025
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Investors Research Corp 15k $734k 0% Dec 2025
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Sigma Planning 15k $709k -5% Dec 2025
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Tower Research Capital 15k $703k -15% Dec 2025
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Portland Financial Advisors 15k $701k -4% Dec 2025
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International Assets Investment Management 15k $701k 23% Dec 2025
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Fifth Third Securities 14k $687k -2% Dec 2025
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Curbstone Financial Management 14k $672k 0% Dec 2025
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Golden State Wealth Management 14k $672k 0% Dec 2025
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TrueWealth Advisors 14k $654k 0% Dec 2025
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Sontag Advisory 14k $652k 0% Dec 2025
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HBW Advisory Services 14k $649k -4% Dec 2025
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Envestnet Portfolio Solutions 13k $622k 3% Dec 2025
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SFMG Wealth Advisors 13k $618k -24% Dec 2025
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Flagship Harbor Advisors 13k $608k 188% Dec 2025
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Farther Finance Advisors 13k $605k 10% Dec 2025
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Eagle Strategies 13k $603k 53% Dec 2025
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CI Private Wealth 13k $75k 100% Dec 2025
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Magnus Financial Group 12k $588k 0% Dec 2025
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PFG Investments 12k $585k 4% Dec 2025
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HB Wealth Management 12k $574k -36% Dec 2025
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Prospera Financial Services 12k $573k -4% Dec 2025
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RVW Wealth 12k $572k 0% Dec 2025
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Daiwa Securities Group 12k $562k 0% Dec 2025
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Wiley Bros.-aintree Capital 12k $554k 2% Dec 2025
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Atomi Financial Group 11k $544k 1% Dec 2025
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Whittier Trust 11k $546k 0% Dec 2025
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Wealthfront Advisers 11k $540k 4% Dec 2025
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Apollon Financial 11k $508k 14% Dec 2025
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Spire Wealth Management 10k $496k -13% Dec 2025
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Interactive Financial Advisors 8.8k $422k -25% Dec 2025
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Lifeworks Advisors 8.7k $417k -56% Dec 2025
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LM Advisors 2.7k $57k -95% Dec 2025
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Silver Oak Securities 1.4k $65k -97% Dec 2025
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Who sold out of Invesco S&p 500 High Div, Low V equities?

Fund or Company Name Date Sold Shares Held Valued At
Alpha Zero Jun 2025 62k $3.0M
Integrated Wealth Concepts Sep 2025 19k $957k
Golden State Equity Partners Sep 2025 18k $904k
Stratos Wealth Advisors Sep 2025 16k $773k
Cowa Sep 2025 15k $741k
Goldman Sachs Group Sep 2025 13k $649k
Financial Advocates Investment Management Jun 2025 13k $604k