Who owns Invesco S&p 500 High Div, Low V equities?
- Ticker: SPHD
- CUSIP Number: 46138e362
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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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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 |
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LPL Financial | 1.9M | $97M | 2% | Sep 2024 |
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Bank of America Corporation | 1.1M | $57M | -4% | Sep 2024 |
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Royal Bank of Canada | 1.1M | $56M | -1% | Sep 2024 |
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Financial Engines Advisors L.L.C | 1.0M | $51M | 100% | Sep 2024 |
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FMR | 747k | $38M | -4% | Sep 2024 |
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Franklin Resources | 675k | $34M | 0% | Sep 2024 |
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Goldman Sachs Group | 638k | $32M | 3723% | Sep 2024 |
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Ameriprise Financial | 585k | $30M | 56% | Sep 2024 |
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UBS Group | 581k | $29M | 9% | Sep 2024 |
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Wells Fargo & Company | 527k | $27M | 10% | Sep 2024 |
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Babson Capital Management | 452k | $23M | 100% | Sep 2024 |
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Streettalk Advisors | 436k | $22M | 1% | Sep 2024 |
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Raymond James & Associates | 364k | $18M | -3% | Sep 2024 |
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Bank Of Montreal | 328k | $17M | 100% | Sep 2024 |
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Equitable Holdings | 325k | $16M | 3% | Sep 2024 |
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Envestnet Asset Management | 323k | $16M | -4% | Sep 2024 |
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Commonwealth Equity Services | 288k | $15M | -3% | Sep 2024 |
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Jpmorgan Chase & Co | 287k | $15M | 2% | Sep 2024 |
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Reuter James Wealth Management | 286k | $14M | 100% | Dec 2024 |
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Cambridge Investment Research Advisors | 283k | $14M | 39% | Sep 2024 |
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WESPAC Advisors SoCal | 250k | $12M | -6% | Dec 2024 |
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Raymond James Financial Services Advisors | 247k | $13M | -1% | Sep 2024 |
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Hanson McClain Advisors | 236k | $12M | -2% | Sep 2024 |
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Shilanski & Associates | 215k | $10M | 0% | Dec 2024 |
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Cetera Investment Advisers | 204k | $10M | 12% | Sep 2024 |
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Advisor Group Holdings | 199k | $10M | 100% | Sep 2024 |
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Private Advisor | 176k | $8.9M | 50% | Sep 2024 |
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XML Financial | 174k | $8.4M | 0% | Dec 2024 |
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Branch Banking & Trust Company | 172k | $8.7M | 86% | Sep 2024 |
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Janney Montgomery Scott | 161k | $7.8M | 4% | Dec 2024 |
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Retirement Network | 157k | $8.0M | 2% | Sep 2024 |
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Brookstone Capital Management | 147k | $7.1M | -10% | Dec 2024 |
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Gunma Bank | 145k | $7.3M | -24% | Sep 2024 |
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Citadel Advisors | 142k | $7.2M | 7% | Sep 2024 |
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Retirement Financial Solutions | 141k | $7.1M | -1% | Sep 2024 |
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Two Sigma Advisers | 139k | $7.0M | 100% | Sep 2024 |
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Northside Capital Management | 133k | $6.4M | 0% | Dec 2024 |
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Goss Wealth Management | 126k | $6.3M | 7% | Sep 2024 |
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Stifel Financial | 122k | $6.2M | -1% | Sep 2024 |
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Gts Securities | 117k | $5.9M | 78% | Sep 2024 |
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Fusion Capital | 113k | $5.7M | 0% | Sep 2024 |
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Wealth Enhancement Advisory Services | 111k | $5.6M | 52% | Dec 2024 |
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Susquehanna International | 104k | $5.3M | 43% | Sep 2024 |
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Geneos Wealth Management | 88k | $4.3M | 1% | Dec 2024 |
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Sanctuary Advisors | 88k | $4.5M | 2% | Sep 2024 |
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Oppenheimer & Co | 86k | $4.3M | 100% | Sep 2024 |
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Clal Insurance Enterprises Holdings | 81k | $4.1M | 100% | Sep 2024 |
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Venture Visionary Partners | 79k | $4.0M | 15% | Sep 2024 |
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Atria Investments | 76k | $3.8M | 12% | Sep 2024 |
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Capital Investment Advisory Services | 76k | $3.7M | -16% | Dec 2024 |
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Steel Peak Wealth Management | 75k | $3.6M | 244% | Dec 2024 |
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Atria Wealth Solutions | 72k | $3.6M | -1% | Sep 2024 |
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Mml Investors Services | 71k | $3.6M | 0% | Sep 2024 |
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Park Edge Advisors | 70k | $3.4M | 168% | Dec 2024 |
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David Kennon | 70k | $3.4M | -2% | Dec 2024 |
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Arete Wealth Advisors | 67k | $3.4M | 100% | Sep 2024 |
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Mariner Wealth Advisors | 66k | $3.3M | 12% | Sep 2024 |
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Delos Wealth Advisors | 65k | $3.3M | 8% | Sep 2024 |
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Mercer Global Advisors | 65k | $3.3M | -3% | Sep 2024 |
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Cookson, Peirce & Co | 63k | $3.2M | 100% | Sep 2024 |
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Jones Financial Companies, L.L | 63k | $3.2M | 100% | Sep 2024 |
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Kestra Advisory Services | 61k | $3.1M | -1% | Sep 2024 |
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Pinnacle Wealth Management Group | 59k | $2.9M | 5% | Dec 2024 |
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LM Advisors | 59k | $3.0M | 100% | Sep 2024 |
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Change Path | 56k | $2.8M | 1% | Sep 2024 |
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Invesco | 56k | $2.8M | -12% | Sep 2024 |
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D.A. Davidson & Co. | 55k | $2.8M | -3% | Sep 2024 |
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L.m. Kohn & Company | 49k | $2.5M | 148% | Sep 2024 |
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Kowal Investment Group | 47k | $2.4M | -3% | Sep 2024 |
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Lee Munder Capital Group | 45k | $2.2M | 55% | Dec 2024 |
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Tyche Wealth Partners | 44k | $2.1M | -6% | Dec 2024 |
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Pathstone Holdings | 43k | $2.2M | 0% | Sep 2024 |
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Kestra Investment Management | 43k | $2.2M | 100% | Sep 2024 |
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FinTrust Capital Advisors | 42k | $2.1M | 3% | Sep 2024 |
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Stratos Wealth Partners | 42k | $2.0M | 13% | Dec 2024 |
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H D Vest Advisory Services | 41k | $2.1M | 2% | Sep 2024 |
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Optivise Advisory Services | 40k | $2.0M | 100% | Sep 2024 |
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Coppell Advisory Solutions | 37k | $1.9M | 6013% | Sep 2024 |
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Lynx Investment Advisory | 36k | $1.8M | 1% | Sep 2024 |
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Private Trust Co Na | 35k | $1.8M | 105% | Sep 2024 |
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Verity Asset Management | 34k | $1.7M | 4% | Dec 2024 |
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Citigroup | 32k | $1.6M | 349% | Sep 2024 |
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Patten & Patten | 31k | $1.6M | -2% | Sep 2024 |
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HighTower Advisors | 31k | $1.6M | -20% | Sep 2024 |
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Saxon Interests | 30k | $1.4M | 92% | Dec 2024 |
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Warren Averett Asset Management | 27k | $1.3M | -14% | Sep 2024 |
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RDA Financial Network | 26k | $1.3M | -4% | Dec 2024 |
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Golden State Equity Partners | 26k | $1.3M | 71% | Dec 2024 |
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Meritage Portfolio Management | 26k | $1.3M | -7% | Dec 2024 |
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Heritage Oak Wealth Advisors | 26k | $1.3M | 100% | Sep 2024 |
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Clarity Capital Partners | 25k | $1.3M | 0% | Sep 2024 |
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Summit Financial Wealth Advisors | 24k | $1.2M | 0% | Sep 2024 |
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Perigon Wealth Management | 24k | $1.2M | -3% | Dec 2024 |
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Parallel Advisors | 23k | $1.2M | -1% | Sep 2024 |
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Sigma Planning | 23k | $1.2M | -1% | Sep 2024 |
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Diametric Capital | 22k | $1.1M | -29% | Sep 2024 |
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Curran Financial Partners | 22k | $1.1M | 20% | Dec 2024 |
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Patten | 22k | $1.1M | 3% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 22k | $1.1M | -17% | Sep 2024 |
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Buckingham Strategic Partners | 22k | $1.1M | 100% | Sep 2024 |
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Sage Capital Management | 21k | $1.1M | 1% | Sep 2024 |
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IMS Capital Management | 21k | $1.1M | 0% | Sep 2024 |
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One Capital Management | 20k | $1.0M | 100% | Sep 2024 |
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CVA Family Office | 20k | $949k | 158% | Dec 2024 |
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McLean Asset Management Corp | 19k | $939k | 0% | Dec 2024 |
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Integrated Wealth Concepts | 19k | $983k | 0% | Sep 2024 |
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Pnc Financial Services | 19k | $951k | -2% | Sep 2024 |
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Fortis Group Advisors | 19k | $948k | 1% | Sep 2024 |
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Davenport & Co | 19k | $895k | -4% | Dec 2024 |
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Prudential Financial | 18k | $921k | 19% | Sep 2024 |
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Code Waechter | 18k | $877k | 0% | Dec 2024 |
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Fifth Third Securities | 18k | $847k | 2% | Dec 2024 |
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Two Sigma Investments | 17k | $875k | 100% | Sep 2024 |
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Western Wealth Management | 17k | $866k | 2% | Sep 2024 |
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Cherry Creek Investment Advisors | 17k | $826k | -25% | Dec 2024 |
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SFMG Wealth Advisors | 17k | $860k | 0% | Sep 2024 |
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Steward Partners Investment Advisory | 17k | $858k | -4% | Sep 2024 |
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Massmutual Trust | 17k | $819k | 801% | Dec 2024 |
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Bleakley Financial Group | 17k | $797k | 0% | Dec 2024 |
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Prospera Financial Services | 16k | $818k | 7% | Sep 2024 |
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Koshinski Asset Management | 16k | $773k | 99% | Dec 2024 |
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Investors Research Corp | 16k | $804k | -41% | Sep 2024 |
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Gladstone Institutional Advisory | 16k | $798k | -1% | Sep 2024 |
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Interactive Financial Advisors | 16k | $795k | -5% | Sep 2024 |
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Cornerstone Wealth Management | 16k | $756k | 1% | Dec 2024 |
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HBW Advisory Services | 15k | $745k | -8% | Dec 2024 |
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Lifeworks Advisors | 15k | $767k | -8% | Sep 2024 |
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IAM Advisory | 15k | $717k | -18% | Dec 2024 |
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AlphaStar Capital Management | 15k | $743k | 100% | Sep 2024 |
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TrueWealth Advisors | 15k | $701k | -4% | Dec 2024 |
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Global Retirement Partners | 14k | $725k | 1% | Sep 2024 |
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Tocqueville Asset Management | 14k | $723k | 3% | Sep 2024 |
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Curbstone Financial Management | 14k | $676k | 0% | Dec 2024 |
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Sontag Advisory | 14k | $704k | 0% | Sep 2024 |
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Nelson, Van Denburg & Campbell Wealth Management | 13k | $641k | -8% | Dec 2024 |
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Holt Capital Advisors, L.L.C. dba Holt Capital Partners | 13k | $657k | 0% | Sep 2024 |
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Cowa | 13k | $650k | 13% | Sep 2024 |
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Financial Advocates Investment Management | 13k | $621k | 10% | Dec 2024 |
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Ameritas Advisory Services | 13k | $608k | 3% | Dec 2024 |
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Arkadios Wealth Advisors | 13k | $603k | -6% | Dec 2024 |
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Magnus Financial Group | 12k | $591k | -45% | Dec 2024 |
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Creative Planning | 12k | $617k | 44% | Sep 2024 |
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International Assets Investment Management | 12k | $590k | 100% | Dec 2024 |
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TD Waterhouse Canada | 12k | $616k | 143% | Sep 2024 |
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RVW Wealth | 12k | $588k | 0% | Dec 2024 |
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Migdal Insurance & Financial Holdings | 12k | $587k | 225% | Sep 2024 |
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PFG Investments | 12k | $554k | 0% | Dec 2024 |
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HB Wealth Management | 11k | $553k | 0% | Dec 2024 |
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Whittier Trust | 11k | $571k | 100% | Sep 2024 |
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Dynamic Advisors Solutions | 10k | $500k | -27% | Dec 2024 |
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Springbok Capital Management | 8.2k | $413k | -29% | Sep 2024 |
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New Wave Wealth Advisors | 1.4k | $69k | -94% | Dec 2024 |
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Silver Oak Securities | 281.00 | $14k | -99% | Dec 2024 |
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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 |
---|---|---|---|
DRW Holdings | Jun 2024 | 100k | $4.5M |
Jane Street | Jun 2024 | 36k | $1.6M |
Renaissance Technologies | Jun 2024 | 23k | $1.0M |
Tower Research Capital | Jun 2024 | 21k | $948k |
Tudor Investment Corporation | Jun 2024 | 17k | $773k |
Simplicity Wealth | Jun 2024 | 17k | $733k |
Mirae Asset Global Investments | Sep 2024 | 15k | $760k |