Who owns Invesco Exchange W&p 500 Qualit equities?
- Ticker: SPHQ
- CUSIP Number: 46137v241
Tip: Access positions for across all investors
Analyze quarterly positions in Invesco Exchange W&p 500 Qualit equities with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Invesco Exchange W&p 500 Qualit equities stock
Who bought or sold Invesco Exchange W&p 500 Qualit equities this quarter?
Fund or Company Name |
Shares Held |
Valued At |
Change in Shares |
As Of |
Actions |
|---|---|---|---|---|---|
| First Command Advisory Services | 12M | $834M | 1% | Dec 2024 |
|
| Envestnet Asset Management | 12M | $821M | 1% | Dec 2024 |
|
| LPL Financial | 8.7M | $584M | 13% | Dec 2024 |
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| CliftonLarsonAllen Wealth Advisors | 7.7M | $514M | 5% | Dec 2024 |
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| Wealth Enhancement Advisory Services | 7.6M | $507M | -6% | Mar 2025 |
|
| Morgan Stanley | 5.5M | $367M | 5% | Dec 2024 |
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| Fifth Third Bancorp | 4.3M | $288M | 0% | Mar 2025 |
|
| Bank of America Corporation | 4.2M | $284M | 6% | Dec 2024 |
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| FMR | 4.1M | $277M | -3% | Dec 2024 |
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| Ameriprise Financial | 3.8M | $253M | 1% | Dec 2024 |
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| Wells Fargo & Company | 3.2M | $212M | 2% | Dec 2024 |
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| Royal Bank of Canada | 1.9M | $130M | 10% | Dec 2024 |
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| Kovitz Investment Group Partners | 1.9M | $128M | -9% | Dec 2024 |
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| Bank of New York Mellon | 1.9M | $127M | 2% | Dec 2024 |
|
| Advisor Group Holdings | 1.7M | $111M | -3% | Dec 2024 |
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| UBS Group | 1.7M | $111M | 4% | Dec 2024 |
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| SFMG Wealth Advisors | 1.6M | $110M | 0% | Dec 2024 |
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| Raymond James Financial | 1.5M | $101M | 100% | Dec 2024 |
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| Northwestern Mutual Wealth Management Company | 1.5M | $98M | 2% | Dec 2024 |
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| Madison Asset Management | 1.3M | $89M | -2% | Dec 2024 |
|
| Madison Investment Advisors | 1.3M | $89M | 100% | Dec 2024 |
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| Commonwealth Equity Services | 1.3M | $86M | 12% | Dec 2024 |
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| Independent Advisor Alliance | 1.3M | $84M | 100% | Dec 2024 |
|
| Cetera Investment Advisers | 1.1M | $75M | -1% | Dec 2024 |
|
| Equitable Holdings | 1.1M | $73M | 4% | Dec 2024 |
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| Pnc Financial Services | 1.1M | $71M | 6% | Dec 2024 |
|
| Trilogy Capital | 1.0M | $69M | 3% | Dec 2024 |
|
| Davidson Capital Management | 835k | $56M | 2% | Dec 2024 |
|
| Evensky & Katz | 797k | $53M | -1% | Dec 2024 |
|
| Jones Financial Companies, L.L | 766k | $51M | 66% | Dec 2024 |
|
| Paragon Capital Management | 757k | $50M | -3% | Mar 2025 |
|
| Mainstay Capital Management | 656k | $44M | -55% | Dec 2024 |
|
| Milestone Investment Advisors | 561k | $38M | 7% | Dec 2024 |
|
| Stifel Financial | 547k | $37M | 2% | Dec 2024 |
|
| Assetmark | 532k | $36M | -15% | Dec 2024 |
|
| Capital Planning Advisors | 527k | $35M | 7% | Dec 2024 |
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| Family Investment Center | 523k | $35M | 3% | Dec 2024 |
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| WCG Wealth Advisors | 518k | $35M | 22% | Dec 2024 |
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| Mml Investors Services | 518k | $35M | 19% | Dec 2024 |
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| Wealth Management Resources | 502k | $34M | 133% | Dec 2024 |
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| CI Private Wealth | 499k | $33M | 477% | Dec 2024 |
|
| H D Vest Advisory Services | 471k | $32M | 48% | Dec 2024 |
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| Private Capital Management | 469k | $31M | -7% | Dec 2024 |
|
| Schwallier Wealth Management | 446k | $30M | 0% | Dec 2024 |
|
| Atria Wealth Solutions | 431k | $29M | 5% | Dec 2024 |
|
| Orgel Wealth Management | 416k | $28M | 11% | Mar 2025 |
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| Two Sigma Investments | 416k | $28M | 11% | Dec 2024 |
|
| Stratos Wealth Partners | 405k | $27M | 9% | Dec 2024 |
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| Sterling Group Wealth Management | 395k | $27M | 2% | Dec 2024 |
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| Union Savings Bank | 388k | $26M | 12% | Dec 2024 |
|
| Mariner Wealth Advisors | 365k | $25M | 4% | Dec 2024 |
|
| Cambridge Investment Research Advisors | 359k | $24M | 25% | Dec 2024 |
|
| Ballast | 353k | $24M | 1% | Dec 2024 |
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| HighTower Advisors | 319k | $21M | 0% | Dec 2024 |
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| One Capital Management | 319k | $21M | -3% | Dec 2024 |
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| Evergreen Capital Management | 304k | $20M | 8% | Dec 2024 |
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| ACT Advisors | 303k | $20M | -2% | Mar 2025 |
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| KWB Wealth | 291k | $20M | 15% | Mar 2025 |
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| Branch Banking & Trust Company | 290k | $19M | 9% | Dec 2024 |
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| TruWealth Advisors | 261k | $17M | 1% | Mar 2025 |
|
| Leucadia National Corporation | 254k | $17M | 20% | Dec 2024 |
|
| Creative Financial Designs | 251k | $17M | 1% | Dec 2024 |
|
| Graves-Light Private Wealth Management | 237k | $16M | 2% | Mar 2025 |
|
| Rollins Financial Advisors | 237k | $16M | 25% | Dec 2024 |
|
| Cozad Asset Management | 236k | $16M | 4% | Dec 2024 |
|
| Jpmorgan Chase & Co | 231k | $16M | 5% | Dec 2024 |
|
| Global Retirement Partners | 229k | $15M | 3% | Dec 2024 |
|
| Lido Advisors | 220k | $15M | -11% | Dec 2024 |
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| Cresset Asset Management | 219k | $15M | 2% | Dec 2024 |
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| Focus Financial Network | 217k | $14M | 2% | Mar 2025 |
|
| Sound View Wealth Advisors Group | 214k | $14M | 4% | Dec 2024 |
|
| Eagle Strategies | 211k | $14M | 12% | Dec 2024 |
|
| TSFG | 210k | $14M | 5% | Dec 2024 |
|
| Vigilare Wealth Management | 199k | $13M | -14% | Dec 2024 |
|
| Burns Matteson Capital Management | 199k | $13M | 7% | Dec 2024 |
|
| Tidemark | 196k | $13M | 9% | Dec 2024 |
|
| Thrivent Financial for Lutherans | 191k | $13M | -1% | Dec 2024 |
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| Hoese & Co | 189k | $13M | 19% | Mar 2025 |
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| Snowden Capital Advisors | 188k | $13M | 1% | Dec 2024 |
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| Private Advisor | 183k | $12M | -2% | Dec 2024 |
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| Financial Advocates Investment Management | 180k | $12M | -7% | Dec 2024 |
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| Principal Securities | 171k | $12M | 2% | Dec 2024 |
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| Jordan Park Group | 170k | $11M | 0% | Dec 2024 |
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| Cedar Mountain Advisors | 167k | $11M | 2% | Mar 2025 |
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| Opes Wealth Management | 165k | $11M | 1% | Dec 2024 |
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| Integrity Financial Corp | 164k | $11M | 0% | Dec 2024 |
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| William Blair $ Company | 163k | $11M | 21% | Dec 2024 |
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| Sierra Ocean | 161k | $11M | 100% | Dec 2024 |
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| Kestra Advisory Services | 160k | $11M | 19% | Dec 2024 |
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| Chicago Wealth Management | 154k | $10M | 2% | Dec 2024 |
|
| Cresta Advisors | 153k | $10M | 0% | Dec 2024 |
|
| Qube Research & Technologies | 152k | $10M | 516% | Dec 2024 |
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| Nikulski Financial | 150k | $10M | 1% | Dec 2024 |
|
| Sage Mountain Advisors | 145k | $9.7M | -5% | Dec 2024 |
|
| Jackson Wealth Management | 145k | $9.7M | -1% | Dec 2024 |
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| Perennial Investment Advisors | 143k | $9.6M | 925% | Dec 2024 |
|
| Certified Advisory Corp | 142k | $9.5M | 3% | Dec 2024 |
|
| TD Capital Management | 141k | $9.4M | 3% | Dec 2024 |
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| Lynx Investment Advisory | 141k | $9.4M | 2% | Dec 2024 |
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| Symphony Financial | 136k | $9.3M | 2% | Dec 2024 |
|
| Headland Capital | 133k | $8.9M | 100% | Dec 2024 |
|
| Legacy Private Trust | 132k | $8.8M | -6% | Mar 2025 |
|
| Dynamic Wealth Strategies | 125k | $8.3M | 4% | Dec 2024 |
|
| Core Wealth Advisors | 122k | $8.2M | 100% | Dec 2024 |
|
| Creative Planning | 121k | $8.1M | -5% | Dec 2024 |
|
| Strategies Wealth Advisors | 121k | $8.5M | -1% | Dec 2024 |
|
| Hanson McClain Advisors | 120k | $8.3M | -1% | Dec 2024 |
|
| Stonebridge Financial Planning Group | 119k | $8.0M | 0% | Dec 2024 |
|
| Concord Wealth Partners | 117k | $7.8M | 0% | Dec 2024 |
|
| Liberty One Investment Management | 117k | $7.8M | -1% | Dec 2024 |
|
| Meitav Dash Investments | 116k | $7.8M | 100% | Dec 2024 |
|
| IHT Wealth Management | 113k | $7.6M | 11% | Dec 2024 |
|
| Goss Wealth Management | 111k | $7.4M | 151% | Dec 2024 |
|
| MAI Wealth Advisors | 111k | $7.4M | -9% | Dec 2024 |
|
| Cornerstone Wealth Management | 106k | $7.1M | -1% | Dec 2024 |
|
| Harbour Investments | 105k | $7.0M | 14% | Dec 2024 |
|
| Well Done | 102k | $6.8M | 0% | Dec 2024 |
|
| Essex Financial Services | 101k | $6.8M | 3% | Dec 2024 |
|
| Consolidated Planning Corp | 101k | $6.8M | 3% | Dec 2024 |
|
| Flagship Private Wealth | 100k | $6.6M | 5% | Mar 2025 |
|
| TD Waterhouse Canada | 99k | $6.6M | 0% | Dec 2024 |
|
| NFP Retirement | 98k | $6.6M | -1% | Dec 2024 |
|
| Wetzel Investment Advisors | 97k | $6.5M | 1% | Dec 2024 |
|
| KPP Advisory Services | 96k | $6.4M | 8% | Dec 2024 |
|
| Cedar Wealth Management | 95k | $6.4M | 19% | Dec 2024 |
|
| Synergy Investment Management | 95k | $6.3M | 100% | Dec 2024 |
|
| IAG Wealth Partners | 91k | $6.0M | -6% | Mar 2025 |
|
| Clear Creek Financial Management | 88k | $5.9M | 18% | Dec 2024 |
|
| Providence First Trust | 86k | $5.8M | 2% | Dec 2024 |
|
| Performa | 86k | $5.7M | 0% | Dec 2024 |
|
| Riggs Asset Managment | 81k | $5.4M | 1% | Dec 2024 |
|
| Rockefeller Capital Management | 78k | $5.3M | 0% | Dec 2024 |
|
| Invesco | 75k | $5.0M | 0% | Dec 2024 |
|
| Hartford Financial Management | 73k | $4.9M | -1% | Dec 2024 |
|
| Orion Portfolio Solutions | 73k | $4.9M | -8% | Dec 2024 |
|
| Beaumont Asset Management | 72k | $4.8M | 10% | Dec 2024 |
|
| Steward Partners Investment Advisory | 71k | $4.8M | -45% | Dec 2024 |
|
| Brian McDonald | 70k | $4.7M | 0% | Dec 2024 |
|
| A. Montag and Associates | 70k | $4.7M | 0% | Dec 2024 |
|
| APCM Wealth Management for Individuals | 69k | $4.6M | -54% | Dec 2024 |
|
| Ameritas Advisory Services | 68k | $4.5M | 1% | Dec 2024 |
|
| Kestra Private Wealth Services | 68k | $4.5M | 125% | Dec 2024 |
|
| Flagship Harbor Advisors | 68k | $4.5M | -14% | Dec 2024 |
|
| Brown Brothers Harriman & Co. | 67k | $4.5M | 0% | Dec 2024 |
|
| Carolinas Wealth Consulting | 66k | $4.4M | 243% | Dec 2024 |
|
| Parallel Advisors | 66k | $4.4M | -2% | Mar 2025 |
|
| West Michigan Advisors | 65k | $4.3M | -1% | Dec 2024 |
|
| RFG Advisory | 65k | $4.3M | -25% | Mar 2025 |
|
| HPM Partners | 63k | $4.2M | -6% | Dec 2024 |
|
| Western Wealth Management | 63k | $4.2M | 8% | Dec 2024 |
|
| Colony | 62k | $4.1M | -72% | Dec 2024 |
|
| GeoWealth Management | 61k | $4.1M | -70% | Dec 2024 |
|
| Collier Financial | 60k | $4.0M | -63% | Mar 2025 |
|
| Park Edge Advisors | 51k | $3.4M | -64% | Mar 2025 |
|
| Renaissance Technologies | 14k | $925k | -78% | Dec 2024 |
|
| Alaska Permanent Capital Management | 11k | $706k | -98% | Dec 2024 |
|
| Susquehanna International | 5.3k | $355k | -92% | Dec 2024 |
|
| Avaii Wealth Management | 3.5k | $229k | -96% | Mar 2025 |
|
| GPS Wealth Strategies Group | 2.5k | $165k | -97% | Mar 2025 |
|
Who sold out of Invesco Exchange W&p 500 Qualit equities?
Fund or Company Name |
Date Sold |
Shares Held |
Valued At |
|---|---|---|---|
| Prudential | Sep 2024 | 260k | $18M |
| Two Sigma Advisers | Sep 2024 | 196k | $13M |
| Prudential Financial | Sep 2024 | 72k | $4.9M |