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 |
|---|---|---|---|---|---|
| LPL Financial | 12M | $915M | 2% | Mar 2026 |
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| Ameriprise Financial | 8.8M | $662M | 3% | Mar 2026 |
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| CliftonLarsonAllen Wealth Advisors | 7.4M | $553M | -18% | Mar 2026 |
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| FMR | 5.8M | $433M | 13% | Dec 2025 |
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| Morgan Stanley | 5.7M | $698M | 1% | Mar 2026 |
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| Wells Fargo & Company | 5.0M | $374M | 4% | Mar 2026 |
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| Bank of America Corporation | 4.9M | $368M | 100% | Mar 2026 |
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| Heritage Wealth Advisors | 4.7M | $353M | 8885% | Mar 2026 |
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| Raymond James Financial | 4.4M | $328M | -2% | Dec 2025 |
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| Vantagepoint Investment Advisers | 3.3M | $250M | -1% | Mar 2026 |
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| Advisor Group Holdings | 2.5M | $188M | -2% | Dec 2025 |
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| Royal Bank of Canada | 2.2M | $164M | -14% | Mar 2026 |
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| Jones Financial Companies, L.L | 2.1M | $160M | 16% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 2.1M | $157M | -9% | Mar 2026 |
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| Envestnet Asset Management | 2.0M | $150M | 3% | Mar 2026 |
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| Bank of New York Mellon | 2.0M | $147M | -30% | Mar 2026 |
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| SFMG Wealth Advisors | 1.7M | $127M | 1% | Mar 2026 |
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| UBS Group | 1.6M | $120M | -5% | Mar 2026 |
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| First Command Advisory Services | 1.4M | $108M | -2% | Mar 2026 |
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| Equitable Holdings | 1.4M | $107M | 9% | Mar 2026 |
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| Kovitz Investment Group Partners | 1.4M | $102M | 35% | Mar 2026 |
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| Madison Asset Management | 1.3M | $96M | -6% | Mar 2026 |
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| Cetera Investment Advisers | 1.2M | $93M | 0% | Mar 2026 |
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| Commonwealth Equity Services | 1.1M | $80M | 0% | Mar 2026 |
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| Independent Advisor Alliance | 1.1M | $80M | 100% | Mar 2026 |
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| Independence Asset Advisors | 982k | $74M | 100% | Mar 2026 |
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| Stifel Financial | 935k | $70M | 8% | Mar 2026 |
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| Pnc Financial Services | 901k | $68M | -8% | Mar 2026 |
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| Mml Investors Services | 823k | $62M | -9% | Mar 2026 |
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| Evensky & Katz | 775k | $58M | 0% | Mar 2026 |
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| Tulsa Wealth Advisors | 753k | $57M | 100% | Mar 2026 |
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| Compass Ion Advisors | 746k | $56M | 1% | Mar 2026 |
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| Paragon Capital Management | 719k | $54M | -2% | Mar 2026 |
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| Perennial Investment Advisors | 696k | $52M | -2% | Mar 2026 |
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| Rockefeller Capital Management | 663k | $50M | 1% | Mar 2026 |
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| Bnp Paribas Arbitrage, Snc | 632k | $48M | 221655% | Mar 2026 |
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| Demars Financial Group | 624k | $47M | -2% | Mar 2026 |
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| Mariner Wealth Advisors | 595k | $45M | 77% | Mar 2026 |
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| Sequoia Financial Advisors | 549k | $41M | -2% | Mar 2026 |
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| Alpine Bank Wealth Management | 536k | $40M | -4% | Mar 2026 |
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| Milestone Investment Advisors | 528k | $40M | 0% | Mar 2026 |
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| Family Investment Center | 521k | $39M | -17% | Mar 2026 |
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| Union Savings Bank | 488k | $37M | 1% | Mar 2026 |
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| Kestra Advisory Services | 455k | $34M | 363% | Mar 2026 |
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| Stratos Wealth Partners | 455k | $34M | -29% | Mar 2026 |
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| Sax Wealth Advisors | 447k | $34M | -1% | Mar 2026 |
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| Wealth Management Resources | 438k | $33M | 0% | Mar 2026 |
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| Wealth Enhancement Trust Services | 428k | $32M | -4% | Mar 2026 |
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| Cambridge Investment Research Advisors | 424k | $32M | 12% | Mar 2026 |
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| Capital Planning Advisors | 414k | $31M | -9% | Mar 2026 |
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| Clearview Wealth Management | 408k | $31M | 100% | Mar 2026 |
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| Fifth Third Bancorp | 406k | $31M | 10% | Mar 2026 |
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| Orgel Wealth Management | 398k | $30M | -1% | Mar 2026 |
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| Branch Banking & Trust Company | 396k | $30M | -4% | Mar 2026 |
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| Schwallier Wealth Management | 377k | $28M | -2% | Mar 2026 |
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| Ballast | 375k | $28M | 1% | Mar 2026 |
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| Private Advisor | 369k | $28M | 15% | Mar 2026 |
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| CI Private Wealth | 344k | $26M | 297% | Mar 2026 |
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| Evergreen Capital Management | 340k | $26M | -3% | Dec 2025 |
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| Leucadia National Corporation | 327k | $25M | 21% | Mar 2026 |
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| Summit Wealth Group Llc / Co | 320k | $24M | -14% | Mar 2026 |
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| HighTower Advisors | 314k | $24M | 1% | Mar 2026 |
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| Rollins Financial Advisors | 292k | $22M | 9% | Mar 2026 |
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| Armstrong Advisory Group | 287k | $22M | 403882% | Mar 2026 |
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| Global Retirement Partners | 285k | $21M | 1% | Dec 2025 |
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| Snowden Capital Advisors | 281k | $21M | 6% | Dec 2025 |
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| RFG Advisory | 272k | $20M | 62% | Mar 2026 |
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| William Blair $ Company | 269k | $20M | 7% | Mar 2026 |
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| Qube Research & Technologies | 267k | $20M | 28% | Dec 2025 |
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| Baird Financial | 266k | $20M | 1% | Dec 2025 |
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| Cresset Asset Management | 263k | $20M | 4% | Mar 2026 |
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| Cozad Asset Management | 250k | $19M | -1% | Mar 2026 |
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| Graves-Light Private Wealth Management | 247k | $19M | 4% | Mar 2026 |
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| TruWealth Advisors | 244k | $18M | -2% | Mar 2026 |
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| Focus Financial Network | 241k | $18M | 1% | Mar 2026 |
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| Sterling Group Wealth Management | 231k | $17M | -15% | Mar 2026 |
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| Creative Financial Designs | 227k | $17M | -10% | Mar 2026 |
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| Cresta Advisors | 226k | $17M | 7% | Mar 2026 |
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| NorthRock Partners | 224k | $17M | -18% | Mar 2026 |
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| JNBA Financial Advisors | 219k | $17M | -2% | Mar 2026 |
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| MOR Wealth Management | 218k | $16M | 12% | Mar 2026 |
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| Burns Matteson Capital Management | 218k | $16M | -2% | Mar 2026 |
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| Sierra Ocean | 214k | $16M | 4% | Mar 2026 |
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| Vigilare Wealth Management | 209k | $16M | 99% | Mar 2026 |
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| Lido Advisors | 209k | $16M | -2% | Mar 2026 |
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| Harbour Investments | 208k | $16M | 35% | Mar 2026 |
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| Redhawk Wealth Advisors | 207k | $16M | 256% | Mar 2026 |
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| IHT Wealth Management | 206k | $16M | 27% | Dec 2025 |
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| Davidson Capital Management | 206k | $16M | -68% | Mar 2026 |
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| Crusonia Wealth Advisors | 201k | $15M | 4% | Mar 2026 |
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| Sound View Wealth Advisors Group | 195k | $15M | -1% | Mar 2026 |
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| Opes Wealth Management | 186k | $14M | -1% | Mar 2026 |
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| Janney Montgomery Scott | 171k | $13M | 14% | Mar 2026 |
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| Kingsview Wealth Management | 163k | $12M | 5% | Mar 2026 |
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| Hoese & Co | 162k | $12M | -16% | Mar 2026 |
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| TD Capital Management | 162k | $12M | 0% | Mar 2026 |
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| Core Wealth Advisors | 162k | $12M | 12% | Mar 2026 |
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| Thrivent Financial for Lutherans | 161k | $12M | 4% | Mar 2026 |
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| HPM Partners | 157k | $12M | 19% | Mar 2026 |
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| Tidemark | 156k | $12M | -32% | Mar 2026 |
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| Headland Capital | 156k | $12M | 3% | Mar 2026 |
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| Strategies Wealth Advisors | 156k | $12M | -2% | Dec 2025 |
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| Quantinno Capital Management | 156k | $12M | 8% | Mar 2026 |
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| SCBT Financial Corporation | 155k | $12M | -3% | Mar 2026 |
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| Sage Mountain Advisors | 152k | $11M | 0% | Mar 2026 |
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| Farther Finance Advisors | 150k | $11M | 227% | Mar 2026 |
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| Jackson Wealth Management | 148k | $11M | 1% | Mar 2026 |
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| Goss Wealth Management | 147k | $11M | -2% | Mar 2026 |
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| Cornerstone Wealth Management | 147k | $11M | 34% | Mar 2026 |
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| Lynx Investment Advisory | 146k | $11M | 17% | Mar 2026 |
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| Symphony Financial | 144k | $11M | 5% | Mar 2026 |
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| Sykon Capital | 142k | $11M | 100% | Mar 2026 |
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| Cedar Mountain Advisors | 141k | $11M | 0% | Mar 2026 |
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| Ruggaard & Associates | 140k | $11M | -4% | Mar 2026 |
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| Essex Financial Services | 137k | $10M | 4% | Mar 2026 |
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| Buckingham Strategic Partners | 131k | $9.9M | 1557% | Mar 2026 |
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| Colony | 130k | $9.8M | -38% | Dec 2025 |
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| Owl Creek Wealth Partners | 130k | $9.8M | 100% | Mar 2026 |
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| Trilogy Capital | 130k | $9.7M | 10% | Mar 2026 |
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| Certified Advisory Corp | 129k | $9.7M | -14% | Mar 2026 |
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| Prevail Innovative Wealth Advisors | 127k | $9.5M | -7% | Mar 2026 |
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| WCG Wealth Advisors | 127k | $9.5M | -20% | Mar 2026 |
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| Geneos Wealth Management | 125k | $9.4M | 712% | Mar 2026 |
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| Integrity Investment Advisors | 125k | $9.4M | 9% | Mar 2026 |
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| Legacy Private Trust | 123k | $9.2M | -2% | Mar 2026 |
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| Concord Wealth Partners | 122k | $9.2M | 2% | Mar 2026 |
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| Stonebridge Financial Planning Group | 122k | $9.2M | -1% | Mar 2026 |
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| Santori & Peters | 121k | $9.1M | 5% | Mar 2026 |
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| Sanctuary Advisors | 120k | $9.0M | 0% | Mar 2026 |
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| Creative Planning | 120k | $9.0M | 2% | Mar 2026 |
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| Hanson McClain Advisors | 118k | $8.9M | 1% | Dec 2025 |
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| Invesco | 115k | $8.6M | 0% | Mar 2026 |
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| CLS Investments | 113k | $8.5M | -8% | Mar 2026 |
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| Concurrent Investment Advisors | 113k | $8.5M | -6% | Mar 2026 |
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| Capstone Wealth Management Group | 112k | $8.4M | 60% | Mar 2026 |
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| Security Financial Services | 109k | $8.2M | -1% | Mar 2026 |
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| Paul Damon & Associates | 108k | $8.1M | 127% | Mar 2026 |
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| Artesa Financial Group | 105k | $7.9M | 100% | Mar 2026 |
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| Merit Financial Group | 105k | $7.9M | 1% | Mar 2026 |
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| MAI Wealth Advisors | 104k | $7.8M | 0% | Mar 2026 |
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| Flagship Private Wealth | 103k | $7.7M | 1% | Mar 2026 |
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| NFP Retirement | 101k | $7.6M | 0% | Mar 2026 |
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| Performa | 101k | $7.6M | -2% | Mar 2026 |
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| Nikulski Financial | 101k | $7.6M | -32% | Dec 2025 |
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| Eagle Strategies | 101k | $7.6M | -54% | Mar 2026 |
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| Henshaw Capital | 100k | $7.5M | 0% | Mar 2026 |
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| Endowment Wealth Management | 100k | $7.5M | 5% | Mar 2026 |
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| Cedar Wealth Management | 97k | $7.3M | 0% | Dec 2025 |
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| Synergy Investment Management | 96k | $7.2M | -22% | Dec 2025 |
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| Dynamic Wealth Strategies | 94k | $7.1M | 2% | Mar 2026 |
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| TSFG | 92k | $6.9M | 3% | Mar 2026 |
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Who sold out of Invesco Exchange W&p 500 Qualit equities?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 7.9M | $612M |
| Two Sigma Investments | Dec 2025 | 587k | $44M |
| Jpmorgan Chase & Co | Sep 2025 | 419k | $31M |
| Chicago Wealth Management | Dec 2025 | 160k | $12M |
| Wellington Management Company | Sep 2025 | 113k | $8.3M |
| Green Ridge Wealth Planning | Dec 2025 | 107k | $8.0M |