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 |
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LPL Financial | 10M | $666M | 15% | Mar 2025 |
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CliftonLarsonAllen Wealth Advisors | 7.7M | $512M | 1% | Mar 2025 |
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Wealth Enhancement Advisory Services | 7.6M | $507M | -6% | Mar 2025 |
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Ameriprise Financial | 5.5M | $365M | 46% | Mar 2025 |
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Morgan Stanley | 5.5M | $367M | 100% | Dec 2024 |
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FMR | 4.7M | $311M | 13% | Mar 2025 |
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Fifth Third Bancorp | 4.3M | $288M | 0% | Mar 2025 |
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Bank of America Corporation | 4.2M | $284M | 6% | Dec 2024 |
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Wells Fargo & Company | 3.6M | $240M | 14% | Mar 2025 |
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Bank of New York Mellon | 2.6M | $172M | 37% | Mar 2025 |
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Raymond James Financial | 2.4M | $159M | 60% | Mar 2025 |
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Advisor Group Holdings | 2.3M | $155M | 24% | Mar 2025 |
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Royal Bank of Canada | 2.1M | $137M | 6% | Mar 2025 |
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SFMG Wealth Advisors | 1.6M | $108M | -2% | Mar 2025 |
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UBS Group | 1.5M | $102M | -7% | Mar 2025 |
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Northwestern Mutual Wealth Management Company | 1.5M | $98M | 2% | Dec 2024 |
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Madison Asset Management | 1.4M | $95M | 8% | Mar 2025 |
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Kovitz Investment Group Partners | 1.4M | $94M | -26% | Mar 2025 |
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First Command Advisory Services | 1.4M | $93M | -89% | Mar 2025 |
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Madison Investment Advisors | 1.3M | $89M | 100% | Dec 2024 |
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Envestnet Asset Management | 1.3M | $87M | -89% | Mar 2025 |
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Commonwealth Equity Services | 1.3M | $86M | 12% | Dec 2024 |
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Jones Financial Companies, L.L | 1.2M | $78M | 56% | Mar 2025 |
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Cetera Investment Advisers | 1.1M | $75M | -1% | Dec 2024 |
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Alpine Bank Wealth Management | 1.1M | $73M | 36% | Mar 2025 |
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Equitable Holdings | 1.1M | $73M | 4% | Dec 2024 |
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Pnc Financial Services | 1.1M | $71M | 6% | Dec 2024 |
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Trilogy Capital | 1.0M | $69M | 3% | Dec 2024 |
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Evensky & Katz | 797k | $53M | -1% | Dec 2024 |
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Paragon Capital Management | 757k | $50M | -3% | Mar 2025 |
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Stratos Wealth Partners | 706k | $47M | 75% | Mar 2025 |
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Mainstay Capital Management | 670k | $45M | 2% | Mar 2025 |
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Davidson Capital Management | 606k | $40M | -27% | Mar 2025 |
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Family Investment Center | 601k | $40M | 15% | Mar 2025 |
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Stifel Financial | 547k | $37M | 2% | Dec 2024 |
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Milestone Investment Advisors | 545k | $36M | -3% | Mar 2025 |
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Capital Planning Advisors | 533k | $35M | 1% | Mar 2025 |
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Assetmark | 532k | $36M | -15% | Dec 2024 |
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Mml Investors Services | 518k | $35M | 19% | Dec 2024 |
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Wealth Management Resources | 512k | $34M | 2% | Mar 2025 |
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CI Private Wealth | 484k | $32M | -3% | Mar 2025 |
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H D Vest Advisory Services | 471k | $32M | 48% | Dec 2024 |
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SCBT Financial Corporation | 469k | $31M | 100% | Mar 2025 |
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Private Capital Management | 469k | $31M | -7% | Dec 2024 |
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Atria Wealth Solutions | 447k | $30M | 4% | Mar 2025 |
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Schwallier Wealth Management | 446k | $30M | 0% | Dec 2024 |
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Union Savings Bank | 437k | $29M | 13% | Mar 2025 |
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Mariner Wealth Advisors | 437k | $29M | 20% | Mar 2025 |
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Orgel Wealth Management | 416k | $28M | 11% | Mar 2025 |
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Sterling Group Wealth Management | 398k | $26M | 1% | Mar 2025 |
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Cambridge Investment Research Advisors | 377k | $25M | 5% | Mar 2025 |
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Ballast | 354k | $24M | 0% | Mar 2025 |
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Evergreen Capital Management | 320k | $21M | 5% | Mar 2025 |
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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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Branch Banking & Trust Company | 303k | $20M | 5% | Mar 2025 |
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ACT Advisors | 303k | $20M | -2% | Mar 2025 |
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Creative Financial Designs | 302k | $20M | 21% | Mar 2025 |
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KWB Wealth | 291k | $20M | 15% | Mar 2025 |
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Leucadia National Corporation | 273k | $18M | 7% | Mar 2025 |
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TruWealth Advisors | 261k | $17M | 1% | Mar 2025 |
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Rollins Financial Advisors | 253k | $17M | 7% | Mar 2025 |
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Jpmorgan Chase & Co | 252k | $17M | 9% | Mar 2025 |
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Two Sigma Investments | 251k | $17M | -40% | Mar 2025 |
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Sykon Capital | 251k | $17M | 100% | Mar 2025 |
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Cozad Asset Management | 245k | $16M | 4% | Mar 2025 |
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Snowden Capital Advisors | 244k | $16M | 30% | Mar 2025 |
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Tidemark | 237k | $16M | 21% | Mar 2025 |
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Graves-Light Private Wealth Management | 237k | $16M | 2% | Mar 2025 |
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TSFG | 232k | $15M | 11% | Mar 2025 |
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Foundations Investment Advisors | 231k | $15M | 927% | Mar 2025 |
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Global Retirement Partners | 229k | $15M | 3% | Dec 2024 |
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Lido Advisors | 220k | $15M | -11% | Dec 2024 |
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Cresset Asset Management | 219k | $15M | 2% | Dec 2024 |
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Sound View Wealth Advisors Group | 217k | $14M | 2% | Mar 2025 |
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Focus Financial Network | 217k | $14M | 2% | Mar 2025 |
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Private Advisor | 212k | $14M | 16% | Mar 2025 |
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Burns Matteson Capital Management | 209k | $14M | 5% | Mar 2025 |
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Cresta Advisors | 204k | $14M | 33% | Mar 2025 |
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Vigilare Wealth Management | 199k | $13M | -14% | Dec 2024 |
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Eagle Strategies | 195k | $13M | -7% | Mar 2025 |
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WCG Wealth Advisors | 193k | $13M | -63% | Mar 2025 |
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Hoese & Co | 189k | $13M | 19% | Mar 2025 |
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William Blair $ Company | 182k | $12M | 12% | Mar 2025 |
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Sierra Ocean | 173k | $12M | 8% | Mar 2025 |
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Thrivent Financial for Lutherans | 172k | $12M | -10% | Mar 2025 |
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Principal Securities | 171k | $12M | 0% | Mar 2025 |
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Jordan Park Group | 170k | $11M | 0% | Mar 2025 |
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Lynx Investment Advisory | 170k | $11M | 21% | Mar 2025 |
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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% | Mar 2025 |
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Kestra Advisory Services | 160k | $11M | 19% | Dec 2024 |
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Consolidated Planning Corp | 157k | $10M | 56% | Mar 2025 |
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Meitav Dash Investments | 157k | $10M | 35% | Mar 2025 |
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Chicago Wealth Management | 154k | $10M | 2% | Dec 2024 |
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Qube Research & Technologies | 152k | $10M | 516% | Dec 2024 |
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Nikulski Financial | 151k | $10M | 1% | Mar 2025 |
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TD Capital Management | 151k | $10M | 7% | Mar 2025 |
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Jackson Wealth Management | 148k | $9.8M | 2% | Mar 2025 |
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Perennial Investment Advisors | 143k | $9.6M | 925% | Dec 2024 |
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Certified Advisory Corp | 142k | $9.4M | 0% | Mar 2025 |
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Win Advisors | 142k | $9.4M | 100% | Mar 2025 |
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Sage Mountain Advisors | 141k | $9.4M | -3% | Mar 2025 |
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ASB Consultores | 140k | $9.3M | 100% | Mar 2025 |
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Headland Capital | 137k | $9.1M | 3% | Mar 2025 |
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Legacy Private Trust | 132k | $8.8M | -6% | Mar 2025 |
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Janney Montgomery Scott | 129k | $8.6M | 168% | Mar 2025 |
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Core Wealth Advisors | 129k | $8.6M | 6% | Mar 2025 |
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Strategies Wealth Advisors | 124k | $8.2M | 3% | Mar 2025 |
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Synergy Investment Management | 122k | $8.1M | 29% | Mar 2025 |
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Stonebridge Financial Planning Group | 120k | $8.0M | 1% | Mar 2025 |
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Creative Planning | 119k | $7.9M | -2% | Mar 2025 |
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Liberty One Investment Management | 116k | $7.7M | 0% | Mar 2025 |
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Hanson McClain Advisors | 116k | $7.5M | -3% | Mar 2025 |
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IHT Wealth Management | 113k | $7.6M | 11% | Dec 2024 |
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Concord Wealth Partners | 111k | $7.4M | -5% | Mar 2025 |
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Goss Wealth Management | 111k | $7.4M | 151% | Dec 2024 |
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Harbour Investments | 110k | $7.3M | 5% | Mar 2025 |
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Essex Financial Services | 108k | $7.2M | 7% | Mar 2025 |
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Cornerstone Wealth Management | 107k | $7.1M | 0% | Mar 2025 |
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NFP Retirement | 105k | $7.0M | 7% | Mar 2025 |
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MAI Wealth Advisors | 103k | $6.8M | -7% | Mar 2025 |
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Well Done | 101k | $6.8M | -1% | Mar 2025 |
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Flagship Private Wealth | 100k | $6.6M | 5% | Mar 2025 |
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Wetzel Investment Advisors | 95k | $6.3M | -2% | Mar 2025 |
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Cedar Wealth Management | 95k | $6.4M | 19% | Dec 2024 |
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Clear Creek Financial Management | 93k | $6.2M | 6% | Mar 2025 |
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Optima Capital | 91k | $6.1M | 554% | Mar 2025 |
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Dynamic Wealth Strategies | 91k | $6.0M | -27% | Mar 2025 |
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IAG Wealth Partners | 91k | $6.0M | -6% | Mar 2025 |
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Prevail Innovative Wealth Advisors | 90k | $6.0M | 49% | Mar 2025 |
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Kingsview Wealth Management | 90k | $6.0M | 69% | Mar 2025 |
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Providence First Trust | 87k | $5.8M | 1% | Mar 2025 |
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Performa | 86k | $5.7M | 0% | Dec 2024 |
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Ameritas Advisory Services | 83k | $5.5M | 22% | Mar 2025 |
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Riggs Asset Managment | 82k | $5.4M | 2% | Mar 2025 |
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National Bank Of Canada /fi/ | 80k | $5.3M | 81% | Mar 2025 |
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Rockefeller Capital Management | 78k | $5.3M | 0% | Dec 2024 |
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Brian McDonald | 78k | $5.2M | 11% | Mar 2025 |
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Invesco | 75k | $5.0M | 0% | Mar 2025 |
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Beaumont Asset Management | 74k | $4.9M | 3% | Mar 2025 |
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Kestra Private Wealth Services | 74k | $4.9M | 9% | Mar 2025 |
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Hartford Financial Management | 73k | $4.9M | 0% | Mar 2025 |
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Orion Portfolio Solutions | 73k | $4.9M | -8% | Dec 2024 |
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Concurrent Investment Advisors | 72k | $4.8M | 31% | Mar 2025 |
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Steward Partners Investment Advisory | 71k | $4.8M | -45% | Dec 2024 |
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A. Montag and Associates | 71k | $4.7M | 2% | Mar 2025 |
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Flagship Harbor Advisors | 68k | $4.5M | 0% | Mar 2025 |
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Fidelity D & D Bancorp | 68k | $4.5M | 9% | Mar 2025 |
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KPP Advisory Services | 66k | $4.4M | -31% | Mar 2025 |
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RFG Advisory | 65k | $4.3M | -25% | Mar 2025 |
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GeoWealth Management | 61k | $4.1M | -70% | Dec 2024 |
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Collier Financial | 60k | $4.0M | -63% | Mar 2025 |
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Park Edge Advisors | 51k | $3.4M | -64% | Mar 2025 |
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Intrua Financial | 36k | $2.4M | -63% | Mar 2025 |
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TD Waterhouse Canada | 32k | $2.1M | -67% | Mar 2025 |
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Avaii Wealth Management | 3.5k | $229k | -96% | Mar 2025 |
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GPS Wealth Strategies Group | 2.5k | $165k | -97% | Mar 2025 |
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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 |
---|---|---|---|
Independent Advisor Alliance | Dec 2024 | 1.3M | $84M |
Prudential | Sep 2024 | 260k | $18M |
Financial Advocates Investment Management | Dec 2024 | 180k | $12M |
Symphony Financial | Dec 2024 | 136k | $9.3M |
Prudential Financial | Sep 2024 | 72k | $4.9M |
APCM Wealth Management for Individuals | Dec 2024 | 69k | $4.6M |