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 | 13M | $961M | 15% | Sep 2025 |
|
| CliftonLarsonAllen Wealth Advisors | 8.9M | $669M | 6% | Dec 2025 |
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| Ameriprise Financial | 8.8M | $644M | -5% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 7.9M | $612M | 3% | Dec 2025 |
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| FMR | 5.1M | $375M | -3% | Sep 2025 |
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| Wells Fargo & Company | 4.8M | $353M | 12% | Sep 2025 |
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| Raymond James Financial | 4.5M | $328M | 16% | Sep 2025 |
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| Vantagepoint Investment Advisers | 3.3M | $251M | 0% | Dec 2025 |
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| Envestnet Asset Management | 2.9M | $212M | 56% | Sep 2025 |
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| Bank of New York Mellon | 2.7M | $199M | 2% | Sep 2025 |
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| Advisor Group Holdings | 2.6M | $187M | -9% | Sep 2025 |
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| Royal Bank of Canada | 2.5M | $187M | 2% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 2.3M | $166M | 23% | Sep 2025 |
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| Jones Financial Companies, L.L | 1.8M | $134M | 17% | Sep 2025 |
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| UBS Group | 1.7M | $127M | 1% | Dec 2025 |
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| SFMG Wealth Advisors | 1.7M | $121M | 1% | Sep 2025 |
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| Cetera Investment Advisers | 1.6M | $117M | 20% | Sep 2025 |
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| First Command Advisory Services | 1.5M | $107M | 1% | Sep 2025 |
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| Madison Asset Management | 1.4M | $102M | -6% | Dec 2025 |
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| Equitable Holdings | 1.3M | $96M | 0% | Sep 2025 |
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| Kovitz Investment Group Partners | 1.2M | $88M | -21% | Sep 2025 |
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| Commonwealth Equity Services | 1.2M | $86M | -8% | Sep 2025 |
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| Mml Investors Services | 1.2M | $84M | 80% | Sep 2025 |
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| Pnc Financial Services | 974k | $73M | -17% | Dec 2025 |
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| Stifel Financial | 825k | $60M | 8% | Sep 2025 |
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| Evensky & Katz | 774k | $58M | 0% | Dec 2025 |
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| Compass Ion Advisors | 741k | $56M | 3% | Dec 2025 |
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| Paragon Capital Management | 732k | $55M | -1% | Dec 2025 |
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| Perennial Investment Advisors | 710k | $52M | 58% | Sep 2025 |
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| Stratos Wealth Partners | 641k | $48M | 3% | Dec 2025 |
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| Demars Financial Group | 640k | $48M | 5% | Dec 2025 |
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| Davidson Capital Management | 635k | $48M | 1% | Dec 2025 |
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| Family Investment Center | 624k | $47M | 0% | Dec 2025 |
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| First International Bank & Trust | 560k | $41M | -2% | Sep 2025 |
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| Alpine Bank Wealth Management | 555k | $42M | 1% | Dec 2025 |
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| Sterling Financial Group | 554k | $41M | 6% | Sep 2025 |
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| Milestone Investment Advisors | 528k | $39M | -1% | Sep 2025 |
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| Capital Planning Advisors | 476k | $35M | -6% | Sep 2025 |
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| Mariner Wealth Advisors | 454k | $33M | 8% | Sep 2025 |
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| Sax Wealth Advisors | 449k | $34M | 20% | Dec 2025 |
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| Wealth Enhancement Trust Services | 445k | $33M | 100% | Dec 2025 |
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| Wealth Management Resources | 439k | $33M | -17% | Dec 2025 |
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| CI Private Wealth | 431k | $32M | -7% | Sep 2025 |
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| Jpmorgan Chase & Co | 419k | $31M | 100% | Sep 2025 |
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| Branch Banking & Trust Company | 414k | $31M | 0% | Dec 2025 |
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| Two Sigma Investments | 408k | $30M | -36% | Sep 2025 |
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| Schwallier Wealth Management | 408k | $30M | -6% | Sep 2025 |
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| Orgel Wealth Management | 403k | $30M | -5% | Dec 2025 |
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| Cambridge Investment Research Advisors | 379k | $29M | -11% | Dec 2025 |
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| Summit Wealth Group Llc / Co | 371k | $28M | 100% | Dec 2025 |
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| Fifth Third Bancorp | 369k | $28M | -91% | Dec 2025 |
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| Ballast | 363k | $27M | 4% | Sep 2025 |
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| Evergreen Capital Management | 340k | $26M | -3% | Dec 2025 |
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| HighTower Advisors | 321k | $24M | -1% | Sep 2025 |
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| Private Advisor | 311k | $23M | 3% | Sep 2025 |
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| Steward Partners Investment Advisory | 286k | $21M | 9% | Sep 2025 |
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| Global Retirement Partners | 285k | $21M | 1% | Dec 2025 |
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| Sterling Group Wealth Management | 272k | $20M | 0% | Dec 2025 |
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| Rollins Financial Advisors | 269k | $20M | 4% | Dec 2025 |
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| Snowden Capital Advisors | 266k | $20M | 7% | Sep 2025 |
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| Leucadia National Corporation | 265k | $19M | -6% | Sep 2025 |
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| Baird Financial | 265k | $19M | 27% | Sep 2025 |
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| Cresset Asset Management | 258k | $19M | 5% | Sep 2025 |
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| Cozad Asset Management | 254k | $19M | 1% | Sep 2025 |
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| Creative Financial Designs | 252k | $19M | 5% | Dec 2025 |
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| TruWealth Advisors | 248k | $19M | -4% | Dec 2025 |
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| William Blair $ Company | 241k | $18M | 8% | Sep 2025 |
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| Focus Financial Network | 240k | $18M | 2% | Dec 2025 |
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| Graves-Light Private Wealth Management | 237k | $18M | 2% | Dec 2025 |
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| JNBA Financial Advisors | 223k | $17M | 2% | Dec 2025 |
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| Burns Matteson Capital Management | 223k | $17M | 1% | Dec 2025 |
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| Tidemark | 220k | $16M | -13% | Sep 2025 |
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| Eagle Strategies | 218k | $16M | 5% | Dec 2025 |
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| Cresta Advisors | 217k | $16M | 2% | Sep 2025 |
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| Lido Advisors | 212k | $16M | -3% | Sep 2025 |
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| Colony | 209k | $15M | -2% | Sep 2025 |
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| Qube Research & Technologies | 208k | $15M | -23% | Sep 2025 |
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| SCBT Financial Corporation | 199k | $15M | -47% | Sep 2025 |
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| Sierra Ocean | 198k | $15M | 8% | Sep 2025 |
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| Sound View Wealth Advisors Group | 197k | $15M | -1% | Dec 2025 |
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| MOR Wealth Management | 195k | $15M | 100% | Dec 2025 |
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| Hoese & Co | 193k | $15M | 0% | Dec 2025 |
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| Opes Wealth Management | 188k | $14M | 1% | Dec 2025 |
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| Meitav Dash Investments | 184k | $13M | 102% | Sep 2025 |
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| Principal Securities | 176k | $13M | 1% | Sep 2025 |
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| Jordan Park Group | 170k | $13M | 0% | Sep 2025 |
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| IHT Wealth Management | 163k | $12M | 10% | Sep 2025 |
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| TD Capital Management | 161k | $12M | 2% | Sep 2025 |
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| Ruggaard & Associates | 160k | $12M | 1% | Sep 2025 |
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| Strategies Wealth Advisors | 158k | $12M | -4% | Sep 2025 |
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| RFG Advisory | 158k | $12M | 176% | Sep 2025 |
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| WCG Wealth Advisors | 157k | $12M | -24% | Sep 2025 |
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| Chicago Wealth Management | 156k | $12M | 0% | Sep 2025 |
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| Janney Montgomery Scott | 155k | $11M | 18% | Sep 2025 |
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| Kingsview Wealth Management | 155k | $12M | -1% | Dec 2025 |
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| Sage Mountain Advisors | 152k | $11M | -1% | Dec 2025 |
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| Certified Advisory Corp | 151k | $11M | -1% | Dec 2025 |
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| Headland Capital | 151k | $11M | 1% | Dec 2025 |
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| Goss Wealth Management | 148k | $11M | 20% | Sep 2025 |
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| Core Wealth Advisors | 146k | $11M | 6% | Sep 2025 |
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| Jackson Wealth Management | 146k | $11M | 1% | Dec 2025 |
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| Cedar Mountain Advisors | 141k | $10M | -17% | Sep 2025 |
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| Prevail Innovative Wealth Advisors | 136k | $10M | 28% | Dec 2025 |
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| Essex Financial Services | 134k | $9.8M | 6% | Sep 2025 |
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| HPM Partners | 133k | $9.7M | 1% | Sep 2025 |
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| Symphony Financial | 133k | $9.7M | 4% | Sep 2025 |
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| Legacy Private Trust | 125k | $9.4M | 0% | Dec 2025 |
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| Synergy Investment Management | 123k | $9.0M | 100% | Sep 2025 |
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| Lynx Investment Advisory | 123k | $9.0M | 2% | Sep 2025 |
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| Stonebridge Financial Planning Group | 122k | $9.0M | 1% | Sep 2025 |
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| Rockefeller Capital Management | 122k | $8.9M | -1% | Sep 2025 |
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| Sanctuary Advisors | 121k | $9.1M | -12% | Dec 2025 |
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| Concord Wealth Partners | 120k | $9.0M | 4% | Dec 2025 |
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| Concurrent Investment Advisors | 120k | $9.0M | 112% | Dec 2025 |
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| Creative Planning | 119k | $8.8M | -1% | Sep 2025 |
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| Thrivent Financial for Lutherans | 119k | $8.7M | 194% | Sep 2025 |
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| Trilogy Capital | 118k | $8.8M | 10% | Dec 2025 |
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| Hanson McClain Advisors | 117k | $8.5M | 0% | Sep 2025 |
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| Invesco | 115k | $8.5M | 0% | Sep 2025 |
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| Santori & Peters | 115k | $8.6M | 1% | Dec 2025 |
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| Harbour Investments | 115k | $8.4M | 5% | Sep 2025 |
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| Kestra Advisory Services | 114k | $8.3M | -14% | Sep 2025 |
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| Wellington Management Company | 113k | $8.3M | 100% | Sep 2025 |
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| Security Financial Services | 110k | $8.3M | 100% | Dec 2025 |
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| Cornerstone Wealth Management | 108k | $7.9M | 0% | Sep 2025 |
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| Liberty One Investment Management | 107k | $7.8M | -1% | Sep 2025 |
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| Integrity Investment Advisors | 107k | $7.8M | 8% | Sep 2025 |
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| Vigilare Wealth Management | 105k | $7.9M | -8% | Dec 2025 |
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| Merit Financial Group | 104k | $7.8M | 129% | Dec 2025 |
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| Flagship Private Wealth | 102k | $7.7M | 0% | Dec 2025 |
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| Performa | 102k | $7.5M | -1% | Sep 2025 |
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| NFP Retirement | 101k | $7.4M | -2% | Sep 2025 |
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| Nikulski Financial | 101k | $7.6M | -32% | Dec 2025 |
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| Cedar Wealth Management | 97k | $7.1M | 3% | Sep 2025 |
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| MAI Wealth Advisors | 96k | $7.0M | -1% | Sep 2025 |
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| Endowment Wealth Management | 95k | $7.1M | 127% | Dec 2025 |
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| Brian McDonald | 92k | $6.9M | 3% | Dec 2025 |
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| Dynamic Wealth Strategies | 92k | $6.9M | -4% | Dec 2025 |
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| Well Done | 91k | $6.8M | -2% | Dec 2025 |
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| Savvy Advisors | 91k | $6.8M | 1564% | Dec 2025 |
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| TSFG | 90k | $6.8M | -42% | Dec 2025 |
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| Providence First Trust | 89k | $6.5M | 1% | Sep 2025 |
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| Captrust Financial Advisors | 88k | $6.5M | 12% | Sep 2025 |
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| KPP Advisory Services | 88k | $6.6M | 6% | Dec 2025 |
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| Elevation Capital Advisory | 87k | $6.5M | 1331% | Dec 2025 |
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| Beaumont Asset Management | 86k | $6.3M | -24% | Sep 2025 |
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| Kestra Private Wealth Services | 85k | $6.4M | 9% | Dec 2025 |
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| Level Four Advisory Services | 83k | $6.1M | 497% | Sep 2025 |
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| Gts Securities | 83k | $6.1M | 45% | Sep 2025 |
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| Goldman Sachs Group | 81k | $5.9M | 100% | Sep 2025 |
|
| Fidelity D & D Bancorp | 80k | $6.0M | -5% | Dec 2025 |
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| IAG Wealth Partners | 73k | $5.3M | -12% | Sep 2025 |
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| Integrity Financial Corp | 35k | $2.5M | -67% | Sep 2025 |
|
| Park Avenue Securities | 30k | $2.2M | -71% | Dec 2025 |
|
| Optima Capital | 6.4k | $482k | -94% | Dec 2025 |
|
Who sold out of Invesco Exchange W&p 500 Qualit equities?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Coco Enterprises | Jun 2025 | 283k | $20M |
| Financial Advocates Investment Management | Jun 2025 | 141k | $10M |
| Capitolis Liquid Global Markets | Jun 2025 | 106k | $7.5M |