Who owns Invesco Exchange W&p 500 Qualit equities?

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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 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