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 | 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 |