Who owns Invesco Exchange W&p 500 Qualit equities?
- Ticker: SPHQ
- CUSIP Number: 46137v241
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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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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 |
---|---|---|---|---|---|
First Command Advisory Services | 12M | $829M | -6% | Sep 2024 |
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Envestnet Asset Management | 12M | $817M | -4% | Sep 2024 |
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LPL Financial | 7.7M | $521M | 2% | Sep 2024 |
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Wealth Enhancement Advisory Services | 7.5M | $474M | 7% | Jun 2024 |
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CliftonLarsonAllen Wealth Advisors | 7.3M | $490M | 4% | Sep 2024 |
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Morgan Stanley | 4.6M | $294M | 43% | Jun 2024 |
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Fifth Third Bancorp | 4.4M | $293M | 0% | Sep 2024 |
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Bank of America Corporation | 4.0M | $270M | 9% | Sep 2024 |
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Wells Fargo & Company | 3.1M | $210M | 12% | Sep 2024 |
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Kovitz Investment Group Partners | 2.1M | $141M | 10% | Sep 2024 |
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Bank of New York Mellon | 1.9M | $125M | 3% | Sep 2024 |
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Royal Bank of Canada | 1.8M | $119M | 20% | Sep 2024 |
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Advisor Group Holdings | 1.7M | $115M | 2% | Sep 2024 |
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SFMG Wealth Advisors | 1.6M | $110M | 0% | Sep 2024 |
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Mainstay Capital Management | 1.5M | $98M | 51% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 1.4M | $97M | 4% | Sep 2024 |
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Madison Asset Management | 1.4M | $91M | 10% | Sep 2024 |
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Commonwealth Equity Services | 1.1M | $77M | 22% | Sep 2024 |
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Cetera Investment Advisers | 1.0M | $65M | 8% | Jun 2024 |
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Pnc Financial Services | 1.0M | $68M | 4% | Sep 2024 |
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Trilogy Capital | 1.0M | $67M | 30% | Sep 2024 |
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Equitable Holdings | 976k | $62M | 22% | Jun 2024 |
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Raymond James Financial Services Advisors | 835k | $56M | 2% | Sep 2024 |
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Davidson Capital Management | 821k | $55M | 2% | Sep 2024 |
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Alpine Bank Wealth Management | 812k | $55M | 100% | Sep 2024 |
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Evensky & Katz | 808k | $54M | -1% | Sep 2024 |
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Paragon Capital Management | 781k | $53M | -1% | Sep 2024 |
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Assetmark | 625k | $42M | 43723% | Sep 2024 |
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Raymond James & Associates | 602k | $41M | -2% | Sep 2024 |
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Private Capital Management | 563k | $36M | 2% | Jun 2024 |
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Stifel Financial | 532k | $34M | -1% | Jun 2024 |
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Milestone Investment Advisors | 523k | $35M | -14% | Sep 2024 |
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Family Investment Center | 506k | $34M | 2% | Sep 2024 |
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Capital Planning Advisors | 493k | $33M | -2% | Sep 2024 |
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Alaska Permanent Capital Management | 473k | $32M | 1% | Sep 2024 |
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Prudential | 469k | $30M | 540% | Jun 2024 |
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Jones Financial Companies, L.L | 460k | $31M | 1603% | Sep 2024 |
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Schwallier Wealth Management | 445k | $30M | 5% | Sep 2024 |
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Mml Investors Services | 435k | $29M | 40% | Sep 2024 |
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WCG Wealth Advisors | 425k | $29M | -3% | Sep 2024 |
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Atria Wealth Solutions | 410k | $28M | 93% | Sep 2024 |
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Sterling Group Wealth Management | 387k | $26M | 5% | Sep 2024 |
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Orgel Wealth Management | 376k | $25M | 0% | Sep 2024 |
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Stratos Wealth Partners | 370k | $25M | 3% | Sep 2024 |
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Mariner Wealth Advisors | 352k | $24M | 34% | Sep 2024 |
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Ballast | 351k | $24M | 1% | Sep 2024 |
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Union Savings Bank | 346k | $23M | 10% | Sep 2024 |
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One Capital Management | 330k | $22M | 4% | Sep 2024 |
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HighTower Advisors | 318k | $20M | -6% | Jun 2024 |
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H D Vest Advisory Services | 311k | $20M | 6% | Jun 2024 |
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Graves-Light Private Wealth Management | 306k | $19M | 1% | Jun 2024 |
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Two Sigma Investments | 295k | $19M | 2% | Jun 2024 |
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Cambridge Investment Research Advisors | 288k | $19M | 8% | Sep 2024 |
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ACT Advisors | 287k | $19M | 2% | Sep 2024 |
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TruWealth Advisors | 256k | $17M | 2% | Sep 2024 |
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Lido Advisors | 250k | $16M | -2% | Jun 2024 |
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KWB Wealth | 250k | $16M | 20% | Sep 2024 |
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Creative Financial Designs | 248k | $17M | 99% | Sep 2024 |
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Branch Banking & Trust Company | 239k | $15M | 8% | Jun 2024 |
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Vigilare Wealth Management | 233k | $16M | -62% | Sep 2024 |
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Cozad Asset Management | 227k | $15M | 9% | Sep 2024 |
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Global Retirement Partners | 223k | $15M | 2% | Sep 2024 |
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Jpmorgan Chase & Co | 220k | $15M | 7% | Sep 2024 |
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Colony | 217k | $17M | 278% | Sep 2024 |
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Wealth Management Resources | 216k | $14M | 5% | Sep 2024 |
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Focus Financial Network | 212k | $14M | 3% | Sep 2024 |
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Sound View Wealth Advisors Group | 206k | $14M | 17% | Sep 2024 |
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GeoWealth Management | 203k | $14M | 1359% | Sep 2024 |
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TSFG | 201k | $14M | 3% | Sep 2024 |
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Leucadia National Corporation | 199k | $13M | 3% | Jun 2024 |
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Thrivent Financial for Lutherans | 194k | $13M | -26% | Sep 2024 |
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Financial Advocates Investment Management | 194k | $13M | -2% | Sep 2024 |
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Rollins Financial Advisors | 189k | $13M | 67% | Sep 2024 |
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Eagle Strategies | 187k | $13M | 941% | Sep 2024 |
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Burns Matteson Capital Management | 186k | $13M | 24% | Sep 2024 |
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Private Advisor | 185k | $13M | 13% | Sep 2024 |
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Snowden Capital Advisors | 185k | $12M | -4% | Sep 2024 |
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Tidemark | 180k | $12M | 9% | Sep 2024 |
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Jordan Park Group | 170k | $11M | 0% | Jun 2024 |
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Cedar Mountain Advisors | 169k | $11M | -3% | Sep 2024 |
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Principal Securities | 168k | $11M | -1% | Sep 2024 |
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Integrity Financial Corp | 164k | $11M | 1% | Sep 2024 |
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Opes Wealth Management | 164k | $11M | 0% | Sep 2024 |
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Hoese & Co | 158k | $11M | -4% | Sep 2024 |
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Sage Mountain Advisors | 154k | $10M | 3% | Sep 2024 |
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Cresta Advisors | 153k | $10M | 7% | Sep 2024 |
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Chicago Wealth Management | 151k | $10M | 1% | Sep 2024 |
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APCM Wealth Management for Individuals | 149k | $10M | -4% | Sep 2024 |
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Nikulski Financial | 149k | $10M | -2% | Sep 2024 |
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Legacy Private Trust | 148k | $10M | -5% | Sep 2024 |
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Jackson Wealth Management | 146k | $9.8M | 72% | Sep 2024 |
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Lynx Investment Advisory | 138k | $9.3M | 30% | Sep 2024 |
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Certified Advisory Corp | 137k | $9.2M | 14% | Sep 2024 |
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TD Capital Management | 137k | $9.2M | 15% | Sep 2024 |
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Kestra Advisory Services | 134k | $9.0M | 410% | Sep 2024 |
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William Blair $ Company | 134k | $9.0M | 14% | Sep 2024 |
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Two Sigma Advisers | 133k | $8.4M | -30% | Jun 2024 |
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Symphony Financial | 132k | $8.9M | 3% | Sep 2024 |
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Creative Planning | 127k | $8.5M | 2% | Sep 2024 |
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Dynamic Wealth Strategies | 125k | $7.9M | -3% | Jun 2024 |
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Strategies Wealth Advisors | 121k | $8.2M | -1% | Sep 2024 |
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MAI Wealth Advisors | 121k | $8.2M | -8% | Sep 2024 |
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Hanson McClain Advisors | 121k | $8.1M | -1% | Sep 2024 |
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Stonebridge Financial Planning Group | 119k | $8.0M | 10% | Sep 2024 |
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Concord Wealth Partners | 117k | $7.9M | 3% | Sep 2024 |
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Liberty One Investment Management | 117k | $7.9M | -2% | Sep 2024 |
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Park Edge Advisors | 111k | $7.5M | 31% | Sep 2024 |
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Cornerstone Wealth Management | 108k | $7.3M | 1% | Sep 2024 |
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Qube Research & Technologies | 108k | $6.8M | 455% | Jun 2024 |
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IAG Wealth Partners | 104k | $7.0M | -6% | Sep 2024 |
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Well Done | 102k | $6.8M | -3% | Sep 2024 |
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TD Waterhouse Canada | 99k | $6.6M | 11% | Sep 2024 |
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Essex Financial Services | 99k | $6.6M | -7% | Sep 2024 |
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Consolidated Planning Corp | 98k | $6.6M | 23% | Sep 2024 |
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Wetzel Investment Advisors | 97k | $6.5M | 10954% | Sep 2024 |
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Harbour Investments | 92k | $6.2M | 18% | Sep 2024 |
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Flagship Private Wealth | 92k | $6.2M | 7% | Sep 2024 |
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Performa | 92k | $5.8M | 4% | Jun 2024 |
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Avaii Wealth Management | 90k | $6.1M | 100% | Sep 2024 |
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KPP Advisory Services | 89k | $6.0M | 121% | Sep 2024 |
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RFG Advisory | 88k | $5.9M | -5% | Sep 2024 |
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CI Private Wealth | 86k | $5.8M | -86% | Sep 2024 |
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Providence First Trust | 85k | $5.7M | 2% | Sep 2024 |
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Riggs Asset Managment | 80k | $5.4M | 2% | Sep 2024 |
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Cedar Wealth Management | 80k | $5.4M | 0% | Sep 2024 |
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Orion Portfolio Solutions | 79k | $5.3M | -7% | Sep 2024 |
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Rockefeller Capital Management | 78k | $5.0M | 0% | Jun 2024 |
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Flagship Harbor Advisors | 78k | $5.3M | -46% | Sep 2024 |
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Invesco | 75k | $5.1M | 0% | Sep 2024 |
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Clear Creek Financial Management | 75k | $5.0M | 1% | Sep 2024 |
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Hartford Financial Management | 74k | $5.0M | 0% | Sep 2024 |
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GPS Wealth Strategies Group | 70k | $4.7M | 6825% | Sep 2024 |
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A. Montag and Associates | 70k | $4.7M | 0% | Sep 2024 |
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Brian McDonald | 70k | $4.7M | 7% | Sep 2024 |
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Sagace Wealth Management | 69k | $4.7M | 2% | Sep 2024 |
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Parallel Advisors | 68k | $4.6M | -4% | Sep 2024 |
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HPM Partners | 68k | $4.5M | -3% | Sep 2024 |
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Ameritas Advisory Services | 67k | $4.5M | 104% | Sep 2024 |
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Beaumont Asset Management | 66k | $4.4M | 15% | Sep 2024 |
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West Michigan Advisors | 65k | $4.4M | 3% | Sep 2024 |
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Susquehanna International | 65k | $4.4M | 224% | Sep 2024 |
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Renaissance Technologies | 64k | $4.3M | 75% | Sep 2024 |
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Catalytic Wealth RIA | 62k | $4.2M | 1% | Sep 2024 |
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Aveo Capital Partners | 62k | $4.2M | 100% | Sep 2024 |
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Verum Partners | 59k | $4.0M | -19% | Sep 2024 |
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Western Wealth Management | 59k | $3.9M | 7% | Sep 2024 |
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Citigroup | 56k | $3.7M | 990% | Sep 2024 |
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Boston Mountain Money Management | 55k | $3.7M | 0% | Sep 2024 |
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Sanctuary Advisors | 54k | $3.7M | 304% | Sep 2024 |
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Silver Oak Securities | 53k | $3.5M | -17% | Sep 2024 |
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Merit Financial Group | 51k | $3.4M | -30% | Sep 2024 |
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Park Avenue Securities | 48k | $3.2M | -24% | Sep 2024 |
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Prospera Financial Services | 14k | $928k | -87% | Sep 2024 |
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AE Wealth Management | 5.9k | $400k | -94% | Sep 2024 |
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