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
First Command Advisory Services 14M $748M 0% Dec 2023
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Wealth Enhancement Advisory Services 5.8M $313M 12% Dec 2023
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LPL Financial 5.6M $278M 10% Sep 2023
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FMR 4.1M $205M 1% Sep 2023
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CliftonLarsonAllen Wealth Advisors 3.5M $189M 5% Dec 2023
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Bank of America Corporation 3.4M $183M 10% Dec 2023
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Morgan Stanley 2.2M $112M 4% Sep 2023
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Wells Fargo & Company 2.1M $116M 39% Dec 2023
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Ameriprise Financial 1.8M $93M 15% Sep 2023
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SFMG Wealth Advisors 1.7M $92M 0% Dec 2023
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Advisor Group Holdings 1.6M $85M -17% Dec 2023
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Bank of New York Mellon 1.5M $82M 4% Dec 2023
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Royal Bank of Canada 1.4M $78M 3% Dec 2023
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UBS Group 1.3M $69M 107% Dec 2023
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Connectus Wealth 1.2M $58M 100% Sep 2023
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CI Private Wealth 1.2M $63M -5% Dec 2023
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Pnc Financial Services 1.0M $55M -3% Dec 2023
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Madison Asset Management 1.0M $55M -2% Dec 2023
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Equitable Holdings 985k $49M 47% Sep 2023
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Mainstay Capital Management 950k $51M -1% Dec 2023
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Raymond James Financial Services Advisors 941k $51M 27% Dec 2023
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Paragon Capital Management 940k $51M 1% Dec 2023
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Commonwealth Equity Services 911k $49M 0% Dec 2023
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Trilogy Capital 826k $45M 15% Dec 2023
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Evensky & Katz 823k $45M -1% Dec 2023
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Envestnet Asset Management 645k $32M 8% Sep 2023
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Stifel Financial 617k $33M 30% Dec 2023
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Northwestern Mutual Wealth Management Company 585k $29M 59% Sep 2023
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Private Capital Management 528k $29M 13% Dec 2023
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Milestone Investment Advisors 511k $28M 6% Dec 2023
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WCG Wealth Advisors 507k $27M -21% Dec 2023
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Capital Planning Advisors 475k $26M 7% Dec 2023
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Stratos Wealth Partners 412k $22M 34% Dec 2023
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Two Sigma Advisers 390k $21M 140% Dec 2023
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Schwallier Wealth Management 386k $21M 100% Dec 2023
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Sterling Group Wealth Management 359k $19M -1% Dec 2023
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Cetera Investment Advisers 357k $18M 17% Sep 2023
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Ballast 348k $19M 2% Dec 2023
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Davidson Capital Management 343k $19M 100% Dec 2023
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Orgel Wealth Management 339k $18M -11% Dec 2023
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Graves-Light Private Wealth Management 287k $16M 0% Dec 2023
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Raymond James & Associates 263k $14M 8% Dec 2023
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Two Sigma Investments 263k $14M 30% Dec 2023
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Lido Advisors 260k $14M -4% Dec 2023
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Mariner Wealth Advisors 258k $14M 45% Dec 2023
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TruWealth Advisors 248k $13M 2% Dec 2023
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Multi-Financial Securities 235k $12M 0% Sep 2023
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Global Retirement Partners 232k $13M 0% Dec 2023
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Mml Investors Services 229k $12M 8% Sep 2023
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Goodman & Company, Investment Counsel 227k $11M -3% Sep 2023
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Merriman Wealth Management 224k $11M -3% Sep 2023
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Focus Financial Network 222k $12M 100% Dec 2023
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Financial Services Advisory 213k $12M -27% Dec 2023
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Branch Banking & Trust Company 207k $11M 37% Dec 2023
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Cozad Asset Management 207k $11M 1% Dec 2023
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Evergreen Capital Management 206k $10M 6% Sep 2023
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TSFG 199k $11M 25% Dec 2023
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AE Wealth Management 197k $11M 1834% Dec 2023
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Snowden Capital Advisors 192k $10M -2% Dec 2023
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Legacy Private Trust 190k $10M -7% Dec 2023
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Jpmorgan Chase & Co 187k $10M 131% Dec 2023
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Union Savings Bank 181k $9.8M 788% Dec 2023
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Creative Planning 174k $9.4M -13% Dec 2023
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Financial Advocates Investment Management 171k $9.2M 14% Dec 2023
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Jordan Park Group 170k $9.2M 0% Dec 2023
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Flagship Harbor Advisors 170k $9.2M 22% Dec 2023
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Cedar Mountain Advisors 168k $9.1M 0% Dec 2023
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Sound View Wealth Advisors Group 165k $8.9M 4% Dec 2023
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KWB Wealth 163k $8.8M -2% Dec 2023
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First Republic Investment Management 161k $8.1M -20% Sep 2023
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Wealth Management Resources 154k $8.3M 40% Dec 2023
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Atria Wealth Solutions 153k $8.3M 2% Dec 2023
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Nikulski Financial 149k $8.0M -1% Dec 2023
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Opes Wealth Management 148k $8.0M -3% Dec 2023
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Sage Mountain Advisors 148k $8.0M -5% Dec 2023
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Invesco 148k $7.4M -11% Sep 2023
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Freedom Wealth Alliance 147k $7.4M 2% Sep 2023
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Eagle Strategies 147k $8.0M 4% Dec 2023
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Orion Portfolio Solutions 147k $7.9M -86% Dec 2023
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Private Advisor 145k $7.8M -3% Dec 2023
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Chicago Wealth Management 144k $7.8M 42% Dec 2023
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Principal Securities 143k $7.7M 100% Dec 2023
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Hoese & Co 139k $7.2M -2% Dec 2023
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Cresta Advisors 133k $7.2M 7% Dec 2023
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Leucadia National Corporation 133k $6.7M 79% Sep 2023
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Dagco 133k $7.2M 100% Dec 2023
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Strategies Wealth Advisors 129k $7.0M -7% Dec 2023
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Cambridge Investment Research Advisors 127k $6.8M -23% Dec 2023
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Hanson McClain Advisors 125k $6.8M 4% Dec 2023
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Cresset Asset Management 125k $6.3M 17% Sep 2023
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Citadel Advisors 121k $6.6M 1467% Dec 2023
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Performa 120k $6.5M 4% Dec 2023
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IAG Wealth Partners 116k $6.3M 10% Dec 2023
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Park Avenue Securities 115k $6.2M -2% Dec 2023
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Symphony Financial 114k $6.2M 0% Dec 2023
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Liberty One Investment Management 114k $6.1M -2% Dec 2023
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Verum Partners 109k $5.9M -13% Dec 2023
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Cornerstone Wealth Management 106k $5.7M 0% Dec 2023
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Stonebridge Financial Planning Group 104k $5.6M -10% Dec 2023
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Well Done 101k $5.5M -2% Dec 2023
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Rollins Financial 99k $5.4M 32% Dec 2023
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Prospera Financial Services 99k $5.4M 36% Dec 2023
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GeoWealth Management 98k $4.9M 100% Sep 2023
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TD Capital Management 97k $5.3M 7% Dec 2023
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William Blair $ Company 97k $5.2M 11% Dec 2023
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Jackson Wealth Management 95k $5.1M -2% Dec 2023
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TD Waterhouse Canada 95k $6.5M 3% Dec 2023
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Lincoln National 88k $4.8M 2% Dec 2023
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HighTower Advisors 88k $4.8M 2% Dec 2023
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RFG Advisory 86k $4.7M 0% Dec 2023
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Concord Wealth Partners 86k $4.6M 8% Dec 2023
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Consolidated Planning Corp 84k $4.5M -11% Dec 2023
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Providence First Trust 83k $4.5M 0% Dec 2023
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Qube Research & Technologies 81k $4.1M 138% Sep 2023
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Tidemark 81k $4.4M 100% Dec 2023
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Flagship Private Wealth 80k $4.3M -1% Dec 2023
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Rockefeller Capital Management 76k $4.1M 5% Dec 2023
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Essex Financial Services 76k $4.1M -1% Dec 2023
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Certified Advisory Corp 76k $4.1M 70% Dec 2023
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Merit Financial Group 75k $4.1M -8% Dec 2023
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Advisor Resource Council 72k $3.9M 100% Dec 2023
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A. Montag and Associates 71k $3.8M -2% Dec 2023
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Natixis 70k $3.5M 2% Sep 2023
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Cedar Wealth Management 68k $3.4M 4% Sep 2023
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HPM Partners 67k $3.6M -1% Dec 2023
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One Capital Management 62k $3.3M 100% Dec 2023
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Catalytic Wealth RIA 58k $3.1M 100% Dec 2023
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Harbour Investments 56k $3.0M 23% Dec 2023
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Beaumont Asset Management 55k $3.0M 100% Dec 2023
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Western Wealth Management 55k $3.0M -1% Dec 2023
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Parallel Advisors 54k $2.9M -2% Dec 2023
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NorthCrest Asset Manangement 54k $2.9M 0% Dec 2023
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Susquehanna International 52k $2.6M 92% Sep 2023
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Lee Munder Capital Group 52k $2.8M 1% Dec 2023
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Alpha Cubed Investments 51k $2.8M -1% Dec 2023
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International Assets Investment Management 49k $2.6M 100% Dec 2023
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High Net Worth Advisory Group 46k $2.5M 2% Dec 2023
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Capital Advisory Group Advisory Services 46k $2.5M 0% Dec 2023
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Fidelity D & D Bancorp 45k $2.4M -24% Dec 2023
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H D Vest Advisory Services 45k $2.4M 13% Dec 2023
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Private Trust Co Na 42k $2.3M 24% Dec 2023
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RVW Wealth 42k $2.3M -2% Dec 2023
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Janney Montgomery Scott 41k $2.2M -22% Dec 2023
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Crestwood Advisors 40k $2.2M 0% Dec 2023
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Financial Network Investment Corporation 40k $2.0M 48% Sep 2023
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Goss Wealth Management 40k $2.0M -2% Sep 2023
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Silicon Valley Capital Partners 40k $2.1M -1% Dec 2023
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Riggs Asset Managment 39k $2.1M 2% Dec 2023
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ERn Financial 39k $2.1M 100% Dec 2023
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Hartford Financial Management 39k $2.1M 16% Dec 2023
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Wrapmanager 38k $2.1M -7% Dec 2023
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Redhawk Wealth Advisors 36k $1.9M -61% Dec 2023
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Hm Payson & Co 35k $1.8M -15% Sep 2023
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Prevail Innovative Wealth Advisors 32k $1.6M -44% Sep 2023
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Intelligence Driven Advisers 27k $1.5M -49% Dec 2023
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Jane Street 27k $1.4M -50% Dec 2023
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Goldman Sachs Group 18k $874k -83% Sep 2023
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Lionsbridge Wealth Management 16k $856k -66% Dec 2023
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Silver Oak Securities 14k $751k -65% Dec 2023
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Carolinas Wealth Consulting 11k $535k -89% Sep 2023
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Assetmark 1.0k $55k -98% Dec 2023
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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
Win Advisors Sep 2023 233k $12M
Beacon Harbor Wealth Advisors Sep 2023 173k $8.6M
Ethos Financial Group Sep 2023 134k $6.7M
GSA Capital Partners Sep 2023 47k $2.4M
Gts Securities Sep 2023 39k $2.0M