Who owns Invesco exchange traded?
- Ticker: UPGD
- CUSIP Number: 46137v522
Tip: Access positions for across all investors
Analyze quarterly positions in Invesco exchange traded with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Invesco exchange traded stock
Who bought or sold Invesco exchange traded this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Raymond James Financial | 165k | $12M | 2% | Dec 2025 |
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| Tower Research Capital | 27k | $2.0M | 86% | Dec 2025 |
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| LPL Financial | 22k | $1.6M | 78% | Mar 2026 |
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| Susquehanna International | 15k | $1.1M | 62% | Dec 2025 |
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| Aspire Growth Partners | 11k | $766k | 0% | Mar 2026 |
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| Oxford Financial | 10k | $729k | 0% | Mar 2026 |
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| HBK Sorce Advisory | 8.6k | $676k | 0% | Mar 2026 |
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| CWM | 8.6k | $638k | -1% | Dec 2025 |
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| Total Wealth Planning & Management | 5.8k | $425k | 0% | Mar 2026 |
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| MGB Wealth Management | 5.7k | $423k | 0% | Dec 2025 |
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| Citadel Advisors | 5.3k | $383k | 100% | Mar 2026 |
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| Morey & Quinn Wealth Partners | 4.7k | $343k | 0% | Mar 2026 |
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| Millstone Evans Group | 4.1k | $297k | 0% | Mar 2026 |
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| Morgan Stanley | 3.9k | $287k | 100% | Mar 2026 |
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| Jane Street | 3.8k | $277k | 100% | Mar 2026 |
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| Yarger Wealth Strategies | 3.6k | $261k | 0% | Mar 2026 |
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| Glenmede Trust Company | 3.6k | $263k | 100% | Dec 2025 |
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| Quantinno Capital Management | 3.3k | $238k | 0% | Mar 2026 |
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| BBK Capital Partners | 3.0k | $222k | -1% | Mar 2026 |
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| Stifel Financial | 3.0k | $215k | -13% | Mar 2026 |
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| Geneos Wealth Management | 2.5k | $182k | 0% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 1.5k | $106k | 0% | Mar 2026 |
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| UBS Group | 782.00 | $57k | 1404% | Mar 2026 |
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| Advisor Group Holdings | 700.00 | $52k | 0% | Dec 2025 |
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| Trust Co Of Toledo Na | 600.00 | $44k | 0% | Mar 2026 |
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| FMR | 558.00 | $41k | 0% | Dec 2025 |
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| Hartland & Co | 500.00 | $36k | 0% | Mar 2026 |
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| O'shaughnessy Asset Management | 417.00 | $30k | 0% | Mar 2026 |
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| Arcadia Investment Advisors | 245.00 | $72k | 0% | Mar 2026 |
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| Keating Financial Advisory Services | 169.00 | $12k | 100% | Mar 2026 |
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| Park Place Capital Corp | 161.00 | $12k | 100% | Mar 2026 |
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| Steward Partners Investment Advisory | 25.00 | $1.8k | 0% | Mar 2026 |
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Who sold out of Invesco exchange traded?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Del-Sette Capital Management | Dec 2025 | 11k | $809k |
| Hrt Financial | Dec 2025 | 9.0k | $667k |
| Flow Traders US | Dec 2025 | 4.1k | $302k |
| Wealth Enhancement Advisory Services | Dec 2025 | 3.6k | $272k |
| Murphy, Middleton, Hinkle & Parker | Dec 2025 | 627.00 | $320k |