Who owns Invesco Variable Rate Investment Grade Etf var rate invt?
- Ticker: VRIG
- CUSIP Number: 46090a879
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Analyze quarterly positions in Invesco Variable Rate Investment Grade Etf var rate invt with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Invesco Variable Rate Investment Grade Etf var rate invt this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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Invesco | 13M | $319M | 59% | Sep 2024 |
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LPL Financial | 2.6M | $64M | -5% | Sep 2024 |
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Morgan Stanley | 2.4M | $69M | 23% | Jun 2024 |
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Advisor Group Holdings | 1.3M | $32M | -5% | Sep 2024 |
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Fiduciary Planning | 1.0M | $26M | 3% | Sep 2024 |
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Vectors Research Management | 607k | $15M | -2% | Sep 2024 |
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Courier Capital Corp | 603k | $15M | -4% | Sep 2024 |
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Cherry Creek Investment Advisors | 563k | $14M | 2% | Sep 2024 |
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HighTower Advisors | 517k | $13M | -4% | Jun 2024 |
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Sunflower Bank | 515k | $13M | 0% | Sep 2024 |
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Envestnet Asset Management | 512k | $13M | -1% | Sep 2024 |
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Total Clarity Wealth Management | 510k | $13M | 6% | Sep 2024 |
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Stifel Financial | 504k | $13M | 9% | Jun 2024 |
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Equitable Holdings | 457k | $12M | 13% | Jun 2024 |
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Lunt Capital Management | 437k | $11M | 3% | Sep 2024 |
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Goldstone Financial Group | 399k | $10M | 100% | Sep 2024 |
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Wells Fargo & Company | 394k | $9.9M | 19% | Sep 2024 |
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Beaumont Financial Advisors | 347k | $8.7M | -1% | Sep 2024 |
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Bank of New York Mellon | 329k | $8.2M | 22% | Sep 2024 |
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Cetera Investment Advisers | 264k | $6.6M | 14% | Jun 2024 |
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Atria Wealth Solutions | 258k | $6.5M | -8% | Sep 2024 |
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Assetmark | 253k | $6.3M | -1% | Sep 2024 |
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Cambridge Investment Research Advisors | 235k | $5.9M | -1% | Sep 2024 |
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American Alpha Advisors | 217k | $5.5M | 100% | Sep 2024 |
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James Investment Research | 216k | $5.4M | -4% | Sep 2024 |
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Citadel Advisors | 196k | $4.9M | 243% | Sep 2024 |
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Wagner Wealth Management | 164k | $4.1M | 13% | Sep 2024 |
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Private Advisor | 162k | $4.1M | -48% | Sep 2024 |
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Raymond James & Associates | 161k | $4.0M | 90% | Sep 2024 |
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Kovack Advisors | 156k | $3.9M | 1% | Sep 2024 |
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Beaumont Capital Management | 154k | $3.9M | 3% | Sep 2024 |
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Commonwealth Equity Services | 149k | $3.7M | 234% | Sep 2024 |
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Proequities | 145k | $3.6B | -2% | Sep 2024 |
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Vista Investment Management | 143k | $3.6M | -17% | Jun 2024 |
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Silver Oak Securities | 141k | $3.5M | 4% | Sep 2024 |
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Cerro Pacific Wealth Advisors | 135k | $3.4M | 4% | Sep 2024 |
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Kmg Fiduciary Partners | 134k | $3.4M | -2% | Sep 2024 |
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Founders Financial Securities | 131k | $3.3M | 1% | Sep 2024 |
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Milestone Investment Advisors | 124k | $3.1M | -5% | Sep 2024 |
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CI Private Wealth | 111k | $2.8M | 36% | Sep 2024 |
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Mainstay Capital Management | 109k | $2.7M | -33% | Sep 2024 |
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Regal Investment Advisors | 104k | $2.6M | 5% | Sep 2024 |
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Fiduciary Alliance | 100k | $2.5M | 12% | Sep 2024 |
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Royal Bank of Canada | 99k | $2.5M | 9% | Sep 2024 |
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First Trust Advisors | 98k | $2.4M | -5% | Sep 2024 |
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Benjamin F. Edwards & Company | 92k | $2.2M | -17% | Jun 2024 |
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Raymond James Financial Services Advisors | 92k | $2.3M | 6% | Sep 2024 |
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ICA Group Wealth Management | 85k | $2.1M | 651% | Jun 2024 |
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Arete Wealth Advisors | 79k | $2.0M | -2% | Sep 2024 |
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Pine Harbor Wealth Management | 68k | $1.7M | -11% | Sep 2024 |
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Benjamin Edwards | 65k | $1.6M | 100% | Sep 2024 |
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Captrust Financial Advisors | 63k | $1.6M | -1% | Sep 2024 |
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Holderness Investments | 61k | $1.5M | 9% | Sep 2024 |
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Laffer Investments | 56k | $1.4M | -19% | Sep 2024 |
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Jane Street | 51k | $1.3M | -9% | Sep 2024 |
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Meitav Dash Investments | 49k | $1.2M | -7% | Sep 2024 |
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Calton & Associates | 46k | $1.2M | 289% | Sep 2024 |
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Kestra Advisory Services | 44k | $1.1M | -16% | Sep 2024 |
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TAP Consulting | 44k | $1.1M | 8% | Sep 2024 |
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J.w. Cole Advisors | 41k | $1.0M | 6% | Sep 2024 |
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Simplicity Wealth | 39k | $976k | 100% | Sep 2024 |
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Heritage Wealth Management | 37k | $926k | 47% | Jun 2024 |
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Heritage Family Offices | 37k | $916k | -1% | Sep 2024 |
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Cottage Street Advisors | 34k | $839k | 0% | Sep 2024 |
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Adamsbrown Wealth Consultants | 33k | $836k | 1% | Sep 2024 |
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Leucadia National Corporation | 32k | $808k | 100% | Jun 2024 |
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Bank of America Corporation | 31k | $765k | -3% | Sep 2024 |
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Oppenheimer & Co | 30k | $753k | 58% | Sep 2024 |
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Whittier Trust | 30k | $750k | 0% | Sep 2024 |
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IFP Advisors | 27k | $687k | 100% | Jun 2024 |
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 26k | $654k | -55% | Sep 2024 |
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Arkadios Wealth Advisors | 25k | $628k | 0% | Sep 2024 |
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HHM Wealth Advisors | 25k | $620k | -2% | Sep 2024 |
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Sigma Planning | 24k | $599k | -53% | Sep 2024 |
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Aveo Capital Partners | 22k | $550k | 3% | Sep 2024 |
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Trademark Financial Management | 22k | $546k | 4% | Sep 2024 |
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Resurgent Financial Advisors | 21k | $519k | -2% | Jun 2024 |
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Yale Capital Corp. | 19k | $482k | 0% | Sep 2024 |
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Advisors Asset Management | 19k | $479k | 57% | Sep 2024 |
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Goss Wealth Management | 18k | $448k | 7% | Jun 2024 |
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Global Retirement Partners | 17k | $433k | -35% | Sep 2024 |
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TrueMark Investments | 17k | $414k | -40% | Sep 2024 |
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Inspire Advisors | 17k | $414k | 44% | Sep 2024 |
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Farther Finance Advisors | 15k | $375k | 100% | Sep 2024 |
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Blue Edge Capital | 15k | $375k | -21% | Jun 2024 |
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Mercer Global Advisors | 13k | $329k | -6% | Jun 2024 |
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Mendel Money Management | 13k | $317k | 0% | Sep 2024 |
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Acorn Financial Advisory Services | 13k | $315k | 1% | Sep 2024 |
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Grimes & Company | 11k | $273k | 2% | Sep 2024 |
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Lakeview Capital Partners | 10k | $261k | -48% | Sep 2024 |
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CWM | 9.8k | $247k | -22% | Sep 2024 |
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William Blair $ Company | 8.9k | $223k | 0% | Sep 2024 |
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Steward Partners Investment Advisory | 8.8k | $220k | -14% | Jun 2024 |
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Private Trust Co Na | 8.6k | $216k | 23% | Jun 2024 |
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Prevail Innovative Wealth Advisors | 8.1k | $205k | -5% | Jun 2024 |
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Concorde Asset Management | 8.1k | $202k | 100% | Sep 2024 |
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Tortoise Investment Management | 6.0k | $150k | 0% | Sep 2024 |
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Harbour Investments | 5.6k | $141k | 0% | Sep 2024 |
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Nbc Securities | 5.2k | $129k | 35% | Sep 2024 |
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Principal Securities | 2.1k | $52k | 100% | Sep 2024 |
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Gables Capital Management | 1.5k | $37k | 0% | Sep 2024 |
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Signature | 1.4k | $36k | 0% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 1.3k | $31k | 0% | Sep 2024 |
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Geneos Wealth Management | 1.2k | $30k | 100% | Jun 2024 |
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Jpmorgan Chase & Co | 589.00 | $15k | 48% | Sep 2024 |
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Central Trust & Investment | 566.00 | $14k | 100% | Sep 2024 |
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Concord Wealth Partners | 521.00 | $13k | 100% | Sep 2024 |
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Pineridge Advisors | 499.00 | $13k | -25% | Sep 2024 |
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GeoWealth Management | 271.00 | $6.8k | 100% | Sep 2024 |
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Brian McDonald | 214.00 | $5.4k | 0% | Sep 2024 |
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VitalStone Financial | 44.00 | $1.1k | 0% | Sep 2024 |
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Who sold out of Invesco Variable Rate Investment Grade Etf var rate invt?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
WJ Wealth Management | Jun 2024 | 140k | $3.5M |
WNY Asset Management | Jun 2024 | 32k | $797k |
Belpointe Asset Management | Mar 2024 | 17k | $426k |
Two Sigma Securities | Mar 2024 | 17k | $421k |
Sheets Smith Wealth Management | Jun 2024 | 11k | $283k |
Laidlaw Wealth Management | Jun 2024 | 9.3k | $233k |
Darren Munn | Jun 2024 | 2.1k | $54k |
Penserra Capital Management | Jun 2024 | 314.00 | $8.0k |
National Bank Of Canada /fi/ | Jun 2024 | 164.00 | $4.1k |