News + Filings Key Docs Ownership
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INVESCO EXCHANGE TRADED FD T (PEJ)
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Portfolio as of: |
| Name | Shares | Change | Value | % Port | % OS | Hist | Date |
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BANK OF AMERICA CORP /DE/
| 388,867 | -64,972 | 16,262,417,000 | 0.00 | |
Hist
| 06/30/2023 |
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PRUDENTIAL PLC
| 305,200 | -30,600 | 12,671,904,000 | 0.15 | |
Hist
| 06/30/2023 |
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LPL Financial LLC
| 294,742 | -7,483 | 11,993,037,000 | 0.01 | |
Hist
| 03/31/2023 |
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MORGAN STANLEY
| 215,440 | -44,287 | 9,009,701,000 | 0.00 | |
Hist
| 06/30/2023 |
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ROYAL BANK OF CANADA
| 152,231 | -36,172 | 6,365,000,000 | 0.00 | |
Hist
| 06/30/2023 |
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WELLS FARGO & COMPANY/MN
| 132,345 | -60,231 | 5,534,668,000 | 0.00 | |
Hist
| 06/30/2023 |
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MILLENNIUM MANAGEMENT LLC
| 111,527 | 40,970 | 4,664,059,000 | 0.00 | |
Hist
| 06/30/2023 |
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UBS Group AG
| 105,089 | -11,776 | 4,394,822,000 | 0.00 | |
Hist
| 06/30/2023 |
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Mariner, LLC
| 61,555 | 5,919 | 2,574,000,000 | 0.01 | |
Hist
| 06/30/2023 |
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JPMORGAN CHASE & CO
| 60,000 | 0 | 2,509,200,000 | 0.00 | |
Hist
| 06/30/2023 |
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Integrated Wealth Concepts LLC
| 59,007 | -75,920 | 2,467,656,000 | 0.04 | |
Hist
| 06/30/2023 |
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Beta Wealth Group, Inc.
| 53,494 | 23 | 2,237,131,000 | 1.29 | |
Hist
| 06/30/2023 |
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STIFEL FINANCIAL CORP
| 42,962 | -1,171 | 1,796,793,000 | 0.00 | |
Hist
| 06/30/2023 |
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Pallas Capital Advisors LLC
| 42,049 | 42,049 | 1,704,246,000 | 0.17 | |
Hist
| 12/31/2022 |
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ADVISOR GROUP HOLDINGS, INC.
| 36,311 | -7,346 | 1,521,495,000 | | |
Hist
| 06/30/2023 |
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SFI Advisors, LLC
| 35,350 | -1,755 | 1,478,337,000 | 1.40 | |
Hist
| 06/30/2023 |
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Advisor OS, LLC
| 33,992 | 8,335 | 1,421,558,000 | 0.23 | |
Hist
| 06/30/2023 |
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KWMG, LLC
| 36,863 | 1,220 | 1,412,592,000 | 0.18 | |
Hist
| 09/30/2023 |
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EDMOND DE ROTHSCHILD HOLDING S.A.
| 33,183 | -10,160 | 1,387,713,000 | 0.03 | |
Hist
| 06/30/2023 |
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AMERIPRISE FINANCIAL INC
| 31,475 | 19 | 1,322,930,000 | 0.00 | |
Hist
| 06/30/2023 |
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RAYMOND JAMES & ASSOCIATES
| 35,694 | -7,592 | 1,299,597,000 | 0.00 | |
Hist
| 12/31/2022 |
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CITADEL ADVISORS LLC
| 30,944 | -29,370 | 1,294,078,000 | 0.00 | |
Hist
| 06/30/2023 |
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KLK CAPITAL MANAGEMENT LLC
| 27,379 | -1,608 | 1,144,989,000 | 1.41 | |
Hist
| 06/30/2023 |
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NewEdge Advisors, LLC
| 26,924 | -7,617 | 1,125,960,000 | 0.01 | |
Hist
| 06/30/2023 |
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Steward Partners Investment Advisory, LLC
| 24,247 | -186 | 1,014,010,000 | 0.02 | |
Hist
| 06/30/2023 |
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Laidlaw Wealth Management LLC
| 21,937 | -10,762 | 892,628,000 | 0.18 | |
Hist
| 03/31/2023 |
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IPG Investment Advisors LLC
| 20,300 | 0 | 848,946,000 | 0.19 | |
Hist
| 06/30/2023 |
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Ironwood Financial, llc
| 21,328 | -372 | 776,544,000 | 0.24 | |
Hist
| 12/31/2022 |
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Raymond James Financial Services Advisors, Inc.
| 20,374 | -54,646 | 741,855,000 | 0.00 | |
Hist
| 12/31/2022 |
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MARSHALL WACE, LLP
| 15,865 | -31,817 | 663,475,000 | 0.00 | |
Hist
| 06/30/2023 |
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Cetera Advisor Networks LLC
| 15,558 | -2,852 | 633,068,000 | 0.00 | |
Hist
| 03/31/2023 |
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Bluesphere Advisors, LLC
| 13,902 | 101 | 581,382,000 | 0.41 | |
Hist
| 06/30/2023 |
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FLAGSHIP HARBOR ADVISORS, LLC
| 13,585 | -35,121 | 568,136,000 | 0.05 | |
Hist
| 06/30/2023 |
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HighTower Advisors, LLC
| 11,866 | -1,704 | 494,000,000 | 0.00 | |
Hist
| 06/30/2023 |
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Cumberland Partners Ltd
| 10,155 | 0 | 424,682,000 | 0.04 | |
Hist
| 06/30/2023 |
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