News + Filings Key Docs Ownership
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INVESCO EXCH TRADED FD TR II (RWJ)
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Portfolio as of: |
| Name | Shares | Change | Value | % Port | % OS | Hist | Date |
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LPL Financial LLC
| 714,164 | 161,333 | 80,093,510,000 | 0.06 | |
Hist
| 03/31/2023 |
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MORGAN STANLEY
| 623,773 | 140,884 | 70,742,109,000 | 0.01 | |
Hist
| 06/30/2023 |
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AMERIPRISE FINANCIAL INC
| 325,715 | -59,541 | 36,896,573,000 | 0.01 | |
Hist
| 06/30/2023 |
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BANK OF AMERICA CORP /DE/
| 320,576 | 9,514 | 36,356,544,000 | 0.00 | |
Hist
| 06/30/2023 |
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Raymond James Financial Services Advisors, Inc.
| 313,510 | 61,258 | 34,030,454,000 | 0.07 | |
Hist
| 12/31/2022 |
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ADVISOR GROUP HOLDINGS, INC.
| 268,337 | 41,361 | 30,496,681,000 | | |
Hist
| 06/30/2023 |
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WELLS FARGO & COMPANY/MN
| 221,424 | 15,064 | 25,111,765,000 | 0.01 | |
Hist
| 06/30/2023 |
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UBS Group AG
| 193,289 | 1,386 | 21,920,905,000 | 0.01 | |
Hist
| 06/30/2023 |
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Private Advisor Group, LLC
| 124,475 | 30,557 | 13,959,832,000 | 0.13 | |
Hist
| 03/31/2023 |
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STIFEL FINANCIAL CORP
| 110,516 | 54,225 | 12,538,902,000 | 0.02 | |
Hist
| 06/30/2023 |
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Ancora Advisors, LLC
| 103,050 | 1,071 | 11,686,897,000 | 0.31 | |
Hist
| 06/30/2023 |
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Consolidated Planning Corp
| 100,538 | 91,235 | 11,417,288,000 | 2.40 | |
Hist
| 06/30/2023 |
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NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
| 93,729 | -302 | 10,629,831,000 | 0.01 | |
Hist
| 06/30/2023 |
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Mariner, LLC
| 87,728 | 6,096 | 9,949,000,000 | 0.03 | |
Hist
| 06/30/2023 |
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Hyperion Partners, LLC
| 90,337 | 90,337 | 9,804,275,000 | 9.37 | |
Hist
| 12/31/2022 |
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Cetera Advisor Networks LLC
| 80,523 | 8,061 | 9,030,616,000 | 0.07 | |
Hist
| 03/31/2023 |
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JAMES INVESTMENT RESEARCH INC
| 48,033 | 23,959 | 5,447,423,000 | 0.70 | |
Hist
| 06/30/2023 |
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ENVESTNET ASSET MANAGEMENT INC
| 41,692 | 16,744 | 4,728,291,000 | 0.00 | |
Hist
| 06/30/2023 |
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Gladstone Institutional Advisory LLC
| 32,741 | 9,783 | 3,713,169,000 | 0.23 | |
Hist
| 06/30/2023 |
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RAYMOND JAMES & ASSOCIATES
| 32,562 | 9,262 | 3,534,016,000 | 0.00 | |
Hist
| 12/31/2022 |
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ICA Group Wealth Management, LLC
| 29,124 | 1,416 | 3,303,008,000 | 0.83 | |
Hist
| 06/30/2023 |
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Atria Investments, Inc
| 27,495 | 1,021 | 3,118,229,000 | 0.06 | |
Hist
| 06/30/2023 |
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AVANTAX ADVISORY SERVICES, INC.
| 26,739 | 9,720 | 3,032,465,000 | 0.03 | |
Hist
| 06/30/2023 |
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GOLDMAN SACHS GROUP INC
| 26,689 | 0 | 2,993,171,000 | 0.00 | |
Hist
| 03/31/2023 |
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NewEdge Advisors, LLC
| 25,603 | -1,119 | 2,903,691,000 | 0.03 | |
Hist
| 06/30/2023 |
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HARBOUR INVESTMENTS, INC.
| 24,968 | 9,802 | 2,709,806,000 | 0.17 | |
Hist
| 12/31/2022 |
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Sigma Planning Corp
| 23,448 | -19,287 | 2,544,871,000 | 0.09 | |
Hist
| 12/31/2022 |
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IFP Advisors, Inc
| 22,305 | -23,482 | 2,530,251,000 | | |
Hist
| 06/30/2023 |
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Masso Torrence Wealth Management Inc.
| 20,737 | -3,233 | 2,351,797,000 | 1.70 | |
Hist
| 06/30/2023 |
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TWO SIGMA INVESTMENTS, LP
| 20,200 | 20,200 | 2,290,882,000 | 0.01 | |
Hist
| 06/30/2023 |
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TITLEIST ASSET MANAGEMENT, LLC
| 19,814 | 16,288 | 2,247,106,000 | 0.44 | |
Hist
| 06/30/2023 |
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ROYAL BANK OF CANADA
| 17,354 | -19,496 | 1,968,000,000 | 0.00 | |
Hist
| 06/30/2023 |
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Kistler-Tiffany Companies, LLC
| 15,959 | 1,242 | 1,732,030,000 | 0.36 | |
Hist
| 12/31/2022 |
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PACIFIC SUN FINANCIAL CORP
| 13,763 | 90 | 1,543,520,000 | 1.03 | |
Hist
| 06/30/2023 |
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Financial Advocates Investment Management
| 13,320 | -153 | 1,510,569,000 | 0.11 | |
Hist
| 06/30/2023 |
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