News + Filings Key Docs Ownership
|
|
INVESCO EXCH TRD SLF IDX FD (BSJN)
|
|
|
Portfolio as of: |
| Name | Shares | Change | Value | % Port | % OS | Hist | Date |
|
Mirador Capital Partners LP
| 1,467,301 | -219,325 | 34,488,919,000 | 7.85 | |
Hist
| 09/30/2023 |
|
UBS Group AG
| 1,210,228 | -987,547 | 28,452,460,000 | 0.01 | |
Hist
| 06/30/2023 |
|
ENVESTNET ASSET MANAGEMENT INC
| 919,562 | -7,021 | 21,618,912,000 | 0.01 | |
Hist
| 06/30/2023 |
|
WELLS FARGO & COMPANY/MN
| 736,325 | -76,045 | 17,310,990,000 | 0.00 | |
Hist
| 06/30/2023 |
|
MORGAN STANLEY
| 624,383 | 35,463 | 14,679,263,000 | 0.00 | |
Hist
| 06/30/2023 |
|
LPL Financial LLC
| 548,412 | 13,402 | 12,917,849,000 | 0.01 | |
Hist
| 03/31/2023 |
|
Cetera Advisors LLC
| 492,079 | 68,150 | 11,590,927,000 | 0.19 | |
Hist
| 03/31/2023 |
|
Raymond James Financial Services Advisors, Inc.
| 469,847 | 66,015 | 10,952,222,000 | 0.02 | |
Hist
| 12/31/2022 |
|
Ironwood Financial, llc
| 358,005 | -21,782 | 8,345,097,000 | 2.60 | |
Hist
| 12/31/2022 |
|
BANK OF AMERICA CORP /DE/
| 354,313 | -81,875 | 8,329,888,000 | 0.00 | |
Hist
| 06/30/2023 |
|
STIFEL FINANCIAL CORP
| 280,978 | 6,382 | 6,605,804,000 | 0.01 | |
Hist
| 06/30/2023 |
|
Mariner, LLC
| 225,550 | -11,302 | 5,303,000,000 | 0.01 | |
Hist
| 06/30/2023 |
|
S.E.E.D. Planning Group LLC
| 220,173 | 75,924 | 5,176,267,000 | 1.82 | |
Hist
| 06/30/2023 |
|
Integrated Wealth Concepts LLC
| 207,571 | -92,965 | 4,879,993,000 | 0.08 | |
Hist
| 06/30/2023 |
|
ADVISOR GROUP HOLDINGS, INC.
| 206,102 | 50,088 | 4,845,967,000 | | |
Hist
| 06/30/2023 |
|
Advisory Alpha, LLC
| 205,670 | 3,464 | 4,794,179,000 | 0.34 | |
Hist
| 12/31/2022 |
|
Vista Private Wealth Partners. LLC
| 199,279 | 26,168 | 4,690,034,000 | 2.06 | |
Hist
| 03/31/2023 |
|
Oder Investment Management, LLC
| 180,035 | 180,035 | 4,232,624,000 | 4.64 | |
Hist
| 06/30/2023 |
|
Atria Wealth Solutions, Inc.
| 175,583 | 12,991 | 4,127,965,000 | 0.06 | |
Hist
| 06/30/2023 |
|
AE Wealth Management LLC
| 157,410 | 49,613 | 3,700,716,000 | 0.02 | |
Hist
| 06/30/2023 |
|
SFE Investment Counsel
| 154,540 | -194,770 | 3,637,872,000 | 1.13 | |
Hist
| 12/31/2022 |
|
Blue Barn Wealth, LLC
| 152,956 | -3,914 | 3,595,996,000 | 2.34 | |
Hist
| 06/30/2023 |
|
ATWOOD & PALMER INC
| 150,669 | -39,345 | 3,542,231,000 | 0.32 | |
Hist
| 06/30/2023 |
|
Glass Jacobson Investment Advisors llc
| 145,275 | 145,275 | 3,386,360,000 | 1.68 | |
Hist
| 12/31/2022 |
|
WEALTHSOURCE PARTNERS, LLC
| 139,885 | 20,521 | 3,260,719,000 | 0.23 | |
Hist
| 12/31/2022 |
|
Prospera Financial Services Inc
| 132,389 | -6,966 | 3,112,459,000 | 0.12 | |
Hist
| 06/30/2023 |
|
FCA CORP /TX
| 120,335 | -4,827 | 2,829,081,000 | 1.05 | |
Hist
| 06/30/2023 |
|
JANE STREET GROUP, LLC
| 116,174 | 116,174 | 2,731,251,000 | 0.00 | |
Hist
| 06/30/2023 |
|
AMERIPRISE FINANCIAL INC
| 111,151 | -5,959 | 2,609,621,000 | 0.00 | |
Hist
| 06/30/2023 |
|
Masso Torrence Wealth Management Inc.
| 100,711 | -14,574 | 2,367,712,000 | 1.71 | |
Hist
| 06/30/2023 |
|
Retirement Solution Inc.
| 99,759 | -195 | 2,345,343,000 | 0.76 | |
Hist
| 06/30/2023 |
|
Harrison & Co Wealth Management, LLC
| 98,925 | -674 | 2,305,942,000 | 2.23 | |
Hist
| 12/31/2022 |
|
Wealthspire Advisors, LLC
| 93,708 | -3,929 | 2,207,293,000 | 0.04 | |
Hist
| 03/31/2023 |
|
HighTower Advisors, LLC
| 84,262 | -110,042 | 1,980,000,000 | 0.00 | |
Hist
| 06/30/2023 |
|
Clear Harbor Asset Management, LLC
| 83,898 | 70,298 | 1,976,218,000 | 0.20 | |
Hist
| 03/31/2023 |
| << Prev Next >> |
|
|
|
|