Rocket


News + Filings
Key Docs
Ownership

INVESCO EXCHANGE TRADED FD T (PPA)

Portfolio as of:
NameSharesChangeValue% Port% OSHistDate
BANK OF AMERICA CORP /DE/ 1,555,31831,452131,377,741,0000.01  Hist 06/30/2023
MORGAN STANLEY 1,415,763296,517119,589,653,0000.01  Hist 06/30/2023
LPL Financial LLC 797,278194,02564,220,714,0000.05  Hist 03/31/2023
Summit Trail Advisors, LLC 584,366288,10945,814,260,0002.04  Hist 12/31/2022
Miracle Mile Advisors, LLC 504,056504,05642,577,648,0001.29  Hist 06/30/2023
MAI Capital Management 414,56711,66233,393,375,0000.53  Hist 03/31/2023
WELLS FARGO & COMPANY/MN 387,756-11,23332,753,791,0000.01  Hist 06/30/2023
MEITAV INVESTMENT HOUSE LTD 344,367-6028,854,989,000   Hist 06/30/2023
HighTower Advisors, LLC 336,31962,77128,385,000,0000.06  Hist 06/30/2023
ADVISOR GROUP HOLDINGS, INC. 291,4931,54724,625,305,000   Hist 06/30/2023
Corient Private Wealth LLC 228,143228,14319,271,251,0000.04  Hist 06/30/2023
UBS Group AG 215,8854,03218,235,806,0000.01  Hist 06/30/2023
ENVESTNET ASSET MANAGEMENT INC 196,990-87,69116,639,722,0000.01  Hist 06/30/2023
ROYAL BANK OF CANADA 173,201-14,52814,629,000,0000.00  Hist 06/30/2023
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 166,184166,18413,293,058,0001.07  Hist 03/31/2023
TRUIST FINANCIAL CORP 142,155105,91811,144,980,0000.02  Hist 12/31/2022
AMERIPRISE FINANCIAL INC 126,948-1,58110,723,647,0000.00  Hist 06/30/2023
Connectus Wealth, LLC 100,7655,7478,511,620,0000.20  Hist 06/30/2023
Raymond James Financial Services Advisors, Inc. 108,56754,2998,511,570,0000.02  Hist 12/31/2022
NATIONAL BANK OF CANADA /FI/ 99,376-4,7617,839,619,0000.01  Hist 09/30/2023
Northeast Financial Consultants Inc 83,185-37,026,648,0000.43  Hist 06/30/2023
AXXCESS WEALTH MANAGEMENT, LLC 72,0011,6266,081,890,0000.44  Hist 06/30/2023
Presidio Capital Management, LLC 71,8431,4636,068,565,0004.86  Hist 06/30/2023
STIFEL FINANCIAL CORP 67,1907945,676,357,0000.01  Hist 06/30/2023
Scissortail Wealth Management, LLC 3703705,410,371,0000.21  Hist 03/31/2023
Hollow Brook Wealth Management LLC 61,0191,8335,154,275,0002.23  Hist 06/30/2023
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 61,16561,1654,892,588,0001.12  Hist 03/31/2023
RAYMOND JAMES & ASSOCIATES 56,6397,4064,440,482,0000.00  Hist 12/31/2022
Baird Financial Group, Inc. 49,209-1,0104,156,684,0000.01  Hist 06/30/2023
Quaker Wealth Management, LLC 47,88543,9914,044,812,0001.83  Hist 06/30/2023
Cetera Advisor Networks LLC 48,1669,5673,879,809,0000.03  Hist 03/31/2023
BECK CAPITAL MANAGEMENT, LLC 45,799-1,9663,868,672,0001.53  Hist 06/30/2023
Beacon Pointe Advisors, LLC 46,5493,4203,749,454,0000.06  Hist 03/31/2023
OPPENHEIMER & CO INC 42,33222,5923,409,843,0000.07  Hist 03/31/2023
New England Private Wealth Advisors LLC 38,9871043,294,171,0000.67  Hist 06/30/2023
<< Prev     Next >>
Rocket Data Systems, Inc. © 2019 | Contact Us | Data Disclaimer | Terms of Use | Privacy