News + Filings Key Docs Ownership
|
|
INVESCO EXCHANGE TRADED FD T (CZA)
|
|
|
Portfolio as of: |
| Name | Shares | Change | Value | % Port | % OS | Hist | Date |
|
LPL Financial LLC
| 302,565 | 35,663 | 26,414,983,000 | 0.02 | |
Hist
| 03/31/2023 |
|
MORGAN STANLEY
| 110,532 | 10,724 | 9,864,800,000 | 0.00 | |
Hist
| 06/30/2023 |
|
Rodgers & Associates, LTD
| 33,603 | -3,262 | 2,999,007,000 | 0.43 | |
Hist
| 06/30/2023 |
|
WELLS FARGO & COMPANY/MN
| 27,394 | -4,809 | 2,444,874,000 | 0.00 | |
Hist
| 06/30/2023 |
|
ROYAL BANK OF CANADA
| 27,116 | 3,522 | 2,420,000,000 | 0.00 | |
Hist
| 06/30/2023 |
|
EP Wealth Advisors, LLC
| 5,683 | -17,966 | 2,104,402,000 | 0.03 | |
Hist
| 06/30/2023 |
|
AMERIPRISE FINANCIAL INC
| 21,363 | -960 | 1,906,614,000 | 0.00 | |
Hist
| 06/30/2023 |
|
PACIFIC SUN FINANCIAL CORP
| 21,556 | 30 | 1,881,914,000 | 1.26 | |
Hist
| 06/30/2023 |
|
NWAM LLC
| 18,258 | 0 | 1,594,024,000 | 0.16 | |
Hist
| 03/31/2023 |
|
Davis Investment Partners, LLC
| 16,225 | 0 | 1,357,317,000 | 0.72 | |
Hist
| 09/30/2023 |
|
Empirical Asset Management, LLC
| 14,856 | 14,856 | 1,320,588,000 | 1.39 | |
Hist
| 12/31/2022 |
|
ENVESTNET ASSET MANAGEMENT INC
| 14,505 | -857 | 1,294,508,000 | 0.00 | |
Hist
| 06/30/2023 |
|
ADVISOR GROUP HOLDINGS, INC.
| 13,805 | -940 | 1,232,147,000 | | |
Hist
| 06/30/2023 |
|
Raymond James Financial Services Advisors, Inc.
| 12,338 | 730 | 1,096,730,000 | 0.00 | |
Hist
| 12/31/2022 |
|
BANK OF AMERICA CORP /DE/
| 11,020 | -3,971 | 983,492,000 | 0.00 | |
Hist
| 06/30/2023 |
|
Colonial River Wealth Management, LLC
| 8,866 | -1,867 | 791,274,000 | 0.52 | |
Hist
| 06/30/2023 |
|
WILLNER & HELLER, LLC
| 8,899 | 137 | 791,065,000 | 1.12 | |
Hist
| 12/31/2022 |
|
Savant Capital, LLC
| 8,754 | 8,754 | 781,279,000 | 0.01 | |
Hist
| 06/30/2023 |
|
Domani Wealth, LLC
| 8,546 | -460 | 760,000,000 | 0.19 | |
Hist
| 12/31/2022 |
|
Meridian Wealth Management, LLC
| 8,050 | -2,499 | 715,568,000 | 0.07 | |
Hist
| 12/31/2022 |
|
RAYMOND JAMES & ASSOCIATES
| 6,595 | -275 | 586,232,000 | 0.00 | |
Hist
| 12/31/2022 |
|
Equitable Holdings, Inc.
| 5,510 | 926 | 491,758,000 | 0.01 | |
Hist
| 06/30/2023 |
|
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC
| 4,542 | 4,542 | 405,365,000 | 0.19 | |
Hist
| 06/30/2023 |
|
TNF LLC
| 4,320 | 0 | 385,552,000 | 0.17 | |
Hist
| 06/30/2023 |
|
Kestra Advisory Services, LLC
| 4,060 | -727 | 362,348,000 | 0.00 | |
Hist
| 06/30/2023 |
|
Private Advisor Group, LLC
| 4,122 | 61 | 359,895,000 | 0.00 | |
Hist
| 03/31/2023 |
|
MISSION WEALTH MANAGEMENT, LP
| 3,685 | 0 | 328,880,000 | 0.01 | |
Hist
| 06/30/2023 |
|
GOLDMAN SACHS GROUP INC
| 3,350 | 0 | 292,467,000 | 0.00 | |
Hist
| 03/31/2023 |
|
Cornerstone Wealth Management, LLC
| 2,940 | -1,431 | 262,347,000 | 0.02 | |
Hist
| 06/30/2023 |
|
Steward Partners Investment Advisory, LLC
| 2,743 | -400 | 244,808,000 | 0.00 | |
Hist
| 06/30/2023 |
|
Clear Creek Financial Management, LLC
| 2,290 | -759 | 203,559,000 | 0.04 | |
Hist
| 12/31/2022 |
|
American Portfolios Advisors
| 1,997 | 1,997 | 159,692,000 | 0.01 | |
Hist
| 09/30/2022 |
|
Ameritas Advisory Services, LLC
| 1,797 | 1,797 | 156,698,000 | 0.01 | |
Hist
| 03/31/2023 |
|
UBS Group AG
| 1,564 | -213 | 139,584,000 | 0.00 | |
Hist
| 06/30/2023 |
|
HARBOUR INVESTMENTS, INC.
| 1,166 | 659 | 103,658,000 | 0.01 | |
Hist
| 12/31/2022 |
| << Prev Next >> |
|
|
|
|