Who owns INVESCO DYNAMIC?
- Ticker: PXJ
- CUSIP Number: 46137y872
Tip: Access positions for across all investors
Analyze quarterly positions in Invesco Dynamic with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
Top investors of Invesco Dynamic stock
Who bought or sold INVESCO DYNAMIC this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| HighTower Advisors | 577k | $18M | -6% | Mar 2024 |
|
| Bank of America Corporation | 346k | $11M | 54% | Mar 2024 |
|
| Morgan Stanley | 213k | $6.7M | 88% | Mar 2024 |
|
| LPL Financial | 114k | $3.6M | 792% | Mar 2024 |
|
| UBS Group | 90k | $2.9M | 18% | Mar 2024 |
|
| Raymond James & Associates | 73k | $2.3M | 100% | Mar 2024 |
|
| Raymond James Financial Services Advisors | 53k | $1.7M | 100% | Mar 2024 |
|
| Stifel Financial | 51k | $1.6M | -5% | Mar 2024 |
|
| Nilsine Partners | 41k | $1.3M | 4% | Mar 2024 |
|
| Cambridge Investment Research Advisors | 23k | $713k | 7% | Mar 2024 |
|
| Sprott | 17k | $548k | 100% | Mar 2024 |
|
| Hennion & Walsh Asset Management | 13k | $421k | 5% | Mar 2024 |
|
| CIBC World Markets | 13k | $406k | 14% | Mar 2024 |
|
| Prospera Financial Services | 12k | $331k | 100% | Dec 2023 |
|
| Western Financial Corp | 11k | $343k | -12% | Mar 2024 |
|
| Jpmorgan Chase & Co | 9.8k | $310k | 0% | Mar 2024 |
|
| Private Advisor | 9.0k | $286k | 10% | Mar 2024 |
|
| Envestnet Asset Management | 8.4k | $268k | 100% | Mar 2024 |
|
| D. E. Shaw & Co | 7.1k | $225k | 100% | Mar 2024 |
|
| Brian McDonald | 3.4k | $108k | 363% | Mar 2024 |
|
| HighMark Wealth Management | 1.5k | $48k | 0% | Mar 2024 |
|
| Advisor Group Holdings | 1.4k | $44k | 20% | Mar 2024 |
|
| Global Retirement Partners | 367.00 | $12k | -6% | Mar 2024 |
|
| Barclays | 200.00 | $6.0k | 0% | Mar 2024 |
|
| Private Trust Co Na | 183.00 | $5.8k | 182% | Mar 2024 |
|
| Creekmur Asset Management | 168.00 | $5.3k | -58% | Mar 2024 |
|
| Royal Bank of Canada | 146.00 | $5.0k | -98% | Mar 2024 |
|
| Toth Financial Advisory Corporation | 50.00 | $1.6k | 0% | Mar 2024 |
|
| Tower Research Capital | 4.00 | $127.000000 | 0% | Mar 2024 |
|
Who sold out of Invesco Dynamic?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Goldman Sachs Group | Dec 2023 | 20k | $574k |
| Two Sigma Investments | Dec 2023 | 18k | $525k |
| Susquehanna International | Sep 2023 | 14k | $441k |
| MinichMacGregor Wealth Management | Dec 2023 | 11k | $328k |
| Atria Wealth Solutions | Dec 2023 | 7.5k | $216k |
| Advisory Services Network | Dec 2023 | 360.00 | $10k |