Who owns Invesco Exchange W&p 500 Qualit equities?
- Ticker: SPHQ
- CUSIP Number: 46137v241
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Analyze quarterly positions in Invesco Exchange W&p 500 Qualit equities with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Invesco Exchange W&p 500 Qualit equities this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
First Command Advisory Services | 14M | $831M | -1% | Mar 2024 |
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Wealth Enhancement Advisory Services | 7.0M | $422M | 20% | Mar 2024 |
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LPL Financial | 6.8M | $410M | 22% | Mar 2024 |
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CliftonLarsonAllen Wealth Advisors | 6.6M | $400M | 89% | Mar 2024 |
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Fifth Third Bancorp | 4.6M | $279M | 18094% | Mar 2024 |
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FMR | 4.2M | $251M | 1% | Mar 2024 |
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Bank of America Corporation | 3.6M | $220M | 8% | Mar 2024 |
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Ameriprise Financial | 3.3M | $197M | 81% | Mar 2024 |
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Morgan Stanley | 3.2M | $195M | 44% | Mar 2024 |
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Wells Fargo & Company | 2.3M | $140M | 7% | Mar 2024 |
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Bank of New York Mellon | 1.7M | $103M | 12% | Mar 2024 |
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SFMG Wealth Advisors | 1.7M | $101M | -1% | Mar 2024 |
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Advisor Group Holdings | 1.7M | $101M | 6% | Mar 2024 |
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Royal Bank of Canada | 1.5M | $88M | 1% | Mar 2024 |
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UBS Group | 1.4M | $86M | 11% | Mar 2024 |
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Northwestern Mutual Wealth Management Company | 1.3M | $79M | 124% | Mar 2024 |
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Madison Asset Management | 1.2M | $71M | 17% | Mar 2024 |
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Pnc Financial Services | 976k | $59M | -4% | Mar 2024 |
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Paragon Capital Management | 957k | $58M | 2% | Mar 2024 |
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Mainstay Capital Management | 936k | $57M | -1% | Mar 2024 |
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Commonwealth Equity Services | 913k | $55M | 0% | Mar 2024 |
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Trilogy Capital | 839k | $51M | 2% | Mar 2024 |
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Evensky & Katz | 818k | $49M | -1% | Mar 2024 |
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Envestnet Asset Management | 801k | $48M | 24% | Mar 2024 |
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CI Private Wealth | 780k | $47M | -33% | Mar 2024 |
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Raymond James Financial Services Advisors | 668k | $40M | -29% | Mar 2024 |
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Stifel Financial | 537k | $33M | -13% | Mar 2024 |
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Private Capital Management | 528k | $29M | 13% | Dec 2023 |
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Milestone Investment Advisors | 511k | $28M | 6% | Dec 2023 |
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Alaska Permanent Capital Management | 498k | $30M | 4796% | Mar 2024 |
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Family Investment Center | 471k | $29M | 100% | Mar 2024 |
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Capital Planning Advisors | 467k | $28M | -2% | Mar 2024 |
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Raymond James & Associates | 462k | $28M | 75% | Mar 2024 |
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WCG Wealth Advisors | 421k | $25M | -17% | Mar 2024 |
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Schwallier Wealth Management | 386k | $21M | 100% | Dec 2023 |
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Orgel Wealth Management | 378k | $23M | 11% | Mar 2024 |
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Davidson Capital Management | 373k | $23M | 9% | Mar 2024 |
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Ballast | 348k | $21M | 0% | Mar 2024 |
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HighTower Advisors | 337k | $20M | 282% | Mar 2024 |
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Graves-Light Private Wealth Management | 301k | $18M | 5% | Mar 2024 |
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Stratos Wealth Partners | 298k | $18M | -28% | Mar 2024 |
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H D Vest Advisory Services | 294k | $18M | 553% | Mar 2024 |
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Two Sigma Investments | 290k | $18M | 10% | Mar 2024 |
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Union Savings Bank | 283k | $17M | 56% | Mar 2024 |
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Thrivent Financial for Lutherans | 263k | $16M | 2231% | Mar 2024 |
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Lido Advisors | 255k | $15M | -2% | Mar 2024 |
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TruWealth Advisors | 251k | $15M | 1% | Mar 2024 |
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Branch Banking & Trust Company | 223k | $13M | 8% | Mar 2024 |
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Focus Financial Network | 222k | $12M | 100% | Dec 2023 |
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Jpmorgan Chase & Co | 214k | $13M | 14% | Mar 2024 |
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Mariner Wealth Advisors | 214k | $13M | -17% | Mar 2024 |
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KWB Wealth | 212k | $13M | 30% | Mar 2024 |
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Financial Services Advisory | 210k | $13M | -1% | Mar 2024 |
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Cozad Asset Management | 204k | $12M | -1% | Mar 2024 |
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Private Advisor | 201k | $12M | 39% | Mar 2024 |
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Global Retirement Partners | 196k | $12M | -15% | Mar 2024 |
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Focus Financial Network | 196k | $11M | 100% | Mar 2024 |
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Snowden Capital Advisors | 194k | $12M | 1% | Mar 2024 |
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Leucadia National Corporation | 194k | $12M | 11% | Mar 2024 |
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Two Sigma Advisers | 190k | $12M | -51% | Mar 2024 |
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Cambridge Investment Research Advisors | 185k | $11M | 46% | Mar 2024 |
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Wealth Management Resources | 177k | $11M | 15% | Mar 2024 |
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Financial Advocates Investment Management | 176k | $11M | 3% | Mar 2024 |
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Legacy Private Trust | 173k | $11M | -9% | Mar 2024 |
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Jordan Park Group | 170k | $10M | 0% | Mar 2024 |
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Cedar Mountain Advisors | 170k | $10M | 1% | Mar 2024 |
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AE Wealth Management | 166k | $10M | -15% | Mar 2024 |
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Opes Wealth Management | 165k | $10M | 12% | Mar 2024 |
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APCM Wealth Management for Individuals | 164k | $9.9M | 100% | Mar 2024 |
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Principal Securities | 164k | $9.9M | 14% | Mar 2024 |
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Atria Wealth Solutions | 161k | $9.7M | 5% | Mar 2024 |
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Sound View Wealth Advisors Group | 158k | $9.6M | -4% | Mar 2024 |
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Nikulski Financial | 152k | $9.2M | 2% | Mar 2024 |
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Sage Mountain Advisors | 149k | $9.0M | 1% | Mar 2024 |
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Flagship Harbor Advisors | 146k | $8.8M | -14% | Mar 2024 |
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Chicago Wealth Management | 145k | $8.8M | 1% | Mar 2024 |
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Hoese & Co | 144k | $8.4M | 3% | Mar 2024 |
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Cresta Advisors | 142k | $8.6M | 7% | Mar 2024 |
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Creative Planning | 139k | $8.4M | -20% | Mar 2024 |
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TSFG | 137k | $8.3M | -31% | Mar 2024 |
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Dynamic Wealth Strategies | 128k | $7.8M | 100% | Mar 2024 |
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Strategies Wealth Advisors | 127k | $7.7M | -1% | Mar 2024 |
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Hanson McClain Advisors | 122k | $7.4M | -3% | Mar 2024 |
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Liberty One Investment Management | 120k | $7.2M | 5% | Mar 2024 |
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Symphony Financial | 119k | $7.2M | 5% | Mar 2024 |
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Concord Wealth Partners | 114k | $6.9M | 33% | Mar 2024 |
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Rollins Financial Advisors | 113k | $6.8M | 100% | Mar 2024 |
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IAG Wealth Partners | 113k | $6.8M | -3% | Mar 2024 |
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TD Capital Management | 111k | $6.7M | 14% | Mar 2024 |
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Stonebridge Financial Planning Group | 108k | $6.5M | 4% | Mar 2024 |
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Well Done | 108k | $6.5M | 6% | Mar 2024 |
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Cornerstone Wealth Management | 107k | $6.5M | 1% | Mar 2024 |
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William Blair $ Company | 107k | $6.4M | 10% | Mar 2024 |
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Certified Advisory Corp | 100k | $6.0M | 32% | Mar 2024 |
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Rollins Financial | 99k | $5.4M | 32% | Dec 2023 |
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Prospera Financial Services | 99k | $5.4M | 36% | Dec 2023 |
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Jackson Wealth Management | 95k | $5.1M | -2% | Dec 2023 |
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Integrity Financial Corp | 92k | $5.5M | 1933% | Mar 2024 |
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RFG Advisory | 92k | $5.5M | 6% | Mar 2024 |
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Citadel Advisors | 91k | $5.5M | -25% | Mar 2024 |
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TD Waterhouse Canada | 90k | $7.1M | -5% | Mar 2024 |
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Lincoln National | 90k | $5.4M | 2% | Mar 2024 |
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Tidemark | 89k | $5.4M | 10% | Mar 2024 |
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Performa | 88k | $5.3M | -27% | Mar 2024 |
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Orion Portfolio Solutions | 85k | $5.2M | -42% | Mar 2024 |
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Flagship Private Wealth | 83k | $5.0M | 4% | Mar 2024 |
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Providence First Trust | 83k | $5.0M | 0% | Mar 2024 |
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Consolidated Planning Corp | 82k | $5.0M | -2% | Mar 2024 |
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Verum Partners | 81k | $4.9M | -25% | Mar 2024 |
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Essex Financial Services | 80k | $4.8M | 5% | Mar 2024 |
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Cedar Wealth Management | 80k | $4.8M | 17% | Mar 2024 |
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Silver Oak Securities | 79k | $4.8M | 466% | Mar 2024 |
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Rockefeller Capital Management | 76k | $4.1M | 5% | Dec 2023 |
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Prudential | 73k | $4.4M | 100% | Mar 2024 |
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Merit Financial Group | 72k | $4.3M | -4% | Mar 2024 |
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A. Montag and Associates | 71k | $4.3M | 0% | Mar 2024 |
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HPM Partners | 70k | $4.2M | 5% | Mar 2024 |
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Clear Creek Financial Management | 69k | $4.2M | 588% | Mar 2024 |
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Parallel Advisors | 69k | $4.2M | 27% | Mar 2024 |
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Park Avenue Securities | 66k | $4.0M | -42% | Mar 2024 |
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Park Edge Advisors | 65k | $3.9M | 100% | Mar 2024 |
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Brian McDonald | 64k | $3.9M | 91% | Mar 2024 |
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Catalytic Wealth RIA | 61k | $3.7M | 4% | Mar 2024 |
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Beaumont Asset Management | 56k | $3.4M | 2% | Mar 2024 |
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Harbour Investments | 56k | $3.0M | 23% | Dec 2023 |
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Western Wealth Management | 54k | $3.3M | -1% | Mar 2024 |
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Hartford Financial Management | 53k | $3.2M | 38% | Mar 2024 |
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Lee Munder Capital Group | 53k | $3.2M | 1% | Mar 2024 |
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Redhawk Wealth Advisors | 49k | $3.0M | 37% | Mar 2024 |
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High Net Worth Advisory Group | 48k | $2.9M | 4% | Mar 2024 |
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International Assets Investment Management | 47k | $2.8M | -4% | Mar 2024 |
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Capital Advisory Group Advisory Services | 46k | $2.8M | 0% | Mar 2024 |
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Fidelity D & D Bancorp | 45k | $2.7M | 0% | Mar 2024 |
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Alpha Cubed Investments | 43k | $2.6M | -16% | Mar 2024 |
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Keybank National Association | 43k | $2.6M | 56% | Mar 2024 |
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Crestwood Advisors | 42k | $2.6M | 5% | Mar 2024 |
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Janney Montgomery Scott | 42k | $2.5M | 2% | Mar 2024 |
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Private Trust Co Na | 42k | $2.5M | -1% | Mar 2024 |
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Prevail Innovative Wealth Advisors | 41k | $2.5M | 28% | Mar 2024 |
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RVW Wealth | 40k | $2.4M | -5% | Mar 2024 |
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Riggs Asset Managment | 39k | $2.3M | -1% | Mar 2024 |
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J.w. Cole Advisors | 38k | $2.3M | 5% | Mar 2024 |
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ERn Financial | 38k | $2.3M | -1% | Mar 2024 |
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Goss Wealth Management | 38k | $2.3M | -5% | Mar 2024 |
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DBK Financial Counsel | 35k | $2.1M | 0% | Mar 2024 |
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Resurgent Financial Advisors | 34k | $2.0M | 168% | Mar 2024 |
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J.W. Burns & Company | 33k | $2.0M | 0% | Mar 2024 |
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Holistic Planning | 32k | $2.0M | 100% | Mar 2024 |
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GHP Investment Advisors | 32k | $1.9M | -4% | Mar 2024 |
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Money Concepts Capital Corp | 32k | $1.9M | -6% | Mar 2024 |
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Silicon Valley Capital Partners | 24k | $1.5M | -38% | Mar 2024 |
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Susquehanna International | 21k | $1.3M | -60% | Mar 2024 |
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Qube Research & Technologies | 19k | $1.2M | -76% | Mar 2024 |
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Eagle Strategies | 18k | $1.1M | -88% | Mar 2024 |
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Sterling Group Wealth Management | 3.8k | $228k | -99% | Mar 2024 |
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Proequities | 1.7k | $101M | -95% | Mar 2024 |
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GeoWealth Management | 0 | $0 | -100% | Mar 2024 |
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Who sold out of Invesco Exchange W&p 500 Qualit equities?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Merriman Wealth Management | Sep 2023 | 224k | $11M |
Dagco | Dec 2023 | 133k | $7.2M |
Advisor Resource Council | Dec 2023 | 72k | $3.9M |
Natixis | Sep 2023 | 70k | $3.5M |
One Capital Management | Dec 2023 | 62k | $3.3M |
NorthCrest Asset Manangement | Dec 2023 | 54k | $2.9M |
Wrapmanager | Dec 2023 | 38k | $2.1M |