Who owns Invesco Dynamic Large etf - e?
- Ticker: PWB
- CUSIP Number: 46137v746
Tip: Access positions for across all investors
Analyze quarterly positions in Invesco Dynamic Large etf - e with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Invesco Dynamic Large etf - e stock
Who bought or sold Invesco Dynamic Large etf - e this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| LPL Financial | 773k | $69M | 28% | Mar 2024 |
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| Morgan Stanley | 718k | $64M | -1% | Mar 2024 |
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| Raymond James & Associates | 401k | $36M | 15% | Mar 2024 |
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| Bank of America Corporation | 377k | $34M | -1% | Mar 2024 |
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| Mercer Global Advisors | 216k | $216k | -1% | Mar 2024 |
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| Wharton Business Group | 171k | $15M | 0% | Mar 2024 |
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| Cambridge Investment Research Advisors | 167k | $15M | 4% | Mar 2024 |
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| Royal Bank of Canada | 137k | $12M | 20% | Mar 2024 |
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| Wells Fargo & Company | 116k | $10M | -3% | Mar 2024 |
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| Baird Financial | 111k | $8.6M | 0% | Dec 2023 |
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| Commonwealth Equity Services | 110k | $9.8M | -6% | Mar 2024 |
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| Private Advisor | 107k | $9.5M | -1% | Mar 2024 |
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| Envestnet Asset Management | 96k | $8.6M | 31% | Mar 2024 |
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| Ethos Financial Group | 94k | $8.4M | 100% | Mar 2024 |
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| Goldman Sachs Group | 90k | $8.1M | 0% | Mar 2024 |
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| Captrust Financial Advisors | 87k | $7.8M | 1% | Mar 2024 |
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| Kestra Advisory Services | 78k | $6.1M | 17% | Dec 2023 |
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| CWM | 75k | $6.7M | -1% | Mar 2024 |
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| United Capital Financial Advisers | 72k | $6.5M | -36% | Mar 2024 |
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| Regal Investment Advisors | 71k | $6.3M | 100% | Mar 2024 |
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| Cornerstone Wealth Management | 58k | $5.2M | 2% | Mar 2024 |
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| Raymond James Financial Services Advisors | 54k | $4.8M | -1% | Mar 2024 |
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| Dynamic Advisors Solutions | 54k | $4.8M | 0% | Mar 2024 |
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| Branch Banking & Trust Company | 52k | $4.6M | 2% | Mar 2024 |
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| Rockefeller Capital Management | 42k | $3.3M | 8% | Dec 2023 |
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| Firestone Capital Management | 36k | $3.3M | 100% | Mar 2024 |
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| Ameriprise Financial | 36k | $3.3M | -24% | Mar 2024 |
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| Win Advisors | 35k | $3.1M | -14% | Mar 2024 |
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| Institute For Wealth Management | 33k | $3.0M | 0% | Mar 2024 |
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| Advisor Group Holdings | 33k | $2.9M | -24% | Mar 2024 |
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| Spire Wealth Management | 32k | $2.9M | 10% | Mar 2024 |
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| Stratos Wealth Partners | 27k | $2.4M | 7% | Mar 2024 |
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| JPL Wealth Management | 27k | $2.4M | 21% | Mar 2024 |
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| Ullmann Financial | 26k | $2.3M | 0% | Mar 2024 |
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| Personal Resources Investment & Strategic Management | 25k | $2.2M | 0% | Mar 2024 |
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| Tobias Financial Advisors | 21k | $1.9M | -1% | Mar 2024 |
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| Merit Financial Group | 20k | $1.8M | -3% | Mar 2024 |
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| Integrated Wealth Concepts | 19k | $1.7M | 9% | Mar 2024 |
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| Susquehanna International | 19k | $1.7M | 14% | Mar 2024 |
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| Balanced Wealth Group | 18k | $1.6M | 0% | Mar 2024 |
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| Brian McDonald | 17k | $1.5M | -15% | Mar 2024 |
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| New England Private Wealth Advisors | 16k | $1.4M | 0% | Mar 2024 |
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| Apollon Wealth Management | 16k | $1.4M | 2% | Mar 2024 |
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| Geneos Wealth Management | 15k | $1.4M | 4% | Mar 2024 |
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| Atria Wealth Solutions | 15k | $1.3M | 6% | Mar 2024 |
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| Beacon Pointe Advisors | 15k | $1.1M | -11% | Dec 2023 |
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| Fulcrum Equity Management | 14k | $1.3M | 100% | Mar 2024 |
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| Thoroughbred Financial Services | 13k | $1.2M | 0% | Mar 2024 |
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| Parallel Advisors | 12k | $1.1M | 0% | Mar 2024 |
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| Focus Financial Network | 12k | $986k | 100% | Mar 2024 |
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| Focus Financial Network | 11k | $889k | 100% | Dec 2023 |
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| Citadel Advisors | 11k | $998k | 28% | Mar 2024 |
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| Steward Partners Investment Advisory | 11k | $967k | -11% | Mar 2024 |
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| CIBC World Markets | 11k | $949k | 100% | Mar 2024 |
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| Warren Averett Asset Management | 9.0k | $802k | 100% | Mar 2024 |
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| Flagship Harbor Advisors | 8.8k | $784k | 1% | Mar 2024 |
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| Investors Research Corp | 8.7k | $773k | 6% | Mar 2024 |
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| Mesirow Financial Investment Management International Equity | 8.6k | $768k | 100% | Mar 2024 |
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| Prospera Financial Services | 8.4k | $655k | 2% | Dec 2023 |
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| Northwestern Mutual Wealth Management Company | 8.3k | $742k | 5% | Mar 2024 |
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| Oppenheimer & Co | 8.3k | $739k | 13% | Mar 2024 |
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| Stifel Financial | 7.6k | $674k | -4% | Mar 2024 |
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| Strategy Asset Managers | 7.0k | $629k | 0% | Mar 2024 |
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| Benjamin F. Edwards & Company | 6.6k | $585k | 0% | Mar 2024 |
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| Glenmede Trust Company | 6.4k | $575k | 0% | Mar 2024 |
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| Armbruster Capital Management | 6.4k | $569k | 0% | Mar 2024 |
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| Koshinski Asset Management | 6.2k | $549k | -49% | Mar 2024 |
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| Covenant Asset Management | 6.1k | $546k | -12% | Mar 2024 |
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| EPG Wealth Management | 6.0k | $512k | 0% | Dec 2023 |
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| Harmony Asset Management | 5.9k | $461k | 100% | Dec 2023 |
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| Beacon Financial Advisory | 5.3k | $474k | 0% | Mar 2024 |
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| Creative Planning | 5.3k | $471k | 44% | Mar 2024 |
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| Janney Montgomery Scott | 5.2k | $463k | 4% | Mar 2024 |
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| Mather Group | 5.1k | $397k | 4% | Mar 2024 |
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| Evolution Wealth Advisors | 5.0k | $447k | 100% | Mar 2024 |
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| Nations Financial Group | 4.8k | $430k | 0% | Mar 2024 |
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| National Asset Management | 4.6k | $359k | -6% | Dec 2023 |
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| FMR | 4.5k | $406k | 40% | Mar 2024 |
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| Total Clarity Wealth Management | 4.5k | $405k | 54% | Mar 2024 |
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| Pnc Financial Services | 4.5k | $398k | -30% | Mar 2024 |
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| Chicago Partners Investment | 4.4k | $380k | 0% | Mar 2024 |
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| GSA Capital Partners | 4.4k | $391k | 100% | Mar 2024 |
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| Arkadios Wealth Advisors | 4.2k | $375k | -1% | Mar 2024 |
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| HighTower Advisors | 3.9k | $351k | 100% | Mar 2024 |
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| HFG Advisors | 3.9k | $344k | 0% | Mar 2024 |
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| William Blair $ Company | 3.7k | $332k | 0% | Mar 2024 |
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| Two Sigma Investments | 3.6k | $321k | 100% | Mar 2024 |
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| Traction Financial Partners | 3.6k | $315k | 100% | Mar 2024 |
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| Horizon Family Wealth | 3.5k | $315k | 11% | Mar 2024 |
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| Advisor Resource Council | 3.5k | $273k | 100% | Mar 2024 |
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| Sigma Planning | 3.4k | $306k | 100% | Mar 2024 |
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| EverSource Wealth Advisors | 3.4k | $264k | 0% | Mar 2024 |
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| Jane Street | 3.4k | $302k | 100% | Mar 2024 |
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| NorthRock Partners | 3.4k | $302k | 0% | Mar 2024 |
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| Paragon Private Wealth Management | 3.3k | $298k | 0% | Mar 2024 |
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| Eagle Bay Advisors | 3.3k | $295k | 0% | Mar 2024 |
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| IAM Advisory | 3.3k | $295k | -1% | Mar 2024 |
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| Mariner Wealth Advisors | 3.3k | $293k | 100% | Mar 2024 |
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| Strategic Family Wealth Counselors | 3.2k | $248k | 0% | Dec 2023 |
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| Summit Financial | 3.2k | $284k | 100% | Mar 2024 |
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| Legacy Capital Group California | 3.2k | $284k | 100% | Mar 2024 |
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| Exchange Capital Management | 3.2k | $284k | -18% | Mar 2024 |
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| Schrum Private Wealth Management | 3.1k | $272k | 0% | Mar 2024 |
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| Principal Securities | 3.0k | $269k | 0% | Mar 2024 |
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| HPM Partners | 3.0k | $265k | 0% | Mar 2024 |
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| Keybank National Association | 2.9k | $262k | 100% | Mar 2024 |
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| Tower Research Capital | 2.9k | $255k | 9% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 2.8k | $253k | 100% | Mar 2024 |
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| Investment Advisory Group | 2.8k | $250k | 0% | Mar 2024 |
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| Asset Management Resources | 2.8k | $215k | 100% | Dec 2023 |
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| Philadelphia Trust Company | 2.5k | $223k | 100% | Mar 2024 |
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| Oakmont Partners | 2.4k | $213k | 100% | Mar 2024 |
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| Rsm Us Wealth Management | 2.3k | $207k | 100% | Mar 2024 |
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| Verum Partners | 2.3k | $207k | 100% | Mar 2024 |
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| Centurion Wealth Management | 2.3k | $206k | 100% | Mar 2024 |
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| Atlantic Trust | 2.3k | $203k | 100% | Mar 2024 |
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| Citigroup | 1.9k | $172k | 0% | Mar 2024 |
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| Caldwell Sutter Capital | 1.9k | $170k | 0% | Mar 2024 |
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| BFSG | 1.9k | $170k | 0% | Mar 2024 |
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| O'shaughnessy Asset Management | 1.7k | $152k | 0% | Mar 2024 |
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| Key FInancial | 1.5k | $133k | 0% | Mar 2024 |
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| Baystate Wealth Management | 1.4k | $109k | 0% | Dec 2023 |
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| Harbor Investment Advisory | 1.3k | $117k | -4% | Mar 2024 |
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| Northwest Financial Advisors | 1.2k | $103k | 0% | Mar 2024 |
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| Silver Oak Securities | 1.1k | $95k | -83% | Mar 2024 |
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| Rosenberg Matthew Hamilton | 1.0k | $90k | 0% | Mar 2024 |
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| GoalVest Advisory | 866.00 | $77k | 0% | Mar 2024 |
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| Us Bancorp | 602.00 | $54k | 100% | Mar 2024 |
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| M&r Capital Management | 596.00 | $46k | 0% | Dec 2023 |
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| Jpmorgan Chase & Co | 592.00 | $53k | 0% | Mar 2024 |
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| Fifth Third Bancorp | 500.00 | $45k | 0% | Mar 2024 |
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| YHB Investment Advisors | 475.00 | $42k | 100% | Mar 2024 |
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| First Manhattan | 462.00 | $42k | -2% | Mar 2024 |
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| Farther Finance Advisors | 417.00 | $37k | 0% | Mar 2024 |
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| Goss Wealth Management | 296.00 | $26k | -8% | Mar 2024 |
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| First Command Advisory Services | 290.00 | $26k | -61% | Mar 2024 |
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| Archer Investment Corp | 280.00 | $25k | 0% | Mar 2024 |
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| Global Retirement Partners | 180.00 | $16k | -56% | Mar 2024 |
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| PSI Advisors | 150.00 | $13k | -1% | Mar 2024 |
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| IFP Advisors | 150.00 | $12k | 0% | Dec 2023 |
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| Continuum Advisory | 142.00 | $13k | 100% | Mar 2024 |
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| Efficient Wealth Management | 100.00 | $9.0k | 0% | Mar 2024 |
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| VitalStone Financial | 75.00 | $7.0k | 0% | Mar 2024 |
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| Integrity Financial Corp | 53.00 | $4.7k | 0% | Mar 2024 |
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| Hanson & Doremus Investment Management | 22.00 | $2.0k | 100% | Mar 2024 |
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| Smartleaf Asset Management | 2.00 | $0 | 0% | Mar 2024 |
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| GeoWealth Management | 0 | $0 | -100% | Mar 2024 |
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Who sold out of Invesco Dynamic Large etf - e?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| UBS Group | Dec 2023 | 232k | $18M |
| Meridian Wealth Management | Dec 2023 | 49k | $3.8M |
| Vontobel Holding | Dec 2023 | 10k | $808k |
| Centaurus Financial | Dec 2023 | 2.0k | $153k |
| Advisory Services Network | Dec 2023 | 1.3k | $99k |
| EdgeRock Capital | Dec 2023 | 640.00 | $54k |
| Beacon Capital Management | Dec 2023 | 412.00 | $32k |