Who owns Invesco Exchange W&p 500 Qualit equities?
- Ticker: SPHQ
- CUSIP Number: 46137v241
Tip: Access positions for across all investors
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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Top investors of Invesco Exchange W&p 500 Qualit equities stock
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 |
|
| 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 |