News + Filings Key Docs Ownership
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INVESCO EXCHANGE TRADED FD T (XSVM)
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Portfolio as of: |
| Name | Shares | Change | Value | % Port | % OS | Hist | Date |
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LPL Financial LLC
| 1,294,570 | 6,230 | 58,941,790,000 | 0.05 | |
Hist
| 03/31/2023 |
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MORGAN STANLEY
| 584,585 | -10,390 | 27,148,169,000 | 0.00 | |
Hist
| 06/30/2023 |
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BANK OF AMERICA CORP /DE/
| 463,361 | -119,890 | 21,518,462,000 | 0.00 | |
Hist
| 06/30/2023 |
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Raymond James Financial Services Advisors, Inc.
| 349,561 | 49,731 | 15,988,954,000 | 0.03 | |
Hist
| 12/31/2022 |
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NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
| 257,886 | 3,530 | 11,976,212,000 | 0.02 | |
Hist
| 06/30/2023 |
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360 Financial, Inc.
| 214,838 | 24,703 | 9,977,078,000 | 5.16 | |
Hist
| 06/30/2023 |
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WELLS FARGO & COMPANY/MN
| 185,707 | -41,060 | 8,624,243,000 | 0.00 | |
Hist
| 06/30/2023 |
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AMERIPRISE FINANCIAL INC
| 166,675 | -279,762 | 7,749,010,000 | 0.00 | |
Hist
| 06/30/2023 |
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RAYMOND JAMES & ASSOCIATES
| 165,041 | 66,224 | 7,548,996,000 | 0.01 | |
Hist
| 12/31/2022 |
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ADVISOR GROUP HOLDINGS, INC.
| 161,391 | 22,323 | 7,495,001,000 | | |
Hist
| 06/30/2023 |
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AVANTAX ADVISORY SERVICES, INC.
| 155,408 | 118,980 | 7,217,126,000 | 0.08 | |
Hist
| 06/30/2023 |
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Cetera Investment Advisers
| 144,398 | 7,834 | 6,574,434,000 | 0.06 | |
Hist
| 03/31/2023 |
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ENVESTNET ASSET MANAGEMENT INC
| 139,663 | 7,207 | 6,485,931,000 | 0.00 | |
Hist
| 06/30/2023 |
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ROYAL BANK OF CANADA
| 121,220 | 54,877 | 5,630,000,000 | 0.00 | |
Hist
| 06/30/2023 |
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Aspire Wealth Management Corp
| 112,610 | 27,987 | 5,229,605,000 | 3.96 | |
Hist
| 06/30/2023 |
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MONECO Advisors, LLC
| 111,925 | 39,611 | 5,119,428,000 | 1.85 | |
Hist
| 12/31/2022 |
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Del-Sette Capital Management, LLC
| 111,453 | -10,436 | 5,097,862,000 | | |
Hist
| 12/31/2022 |
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Insight Wealth Strategies, LLC
| 105,304 | 25 | 4,890,339,000 | 0.94 | |
Hist
| 06/30/2023 |
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Cetera Advisor Networks LLC
| 90,890 | 4,499 | 4,138,209,000 | 0.03 | |
Hist
| 03/31/2023 |
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Private Advisor Group, LLC
| 73,879 | 6,277 | 3,363,722,000 | 0.03 | |
Hist
| 03/31/2023 |
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Marshall Financial Group LLC
| 70,353 | -1,335 | 3,267,193,000 | 1.11 | |
Hist
| 06/30/2023 |
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Cooper Financial Group
| 56,093 | -649 | 2,604,936,000 | 0.65 | |
Hist
| 06/30/2023 |
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Meridian Wealth Management, LLC
| 55,688 | 17,462 | 2,547,164,000 | 0.25 | |
Hist
| 12/31/2022 |
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Fortress Wealth Management, Inc.
| 55,607 | -2,533 | 2,543,457,000 | 2.11 | |
Hist
| 12/31/2022 |
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Asset Allocation Strategies LLC
| 53,711 | 53,711 | 2,494,342,000 | 1.18 | |
Hist
| 06/30/2023 |
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IHT Wealth Management, LLC
| 50,657 | -994 | 2,306,422,000 | 0.13 | |
Hist
| 03/31/2023 |
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SMITH, MOORE & CO.
| 35,703 | -311 | 1,658,050,000 | 0.21 | |
Hist
| 06/30/2023 |
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RFG Advisory, LLC
| 33,674 | -160 | 1,563,805,000 | 0.07 | |
Hist
| 06/30/2023 |
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CITIGROUP INC
| 32,846 | -4,804 | 1,525,368,000 | 0.00 | |
Hist
| 06/30/2023 |
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Spire Wealth Management
| 32,628 | 0 | 1,515,244,000 | 0.06 | |
Hist
| 06/30/2023 |
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TRUIST FINANCIAL CORP
| 33,053 | 7,127 | 1,511,824,000 | 0.00 | |
Hist
| 12/31/2022 |
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Kestra Advisory Services, LLC
| 30,083 | -3,834 | 1,397,055,000 | 0.01 | |
Hist
| 06/30/2023 |
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Bridge Advisory, LLC
| 27,034 | 3,227 | 1,255,440,000 | 0.46 | |
Hist
| 06/30/2023 |
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Sigma Planning Corp
| 27,395 | -2,078 | 1,253,078,000 | 0.04 | |
Hist
| 12/31/2022 |
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Equitable Holdings, Inc.
| 26,572 | -17,418 | 1,234,004,000 | 0.02 | |
Hist
| 06/30/2023 |
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