News + Filings Key Docs Ownership
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INVESCO EXCH TRADED FD TR II (PWZ)
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Portfolio as of: |
| Name | Shares | Change | Value | % Port | % OS | Hist | Date |
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FIRST FOUNDATION ADVISORS
| 650,204 | 639,851 | 16,021,026,000 | 0.69 | |
Hist
| 06/30/2023 |
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BANK OF AMERICA CORP /DE/
| 573,906 | 54,696 | 14,141,054,000 | 0.00 | |
Hist
| 06/30/2023 |
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Gerber Kawasaki Wealth & Investment Management
| 564,739 | 277,082 | 13,915,177,000 | 0.93 | |
Hist
| 06/30/2023 |
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WELLS FARGO & COMPANY/MN
| 543,310 | -17,944 | 13,387,147,000 | 0.00 | |
Hist
| 06/30/2023 |
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MORGAN STANLEY
| 498,741 | -10,880 | 12,288,978,000 | 0.00 | |
Hist
| 06/30/2023 |
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FMR LLC
| 348,200 | -2,293 | 8,579,648,000 | 0.00 | |
Hist
| 06/30/2023 |
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Orion Portfolio Solutions, LLC
| 202,431 | 111,963 | 7,812,630,000 | | |
Hist
| 06/30/2023 |
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Mariner, LLC
| 256,887 | -9,599 | 6,329,972,000 | 0.02 | |
Hist
| 06/30/2023 |
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Boyd Wealth Management, LLC
| 221,449 | 221,449 | 5,456,503,000 | 3.31 | |
Hist
| 06/30/2023 |
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LPL Financial LLC
| 192,863 | 31,911 | 4,777,209,000 | 0.00 | |
Hist
| 03/31/2023 |
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AMERIPRISE FINANCIAL INC
| 190,200 | -6,084 | 4,686,534,000 | 0.00 | |
Hist
| 06/30/2023 |
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Pure Financial Advisors, LLC
| 135,467 | 59,762 | 3,179,411,000 | 0.13 | |
Hist
| 09/30/2023 |
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JANE STREET GROUP, LLC
| 124,692 | -1,288,914 | 3,072,411,000 | 0.00 | |
Hist
| 06/30/2023 |
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UBS Group AG
| 100,803 | -28,188 | 2,483,786,000 | 0.00 | |
Hist
| 06/30/2023 |
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Brinker Capital Investments, LLC
| 81,621 | 993 | 1,970,331,000 | 0.04 | |
Hist
| 12/31/2022 |
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WEALTHSOURCE PARTNERS, LLC
| 81,596 | 62,603 | 1,969,727,000 | 0.14 | |
Hist
| 12/31/2022 |
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Allworth Financial LP
| 77,550 | 11,338 | 1,910,841,000 | 0.02 | |
Hist
| 06/30/2023 |
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Steel Peak Wealth Management LLC
| 77,131 | -68,258 | 1,861,948,000 | 0.14 | |
Hist
| 12/31/2022 |
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KEYBANK NATIONAL ASSOCIATION/OH
| 68,658 | -1,866 | 1,700,659,000 | 0.01 | |
Hist
| 03/31/2023 |
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Prospera Financial Services Inc
| 68,166 | 68,166 | 1,679,582,000 | 0.06 | |
Hist
| 06/30/2023 |
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ADVISOR GROUP HOLDINGS, INC.
| 61,554 | 8,506 | 1,516,687,000 | | |
Hist
| 06/30/2023 |
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McNaughton Wealth Management, LLC
| 57,981 | -1,550 | 1,360,814,000 | 0.90 | |
Hist
| 09/30/2023 |
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Affinity Capital Advisors, LLC
| 54,604 | 54,604 | 1,345,443,000 | 0.36 | |
Hist
| 06/30/2023 |
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LODESTAR PRIVATE ASSET MANAGEMENT LLC
| 44,565 | -1,437 | 1,098,076,000 | 0.18 | |
Hist
| 06/30/2023 |
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Omega Financial Group, LLC
| 38,875 | -2,726 | 957,879,000 | 0.44 | |
Hist
| 06/30/2023 |
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Raymond James Financial Services Advisors, Inc.
| 26,631 | 1,847 | 642,872,000 | 0.00 | |
Hist
| 12/31/2022 |
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AVANTAX ADVISORY SERVICES, INC.
| 24,808 | 1,858 | 611,269,000 | 0.01 | |
Hist
| 06/30/2023 |
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FOCUS Wealth Advisors, LLC
| 21,213 | -310 | 522,688,000 | 0.35 | |
Hist
| 06/30/2023 |
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MATTERN CAPITAL MANAGEMENT, LLC
| 20,075 | 4,479 | 494,648,000 | 0.08 | |
Hist
| 06/30/2023 |
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Miracle Mile Advisors, LLC
| 19,302 | 19,302 | 475,601,000 | 0.01 | |
Hist
| 06/30/2023 |
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Alpha Cubed Investments, LLC
| 17,790 | 0 | 438,346,000 | 0.03 | |
Hist
| 06/30/2023 |
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ENVESTNET ASSET MANAGEMENT INC
| 17,294 | 3,373 | 426,120,000 | 0.00 | |
Hist
| 06/30/2023 |
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MISSION WEALTH MANAGEMENT, LP
| 17,208 | 17,208 | 423,998,000 | 0.02 | |
Hist
| 06/30/2023 |
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SWEENEY & MICHEL, LLC
| 16,000 | 0 | 390,880,000 | 0.20 | |
Hist
| 06/30/2023 |
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ROYAL BANK OF CANADA
| 14,787 | -632 | 364,000,000 | 0.00 | |
Hist
| 06/30/2023 |
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