News + Filings Key Docs Ownership
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INVESCO EXCH TRADED FD TR II (VRP)
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Portfolio as of: |
| Name | Shares | Change | Value | % Port | % OS | Hist | Date |
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MORGAN STANLEY
| 4,616,176 | -1,139,771 | 102,709,916,000 | 0.01 | |
Hist
| 06/30/2023 |
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BANK OF AMERICA CORP /DE/
| 3,310,163 | -391,243 | 73,651,129,000 | 0.01 | |
Hist
| 06/30/2023 |
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UBS Group AG
| 2,447,896 | -135,529 | 54,465,686,000 | 0.02 | |
Hist
| 06/30/2023 |
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WELLS FARGO & COMPANY/MN
| 2,129,618 | 64,482 | 47,384,012,000 | 0.01 | |
Hist
| 06/30/2023 |
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JANE STREET GROUP, LLC
| 2,039,128 | 1,839,250 | 45,370,598,000 | 0.02 | |
Hist
| 06/30/2023 |
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Advisory Alpha, LLC
| 1,495,615 | 651,792 | 33,488,345,000 | 2.37 | |
Hist
| 12/31/2022 |
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STEPHENS INC /AR/
| 1,472,580 | 15,089 | 32,764,895,000 | 0.59 | |
Hist
| 06/30/2023 |
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ADVISOR GROUP HOLDINGS, INC.
| 987,929 | -1,286,652 | 21,986,498,000 | | |
Hist
| 06/30/2023 |
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Matthew Goff Investment Advisor, LLC
| 694,738 | -15,061 | 15,457,169,000 | 3.63 | |
Hist
| 06/30/2023 |
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HighTower Advisors, LLC
| 596,945 | 425,424 | 13,278,000,000 | 0.03 | |
Hist
| 06/30/2023 |
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Raymond James Financial Services Advisors, Inc.
| 570,878 | 316,030 | 12,781,823,000 | 0.03 | |
Hist
| 12/31/2022 |
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LPL Financial LLC
| 544,804 | 51,447 | 12,067,405,000 | 0.01 | |
Hist
| 03/31/2023 |
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AMERIPRISE FINANCIAL INC
| 542,122 | 62,411 | 12,061,508,000 | 0.00 | |
Hist
| 06/30/2023 |
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ROYAL BANK OF CANADA
| 491,869 | 1,135 | 10,944,000,000 | 0.00 | |
Hist
| 06/30/2023 |
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WHITTIER TRUST CO
| 466,980 | 166,349 | 10,450,870,000 | 0.20 | |
Hist
| 12/31/2022 |
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Baird Financial Group, Inc.
| 440,350 | -89,560 | 9,797,788,000 | 0.03 | |
Hist
| 06/30/2023 |
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Evolution Wealth Advisors, LLC
| 417,124 | -7,028 | 9,281,009,000 | 2.05 | |
Hist
| 06/30/2023 |
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JPMORGAN CHASE & CO
| 404,242 | -2,169,373 | 8,994,385,000 | 0.00 | |
Hist
| 06/30/2023 |
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Marion Wealth Management
| 348,812 | 148,275 | 7,809,895,000 | 3.29 | |
Hist
| 12/31/2022 |
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GOLDMAN SACHS GROUP INC
| 316,139 | -198,472 | 7,002,479,000 | 0.00 | |
Hist
| 03/31/2023 |
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LWS Wealth Advisors, Inc.
| 297,563 | 14,110 | 6,662,438,000 | 2.79 | |
Hist
| 12/31/2022 |
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Invesco Ltd.
| 298,033 | 11,966 | 6,631,234,000 | 0.00 | |
Hist
| 06/30/2023 |
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STIFEL FINANCIAL CORP
| 278,491 | 244,858 | 6,196,414,000 | 0.01 | |
Hist
| 06/30/2023 |
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Madrona Financial Services, LLC
| 269,039 | -13,580 | 5,959,213,000 | 3.20 | |
Hist
| 03/31/2023 |
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ENVESTNET ASSET MANAGEMENT INC
| 235,382 | -405,995 | 5,237,242,000 | 0.00 | |
Hist
| 06/30/2023 |
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COTTONWOOD CAPITAL ADVISORS, LLC
| 224,551 | -12,701 | 4,996,268,000 | 4.58 | |
Hist
| 06/30/2023 |
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Atria Investments, Inc
| 218,506 | 53,507 | 4,861,758,000 | 0.09 | |
Hist
| 06/30/2023 |
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ATWOOD & PALMER INC
| 215,521 | -71,838 | 4,795,344,000 | 0.43 | |
Hist
| 06/30/2023 |
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Northstar Group, Inc.
| 194,666 | -67,890 | 4,358,568,000 | 1.24 | |
Hist
| 12/31/2022 |
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RPg Family Wealth Advisory, LLC
| 191,987 | 57,213 | 4,271,711,000 | 1.71 | |
Hist
| 06/30/2023 |
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1834 INVESTMENT ADVISORS CO
| 179,106 | -105,796 | 3,967,209,000 | 0.48 | |
Hist
| 03/31/2023 |
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NewEdge Wealth, LLC
| 171,280 | 18,634 | 3,810,987,000 | 0.13 | |
Hist
| 06/30/2023 |
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CITIGROUP INC
| 167,105 | -2,770 | 3,718,076,000 | 0.00 | |
Hist
| 06/30/2023 |
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Byrne Asset Management LLC
| 156,048 | -15,551 | 3,493,915,000 | 2.53 | |
Hist
| 12/31/2022 |
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Bank of New York Mellon Corp
| 153,882 | 6,776 | 3,423,874,000 | 0.00 | |
Hist
| 06/30/2023 |
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