News + Filings Key Docs Ownership
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INVESCO EXCH TRD SLF IDX FD (BSJQ)
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Portfolio as of: |
| Name | Shares | Change | Value | % Port | % OS | Hist | Date |
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Insight Wealth Partners, LLC
| 600,427 | 16,118 | 13,689,736,000 | 3.17 | |
Hist
| 06/30/2023 |
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Legacy Financial Group LLC
| 479,042 | 37,881 | 10,785,630,000 | 3.23 | |
Hist
| 12/31/2022 |
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LPL Financial LLC
| 393,107 | 111,562 | 8,988,383,000 | 0.01 | |
Hist
| 03/31/2023 |
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Ironwood Financial, llc
| 367,066 | 36,955 | 8,264,481,000 | 2.57 | |
Hist
| 12/31/2022 |
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MORGAN STANLEY
| 280,115 | -46,375 | 6,386,630,000 | 0.00 | |
Hist
| 06/30/2023 |
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Integrated Wealth Concepts LLC
| 278,503 | -17,118 | 6,349,860,000 | 0.11 | |
Hist
| 06/30/2023 |
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WELLS FARGO & COMPANY/MN
| 277,132 | 34,856 | 6,318,604,000 | 0.00 | |
Hist
| 06/30/2023 |
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Cetera Advisors LLC
| 275,640 | 15,392 | 6,302,497,000 | 0.10 | |
Hist
| 03/31/2023 |
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UBS Group AG
| 273,640 | 65,590 | 6,238,992,000 | 0.00 | |
Hist
| 06/30/2023 |
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SFE Investment Counsel
| 265,437 | 60,879 | 6,122,305,000 | 1.90 | |
Hist
| 12/31/2022 |
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JANE STREET GROUP, LLC
| 237,691 | -11,223 | 5,419,355,000 | 0.00 | |
Hist
| 06/30/2023 |
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Steward Partners Investment Advisory, LLC
| 223,171 | 186,472 | 5,088,308,000 | 0.08 | |
Hist
| 06/30/2023 |
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S.E.E.D. Planning Group LLC
| 216,593 | 216,593 | 4,938,320,000 | 1.73 | |
Hist
| 06/30/2023 |
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IHT Wealth Management, LLC
| 157,756 | 26,815 | 3,607,089,000 | 0.21 | |
Hist
| 03/31/2023 |
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Advisory Alpha, LLC
| 146,093 | 5,826 | 3,289,284,000 | 0.23 | |
Hist
| 12/31/2022 |
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ADVISOR GROUP HOLDINGS, INC.
| 117,180 | 78,523 | 2,671,523,000 | | |
Hist
| 06/30/2023 |
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Prospera Financial Services Inc
| 116,286 | -2,417 | 2,651,332,000 | 0.10 | |
Hist
| 06/30/2023 |
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RPg Family Wealth Advisory, LLC
| 115,359 | 115,359 | 2,630,185,000 | 1.05 | |
Hist
| 06/30/2023 |
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ENVESTNET ASSET MANAGEMENT INC
| 111,676 | 34,070 | 2,546,218,000 | 0.00 | |
Hist
| 06/30/2023 |
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Carnegie Capital Asset Management, LLC
| 111,488 | -11,345 | 2,541,926,000 | 0.09 | |
Hist
| 06/30/2023 |
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Camelot Portfolios, LLC
| 105,221 | 14,248 | 2,369,043,000 | 1.75 | |
Hist
| 12/31/2022 |
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Harrison & Co Wealth Management, LLC
| 100,515 | 2,361 | 2,263,092,000 | 2.19 | |
Hist
| 12/31/2022 |
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ROYAL BANK OF CANADA
| 98,098 | 29,039 | 2,237,000,000 | 0.00 | |
Hist
| 06/30/2023 |
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BANTA ASSET MANAGEMENT LP
| 91,225 | 1,175 | 2,053,931,000 | 2.76 | |
Hist
| 12/31/2022 |
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Orion Portfolio Solutions, LLC
| 77,575 | 77,575 | 1,768,710,000 | | |
Hist
| 06/30/2023 |
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Equitable Holdings, Inc.
| 66,756 | 57,633 | 1,522,037,000 | 0.02 | |
Hist
| 06/30/2023 |
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MONECO Advisors, LLC
| 64,898 | 19,026 | 1,461,179,000 | 0.53 | |
Hist
| 12/31/2022 |
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STIFEL FINANCIAL CORP
| 63,911 | -1,232 | 1,457,171,000 | 0.00 | |
Hist
| 06/30/2023 |
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NewEdge Advisors, LLC
| 48,684 | -9,835 | 1,109,993,000 | 0.01 | |
Hist
| 06/30/2023 |
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TCG Advisory Services, LLC
| 43,881 | 43,881 | 1,000,486,000 | 0.17 | |
Hist
| 06/30/2023 |
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IRON Financial, LLC
| 43,899 | -1,607 | 988,376,000 | 0.57 | |
Hist
| 12/31/2022 |
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FCA CORP /TX
| 39,156 | 39,156 | 892,757,000 | 0.33 | |
Hist
| 06/30/2023 |
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Brookstone Capital Management
| 34,356 | 2,153 | 777,303,000 | 0.02 | |
Hist
| 06/30/2023 |
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Ballew Advisors, Inc
| 32,239 | 4,132 | 725,373,000 | 0.60 | |
Hist
| 09/30/2023 |
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Oder Investment Management, LLC
| 31,206 | -215 | 711,497,000 | 0.78 | |
Hist
| 06/30/2023 |
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