News + Filings Key Docs Ownership
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INVESCO EXCHANGE TRADED FD T (XLG)
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Portfolio as of: |
Name | Shares | Change | Value | % Port | % OS | Hist | Date |
BANK OF AMERICA CORP /DE/
| 253,265 | 34,808 | 88,574,534,000 | 0.01 | |
Hist
| 06/30/2023 |
MORGAN STANLEY
| 252,393 | 49,694 | 88,269,569,000 | 0.01 | |
Hist
| 06/30/2023 |
LPL Financial LLC
| 266,636 | -28,070 | 82,795,710,000 | 0.06 | |
Hist
| 03/31/2023 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC
| 158,122 | 27,689 | 55,299,918,000 | 1.83 | |
Hist
| 06/30/2023 |
UBS Group AG
| 152,448 | -10,488 | 53,315,639,000 | 0.02 | |
Hist
| 06/30/2023 |
WELLS FARGO & COMPANY/MN
| 128,900 | 1,791 | 45,080,195,000 | 0.01 | |
Hist
| 06/30/2023 |
One Capital Management, LLC
| 103,728 | 97,743 | 36,276,912,000 | 1.64 | |
Hist
| 06/30/2023 |
AMERIPRISE FINANCIAL INC
| 81,650 | -91,060 | 28,562,360,000 | 0.01 | |
Hist
| 06/30/2023 |
GPS Wealth Strategies Group, LLC
| 72,584 | -14,558 | 25,384,626,000 | 4.73 | |
Hist
| 06/30/2023 |
ADVISOR GROUP HOLDINGS, INC.
| 62,145 | -13,419 | 21,730,567,000 | | |
Hist
| 06/30/2023 |
Apexium Financial, LP
| 55,147 | 1,414 | 19,286,643,000 | 1.71 | |
Hist
| 06/30/2023 |
Retirement Group, LLC
| 54,981 | 886 | 19,228,633,000 | 8.00 | |
Hist
| 06/30/2023 |
ENVESTNET ASSET MANAGEMENT INC
| 54,317 | 1,100 | 18,996,439,000 | 0.01 | |
Hist
| 06/30/2023 |
ROYAL BANK OF CANADA
| 51,584 | 9,615 | 18,040,000,000 | 0.00 | |
Hist
| 06/30/2023 |
STIFEL FINANCIAL CORP
| 36,311 | 18,911 | 12,698,383,000 | 0.02 | |
Hist
| 06/30/2023 |
Wolf Group Capital Advisors
| 36,813 | -2,746 | 11,431,173,000 | 5.68 | |
Hist
| 03/31/2023 |
Raymond James Financial Services Advisors, Inc.
| 39,928 | 9,497 | 11,021,096,000 | 0.02 | |
Hist
| 12/31/2022 |
Pegasus Partners Ltd.
| 29,283 | -1,022 | 10,241,144,000 | 1.51 | |
Hist
| 06/30/2023 |
RAYMOND JAMES & ASSOCIATES
| 34,338 | 5,889 | 9,476,241,000 | 0.01 | |
Hist
| 12/31/2022 |
Segment Wealth Management, LLC
| 25,380 | 25,380 | 8,876,147,000 | | |
Hist
| 06/30/2023 |
AE Wealth Management LLC
| 24,871 | 23,043 | 8,698,222,000 | 0.05 | |
Hist
| 06/30/2023 |
WEALTHSOURCE PARTNERS, LLC
| 27,599 | 4,573 | 7,616,772,000 | 0.54 | |
Hist
| 12/31/2022 |
COLUMBIA ADVISORY PARTNERS LLC
| 22,545 | 2,122 | 7,000,673,000 | 6.60 | |
Hist
| 03/31/2023 |
Second Half Financial Partners, LLC
| 18,659 | 18,659 | 6,525,612,000 | 1.49 | |
Hist
| 06/30/2023 |
Financial Advocates Investment Management
| 17,537 | 3,318 | 6,133,320,000 | 0.44 | |
Hist
| 06/30/2023 |
Cedar Wealth Management, LLC
| 20,728 | 20,728 | 5,720,595,000 | 2.82 | |
Hist
| 12/31/2022 |
Asset Allocation Strategies LLC
| 15,633 | 15,633 | 5,467,271,000 | 2.58 | |
Hist
| 06/30/2023 |
JPMORGAN CHASE & CO
| 14,219 | -458 | 4,972,811,000 | 0.00 | |
Hist
| 06/30/2023 |
Consolidated Portfolio Review Corp
| 13,777 | 1,876 | 4,818,054,000 | 1.14 | |
Hist
| 06/30/2023 |
Rockefeller Capital Management L.P.
| 13,152 | 11,367 | 4,599,942,000 | 0.02 | |
Hist
| 06/30/2023 |
Private Advisor Group, LLC
| 13,678 | 3,529 | 4,247,310,000 | 0.04 | |
Hist
| 03/31/2023 |
Integrated Wealth Concepts LLC
| 11,562 | 871 | 4,043,637,000 | 0.07 | |
Hist
| 06/30/2023 |
Aspire Capital Advisors LLC
| 12,888 | -2,197 | 4,001,844,000 | 2.10 | |
Hist
| 03/31/2023 |
SignalPoint Asset Management, LLC
| 10,064 | 314 | 3,519,683,000 | 1.08 | |
Hist
| 06/30/2023 |
Stratos Wealth Advisors, LLC
| 9,623 | 745 | 3,365,763,000 | 0.24 | |
Hist
| 06/30/2023 |
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