News + Filings Key Docs Ownership
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INVESCO EXCHANGE TRADED FD T (SPHQ)
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Portfolio as of: |
| Name | Shares | Change | Value | % Port | % OS | Hist | Date |
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FMR LLC
| 4,078,086 | -81,344 | 205,739,457,000 | 0.02 | |
Hist
| 06/30/2023 |
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LPL Financial LLC
| 4,102,302 | 740,292 | 194,120,889,000 | 0.15 | |
Hist
| 03/31/2023 |
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BANK OF AMERICA CORP /DE/
| 3,115,711 | 61,213 | 157,187,641,000 | 0.02 | |
Hist
| 06/30/2023 |
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CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
| 3,029,764 | 3,029,764 | 152,851,611,000 | 4.28 | |
Hist
| 06/30/2023 |
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MORGAN STANLEY
| 2,153,508 | 1,109,916 | 108,644,484,000 | 0.01 | |
Hist
| 06/30/2023 |
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Orion Portfolio Solutions, LLC
| 2,028,703 | 1,036,411 | 102,347,068,000 | | |
Hist
| 06/30/2023 |
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ADVISOR GROUP HOLDINGS, INC.
| 1,875,225 | 485,559 | 94,478,860,000 | | |
Hist
| 06/30/2023 |
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FIFTH THIRD BANCORP
| 1,869,068 | -140,110 | 82,238,992,000 | 0.40 | |
Hist
| 12/31/2022 |
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AMERIPRISE FINANCIAL INC
| 1,599,653 | 525,578 | 80,621,105,000 | 0.03 | |
Hist
| 06/30/2023 |
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WELLS FARGO & COMPANY/MN
| 1,446,073 | 531,769 | 72,954,392,000 | 0.02 | |
Hist
| 06/30/2023 |
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SFMG, LLC
| 1,638,228 | -6,458 | 72,082,018,000 | 8.00 | |
Hist
| 12/31/2022 |
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ROYAL BANK OF CANADA
| 1,390,783 | -78,812 | 70,165,000,000 | 0.02 | |
Hist
| 06/30/2023 |
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PNC FINANCIAL SERVICES GROUP, INC.
| 1,004,645 | 344,087 | 50,684,330,000 | 0.04 | |
Hist
| 06/30/2023 |
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Paragon Capital Management Ltd
| 927,545 | 42,140 | 46,414,397,000 | 10.44 | |
Hist
| 09/30/2023 |
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Brinker Capital Investments, LLC
| 999,566 | 59,470 | 43,980,907,000 | 0.88 | |
Hist
| 12/31/2022 |
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Trilogy Capital Inc.
| 785,109 | 777,040 | 34,544,803,000 | 2.45 | |
Hist
| 12/31/2022 |
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Equitable Holdings, Inc.
| 670,661 | -166,725 | 33,834,847,000 | 0.49 | |
Hist
| 06/30/2023 |
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ENVESTNET ASSET MANAGEMENT INC
| 597,601 | 16,380 | 30,148,987,000 | 0.01 | |
Hist
| 06/30/2023 |
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Connectus Wealth, LLC
| 583,779 | 544,547 | 29,469,440,000 | 0.68 | |
Hist
| 06/30/2023 |
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Capital Planning Advisors, LLC
| 668,430 | 218,019 | 29,410,920,000 | 6.99 | |
Hist
| 12/31/2022 |
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UBS Group AG
| 570,795 | -46,823 | 28,796,608,000 | 0.01 | |
Hist
| 06/30/2023 |
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Corient Private Wealth LLC
| 547,061 | 547,061 | 27,599,232,000 | 0.06 | |
Hist
| 06/30/2023 |
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Raymond James Financial Services Advisors, Inc.
| 516,374 | -95,136 | 22,720,445,000 | 0.05 | |
Hist
| 12/31/2022 |
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PRIVATE CAPITAL MANAGEMENT LLC
| 446,671 | 7,332 | 22,534,574,000 | 6.05 | |
Hist
| 06/30/2023 |
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STIFEL FINANCIAL CORP
| 422,590 | 219,962 | 21,319,661,000 | 0.03 | |
Hist
| 06/30/2023 |
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Orgel Wealth Management, LLC
| 400,088 | 1,833 | 20,184,440,000 | 0.67 | |
Hist
| 06/30/2023 |
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NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
| 369,097 | 70,031 | 18,620,918,000 | 0.02 | |
Hist
| 06/30/2023 |
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Ballast, Inc.
| 336,019 | -174 | 16,952,147,000 | 6.49 | |
Hist
| 06/30/2023 |
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Redhawk Wealth Advisors, Inc.
| 287,591 | 287,591 | 14,508,978,000 | 4.43 | |
Hist
| 06/30/2023 |
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Lido Advisors, LLC
| 268,185 | -3,426 | 13,509,701,000 | 0.10 | |
Hist
| 06/30/2023 |
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WEALTH MANAGEMENT RESOURCES, INC.
| 741,417 | 706,527 | 13,403,089,000 | 7.80 | |
Hist
| 06/30/2023 |
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Cetera Advisors LLC
| 281,768 | -39,701 | 13,333,241,000 | 0.22 | |
Hist
| 03/31/2023 |
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Milestone Investment Advisors LLC
| 296,975 | 296,975 | 13,066,896,000 | 4.58 | |
Hist
| 12/31/2022 |
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TruWealth Advisors, LLC
| 244,179 | 170,874 | 12,218,709,000 | 1.05 | |
Hist
| 09/30/2023 |
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1832 Asset Management L.P.
| 249,650 | -9,980 | 11,813,438,000 | 0.02 | |
Hist
| 03/31/2023 |
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