Who owns Invesco Dynamic Large etf - e?
- Ticker: PWB
- CUSIP Number: 46137v746
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Analyze quarterly positions in Invesco Dynamic Large etf - e with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Invesco Dynamic Large etf - e stock
Who bought or sold Invesco Dynamic Large etf - e this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| LPL Financial | 885k | $85M | 3% | Mar 2025 |
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| Morgan Stanley | 770k | $78M | 100% | Dec 2024 |
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| Bank of America Corporation | 438k | $45M | 17% | Dec 2024 |
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| Raymond James Financial | 380k | $37M | -12% | Mar 2025 |
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| Cambridge Investment Research Advisors | 261k | $25M | 7% | Mar 2025 |
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| UBS Group | 203k | $20M | -2% | Mar 2025 |
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| Wharton Business Group | 168k | $16M | 0% | Mar 2025 |
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| Royal Bank of Canada | 135k | $13M | 5% | Mar 2025 |
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| Goldman Sachs Group | 127k | $12M | 26% | Mar 2025 |
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| Wells Fargo & Company | 112k | $11M | -1% | Mar 2025 |
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| Envestnet Asset Management | 106k | $10M | 6% | Mar 2025 |
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| Commonwealth Equity Services | 106k | $11M | 1% | Dec 2024 |
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| Baird Financial | 105k | $11M | -1% | Dec 2024 |
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| Garden State Investment Advisory Services | 96k | $9.2M | 100% | Mar 2025 |
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| Capital Investment Counsel | 95k | $9.1M | -2% | Mar 2025 |
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| Private Advisor | 93k | $9.0M | -2% | Mar 2025 |
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| Regal Investment Advisors | 88k | $8.4M | 2% | Mar 2025 |
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| Kestra Advisory Services | 87k | $8.9M | 5% | Dec 2024 |
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| Captrust Financial Advisors | 77k | $7.4M | -2% | Mar 2025 |
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| Cornerstone Wealth Management | 75k | $7.2M | 5% | Mar 2025 |
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| CWM | 66k | $6.4M | -1% | Mar 2025 |
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| Ameriprise Financial | 60k | $5.8M | 84% | Mar 2025 |
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| Meridian Wealth Management | 51k | $4.9M | -1% | Mar 2025 |
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| Dynamic Advisors Solutions | 51k | $4.9M | -1% | Mar 2025 |
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| Branch Banking & Trust Company | 49k | $4.7M | 0% | Mar 2025 |
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| United Capital Financial Advisers | 48k | $4.6M | -5% | Mar 2025 |
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| Win Advisors | 47k | $4.5M | 880% | Mar 2025 |
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| Mill Creek Capital Advisors | 46k | $4.4M | 0% | Mar 2025 |
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| Advisor Group Holdings | 44k | $4.3M | 146% | Mar 2025 |
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| Forge Financial Services | 40k | $3.8M | -1% | Mar 2025 |
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| JPL Wealth Management | 40k | $3.8M | 1% | Mar 2025 |
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| Rockefeller Capital Management | 38k | $3.8M | -6% | Dec 2024 |
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| Chicago Partners Investment | 36k | $3.8M | 721% | Mar 2025 |
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| Jones Financial Companies, L.L | 36k | $3.5M | 264% | Mar 2025 |
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| Spire Wealth Management | 34k | $3.3M | -2% | Mar 2025 |
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| Institute For Wealth Management | 32k | $3.1M | 0% | Mar 2025 |
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| Stratos Wealth Partners | 32k | $3.0M | -1% | Mar 2025 |
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| Mml Investors Services | 22k | $2.3M | 34% | Dec 2024 |
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| Ullmann Financial | 22k | $2.1M | -14% | Mar 2025 |
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| Integrated Wealth Concepts | 21k | $2.2M | 7% | Dec 2024 |
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| Cetera Investment Advisers | 21k | $2.2M | 17% | Dec 2024 |
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| Personal Resources Investment & Strategic Management | 21k | $2.0M | 0% | Mar 2025 |
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| Tobias Financial Advisors | 21k | $2.1M | 0% | Dec 2024 |
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| Merit Financial Group | 20k | $1.9M | 0% | Mar 2025 |
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| FMR | 20k | $1.9M | 295% | Mar 2025 |
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| Equitable Holdings | 20k | $2.0M | -1% | Dec 2024 |
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| Balanced Wealth Group | 18k | $1.7M | 0% | Mar 2025 |
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| Brian McDonald | 17k | $1.6M | 0% | Mar 2025 |
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| New England Private Wealth Advisors | 16k | $1.5M | 0% | Mar 2025 |
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| Atria Wealth Solutions | 15k | $1.4M | 0% | Mar 2025 |
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| Apollon Wealth Management | 15k | $1.4M | -6% | Mar 2025 |
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| GeoWealth Management | 15k | $1.5M | 207% | Dec 2024 |
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| Beacon Pointe Advisors | 14k | $1.4M | 1% | Dec 2024 |
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| IHT Wealth Management | 13k | $1.3M | -3% | Dec 2024 |
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| NFP Retirement | 13k | $1.2M | -2% | Mar 2025 |
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| Parallel Advisors | 12k | $1.2M | 0% | Mar 2025 |
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| Thoroughbred Financial Services | 12k | $1.2M | 0% | Dec 2024 |
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| Investors Research Corp | 11k | $1.0M | 8% | Mar 2025 |
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| Steward Partners Investment Advisory | 10k | $1.1M | -7% | Dec 2024 |
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| Focus Financial Network | 10k | $990k | -4% | Mar 2025 |
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| Bnp Paribas Arbitrage, Snc | 10k | $960k | -90% | Mar 2025 |
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| Keybank National Association | 9.9k | $954k | 239% | Mar 2025 |
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| Silver Oak Securities | 9.8k | $944k | -1% | Mar 2025 |
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| Flagship Harbor Advisors | 8.7k | $838k | 0% | Mar 2025 |
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| Mesirow Financial Investment Management International Equity | 8.6k | $826k | 0% | Mar 2025 |
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| Warren Averett Asset Management | 8.1k | $819k | -10% | Dec 2024 |
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| Stifel Financial | 8.0k | $810k | -1% | Dec 2024 |
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| Oppenheimer & Co | 7.5k | $725k | 0% | Mar 2025 |
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| Prospera Financial Services | 7.4k | $755k | -2% | Dec 2024 |
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| Creative Planning | 7.3k | $697k | 36% | Mar 2025 |
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| Strategy Asset Managers | 7.0k | $677k | 0% | Mar 2025 |
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| Harmony Asset Management | 7.0k | $670k | 0% | Mar 2025 |
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| Mather Group | 6.8k | $649k | -2% | Mar 2025 |
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| Benjamin Edwards | 6.6k | $629k | 0% | Mar 2025 |
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| Glenmede Trust Company | 6.4k | $619k | 0% | Mar 2025 |
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| Armbruster Capital Management | 6.4k | $612k | 0% | Mar 2025 |
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| Concurrent Investment Advisors | 6.3k | $602k | 0% | Mar 2025 |
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| Covenant Asset Management | 6.0k | $580k | 0% | Mar 2025 |
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| Total Clarity Wealth Management | 5.5k | $555k | 0% | Mar 2025 |
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| Evolution Wealth Advisors | 5.0k | $480k | 0% | Mar 2025 |
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| Beacon Financial Advisory | 5.0k | $478k | 0% | Mar 2025 |
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| Private Trust Co Na | 5.0k | $477k | 8% | Mar 2025 |
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| Summit Financial | 4.7k | $475k | 3% | Dec 2024 |
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| Nations Financial Group | 4.5k | $456k | -7% | Dec 2024 |
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| Pnc Financial Services | 4.5k | $453k | 0% | Dec 2024 |
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| Gateway Wealth Partners | 4.2k | $399k | -2% | Mar 2025 |
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| HighTower Advisors | 4.1k | $417k | 0% | Dec 2024 |
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| HFG Advisors | 3.9k | $370k | 0% | Mar 2025 |
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| Wealthcare Advisory Partners | 3.8k | $368k | 100% | Mar 2025 |
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| Janney Montgomery Scott | 3.7k | $358k | -26% | Mar 2025 |
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| William Blair $ Company | 3.7k | $357k | 0% | Mar 2025 |
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| Mercer Global Advisors | 3.7k | $351k | 21% | Mar 2025 |
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| Northwestern Mutual Wealth Management Company | 3.6k | $367k | -1% | Dec 2024 |
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| Traction Financial Partners | 3.6k | $341k | 0% | Mar 2025 |
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| National Asset Management | 3.6k | $361k | -1% | Dec 2024 |
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| AQR Capital Management | 3.4k | $329k | 0% | Mar 2025 |
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| Mariner Wealth Advisors | 3.4k | $329k | 0% | Mar 2025 |
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| NorthRock Partners | 3.4k | $325k | 0% | Mar 2025 |
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| Jane Street | 3.3k | $319k | 100% | Mar 2025 |
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| Eagle Bay Advisors | 3.3k | $317k | 0% | Mar 2025 |
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| Carrera Capital Advisors | 3.2k | $307k | 0% | Mar 2025 |
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| Wealth Enhancement Advisory Services | 3.1k | $302k | 21% | Mar 2025 |
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| Strategic Family Wealth Counselors | 3.1k | $300k | 0% | Mar 2025 |
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| IAM Advisory | 3.1k | $296k | 0% | Mar 2025 |
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| Schrum Private Wealth Management | 3.1k | $293k | 0% | Mar 2025 |
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| EverSource Wealth Advisors | 3.0k | $287k | 0% | Mar 2025 |
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| Ausdal Financial Partners | 3.0k | $301k | 100% | Dec 2024 |
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| Paragon Private Wealth Management | 2.9k | $280k | -11% | Mar 2025 |
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| Arkadios Wealth Advisors | 2.9k | $275k | 4% | Mar 2025 |
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| PFG Investments | 2.8k | $271k | 13% | Mar 2025 |
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| Principal Securities | 2.8k | $281k | 0% | Mar 2025 |
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| Maia Wealth | 2.7k | $254k | 94% | Mar 2025 |
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| National Wealth Management Group | 2.6k | $251k | -1% | Mar 2025 |
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| Exchange Capital Management | 2.5k | $243k | 0% | Mar 2025 |
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| Geneos Wealth Management | 2.5k | $241k | -81% | Mar 2025 |
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| Oakmont Partners | 2.4k | $230k | 0% | Mar 2025 |
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| Wiley Bros.-aintree Capital | 2.4k | $244k | 100% | Dec 2024 |
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| Rsm Us Wealth Management | 2.3k | $223k | 0% | Mar 2025 |
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| Verum Partners | 2.3k | $223k | 0% | Mar 2025 |
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| HPM Partners | 2.3k | $222k | -22% | Mar 2025 |
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| Centurion Wealth Management | 2.3k | $234k | 0% | Mar 2025 |
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| Investment Advisory Group | 2.3k | $221k | -18% | Mar 2025 |
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| Atlantic Trust | 2.3k | $234k | 0% | Dec 2024 |
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| Alamar Capital Management | 2.3k | $216k | 0% | Mar 2025 |
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| Chancellor Financial Group WB | 2.1k | $202k | 0% | Mar 2025 |
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| MAI Wealth Advisors | 1.9k | $185k | 0% | Mar 2025 |
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| Caldwell Sutter Capital | 1.9k | $183k | 0% | Mar 2025 |
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| BFSG | 1.9k | $183k | 0% | Mar 2025 |
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| O'shaughnessy Asset Management | 1.7k | $174k | 0% | Dec 2024 |
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| Centaurus Financial | 1.6k | $165k | -3% | Dec 2024 |
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| Key FInancial | 1.5k | $143k | 0% | Mar 2025 |
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| Jpmorgan Chase & Co | 1.3k | $129k | -3% | Mar 2025 |
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| Harbor Investment Advisory | 1.3k | $124k | 0% | Mar 2025 |
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| Farther Finance Advisors | 1.3k | $124k | 0% | Mar 2025 |
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| Global Retirement Partners | 1.2k | $124k | -4% | Dec 2024 |
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| Bristlecone Advisors | 1.1k | $105k | -16% | Mar 2025 |
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| Rosenberg Matthew Hamilton | 1.0k | $97k | 0% | Mar 2025 |
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| Citigroup | 1.0k | $97k | 0% | Mar 2025 |
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| Eastern Bank | 1.0k | $96k | 0% | Mar 2025 |
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| GoalVest Advisory | 866.00 | $83k | 0% | Mar 2025 |
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| Ridgewood Investments | 712.00 | $68k | 0% | Mar 2025 |
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| PFS Partners | 650.00 | $62k | 100% | Mar 2025 |
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| Us Bancorp | 602.00 | $58k | 0% | Mar 2025 |
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| Fifth Third Bancorp | 500.00 | $48k | 0% | Mar 2025 |
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| Bank Of Oklahoma National Association / | 500.00 | $48k | 0% | Mar 2025 |
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| BlackRock | 476.00 | $46k | 0% | Mar 2025 |
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| Thurston, Springer, Miller, Herd & Titak | 350.00 | $34k | 0% | Mar 2025 |
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| Goss Wealth Management | 258.00 | $26k | -13% | Dec 2024 |
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| AE Wealth Management | 193.00 | $20k | 100% | Dec 2024 |
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| Sound Income Strategies | 192.00 | $18k | -57% | Mar 2025 |
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| Tower Research Capital | 9.00 | $916.000200 | -100% | Dec 2024 |
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Who sold out of Invesco Dynamic Large etf - e?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Firestone Capital Management | Dec 2024 | 36k | $3.7M |
| Independent Advisor Alliance | Dec 2024 | 22k | $2.3M |
| Horizon Family Wealth | Dec 2024 | 3.2k | $328k |
| Elevation Capital Advisory | Dec 2024 | 3.0k | $309k |
| Sigma Planning | Dec 2024 | 3.0k | $306k |
| Private Capital Management | Sep 2024 | 2.5k | $248k |
| Philadelphia Trust Company | Dec 2024 | 2.5k | $254k |
| Axxcess Wealth Management | Dec 2024 | 2.1k | $209k |
| First Command Advisory Services | Dec 2024 | 280.00 | $29k |