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Get Institutions for : 
Invesco Rafi Strategic Us Etf (IUS)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 41    7
Total shares held : 
 2,926,501  
% of shares held : 
 32.52%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   1  
Amount of shares held : 
 248,981  
% of shares held change : 
   2.77%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
3
 34,346
 1.17%
 
Increased Positions :
19
 428,852
 14.65%
 
Unchanged Positions :
8
 115,163
 3.94%
 
Decreased Positions :
11
-67,656
-2.31%
 
Closed Positions :
10
-146,561
-5.01%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   LPL FINANCIAL CORP 779 - 2024-03-31 606,915 $28,804,000 -18,800
   Aveo Capital Partners LLC 5 - 2024-03-31 491,222 $22,547,000 12,725
   Advisor Group Holdings Inc. 466 - 2024-03-31 357,733 $16,979,000 108,913
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 722 - 2024-03-31 247,532 $11,748,000 135,243
   Merit Financial Group LLC 62 - 2024-03-31 249,961 $11,473,000 -258,267
   BALYASNY ASSET MANAGEMENT LLC 604 *New 2024-03-31 237,959 $11,294,000 237,959
   Intelligence Driven Advisers LLC 14 *New 2024-03-31 237,031 $11,249,000 237,031
   TITLEIST ASSET MANAGEMENT LLC 11 *New 2024-03-31 227,567 $10,800,000 227,567
   ARQ WEALTH ADVISORS LLC 11 *New 2024-03-31 143,855 $6,827,000 143,855
   Kingsview Wealth Management LLC 163 - 2024-03-31 112,818 $5,354,000 -2,168
   ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 16 *New 2024-03-31 110,470 $5,243,000 110,470
   McIlrath & Eck LLC 22 - 2024-03-31 110,014 $5,221,000 9,391
   Kestra Advisory Services LLC 537 - 2024-03-31 101,725 $4,828,000 37,012
   Signal Advisors Wealth LLC 24 - 2024-03-31 86,985 $4,128,000 -6,150
   Foguth Wealth Management LLC. 14 - 2024-03-31 86,886 $4,124,000 0
   Eaton Financial Holdings Company LLC 13 *New 2024-03-31 85,701 $4,067,000 85,701
   PFG Advisors 87 - 2024-03-31 82,031 $3,893,000 -236
   Prosperity Wealth Management Inc. 9 - 2024-03-31 79,882 $3,791,000 6,632
   IFG Advisory LLC 112 *New 2024-03-31 76,787 $3,644,000 76,787
   Geneos Wealth Management Inc. 162 - 2024-03-31 72,214 $3,427,000 -4,561
   ENVESTNET ASSET MANAGEMENT INC 2246 - 2024-03-31 69,810 $3,313,000 22,904
   Truadvice LLC 20 - 2023-09-30 77,806 $3,121,000 11,858
   MML INVESTORS SERVICES LLC 910 - 2024-03-31 57,005 $2,705,000 14,507
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 748 *New 2024-03-31 48,839 $2,318,000 48,839
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1312 - 2024-03-31 39,174 $1,859,000 7,715
   RVW Wealth LLC 55 - 2024-03-31 28,786 $1,366,000 -2,784
   COMMONWEALTH EQUITY SERVICES LLC. 2034 - 2024-03-31 28,116 $1,334,000 404
   CoreCap Advisors LLC 219 - 2023-12-31 29,571 $1,280,000 5,209
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2265 - 2024-03-31 26,483 $1,257,000 26,483
   Cetera Investment Advisers 2050 - 2024-03-31 21,122 $1,002,000 13,878
   BANK OF AMERICA CORP /DE/ 4085 - 2024-03-31 18,782 $891,000 1,808
   Stratos Wealth Partners LTD. 691 - 2024-03-31 17,690 $840,000 -7,232
   GOLDMAN SACHS GROUP INC/ 3765 - 2024-03-31 14,603 $693,000 0
   Integrated Wealth Concepts LLC 1046 *New 2024-03-31 10,561 $501,000 10,561
   Sequent Planning LLC 94 - 2024-03-31 8,873 $421,000 0
   FINANCIAL NETWORK 2046 *New 2024-03-31 8,710 $413,000 8,710
   Equitable Holdings Inc. 866 - 2024-03-31 8,687 $412,000 -652
   Intrua Financial LLC 213 - 2023-03-31 10,102 $386,000 534
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1736 - 2024-03-31 8,055 $382,000 -497
   Fermata Advisors LLC 139 - 2024-03-31 7,697 $365,000 -14,490
   ROYAL BANK OF CANADA 3824 - 2024-03-31 6,274 $298,000 6,274
   MAINSTAY CAPITAL MANAGEMENT LLC /ADV 93 *New 2024-03-31 5,977 $284,000 5,977
   H D Vest Advisory Services 1386 *New 2024-03-31 5,415 $257,000 5,415
   WMG Financial Advisors LLC 114 - 2024-03-31 5,260 $250,000 0
   MULTIFINANCIAL SECURITIES CORP 2069 *New 2024-03-31 5,168 $245,000 5,168
   Global Retirement Partners LLC 761 - 2024-03-31 4,550 $216,000 352
   Dynamic Advisors Solutions LLC 842 - 2024-03-31 4,534 $215,000 -381
   Atria Wealth Solutions Inc. 1806 *New 2024-03-31 4,287 $203,000 4,287
   Lifeworks Advisors LLC 221 *New 2024-03-31 4,281 $203,000 4,281
   Advisors Preferred LLC 121 - 2024-03-31 4,071 $193,000 4,071
   CENTAURUS FINANCIAL INC. 733 - 2024-03-31 2,405 $114,000 25
   HARBOUR INVESTMENTS INC. 1115 - 2023-12-31 2,424 $105,000 2,145
   Farther Finance Advisors LLC 1086 *New 2024-03-31 1,377 $65,000 1,377
   PRINCIPAL SECURITIES INC. 1530 - 2024-03-31 1,092 $52,000 108
   Anchor Investment Management LLC 553 - 2024-03-31 940 $45,000 0
   FMR LLC 3661 - 2024-03-31 627 $30,000 506
   J P MORGAN CHASE & CO 4851 - 2024-03-31 603 $29,000 -297
   AdvisorNet Financial Inc 1138 - 2024-03-31 335 $16,000 0
   MORGAN STANLEY 6330 - 2024-03-31 323 $15,000 0
   PRIVATE TRUST CO NA 1870 - 2024-03-31 123 $6,000 -28
   JAMISON PRIVATE WEALTH MANAGEMENT INC. 401 *New 2024-03-31 47 $2,000 47
   CITIGROUP INC 4535 *Closed 2024-03-31 0 $0 -120
   UBS Group AG 7538 *Closed 2024-03-31 0 $0 -1,202
   PFS INVESTMENTS INC. 536 *Closed 2023-06-30 0 $0 -5,834
   RAYMOND JAMES & ASSOCIATES 3908 *Closed 2024-03-31 0 $0 -11,048
   PROEQUITIES INC. 8839 - 2024-03-31 0 $0 0
   WELLS FARGO & CO/MN 6789 - 2024-03-31 0 $0 -745
  67 Records found
  1    
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