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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   LPL FINANCIAL CORP 741 - 2023-12-31 625,715 $27,093,000 87,723
   Merit Financial Group LLC 26 - 2023-12-31 508,228 $22,006,000 31,417
   Aveo Capital Partners LLC 5 - 2023-12-31 478,497 $20,719,000 106,659
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 722 - 2024-03-31 247,532 $11,748,000 135,243
   Advisor Group Holdings Inc. 755 - 2023-12-31 248,820 $10,775,000 37,267
   ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 16 *New 2024-03-31 110,470 $5,243,000 110,470
   Kingsview Wealth Management LLC 157 - 2023-12-31 114,986 $4,979,000 -2,136
   McIlrath & Eck LLC 22 - 2023-12-31 100,623 $4,357,000 10,746
   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 - 2023-12-31 82,267 $3,562,000 2,067
   Geneos Wealth Management Inc. - 2023-12-31 76,775 $3,324,000 62
   Prosperity Wealth Management Inc. 10 - 2023-12-31 73,250 $3,172,000 -6,968
   Truadvice LLC 20 - 2023-09-30 77,806 $3,121,000 11,858
   Kestra Advisory Services LLC 655 - 2023-12-31 64,713 $2,802,000 32,005
   ENVESTNET ASSET MANAGEMENT INC 2453 - 2023-12-31 46,906 $2,031,000 41,434
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1312 - 2024-03-31 39,174 $1,859,000 7,715
   MML INVESTORS SERVICES LLC 1041 - 2023-12-31 42,498 $1,840,000 36,824
   RVW Wealth LLC 55 - 2024-03-31 28,786 $1,366,000 -2,784
   CoreCap Advisors LLC 219 - 2023-12-31 29,571 $1,280,000 5,209
   COMMONWEALTH EQUITY SERVICES LLC. 2002 - 2023-12-31 27,712 $1,200,000 13,678
   Stratos Wealth Partners LTD. 691 - 2024-03-31 17,690 $840,000 -7,232
   BANK OF AMERICA CORP /DE/ 4223 - 2023-12-31 16,974 $735,000 16,245
   GOLDMAN SACHS GROUP INC/ 3721 - 2023-12-31 14,603 $632,000 0
   Equitable Holdings Inc. 838 - 2023-12-31 9,339 $404,000 -1,847
   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
   Cetera Investment Advisers 1750 *New 2023-12-31 7,244 $314,000 7,244
   WMG Financial Advisors LLC 102 - 2023-12-31 5,260 $228,000 0
   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
   HARBOUR INVESTMENTS INC. 1115 - 2023-12-31 2,424 $105,000 2,145
   CENTAURUS FINANCIAL INC. 750 - 2023-12-31 2,380 $103,000 2,380
   UBS Group AG 5242 - 2023-12-31 1,202 $52,000 1,202
   PRINCIPAL SECURITIES INC. 1526 - 2023-12-31 984 $43,000 0
   J P MORGAN CHASE & CO 4793 - 2023-12-31 900 $39,000 -4,000
   WELLS FARGO & CO/MN 4789 - 2023-12-31 745 $32,000 745
   AdvisorNet Financial Inc 1138 - 2024-03-31 335 $16,000 0
   MORGAN STANLEY 6311 - 2023-12-31 323 $14,000 323
   PRIVATE TRUST CO NA 1870 - 2024-03-31 123 $6,000 -28
   FMR LLC 4263 - 2023-12-31 121 $5,000 0
   CITIGROUP INC 4310 - 2023-12-31 120 $5,000 0
   JAMISON PRIVATE WEALTH MANAGEMENT INC. 401 *New 2024-03-31 47 $2,000 47
   Sigma Planning Corp 877 *Closed 2023-12-31 0 $0 -14,297
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 5964 *Closed 2023-12-31 0 $0 -20,533
   PFS INVESTMENTS INC. 536 *Closed 2023-06-30 0 $0 -5,834
   TOWER RESEARCH CAPITAL LLC 6019 *Closed 2023-12-31 0 $0 -5
   ROYAL BANK OF CANADA 6672 *Closed 2023-12-31 0 $0 -3,545
   PROEQUITIES INC. 7248 - 2023-12-31 0 $0 0
   Advisors Preferred LLC *Closed 2023-12-31 0 $0 -6,863
   RAYMOND JAMES & ASSOCIATES 3908 *Closed 2024-03-31 0 $0 -11,048
   AXXCESS WEALTH MANAGEMENT LLC 885 *Closed 2023-12-31 0 $0 -12,807
   CITADEL ADVISORS LLC 6070 *Closed 2023-12-31 0 $0 -19,536
   AE Wealth Management LLC 2197 *Closed 2023-12-31 0 $0 -55,105
   Beacon Capital Management LLC 1025 *Closed 2023-12-31 0 $0 -1,324
  57 Records found
  1    
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