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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
   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
   McIlrath & Eck LLC 22 - 2024-03-31 110,014 $5,221,000 9,391
   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
   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
   BANK OF AMERICA CORP /DE/ 4223 - 2023-12-31 16,974 $735,000 16,245
   Intrua Financial LLC 213 - 2023-03-31 10,102 $386,000 534
   Global Retirement Partners LLC 761 - 2024-03-31 4,550 $216,000 352
   Advisors Preferred LLC 121 - 2024-03-31 4,071 $193,000 4,071
   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
   PRINCIPAL SECURITIES INC. 1530 - 2024-03-31 1,092 $52,000 108
   UBS Group AG 5242 - 2023-12-31 1,202 $52,000 1,202
   MORGAN STANLEY 6311 - 2023-12-31 323 $14,000 323

  21 Records found
  1    
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