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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 779 - 2024-03-31 606,915 $28,804,000 -18,800
   Merit Financial Group LLC 62 - 2024-03-31 249,961 $11,473,000 -258,267
   Kingsview Wealth Management LLC 163 - 2024-03-31 112,818 $5,354,000 -2,168
   Signal Advisors Wealth LLC 24 - 2024-03-31 86,985 $4,128,000 -6,150
   PFG Advisors 87 - 2024-03-31 82,031 $3,893,000 -236
   Geneos Wealth Management Inc. 162 - 2024-03-31 72,214 $3,427,000 -4,561
   Prosperity Wealth Management Inc. 10 - 2023-12-31 73,250 $3,172,000 -6,968
   RVW Wealth LLC 55 - 2024-03-31 28,786 $1,366,000 -2,784
   Stratos Wealth Partners LTD. 691 - 2024-03-31 17,690 $840,000 -7,232
   Equitable Holdings Inc. 838 - 2023-12-31 9,339 $404,000 -1,847
   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
   Dynamic Advisors Solutions LLC 842 - 2024-03-31 4,534 $215,000 -381
   J P MORGAN CHASE & CO 4851 - 2024-03-31 603 $29,000 -297
   PRIVATE TRUST CO NA 1870 - 2024-03-31 123 $6,000 -28
   WELLS FARGO & CO/MN 6789 - 2024-03-31 0 $0 -745
  16 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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