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Get Institutions for : 
Invesco High Yield Eq Div Achiev ETF (PEY)  
$20.48 0.02 (0.1%) as of 4:30 Fri 5/10


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 194    1
Total shares held : 
 25,432,938  
% of shares held : 
 60.54%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -5  
Amount of shares held : 
 -2,929,586  
% of shares held change : 
   -6.97%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $18.72  
Last Quarter's Ending Price : 
 $21.14  
Last Quarter's Average Price : 
 $19.43  
Change from last quarter's     
avg. price to the last closing  : 
1.05 (5.4%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
16
 660,245
 2.6%
 
Increased Positions :
61
 454,471
 1.79%
 
Unchanged Positions :
50
 1,567,890
 6.16%
 
Decreased Positions :
67
-3,891,433
-15.3%
 
Closed Positions :
15
-152,869
-0.6%
 
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
   BANK OF AMERICA CORP /DE/ 688 - 2023-12-31 6,663,303 $140,862,000 -435,745
   AMERIPRISE FINANCIAL INC 1070 - 2023-12-31 1,052,908 $28,245,000 -371,981
   WELLS FARGO & CO/MN 927 - 2023-12-31 1,245,256 $26,325,000 -114,177
   Salomon & Ludwin LLC 29 - 2024-03-31 529,615 $10,936,000 -55,580
   AlphaCore Capital LLC 14 - 2023-12-31 463,294 $9,794,000 -296,353
   UBS Group AG 1490 - 2023-12-31 449,366 $9,500,000 -300,898
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 226 - 2023-12-31 376,153 $7,952,000 -1,037,072
   Advisor Group Holdings Inc. 954 - 2023-12-31 355,710 $7,520,000 -71,440
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 975 - 2024-03-31 322,610 $6,662,000 -79,902
   FINANCIAL NETWORK 498 - 2023-12-31 280,899 $5,938,000 -8,361
   RAYMOND JAMES & ASSOCIATES 1497 - 2024-03-31 271,313 $5,603,000 -31,642
   ROYAL BANK OF CANADA 1902 - 2023-12-31 228,254 $4,826,000 -83,041
   ENVESTNET ASSET MANAGEMENT INC 1913 - 2023-12-31 228,278 $4,826,000 -29,932
   STIFEL FINANCIAL CORP 1147 - 2023-12-31 218,128 $4,611,000 -434,119
   New Insight Wealth Advisors 11 - 2024-03-31 211,689 $4,371,000 -15,292
   Capital Advisors Ltd. LLC 37 - 2024-03-31 192,757 $3,980,000 -390
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 599 - 2023-12-31 181,644 $3,840,000 -175,207
   MML INVESTORS SERVICES LLC 748 - 2023-12-31 165,624 $3,501,000 -46,415
   ATRIA INVESTMENTS LLC 396 - 2023-12-31 165,298 $3,494,000 -15,709
   H D Vest Advisory Services 358 - 2023-12-31 161,391 $3,412,000 -8,108
   GHP INVESTMENT ADVISORS INC 182 - 2024-03-31 163,939 $3,385,000 -1,557
   Goss Wealth Management LLC 473 - 2023-12-31 157,513 $3,309,000 -14,935
   Resources Investment Advisors Inc. 276 - 2023-12-31 117,418 $2,482,000 -7,630
   HIGHTOWER ADVISORS, LLC 1337 - 2023-12-31 108,793 $2,299,000 -24,120
   Ahrens Investment Partners LLC 22 - 2023-03-31 109,989 $2,191,000 -108,844
   GLOBALT Investments LLC / GA 112 - 2024-03-31 102,746 $2,122,000 -6,344
   CAPTRUST FINANCIAL ADVISORS 907 - 2023-12-31 94,429 $1,996,000 -16,016
   Cresta Advisors Ltd. 21 - 2024-03-31 95,720 $1,977,000 -1,478
   Integrated Advisors Network LLC 225 - 2023-12-31 75,137 $1,588,000 -6,322
   Beacon Pointe Advisors LLC 574 - 2023-12-31 64,067 $1,354,000 -3,488
   TOWER RESEARCH CAPITAL LLC 693 - 2023-12-31 61,831 $1,307,000 -33,985
   BENJAMIN F. EDWARDS & COMPANY INC. 444 - 2024-03-31 62,987 $1,301,000 -5,986
   COMERICA BANK 1445 - 2023-12-31 56,751 $1,200,000 -924
   First PREMIER Bank 81 - 2024-03-31 47,502 $981,000 -1,000
   BARRETT & COMPANY INC. 44 - 2024-03-31 42,499 $878,000 -2,868
   HARBOUR INVESTMENTS INC. 397 - 2023-12-31 40,559 $857,000 -1,047
   PFG Advisors 301 - 2023-12-31 38,683 $818,000 -261
   CITADEL ADVISORS LLC 3202 - 2023-12-31 35,105 $742,000 -19,561
   AdvisorNet Financial Inc 248 - 2024-03-31 35,528 $734,000 -295
   PROSPERA FINANCIAL SERVICES 560 - 2023-12-31 32,479 $687,000 -6,934
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1462 - 2024-03-31 29,239 $604,000 -1,938
   Stratos Wealth Partners LTD. 817 - 2024-03-31 28,626 $591,000 -15,907
   Lifeworks Advisors LLC 105 - 2023-12-31 27,657 $585,000 -824
   INSTITUTE FOR WEALTH MANAGEMENT, LLC. 278 - 2024-03-31 25,170 $520,000 -1
   Steward Partners Investment Advisory LLC 988 - 2023-12-31 24,521 $518,000 -350
   NATIONAL ASSET MANAGEMENT, INC. 806 - 2023-12-31 23,836 $504,000 -3,191
   GSA CAPITAL PARTNERS LLP 894 - 2024-03-31 23,805 $492,000 -14,677
   BB&T CORP 1963 - 2023-12-31 22,603 $478,000 -643
   Atlas Private Wealth Advisors 89 - 2023-12-31 20,720 $438,000 -12,598
   Sovereign Financial Group Inc. 170 - 2024-03-31 21,113 $436,000 -525
   SCBT FINANCIAL CORP 201 - 2023-12-31 20,261 $428,000 -9,200
   IFG Advisory LLC 401 - 2023-12-31 19,255 $407,000 -7,380
   MULTIFINANCIAL SECURITIES CORP 1249 - 2023-12-31 19,109 $404,000 -913
   JANE STREET GROUP LLC 4176 - 2023-12-31 18,713 $396,000 -13,548
   Strategic Financial Group LLC - 2023-12-31 18,072 $382,000 -962
   SYNOVUS FINANCIAL CORP 700 - 2023-12-31 16,447 $348,000 -135,716
   PNC FINANCIAL SERVICES GROUP INC 1792 - 2023-12-31 15,402 $326,000 -430
   City State Bank 134 - 2024-03-31 15,400 $318,000 -1,000
   Clarus Group Inc. 78 - 2024-03-31 15,361 $317,000 -122
   Cornerstone Planning Group LLC 59 - 2023-12-31 14,953 $316,000 -5,608
   Consolidated Portfolio Review Corp 201 - 2024-03-31 14,969 $309,000 -2,758
   MERCER GLOBAL ADVISORS INC /ADV 1596 - 2023-12-31 14,328 $303,000 -2,423
   EUDAIMONIA ADVISORS LLC 132 - 2024-03-31 14,322 $296,000 -2,603
   KINGSWOOD WEALTH ADVISORS LLC 480 - 2024-03-31 14,164 $293,000 -122
   Orion Portfolio Solutions LLC 1408 - 2023-12-31 13,633 $289,000 -531
   Capital Investment Advisory Services LLC 410 - 2024-03-31 13,899 $287,000 -4,141
   BSC PRIVATE WEALTH MANAGEMENT LLC 131 - 2023-12-31 12,366 $261,000 -85
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4588 - 2023-12-31 12,243 $259,000 -5,206
   CWA Asset Management Group LLC 367 - 2023-12-31 12,016 $254,000 -483
   Chicago Partners Investment Group LLC 632 - 2024-03-31 11,998 $241,000 -92
   Global Retirement Partners LLC 723 - 2024-03-31 11,651 $241,000 -160
   Spire Wealth Management 858 - 2024-03-31 7,387 $153,000 -977
   NBC SECURITIES INC. 1023 - 2024-03-31 3,601 $74,000 -864
   PRIVATE TRUST CO NA 1024 - 2024-03-31 2,983 $62,000 -3,203
   Geneos Wealth Management Inc. 1052 - 2024-03-31 2,502 $52,000 -625
   ALPHAMARK ADVISORS LLC 349 - 2024-03-31 2,200 $45,000 -700
   Aptus Capital Advisors LLC 693 - 2023-12-31 1,910 $40,000 -1,123
   Clear Perspectives Financial Planning LLC 90 - 2023-03-31 1,570 $31,000 -194,320
   ADVISORY SERVICES NETWORK, LLC 2507 - 2023-12-31 934 $20,000 -19,996
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1408 - 2023-12-31 311 $7,000 -271
  80 Records found
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