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Invesco S&P Spin-Off ETF
CSD

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Chicago Partners Investment Group
1
Chicago Partners Investment Group
Illinois
USD 5.47 M -USD 777 -12 -0%
Bank of America
2
Bank of America
North Carolina
USD 1.52 M -USD 26.7 k -412 -2%
Wells Fargo
3
Wells Fargo
California
USD 1.4 M -USD 9.39 k -145 -0.7%
Phocas Financial Corp
4
Phocas Financial Corp
California
USD 1.24 M – – –
Institute for Wealth Management
5
Institute for Wealth Management
Colorado
USD 1.18 M – – –
Advisory Research
6
Advisory Research
Illinois
USD 1.16 M -USD 4.86 k -75 -0.4%
Occidental Asset Management
7
Occidental Asset Management
California
USD 645 k – – –
Peak Asset Management
8
Peak Asset Management
Colorado
USD 636 k – – –
UBS Group
9
UBS Group
Switzerland
USD 608 k -USD 73.8 k -1,139 -11%
Morgan Stanley
10
Morgan Stanley
New York
USD 557 k -USD 6.02 k -93 -1%
Raymond James & Associates
11
Raymond James & Associates
Florida
USD 424 k +USD 129 k +1,998 +44%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
USD 417 k -USD 10.6 k -163 -2%
LPL Financial
13
LPL Financial
California
USD 397 k +USD 47.9 k +739 +14%
Osaic Holdings
14
Osaic Holdings
Arizona
USD 383 k – – –
HighTower Advisors
15
HighTower Advisors
Illinois
USD 323 k +USD 24.4 k +376 +8%
Northwest Bancshares
16
Northwest Bancshares
Pennsylvania
USD 208 k -USD 45.5 k -703 -18%
Citigroup
17
Citigroup
New York
USD 151 k +USD 6.02 k +93 +4%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
USD 113 k -USD 455 k -7,028 -80%
Steward Partners Investment Advisory
19
Steward Partners Investment Advisory
New York
USD 81 k +USD 59.4 k +917 +269%
Raffa Wealth Management
20
Raffa Wealth Management
District of Columbia
USD 58.1 k – – –
Tradition Wealth Management
21
Tradition Wealth Management
Minnesota
USD 49 k – – –
Parisi Gray Wealth Management
22
Parisi Gray Wealth Management
New Jersey
USD 41 k +USD 41.5 k +641 Nuevas
Spire Wealth Management
23
Spire Wealth Management
Virginia
USD 39 k – – –
Geneos Wealth Management
24
Geneos Wealth Management
Colorado
USD 37 k – – –
Patriot Financial Group Insurance Agency
25
Patriot Financial Group Insurance Agency
Massachusetts
USD 32 k – – –
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