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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 5.4 M -USD 76.9 k -1,189 -1%
Bank of America
2
Bank of America
North Carolina
USD 1.45 M -USD 32.4 k -500 -2%
Wells Fargo
3
Wells Fargo
California
USD 1.38 M +USD 20.3 k +313 +1%
Phocas Financial Corp
4
Phocas Financial Corp
California
USD 1.21 M – – –
Institute for Wealth Management
5
Institute for Wealth Management
Colorado
USD 1.15 M – – –
Advisory Research
6
Advisory Research
Illinois
USD 1.12 M -USD 5.11 k -79 -0.4%
Occidental Asset Management
7
Occidental Asset Management
California
USD 629 k – – –
Peak Asset Management
8
Peak Asset Management
Colorado
USD 619 k – – –
UBS Group
9
UBS Group
Switzerland
USD 574 k -USD 18.6 k -288 -3%
Morgan Stanley
10
Morgan Stanley
New York
USD 545 k +USD 2.85 k +44 +0.5%
LPL Financial
11
LPL Financial
California
USD 412 k +USD 26.4 k +408 +7%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
USD 406 k – – –
Raymond James & Associates
13
Raymond James & Associates
Florida
USD 382 k -USD 32.4 k -500 -8%
Citadel Advisors
14
Citadel Advisors
Florida
USD 360 k +USD 371 k +5,728 Nuevas
Osaic Holdings
15
Osaic Holdings
Arizona
USD 320 k -USD 55.8 k -862 -15%
HighTower Advisors
16
HighTower Advisors
Illinois
USD 314 k – – –
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
USD 191 k +USD 83.3 k +1,287 +74%
Steward Partners Investment Advisory
18
Steward Partners Investment Advisory
New York
USD 79 k – – –
Raffa Wealth Management
19
Raffa Wealth Management
District of Columbia
USD 56.6 k – – –
Tradition Wealth Management
20
Tradition Wealth Management
Minnesota
USD 48 k – – –
Spire Wealth Management
21
Spire Wealth Management
Virginia
USD 38 k – – –
Geneos Wealth Management
22
Geneos Wealth Management
Colorado
USD 37 k – – –
Patriot Financial Group Insurance Agency
23
Patriot Financial Group Insurance Agency
Massachusetts
USD 31 k – – –
William Blair & Company
24
William Blair & Company
Illinois
USD 26 k – – –
Citigroup
25
Citigroup
New York
USD 21 k -USD 130 k -2,006 -86%
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