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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 4.51 M -USD 125 k -2,087 -3%
IMC Chicago
2
IMC Chicago
Illinois
USD 2.3 M +USD 2.29 M +38,219 Nuevas
Wells Fargo
3
Wells Fargo
California
USD 1.53 M +USD 31.7 k +530 +2%
Institute for Wealth Management
4
Institute for Wealth Management
Colorado
USD 1.1 M – – –
Morgan Stanley
5
Morgan Stanley
New York
USD 1.04 M -USD 32.7 k -546 -3%
Bank of America
6
Bank of America
North Carolina
USD 946 k -USD 338 k -5,657 -26%
Advisory Research
7
Advisory Research
Illinois
USD 866 k – – –
Phocas Financial Corp
8
Phocas Financial Corp
California
USD 812 k -USD 343 k -5,736 -30%
UBS Group
9
UBS Group
Switzerland
USD 700 k +USD 147 k +2,451 +27%
Occidental Asset Management
10
Occidental Asset Management
California
USD 601 k – – –
Peak Asset Management
11
Peak Asset Management
Colorado
USD 594 k +USD 1.62 k +27 +0.3%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
USD 373 k -USD 1.97 k -33 -0.5%
Citadel Advisors
13
Citadel Advisors
Florida
USD 321 k -USD 117 k -1,960 -27%
Raymond James & Associates
14
Raymond James & Associates
Florida
USD 319 k -USD 39.7 k -664 -11%
HighTower Advisors
15
HighTower Advisors
Illinois
USD 300 k – – –
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
USD 275 k +USD 274 k +4,581 Nuevas
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
USD 268 k +USD 133 k +2,220 +99%
Osaic Holdings
18
Osaic Holdings
Arizona
USD 259 k -USD 14.8 k -248 -5%
LPL Financial
19
LPL Financial
California
USD 241 k -USD 169 k -2,824 -41%
Western Pacific Wealth Management
20
Western Pacific Wealth Management
Illinois
USD 90 k – – –
Steward Partners Investment Advisory
21
Steward Partners Investment Advisory
New York
USD 76 k – – –
Raffa Wealth Management
22
Raffa Wealth Management
District of Columbia
USD 54.5 k +USD 419 +7 +0.8%
Tradition Wealth Management
23
Tradition Wealth Management
Minnesota
USD 46 k +USD 359 +6 +0.8%
Spire Wealth Management
24
Spire Wealth Management
Virginia
USD 36 k – – –
Patriot Financial Group Insurance Agency
25
Patriot Financial Group Insurance Agency
Massachusetts
USD 30 k – – –
1
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