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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 3.6 M -USD 847 k -15,102 -19%
Wells Fargo
2
Wells Fargo
California
USD 1.27 M -USD 1.12 k -20 -0.1%
Institute for Wealth Management
3
Institute for Wealth Management
Colorado
USD 917 k – – –
Bank of America
4
Bank of America
North Carolina
USD 879 k +USD 104 k +1,848 +12%
Morgan Stanley
5
Morgan Stanley
New York
USD 828 k -USD 44.6 k -795 -5%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
USD 747 k +USD 589 k +10,501 +236%
Phocas Financial Corp
7
Phocas Financial Corp
California
USD 675 k – – –
Advisory Research
8
Advisory Research
Illinois
USD 669 k -USD 57 k -1,016 -7%
IMC Chicago
9
IMC Chicago
Illinois
USD 539 k -USD 1.54 M -27,421 -72%
Occidental Asset Management
10
Occidental Asset Management
California
USD 499 k – – –
Peak Asset Management
11
Peak Asset Management
Colorado
USD 493 k – – –
Citadel Advisors
12
Citadel Advisors
Florida
USD 332 k +USD 73.1 k +1,304 +24%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
USD 308 k -USD 2.8 k -50 -0.8%
UBS Group
14
UBS Group
Switzerland
USD 303 k -USD 313 k -5,577 -48%
Raymond James & Associates
15
Raymond James & Associates
Florida
USD 265 k – – –
HighTower Advisors
16
HighTower Advisors
Illinois
USD 250 k – – –
Osaic Holdings
17
Osaic Holdings
Arizona
USD 184 k -USD 56.1 k -1,001 -21%
Western Pacific Wealth Management
18
Western Pacific Wealth Management
Illinois
USD 74 k – – –
Steward Partners Investment Advisory
19
Steward Partners Investment Advisory
New York
USD 74 k +USD 12.3 k +220 +17%
Raffa Wealth Management
20
Raffa Wealth Management
District of Columbia
USD 45.3 k – – –
Tradition Wealth Management
21
Tradition Wealth Management
Minnesota
USD 38 k – – –
Patriot Financial Group Insurance Agency
22
Patriot Financial Group Insurance Agency
Massachusetts
USD 25 k – – –
William Blair & Company
23
William Blair & Company
Illinois
USD 20 k – – –
Citigroup
24
Citigroup
New York
USD 16 k +USD 4.48 k +80 +33%
IFP Advisors
25
IFP Advisors
Florida
USD 13 k – – –
1
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