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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 3.91 M -USD 97.7 k -1,684 -3%
Institute for Wealth Management
2
Institute for Wealth Management
Colorado
USD 1.06 M -USD 64.8 k -1,117 -6%
Citadel Advisors
3
Citadel Advisors
Florida
USD 881 k +USD 792 k +13,659 Nuevas
Bank of America
4
Bank of America
North Carolina
USD 774 k -USD 7.89 k -136 -1%
Occidental Asset Management
5
Occidental Asset Management
California
USD 645 k – – –
Peak Asset Management
6
Peak Asset Management
Colorado
USD 640 k +USD 1.1 k +19 +0.2%
Phocas Financial Corp
7
Phocas Financial Corp
California
USD 477 k -USD 21.1 k -364 -5%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
USD 441 k +USD 156 k +2,695 +65%
Morgan Stanley
9
Morgan Stanley
New York
USD 433 k +USD 1.62 k +28 +0.4%
UBS Group
10
UBS Group
Switzerland
USD 340 k -USD 41.5 k -716 -12%
Raymond James & Associates
11
Raymond James & Associates
Florida
USD 310 k – – –
Wells Fargo
12
Wells Fargo
California
USD 299 k -USD 362 k -6,239 -57%
HighTower Advisors
13
HighTower Advisors
Illinois
USD 299 k +USD 870 +15 +0.3%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
USD 294 k -USD 19.4 k -334 -7%
Osaic Holdings
15
Osaic Holdings
Arizona
USD 164 k -USD 14.4 k -249 -9%
Steward Partners Investment Advisory
16
Steward Partners Investment Advisory
New York
USD 95.3 k – – –
Raffa Wealth Management
17
Raffa Wealth Management
District of Columbia
USD 59.3 k +USD 290 +5 +0.5%
Tradition Wealth Management
18
Tradition Wealth Management
Minnesota
USD 50 k +USD 232 +4 +0.5%
William Blair & Company
19
William Blair & Company
Illinois
USD 26.5 k – – –
Allworth Financial
20
Allworth Financial
California
USD 25.8 k +USD 23.2 k +400 Nuevas
Elevation Wealth Partners
21
Elevation Wealth Partners
California
USD 20.4 k +USD 21.1 k +364 Nuevas
Citigroup
22
Citigroup
New York
USD 15.7 k – – –
US Bancorp
23
US Bancorp
Minnesota
USD 13.5 k +USD 12.1 k +209 Nuevas
Salem Investment Counselors
24
Salem Investment Counselors
North Carolina
USD 6.45 k – – –
Duncker Streett & Co
25
Duncker Streett & Co
Missouri
USD 6.45 k – – –
1
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