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Invesco S&P 500 Value with Momentum ETF
SPVM

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
LPL Financial
1
LPL Financial
California
USD 14.4 M -USD 204 k -2,836 -1%
BWG
2
Beta Wealth Group
California
USD 12.9 M +USD 97.8 k +1,360 +0.8%
CWMGP
3
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
USD 12.5 M +USD 585 k +8,137 +5%
Raymond James Financial
4
Raymond James Financial
Florida
USD 5.7 M +USD 1.64 M +22,747 +42%
Bank of America
5
Bank of America
North Carolina
USD 3.14 M +USD 724 k +10,070 +31%
Jones Financial Companies
6
Jones Financial Companies
Missouri
USD 2.37 M +USD 998 k +13,884 +79%
Perennial Investment Advisors
7
Perennial Investment Advisors
California
USD 2.13 M +USD 1.44 M +19,972 +231%
Harbour Investments
8
Harbour Investments
Wisconsin
USD 1.64 M +USD 97.5 k +1,356 +7%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
USD 1.48 M -USD 4.03 k -56 -0.3%
Ameriprise
10
Ameriprise
Minnesota
USD 1.45 M -USD 70.5 k -980 -5%
IFG Advisory
11
IFG Advisory
Georgia
USD 1.13 M +USD 1.09 M +15,216 Nuevas
TFS
12
Thoroughbred Financial Services
Tennessee
USD 1.06 M +USD 402 k +5,592 +65%
Morgan Stanley
13
Morgan Stanley
New York
USD 946 k +USD 398 k +5,528 +77%
Osaic Holdings
14
Osaic Holdings
Arizona
USD 798 k +USD 309 k +4,298 +67%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
USD 632 k +USD 184 k +2,556 +43%
Citadel Advisors
16
Citadel Advisors
Florida
USD 377 k +USD 365 k +5,070 Nuevas
Bay Colony Advisors
17
Bay Colony Advisors
Massachusetts
USD 374 k +USD 362 k +5,032 Nuevas
Private Trust Company
18
Private Trust Company
Ohio
USD 344 k – – –
NewEdge Advisors
19
NewEdge Advisors
Louisiana
USD 340 k -USD 602 k -8,377 -65%
NF
20
Nvest Financial
New Hampshire
USD 310 k +USD 300 k +4,171 Nuevas
Cooper Financial Group
21
Cooper Financial Group
California
USD 310 k -USD 180 k -2,503 -38%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
USD 276 k +USD 267 k +3,715 Nuevas
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
USD 247 k +USD 235 k +3,270 Nuevas
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
USD 230 k -USD 7.84 k -109 -3%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
USD 208 k +USD 201 k +2,795 Nuevas
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