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Invesco Bloomberg Analyst Rating Improvers ETF
UPGD

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Raymond James Financial
1
Raymond James Financial
Florida
USD 13 M -USD 94.2 k -1,201 -0.8%
Kingsview Wealth Management
2
Kingsview Wealth Management
Oregon
USD 9.24 M +USD 8.85 M +112,789 Nuevas
LPL Financial
3
LPL Financial
California
USD 1.84 M +USD 74.4 k +949 +4%
AGP
4
Aspire Growth Partners
Florida
USD 852 k -USD 9.18 k -117 -1%
Oxford Financial Group
5
Oxford Financial Group
Indiana
USD 819 k – – –
HBK Sorce Advisory
6
HBK Sorce Advisory
Pennsylvania
USD 721 k -USD 1.88 k -24 -0.3%
Tower Research Capital (TRC)
7
Tower Research Capital (TRC)
New York
USD 510 k -USD 247 k -3,146 -34%
TWPM
8
Total Wealth Planning & Management
Florida
USD 478 k – – –
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
USD 471 k -USD 53.7 k -685 -11%
Flow Traders U.S.
10
Flow Traders U.S.
New York
USD 441 k +USD 422 k +5,377 Nuevas
Geneos Wealth Management
11
Geneos Wealth Management
Colorado
USD 410 k +USD 196 k +2,500 +100%
Beacon Pointe Advisors
12
Beacon Pointe Advisors
California
USD 410 k +USD 392 k +5,000 Nuevas
MEG
13
Millstone Evans Group
Colorado
USD 333 k -USD 1.33 k -17 -0.4%
MQWP
14
Morey & Quinn Wealth Partners
Nebraska
USD 326 k -USD 56.9 k -725 -15%
Morgan Stanley
15
Morgan Stanley
New York
USD 323 k – – –
YWS
16
Yarger Wealth Strategies
Ohio
USD 295 k – – –
Glenmede Trust
17
Glenmede Trust
Pennsylvania
USD 291 k – – –
Quantinno Capital Management
18
Quantinno Capital Management
New York
USD 267 k – – –
Stifel Financial
19
Stifel Financial
Missouri
USD 242 k – – –
Formidable Asset Management
20
Formidable Asset Management
Ohio
USD 219 k – – –
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
USD 119 k – – –
Fidelity Investments
22
Fidelity Investments
Massachusetts
USD 104 k – – –
Osaic Holdings
23
Osaic Holdings
Arizona
USD 94.3 k – – –
AIA
24
Arcadia Investment Advisors
Idaho
USD 80.2 k – – –
UBS Group
25
UBS Group
Switzerland
USD 64 k -USD 78 -1 -0.1%
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