We are live on ! Find out more
GSY icon

Invesco Ultra Short Duration ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
126
AssetMark Inc
California
$823K -$15.2K -306 -2%
CAN
127
Claraphi Advisory Network
United States
$803K +$7.45K +150 +0.9%
BFA
128
Beacon Financial Advisory
Ohio
$794K – – –
TFCP
129
Twin Focus Capital Partners
Massachusetts
$793K – – –
JWCA
130
J.W. Cole Advisors
Florida
$777K -$48.3K -972 -6%
CIBC Private Wealth Group
131
CIBC Private Wealth Group
Georgia
$771K – – –
Baird Financial Group
132
Baird Financial Group
Wisconsin
$766K +$207K +4,166 +37%
TPM
133
Triasima Portfolio Management
Quebec, Canada
$757K -$240K -4,835 -24%
BAM
134
Belpointe Asset Management
Nevada
$752K -$4.83M -97,262 -86%
NAMM
135
NorthStar Asset Management (Massachusetts)
Massachusetts
$736K – – –
SWMP
136
Signature Wealth Management Partners
New Jersey
$713K -$263K -5,298 -27%
CWM
137
CCG Wealth Management
California
$686K -$406K -8,174 -37%
PGWM
138
Pitti Group Wealth Management
New York
$683K -$94.6K -1,904 -12%
CPIG
139
Chicago Partners Investment Group
Illinois
$666K -$49.5K -996 -7%
ACM
140
Antonetti Capital Management
Florida
$641K -$13.7K -275 -2%
WIM
141
Warwick Investment Management
Texas
$623K +$7.11K +143 +1%
SPI
142
Santori & Peters Inc
Pennsylvania
$610K -$86.4K -1,738 -12%
EL
143
Essex LLC
Illinois
$601K -$14.9K -300 -2%
RPCA
144
Running Point Capital Advisors
California
$600K +$601K +12,099 New
CPW
145
Catalyst Private Wealth
California
$595K – – –
MAG
146
MRA Advisory Group
New Jersey
$588K -$1.44K -29 -0.2%
OC
147
Oarsman Capital
Wisconsin
$565K -$24.8K -500 -4%
SAM
148
Seelaus Asset Management
New Jersey
$557K -$17.3K -349 -3%
Truist Financial
149
Truist Financial
North Carolina
$515K +$271K +5,456 +110%
WWP
150
WR Wealth Planners
Missouri
$513K +$515K +10,362 New