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Invesco Ultra Short Duration ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$157M +$345K +6,928 +0.2%
Wells Fargo
2
Wells Fargo
California
$124M -$20.3M -407,809 -14%
Bank of America
3
Bank of America
North Carolina
$80M -$9.1M -182,878 -10%
LPL Financial
4
LPL Financial
California
$73.2M +$8.41M +169,004 +13%
AWS
5
Atria Wealth Solutions
New York
$41.6M +$12.5M +250,834 +43%
GI
6
Gradient Investments
Minnesota
$41.3M +$12.7M +255,158 +44%
AC
7
Avestar Capital
New York
$34.7M +$21.9M +439,977 +170%
GIA
8
Gladstone Institutional Advisory
Florida
$32.3M +$6.28M +126,232 +24%
Renaissance Technologies
9
Renaissance Technologies
New York
$31.4M -$657K -13,200 -2%
GC
10
Gratus Capital
Georgia
$29.1M -$571K -11,471 -2%
AAS
11
Ameritas Advisory Services
Nebraska
$23.8M +$23.8M +478,068 New
CAN
12
Cetera Advisor Networks
California
$22.5M +$1.72M +34,619 +8%
FMC
13
First Merchants Corp
Indiana
$21.5M +$236K +4,743 +1%
GT
14
Greenleaf Trust
Michigan
$21.1M -$75.4K -1,515 -0.4%
GLR
15
Great Lakes Retirement
Ohio
$20.4M -$127K -2,554 -0.6%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$18.2M -$962K -19,339 -5%
BFG
17
Bleakley Financial Group
New Jersey
$17.3M -$3.25M -65,324 -16%
SS
18
Simplicity Solutions
Minnesota
$17.3M -$3.25M -65,324 -16%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$17M -$6.48M -130,233 -28%
RJA
20
Raymond James & Associates
Florida
$16M -$2M -40,231 -11%
Osaic Holdings
21
Osaic Holdings
Arizona
$15.8M -$1.8M -36,154 -10%
JBA
22
Johnson Bixby & Associates
Washington
$15.7M -$13.1K -263 -0.1%
HNB
23
Huntington National Bank
Ohio
$14.5M
UBS Group
24
UBS Group
Switzerland
$12.5M +$3.39M +68,236 +37%
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$12.1M -$5.99M -120,383 -33%