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Invesco Ultra Short Duration ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$324M +$63.9M +1,271,191 +24%
Morgan Stanley
2
Morgan Stanley
New York
$275M +$44.4M +883,996 +19%
Wells Fargo
3
Wells Fargo
California
$207M +$13.5M +267,860 +7%
Bank of America
4
Bank of America
North Carolina
$145M +$87.9M +1,749,388 +153%
BI
5
Bramshill Investments
Florida
$99.3M -$2.08M -41,295 -2%
UBS Group
6
UBS Group
Switzerland
$91.5M +$12.9M +257,572 +16%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$81.7M +$4.97M +98,829 +6%
CAAS
8
Capital Asset Advisory Services
Michigan
$73.6M +$11M +218,741 +18%
AWM
9
Axxcess Wealth Management
California
$72M +$4.2M +83,509 +6%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$69.1M +$13.3M +265,615 +24%
Raymond James Financial
11
Raymond James Financial
Florida
$62.1M +$10.1M +201,302 +19%
Osaic Holdings
12
Osaic Holdings
Arizona
$58.7M +$32.7M +650,495 +125%
GI
13
Gradient Investments
Minnesota
$55.1M -$15.6M -309,542 -22%
IAA
14
Independent Advisor Alliance
North Carolina
$40.4M +$40.6M +807,000 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$31.9M +$13.9M +277,440 +77%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$28.6M +$2.4M +47,723 +9%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$26.5M +$22.7M +452,227 +588%
GIA
18
Gladstone Institutional Advisory
Florida
$23.5M +$1.86M +37,074 +9%
HNB
19
Huntington National Bank
Ohio
$22.9M
CWP
20
Cyndeo Wealth Partners
Florida
$20.2M +$1.9M +37,734 +10%
AAP
21
Arax Advisory Partners
Colorado
$16.6M +$16.5M +327,568 +7,315%
Stifel Financial
22
Stifel Financial
Missouri
$16.5M +$1.78M +35,432 +12%
PS
23
Principal Securities
Iowa
$15.9M +$5.7M +113,343 +56%
WAP
24
Wealthcare Advisory Partners
Pennsylvania
$15.8M +$1.82M +36,311 +13%
AC
25
Avestar Capital
New York
$14.9M +$879K +17,482 +6%