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Invesco Dorsey Wright Energy Momentum ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCFM
1
Clear Creek Financial Management
Washington
$4.02M +$1.13M +25,934 +43%
Morgan Stanley
2
Morgan Stanley
New York
$3.25M -$1.56M -35,709 -34%
LPL Financial
3
LPL Financial
California
$1.69M -$93.5K -2,137 -6%
Bank of America
4
Bank of America
North Carolina
$1.59M -$1.09M -24,849 -42%
Goldman Sachs
5
Goldman Sachs
New York
$1.43M +$544K +12,446 +69%
Wells Fargo
6
Wells Fargo
California
$1.27M -$115K -2,621 -9%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$767K -$114K -2,597 -14%
KWM
8
Kingsview Wealth Management
Oregon
$637K
UBS Group
9
UBS Group
Switzerland
$600K -$543K -12,423 -49%
Raymond James Financial
10
Raymond James Financial
Florida
$556K -$273K -6,247 -35%
TRCT
11
Tower Research Capital (TRC)
New York
$513K -$107K -2,437 -18%
TWM
12
Trueblood Wealth Management
Ohio
$485K +$25.2K +575 +6%
SS
13
Sunbelt Securities
Texas
$458K +$427K +9,770 New
Truist Financial
14
Truist Financial
North Carolina
$353K +$394 +9 +0.1%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$255K -$35.2K -804 -13%
GRP
16
Global Retirement Partners
California
$118K
Osaic Holdings
17
Osaic Holdings
Arizona
$95.3K -$11.5K -262 -11%
IA
18
IFP Advisors
Florida
$56.4K
SPIA
19
Steward Partners Investment Advisory
New York
$55.3K +$4.59K +105 +10%
FFA
20
Farther Finance Advisors
California
$51.6K
NA
21
NewEdge Advisors
Louisiana
$45.9K
ATC
22
Advantage Trust Company
Kansas
$28.1K
CIAS
23
Capital Investment Advisory Services
North Carolina
$24.8K
GWM
24
Geneos Wealth Management
Colorado
$23.4K
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$17K -$219 -5 -1%