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Invesco S&P 500 Equal Weight Consumer Discretionary ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HIIFS
1
Harel Insurance Investments & Financial Services
Israel
$47M +$5.85M +103,795 +14%
LPL Financial
2
LPL Financial
California
$11.4M -$1.76M -31,281 -14%
Wells Fargo
3
Wells Fargo
California
$8.81M +$1.61M +28,616 +23%
Raymond James Financial
4
Raymond James Financial
Florida
$8.36M +$149K +2,634 +2%
LFA
5
Legend Financial Advisors
Pennsylvania
$7.42M +$130K +2,311 +2%
HighTower Advisors
6
HighTower Advisors
Illinois
$6.9M -$92.6K -1,643 -1%
LG
7
Leuthold Group
Minnesota
$3.76M -$137K -2,428 -4%
Bank of America
8
Bank of America
North Carolina
$3.22M +$237K +4,199 +8%
UAS
9
United Asset Strategies
New York
$3.15M +$3.11M +55,154 New
FFA
10
Farther Finance Advisors
California
$3.11M +$28.4K +503 +0.9%
SC
11
Scotia Capital
Ontario, Canada
$3.05M +$213K +3,779 +8%
JP Morgan Chase
12
JP Morgan Chase
New York
$2.97M -$1.19M -21,103 -29%
Morgan Stanley
13
Morgan Stanley
New York
$2.47M +$252K +4,476 +12%
UBS Group
14
UBS Group
Switzerland
$2.22M +$325K +5,756 +17%
Focus Partners Wealth
15
Focus Partners Wealth
Massachusetts
$2.16M +$2.14M +37,925 New
LPT
16
Legacy Private Trust
Wisconsin
$1.93M +$234K +4,156 +14%
VIM
17
Vista Investment Management
Pennsylvania
$1.86M +$47.8K +847 +3%
YWM
18
Yoder Wealth Management
California
$1.79M -$95.9K -1,701 -5%
Goldman Sachs
19
Goldman Sachs
New York
$1.75M
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.71M -$4.06M -71,926 -71%
PWP
21
Precedent Wealth Partners
Texas
$1.7M +$1.68M +29,739 New
CIC
22
Carnegie Investment Counsel
Ohio
$1.66M -$13.9K -246 -0.8%
FF
23
Friedenthal Financial
New Jersey
$1.48M -$64.5K -1,144 -4%
JPLA
24
Joseph P. Lucia & Associates
New York
$1.36M -$9.87K -175 -0.7%
PA
25
Pinnacle Associates
New York
$1.29M -$66K -1,170 -5%