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Invesco Bloomberg Analyst Rating Improvers ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
1
Raymond James Financial
Florida
$13.5M +$14.1M +194,727 New
TRCT
2
Tower Research Capital (TRC)
New York
$1.23M -$50.1K -692 -4%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$950K +$435K +6,018 +78%
AGP
4
Aspire Growth Partners
Florida
$727K +$760K +10,511 New
OFG
5
Oxford Financial Group
Indiana
$691K
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$620K +$163K +2,248 +33%
HSA
7
HBK Sorce Advisory
Pennsylvania
$578K -$5.86K -81 -1%
LPL Financial
8
LPL Financial
California
$570K +$72 +1 +0%
TWPM
9
Total Wealth Planning & Management
Florida
$406K +$425K +5,878 New
MWM
10
MGB Wealth Management
Texas
$394K
Morgan Stanley
11
Morgan Stanley
New York
$393K
Citadel Advisors
12
Citadel Advisors
Florida
$378K -$389K -5,384 -50%
MQWP
13
Morey & Quinn Wealth Partners
Nebraska
$351K +$368K +5,081 New
FTUS
14
Flow Traders U.S.
New York
$325K
MEG
15
Millstone Evans Group
Colorado
$312K +$326K +4,512 New
FAM
16
Formidable Asset Management
Ohio
$253K -$3.62K -50 -1%
YWS
17
Yarger Wealth Strategies
Ohio
$243K +$3.11K +43 +1%
SMC
18
Smith, Moore & Co
Missouri
$221K +$28.9K +400 +14%
QCIG
19
Quad-Cities Investment Group
Iowa
$205K +$940 +13 +0.4%
LFP
20
Lakeshore Financial Planning
Michigan
$204K
GWM
21
Geneos Wealth Management
Colorado
$173K
UBS Group
22
UBS Group
Switzerland
$110K +$52.4K +725 +83%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$100K
Bank of America
24
Bank of America
North Carolina
$77.6K -$14.8K -205 -15%
SS
25
Sunbelt Securities
Texas
$60.8K