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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
$12.9M -$741K -10,448 -5%
LPL Financial
2
LPL Financial
California
$1.84M +$1.28M +18,023 +219%
TRCT
3
Tower Research Capital (TRC)
New York
$1.45M +$199K +2,814 +16%
AGP
4
Aspire Growth Partners
Florida
$710K -$10.1K -143 -1%
OFG
5
Oxford Financial Group
Indiana
$700K
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$655K -$311K -4,393 -32%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$628K
HSA
8
HBK Sorce Advisory
Pennsylvania
$605K +$19.6K +276 +3%
TWPM
9
Total Wealth Planning & Management
Florida
$412K
MWM
10
MGB Wealth Management
Texas
$399K
FTUS
11
Flow Traders U.S.
New York
$367K +$39K +550 +12%
Morgan Stanley
12
Morgan Stanley
New York
$348K -$50.8K -717 -13%
MQWP
13
Morey & Quinn Wealth Partners
Nebraska
$344K -$11.7K -165 -3%
MEG
14
Millstone Evans Group
Colorado
$316K
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$251K +$254K +3,586 New
YWS
16
Yarger Wealth Strategies
Ohio
$246K
FAM
17
Formidable Asset Management
Ohio
$234K -$23K -325 -9%
FCH
18
Freestone Capital Holdings
Washington
$228K +$231K +3,263 New
SMC
19
Smith, Moore & Co
Missouri
$203K -$21.3K -300 -9%
GWM
20
Geneos Wealth Management
Colorado
$175K
UBS Group
21
UBS Group
Switzerland
$105K -$6.52K -92 -6%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$102K
Bank of America
23
Bank of America
North Carolina
$65.2K -$13.5K -190 -17%
SS
24
Sunbelt Securities
Texas
$61.6K
AIA
25
Arcadia Investment Advisors
Idaho
$56.4K