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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
$12.8M -$307K -4,456 -2%
TRCT
2
Tower Research Capital (TRC)
New York
$1.12M -$331K -4,809 -23%
LPL Financial
3
LPL Financial
California
$993K -$844K -12,272 -47%
DSCM
4
Del-Sette Capital Management
New York
$784K +$760K +11,042 New
AGP
5
Aspire Growth Partners
Florida
$736K
OFG
6
Oxford Financial Group
Indiana
$710K
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$637K
HSA
8
HBK Sorce Advisory
Pennsylvania
$629K +$15.7K +228 +3%
Citadel Advisors
9
Citadel Advisors
Florida
$572K +$555K +8,061 New
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$472K -$185K -2,696 -29%
TWPM
11
Total Wealth Planning & Management
Florida
$414K -$3.23K -47 -0.8%
MWM
12
MGB Wealth Management
Texas
$404K
MQWP
13
Morey & Quinn Wealth Partners
Nebraska
$334K -$14.4K -210 -4%
MEG
14
Millstone Evans Group
Colorado
$320K
FTUS
15
Flow Traders U.S.
New York
$287K -$82.2K -1,194 -23%
Morgan Stanley
16
Morgan Stanley
New York
$281K -$69.6K -1,011 -20%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$260K
YWS
18
Yarger Wealth Strategies
Ohio
$250K
FAM
19
Formidable Asset Management
Ohio
$234K
QCM
20
Quantinno Capital Management
New York
$232K +$225K +3,263 New
GWM
21
Geneos Wealth Management
Colorado
$177K
UBS Group
22
UBS Group
Switzerland
$125K +$18.3K +266 +18%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$103K
AIA
24
Arcadia Investment Advisors
Idaho
$71K +$1.03K +15 +7%
Bank of America
25
Bank of America
North Carolina
$66.1K