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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
$11.6M -$383K -5,000 -3%
LPL Financial
2
LPL Financial
California
$1.57M +$720K +9,407 +78%
AGP
3
Aspire Growth Partners
Florida
$766K
OFG
4
Oxford Financial Group
Indiana
$729K
TRCT
5
Tower Research Capital (TRC)
New York
$683K -$1.32M -17,205 -65%
HSA
6
HBK Sorce Advisory
Pennsylvania
$676K -$842 -11 -0.1%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$629K
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$468K -$674K -8,807 -58%
TWPM
9
Total Wealth Planning & Management
Florida
$425K
Citadel Advisors
10
Citadel Advisors
Florida
$383K +$402K +5,258 New
MQWP
11
Morey & Quinn Wealth Partners
Nebraska
$343K
MEG
12
Millstone Evans Group
Colorado
$297K
Morgan Stanley
13
Morgan Stanley
New York
$287K
Jane Street
14
Jane Street
New York
$277K +$291K +3,804 New
YWS
15
Yarger Wealth Strategies
Ohio
$261K
GT
16
Glenmede Trust
Pennsylvania
$259K
QCM
17
Quantinno Capital Management
New York
$238K
FAM
18
Formidable Asset Management
Ohio
$222K -$2.75K -36 -1%
Stifel Financial
19
Stifel Financial
Missouri
$215K -$34.1K -446 -13%
GWM
20
Geneos Wealth Management
Colorado
$182K
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$106K
Fidelity Investments
22
Fidelity Investments
Massachusetts
$92.1K +$54.1K +707 +127%
Osaic Holdings
23
Osaic Holdings
Arizona
$83.9K +$34.5K +451 +64%
AIA
24
Arcadia Investment Advisors
Idaho
$72.1K
UBS Group
25
UBS Group
Switzerland
$57K +$55.9K +730 +1,404%