We are live on ! Find out more
XMVM icon

Invesco S&P MidCap Value with Momentum ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$33.6M +$5.81M +98,744 +22%
AWM
2
Avior Wealth Management
Nebraska
$31.8M -$325K -5,531 -1%
Bank of America
3
Bank of America
North Carolina
$16.1M +$69.8K +1,187 +0.5%
WMWM
4
Whitaker-Myers Wealth Managers
Ohio
$14M +$460K +7,825 +4%
Morgan Stanley
5
Morgan Stanley
New York
$12.8M -$1.24M -21,031 -9%
Ameriprise
6
Ameriprise
Minnesota
$11.2M -$229K -3,887 -2%
Raymond James Financial
7
Raymond James Financial
Florida
$9.2M +$624K +10,608 +8%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$8M +$523K +8,890 +7%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$6.79M +$2.38M +40,414 +58%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$4.58M +$51.3K +871 +1%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$4.1M +$389K +6,609 +11%
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$3.91M +$229K +3,900 +7%
MML Investors Services
13
MML Investors Services
Massachusetts
$3.61M +$208K +3,528 +6%
IFG
14
Independent Financial Group
California
$3.07M -$123K -2,087 -4%
Citigroup
15
Citigroup
New York
$2.45M -$11.5K -195 -0.5%
Osaic Holdings
16
Osaic Holdings
Arizona
$2.3M +$188K +3,194 +9%
GC
17
Guidance Capital
Kentucky
$2.22M +$139K +2,367 +7%
MCC
18
Money Concepts Capital
Florida
$1.97M +$97.2K +1,652 +5%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$1.61M +$106K +1,808 +7%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.55M -$127K -2,153 -8%
Wells Fargo
21
Wells Fargo
California
$1.48M -$320K -5,443 -19%
SA
22
Sanctuary Advisors
Indiana
$1.46M
Mariner
23
Mariner
Kansas
$1.23M +$738K +12,538 +169%
BCG
24
Breakwater Capital Group
New Jersey
$1.16M -$103K -1,747 -8%
TFS
25
Thoroughbred Financial Services
Tennessee
$951K -$20K -340 -2%