Invesco Exchng Traded Fd Tr

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Invesco Exchng Traded Fd Tr

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NewIncreasedMaintainedDecreasedLiquidated
2123241813
WhaleReport PeriodSecurity TypeQuantityStatus% Change% Allocation$ Value% Change$ Valuation PriceSec Link
Certified Advisory Corp06-30-2020Etf263Maintained0.000.0132,000.0018.52121.67Form 13
Proequities, Inc.06-30-2020S&p Smlcp Helt0Decreased-100.000.000.00-100.000.00Form 13
Pacific Sun Financial Corp09-30-2020S&p Smlcp Helt22,193Increased1.802.452,932,000.0011.06132.11Form 13
Professional Financial Advisors, Llc12-31-2020S&p Smlcp Helt469New!0.000.0680,000.000.00170.58Form 13
Tci Wealth Advisors, Inc.12-31-2020S&p Smlcp Helt146Maintained0.000.0125,000.0031.58171.23Form 13
Investors Research Corp12-31-2020S&p Smlcap Hig0Liquidated!-100.000.000.000.000.00Form 13
Ifp Advisors, Inc12-31-2020Cef433Maintained0.000.0074,000.000.00170.90Form 13
Ifp Advisors, Inc12-31-2020Stock0Maintained0.000.000.000.000.00Form 13
Capital Investment Advisory Services, Llc12-31-2020S&p Smlcp Helt50Maintained0.000.008,000.0014.29160.00Form 13
Truewealth Advisors, Llc12-31-2020S&p Smlcp Helt2,242New!0.000.35402,000.000.00179.30Form 13
Centaurus Financial, Inc.12-31-2020S&p Smlcp Helt3,775Increased49.270.07641,000.0091.92169.80Form 13
Spinnaker Trust12-31-2020Equities6,824Increased2.110.091,159,000.0031.41169.84Form 13
Clean Yield Group12-31-2020Etf45New!0.000.008,000.000.00177.78Form 13
Pfg Advisors12-31-2020S&p Smlcp Helt11,400Decreased-1.230.331,936,000.0021.99169.82Form 13
Mitsubishi Ufj Asset Management (uk) Ltd.12-31-2020S&p Smlcp Helt0Liquidated!-100.000.000.000.000.00Form 13
Fiduciary Trust Co12-31-2020S&p Smlcp Helt1,275New!0.000.00217,000.000.00170.20Form 13
Cwm, Llc12-31-2020S&p Smlcp Helt20New!0.000.003,000.000.00150.00Form 13
Montecito Bank & Trust12-31-2020Com8,958Maintained0.000.331,522,000.0028.66341.28Form 13
Creative Planning12-31-2020S&p Smlcp Helt11,383Increased0.550.001,934,000.0029.28169.90Form 13
Riggs Asset Managment Co. Inc.12-31-2020S&p Smlcp Helt672Decreased-67.880.04114,000.00-58.70169.64Form 13
Key Financial Inc12-31-2020S&p Smlcp Helt47Maintained0.000.018,000.000.00170.21Form 13
Alpine Woods Capital Investors, Llc12-31-2020S&p Smlcp Helt2,500Decreased-61.540.05425,000.00-50.52170.00Form 13
San Francisco Sentry Investment Group (ca)12-31-2020S&p Smlcp Helt49Maintained0.000.008,000.0033.33163.27Form 13
British Columbia Investment Management Corp12-31-2020S&p Smlcp Helt42,300Maintained0.000.057,176,000.0028.53169.65Form 13
Envestnet Asset Management Inc12-31-2020S&p Smlcp Helt10,488Increased2.380.001,782,000.0031.71169.91Form 13
Danda Trouve Investment Management, Inc.12-31-2020S&p Smlcp Helt137Maintained0.000.0323,000.0027.78167.88Form 13
Addison Advisors Llc12-31-2020S&p Smlcp Helt189New!0.000.0332,000.000.00169.31Form 13
Meridian Investment Counsel Inc.12-31-2020S&p Smlcp Helt1,303New!0.000.09221,000.000.00169.61Form 13
Winslow, Evans & Crocker, Inc.12-31-2020S&p Smlcp Helt285Increased11.760.0148,000.0041.18168.42Form 13
Dynamic Advisor Solutions Llc12-31-2020S&p Smlcp Helt1,648New!0.000.03280,000.000.00169.90Form 13
Meritage Portfolio Management12-31-2020Common0Liquidated!-100.000.000.000.000.00Form 13
Cambridge Investment Research Advisors, Inc.12-31-2020Fd Tr Ii S&p Smlcp Helt14,762Increased217.539.992,508,000.00308.47169.90Form 13
Orion Portfolio Solutions, Llc12-31-2020S&p Smlcp Helt0Liquidated!-100.000.000.000.000.00Form 13
Orion Portfolio Solutions, Llc12-31-2020S&p Smlcp Helt0Liquidated!-100.000.000.000.000.00Form 13
Founders Financial Alliance, Llc12-31-2020S&p Smlcp Helt49New!0.000.008,000.000.00163.27Form 13
Us Bancorp \de\12-31-2020Other91Maintained0.000.0015,000.0025.00164.84Form 13
Ntv Asset Management Llc12-31-2020S&p Smlcp Helt3,825Maintained0.000.13650,000.0028.71169.93Form 13
Seelaus Asset Management Llc12-31-2020S&p Smlcp Helt1,645Maintained0.000.20279,000.0028.57169.60Form 13
Fmr Llc12-31-2020S&p Smlcp Helt581Increased270.060.0099,000.00421.05170.40Form 13
Sei Investments Co12-31-2020S&p Smlcp Helt0Liquidated!-100.000.000.000.000.00Form 13
Cullen/frost Bankers, Inc.12-31-2020Domestic Sector Fund-etf7Maintained0.000.001,000.000.00142.86Form 13
Equitable Holdings, Inc.12-31-2020S&p Smlcp Helt3,912Decreased-24.580.02665,000.00-2.92169.99Form 13
Plante Moran Financial Advisors, Llc12-31-2020Etf232Maintained0.000.0139,000.0025.81168.10Form 13
Sigma Planning Corp12-31-2020S&p Smlcp Helt3,489Decreased-9.420.02593,000.0016.50169.96Form 13
Advisory Services Network, Llc12-31-2020Etf80Maintained0.000.0014,000.0027.27175.00Form 13
Seacrest Wealth Management, Llc12-31-2020S&p Smlcp Helt2,563Increased14.520.06435,000.0046.96169.72Form 13
Wells Fargo & Company/mn12-31-2020S&p Smlcp Helt86,692Decreased-3.460.0014,727,000.0024.14509.59Form 13
Blair William & Co/il12-31-2020S&p Smlcp Helt0Liquidated!-100.000.000.000.000.00Form 13
Neuberger Berman Group Llc12-31-2020Etf1,780Increased1.710.00302,000.0030.74169.66Form 13
Advisor Group Holdings, Inc.12-31-2020S&p Smlcp Helt24,191Decreased-1.090.014,109,000.0027.171,528.14Form 13
9258 Wealth Management, Llc12-31-2020Etf5,270Decreased-6.610.29895,000.0031.04169.83Form 13
Bank Of America Corp /de/12-31-2020S&p Smlcp38,273Increased10.180.006,502,000.0054.55339.77Form 13
Stelac Advisory Services Llc12-31-2020Com1,941New!0.000.08329,000.000.00169.50Form 13
Ubs Group Ag12-31-2020S&p Smlcp Helt15,740Decreased-3.750.002,674,000.0023.80169.89Form 13
Baird Financial Group, Inc.12-31-2020Common4,665Increased10.680.00793,000.0042.37169.99Form 13
Steward Partners Investment Advisory, Llc12-31-2020Exchange Traded Funds (country Baskets/ishares) - Domestic320Maintained0.000.0054,000.0028.57168.75Form 13
Commonwealth Equity Services, Llc12-31-2020S&p Smlcp Helt27,937Decreased-5.640.014,746,000.0021.35169.88Form 13
Raymond James & Associates12-31-2020S&p Smlcp Helt8,807Decreased-57.810.001,496,000.00-45.74169.86Form 13
Northwestern Mutual Wealth Management Co12-31-2020S&p Smlcp Helt363Increased3.420.0062,000.0034.78170.80Form 13
Jaffetilchin Investment Partners, Llc12-31-2020S&p Smlcp Helt2,808Increased12.050.07477,000.0051.43169.87Form 13
Raymond James Financial Services Advisors, Inc.12-31-2020S&p Smlcp Helt11,135Increased7.270.001,892,000.0038.00169.91Form 13
Atria Investments Llc12-31-2020S&p Smlcp Helt6,832New!0.000.031,161,000.000.00169.94Form 13
Edmond De Rothschild Holding S.a.12-31-2020S&p Smlcp Helt1,640Maintained0.000.01278,000.0028.11169.51Form 13
Kovitz Investment Group Partners, Llc12-31-2020Com6,010Decreased-1.490.021,021,000.0026.67169.88Form 13
Cribstone Capital Management, Llc12-31-2020Ef62New!0.000.0111,000.000.00177.42Form 13
Bdo Wealth Advisors, Llc12-31-2020S&p Smlcp Helt44New!0.000.007,000.000.00159.09Form 13
Beacon Pointe Advisors, Llc12-31-2020S&p Smlcp Helt1,797Maintained0.000.02305,000.0028.69169.73Form 13
Insight Advisors, Llc/ Pa12-31-2020S&p Smlcp Helt12,039New!0.000.772,045,000.000.00169.86Form 13
Mml Investors Services, Llc12-31-2020S&p Smlcp Helt3,967Increased23.660.01674,000.0073.26169.90Form 13
Pnc Financial Services Group, Inc.12-31-2020S&p Smlcp Helt128Decreased-78.770.0021,000.00-71.23322.92Form 13
Stifel Financial Corp12-31-2020S&p Smlcp Helt3,642Increased50.930.00618,000.0093.73339.33Form 13
Ameriprise Financial Inc12-31-2020Com7,091Decreased-2.810.001,204,000.0035.28339.15Form 13
Goldman Sachs Group Inc12-31-2020Cmn124,747Decreased-0.390.0121,193,000.0039.72169.89Form 13
Royal Bank Of Canada12-31-2020S&p Smlcp Helt36,694Increased11.210.006,233,000.0042.99845.53Form 13
Northern Oak Wealth Management Inc12-31-2020S&p Smlcp Helt754Decreased-86.870.02128,000.00-83.11169.76Form 13
Citadel Advisors Llc12-31-2020S&p Smlcp Helt14,157Increased116.430.002,402,000.00178.33169.67Form 13
Benjamin F. Edwards & Company, Inc.12-31-2020S&p Smlcp Helt335Increased0.600.0057,000.0029.55170.15Form 13
Flow Traders U.s. Llc12-31-2020Etp0Liquidated!-100.000.000.000.000.00Form 13
Tower Research Capital Llc (trc)12-31-2020S&p Smlcp Helt4,302Decreased-74.080.02731,000.00-66.65169.96Form 13
Advisory Alpha, Llc12-31-2020S&p Smlcp Helt4,270New!0.000.15725,000.000.00169.79Form 13
First Light Asset Management, Llc12-31-2020Etf17,285Maintained0.000.222,937,000.0040.32169.92Form 13
Wealthshield Partners, Llc12-31-2020S&p Smlcp Helt0Liquidated!-100.000.000.000.000.00Form 13
Acorn Wealth Advisors, Llc12-31-2020S&p Smlcp Helt3,754New!0.000.50638,000.000.00169.95Form 13
Morgan Stanley12-31-2020S&p Smlcp Helt98,943Increased57.490.0016,809,000.00120.91339.89Form 13
Cetera Advisor Networks Llc12-31-2020S&p Smlcp Helt0Liquidated!-100.000.000.000.000.00Form 13
Cetera Investment Advisers12-31-2020S&p Smlcp Helt2,263New!0.000.01384,000.000.00169.69Form 13
Soa Wealth Advisors, Llc.12-31-2020Etf80New!0.000.0015,000.000.00187.50Form 13
Susquehanna International Group, Llp12-31-2020S&p Smlcp Helt7,077Maintained0.000.001,201,000.000.00339.43Form 13
Koshinski Asset Management, Inc.12-31-2020S&p Smlcp Helt0Liquidated!-100.000.000.000.000.00Form 13
Private Advisor Group, Llc12-31-2020S&p Smlcp Helt0Liquidated!-100.000.000.000.000.00Form 13
Bessemer Group Inc12-31-2020Fet0Liquidated!-100.000.000.000.000.00Form 13
Somerset Trust Co03-31-2021Exchange Traded Fund3,023Increased4.310.24556,000.0013.01183.92Form 13
Jackson Wealth Management, Llc03-31-2021S&p Smlcp Helt11,404New!0.000.312,098,000.000.00183.97Form 13
Private Capital Group, Llc03-31-2021Exchange Traded Fund245Maintained0.000.0145,000.007.14183.67Form 13
Cardan Capital Partners, Llc03-31-2021S&p Smlcp Helt13,580New!0.000.302,498,000.000.00183.95Form 13
Optimum Investment Advisors03-31-2021S&p Smlcp Helt493Maintained0.000.0391,000.008.33184.58Form 13
Gps Wealth Strategies Group, Llc03-31-2021Mf Closed And Mf Open8New!0.000.001,000.000.00125.00Form 13
Next Financial Group, Inc03-31-2021S&p Smlcp Helt2,160Increased41.550.04397,000.0053.28183.80Form 13
Mtm Investment Management, Llc03-31-2021S&p Smlcp Helt613Maintained0.000.06113,000.008.65184.34Form 13