Institutional Ownership Invesco Etd Tr Ii S&P 500 Ex R (XRLV)
This table provides information about the institutional ownership of Invesco Etd Tr Ii S&P 500 Ex R (XRLV). We have compiled data on the 33 institutions that hold shares in the stock, with a total of 346,436 shares, which have been reported (via 13F filing form) to have a value of $18.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
905
shares
|
$48,453
0.0% of portfolio
|
Q2 2023
Reduced 0.66%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
731
shares
|
$39,137
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
176
shares
|
$9,423
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
62
shares
|
$3,319
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
62
shares
|
$3,319
0.0% of portfolio
|
Q3 2023
Reduced 80.56%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
55
shares
|
$2,944
0.0% of portfolio
|
Q2 2020
Reduced 48.6%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|