Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Invesco Exchange-Traded Fund Trust - Invesco International Dividend Achievers ETF include Modern Wealth Management, LLC, Brian Low Financial Group, Llc, Arkadios Wealth Advisors, Atala Financial Inc, SRS Capital Advisors, Inc., Farther Finance Advisors, LLC, CENTRAL TRUST Co, Integrity Financial Corp /WA, and Assetmark, Inc .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 23,651 | 485 | ||||||
| 2025-07-28 | 13F | Nestegg Advisors, Inc. | 55,957 | 1.56 | 1,147 | 9.24 | ||||
| 2025-08-14 | 13F | Freedom Financial Partners LLC | 51,884 | 1.05 | 1,064 | 8.58 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 5,289 | 3.58 | 108 | 11.34 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 359 | 1.41 | 7 | 16.67 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 996 | 1.32 | 20 | 11.11 | ||||
| 2025-08-14 | 13F | Comerica Bank | 17,994 | 38.79 | 369 | 48.99 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 12 | 0 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 17,044 | 0.12 | 349 | 7.72 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 31,098 | 54.92 | 638 | 66.75 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 76,691 | 21.96 | 1,572 | 31.11 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 1,008,078 | 20,666 | ||||||
| 2025-07-18 | 13F | SimpliFi, Inc. | 22,238 | 1.29 | 456 | 8.85 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1,111 | 1.28 | 23 | 10.00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 193,351 | 1.17 | 3,964 | 8.75 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 131,064 | 3.92 | 2,733 | 10.47 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 273 | 6 | ||||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 12,794 | 0.66 | 262 | 8.26 | ||||
| 2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 22,001 | 1.29 | 451 | 8.94 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 1,710 | 1.30 | 35 | 9.38 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 19,800 | 8.79 | 406 | 16.71 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 452,396 | 11.56 | 9,274 | 19.94 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 101,861 | 0.03 | 2,088 | 7.57 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 16,735 | 7.50 | 343 | 15.88 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 14,011 | 20.69 | 287 | 29.86 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 9,636 | 198 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 912,142 | 0.19 | 18,699 | 7.71 | ||||
| 2025-08-07 | 13F | Atala Financial Inc | 11,095 | 227 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1,856 | 40.08 | 38 | 52.00 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 10,836 | 4.33 | 222 | 12.12 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 958,671 | 0.73 | 19,653 | 6.93 | ||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 41,118 | 9.51 | 843 | 17.60 | ||||
| 2025-08-08 | 13F | Creative Planning | 112,265 | 4.58 | 2,301 | 12.41 | ||||
| 2025-07-31 | 13F | Brian Low Financial Group, Llc | 95,371 | 1,955 | ||||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 48,500 | 0.05 | 994 | 7.58 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 36 | 1 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 187 | 4 | ||||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 733 | 15 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 42,898 | 0.44 | 1 | |||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 11,562 | 0.42 | 237 | 8.22 | ||||
| 2025-08-05 | 13F | Alexander Randolph Advisory Inc | 25,256 | 0.04 | 518 | 7.48 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 254,266 | 0.24 | 5,212 | 7.75 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 7,560 | 155 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 127 | 49.41 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1,424 | 29 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 3,525 | 8.39 | 72 | 22.03 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 9,820 | 201 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 551,873 | 54.56 | 11,220 | 64.77 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 29,168 | 3.40 | 598 | 11.17 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 1,222 | 1.24 | 25 | 8.70 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 45,028 | 0.36 | 923 | 7.95 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 83 | 1.22 | 2 | 0.00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 15,959 | 0.15 | 327 | 7.92 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 16,447 | 28.37 | 0 | |||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 10,204 | 1.29 | 209 | 8.85 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 43,934 | 8.41 | 901 | 16.58 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 117,955 | 2.72 | 2,418 | 10.46 | ||||
| 2025-07-21 | 13F | TFG Advisers LLC | 78,852 | 0.58 | 1,616 | 8.09 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 239,626 | 3.98 | 5 | 0.00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 67,613 | 0.50 | 1,386 | 8.11 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 227,498 | 0.52 | 4,664 | 8.06 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 909,313 | 4.36 | 18,641 | 12.19 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 205,621 | 6.37 | 4,215 | 14.35 | ||||
| 2025-07-23 | 13F | H&H Retirement Design & Management INC | 79,778 | 8.89 | 1,653 | 19.11 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 58,509 | 0.06 | 1,199 | 7.53 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 321 | 1.26 | 7 | 0.00 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 9,671 | 0.76 | 198 | 8.20 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 88,783 | 186.05 | 1,820 | 207.95 |
