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Invesco S&P 500 EW Income AD (RSPA)

CUSIP: 46090A697 | NYSE | 120 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

CX Institutional838,877
1.2% of portfolio›$43.2K
Prevail Innovative Wealth Advisors, LLC221,199
1.5% of portfolio›$11.5M
Retirement Financial Solutions, LLC208,862
2.5% of portfolio›$10.8M
Brookstone Capital Management159,426
0.1% of portfolio›$8.2M
Commonwealth Equity Services, LLC119,483
0.0% of portfolio›$6.2M
Lane Brothers & Co Inc115,279
6.0% of portfolio›$5.9M
Advisor OS, LLC97,676
0.3% of portfolio›$5.0M
Flagship Harbor Advisors, LLC84,642
0.2% of portfolio›$4.4M
Prospera Financial Services Inc75,337
0.1% of portfolio›$4.0M
Truist Financial Corp65,108
0.0% of portfolio›$3.4M
Perigon Wealth Management, LLC65,039
0.1% of portfolio›$3.4M
Colonial River Investments, LLC44,852
0.6% of portfolio›$2.3M
Kestra Advisory Services, LLC40,976
0.0% of portfolio›$2.1M
Peck Wealth Management, LLC30,228
1.3% of portfolio›$1.6M
Armstrong Advisory Group, Inc25,988
0.1% of portfolio›$1.3M
Cambridge Investment Research Advisors, Inc.25,969
0.0% of portfolio›$1.3M
Apollon Wealth Management, LLC23,443
0.0% of portfolio›$1.2M
Wealthcare Advisory Partners LLC20,085
0.0% of portfolio›$1.0M
Winnacle Wealth LLC15,812
0.5% of portfolio›$815.1K
StoneX Group Inc.13,566
0.0% of portfolio›$699.3K
Partners Wealth Management, LLC12,513
0.1% of portfolio›$645.0K
Lanark Financial, Inc.12,186
0.0% of portfolio›$628.2K
Chung Wu Investment Group, LLC11,900
0.4% of portfolio›$613.4K
IFP Advisors, Inc11,398
0.0% of portfolio›$587.6K
Optima Capital LLC11,230
0.2% of portfolio›$578.9K
Brown, Lisle Ings, Inc.11,144
0.1% of portfolio›$574.5K
Herbst Group, LLC10,776
0.3% of portfolio›$555.5K
Silverlake Wealth Management LLC9,284
0.1% of portfolio›$478.6K
Steinberganna Wealth Management8,241
0.2% of portfolio›$424.8K
Integrity Wealth Advisors, Inc.7,442
0.2% of portfolio›$383.6K
Onyx Bridge Wealth Group LLC6,902
0.0% of portfolio›$355.8K
Centennial Wealth Advisory LLC6,631
0.1% of portfolio›$341.8K
Simplicity Wealth,LLC6,580
0.0% of portfolio›$339.2K
Clearwave Capital, LLC6,564
0.2% of portfolio›$338.4K
Independent Financial Group, LLC6,505
0.0% of portfolio›$335.3K
Creative Planning4,697
0.0% of portfolio›$242.1K
Victory Financial Group, LLC4,350
0.0% of portfolio›$224.2K
MinichMacGregor Wealth Management, LLC4,184
0.0% of portfolio›$215.7K
Intrua Financial, LLC3,910
0.0% of portfolio›$201.6K
Private Trust Co NA1,565
0.0% of portfolio›$80.7K
Plante Moran Financial Advisors, LLC1,013
0.0% of portfolio›$52.2K
Capital Advisors, Ltd. LLC914
0.0% of portfolio›$47.0K
Wagner Wealth Management, LLC718
0.0% of portfolio›$37.0K
Farther Finance Advisors, LLC500
0.0% of portfolio›$25.8K
Eukles Asset Management324
0.0% of portfolio›$16.7K
Oakworth Capital, Inc.72
0.0% of portfolio›$3.7K
Ulland Investment Advisors, LLC40
0.0% of portfolio›$2
Financial Management Professionals, Inc.0
0.0% of portfolio›$20
StyleTurnoverLocationFiled
CX Institutional
838,877$43.2K1.2%CoreMediumAuburn, IN2026-10-02
Prevail Innovative Wealth Advisors, LLC
221,199$11.5M1.5%CoreVery HighLeawood, KS2026-10-20
Retirement Financial Solutions, LLC
208,862$10.8M2.5%ETFMediumKnoxville, TN2026-10-20
Brookstone Capital Management
159,426$8.2M0.1%ETFMediumWheaton, IL2026-10-22
Commonwealth Equity Services, LLC
119,483$6.2M0.0%ETFLowWaltham, MA2026-11-02
Lane Brothers & Co Inc
115,279$5.9M6.0%ETFLowPrescott, AZ2026-11-02
Advisor OS, LLC
97,676$5.0M0.3%ETFMediumChicago, IL2026-11-03
Flagship Harbor Advisors, LLC
84,642$4.4M0.2%ETFMediumBoston, MA2026-10-26
Prospera Financial Services Inc
75,337$4.0M0.1%CoreMediumDallas, TX2026-11-04
Truist Financial Corp
65,108$3.4M0.0%CoreLowCharlotte, NC2026-10-30
Perigon Wealth Management, LLC
65,039$3.4M0.1%GrowthLowSan Francisco, CA2026-10-22
Colonial River Investments, LLC
44,852$2.3M0.6%GrowthMediumMidlothian, VA2026-10-19
Kestra Advisory Services, LLC
40,976$2.1M0.0%CoreLowAustin, TX2026-11-02
Peck Wealth Management, LLC
30,228$1.6M1.3%ETFLowWhite Plains, NY2026-10-29
Armstrong Advisory Group, Inc
25,988$1.3M0.1%ETFHighNeedham, MA2026-10-09
Cambridge Investment Research Advisors, Inc.
25,969$1.3M0.0%ETFLowFairfield, IA2026-11-02
Apollon Wealth Management, LLC
23,443$1.2M0.0%GrowthLowMount Pleasant, SC2026-10-23
Wealthcare Advisory Partners LLC
20,085$1.0M0.0%ETFLowWest Chester, PA2026-10-21
Winnacle Wealth LLC
15,812$815.1K0.5%CoreMediumWaco, TX2026-10-15
StoneX Group Inc.
13,566$699.3K0.0%ETFMediumNew York, NY2026-11-03
Partners Wealth Management, LLC
12,513$645.0K0.1%CoreLowCarmel By The Sea, CA2026-10-28
Lanark Financial, Inc.
12,186$628.2K0.0%CoreMediumBirmingham, AL2026-10-26
Chung Wu Investment Group, LLC
11,900$613.4K0.4%GrowthMediumSugar Land, TX2026-11-03
IFP Advisors, Inc
11,398$587.6K0.0%GrowthLowTampa, FL2026-10-16
Optima Capital LLC
11,230$578.9K0.2%ETFHighPortland, OR2026-10-29
Brown, Lisle Ings, Inc.
11,144$574.5K0.1%CoreVery LowProvidence, RI2026-10-16
Herbst Group, LLC
10,776$555.5K0.3%GrowthHighWestport, CT2026-10-20
Silverlake Wealth Management LLC
9,284$478.6K0.1%ETFLowWilliston, VT2026-10-21
Steinberganna Wealth Management
8,241$424.8K0.2%ETFLowHuntington, NY2026-10-23
Integrity Wealth Advisors, Inc.
7,442$383.6K0.2%ETFMediumVentura, CA2026-10-29
Onyx Bridge Wealth Group LLC
6,902$355.8K0.0%ETFMediumTarrytown, NY2026-10-16
Centennial Wealth Advisory LLC
6,631$341.8K0.1%ETFLowTraverse City, MI2026-10-16
Simplicity Wealth,LLC
6,580$339.2K0.0%ETFLowSummit, NJ2026-10-23
Clearwave Capital, LLC
6,564$338.4K0.2%GrowthLowUpland, CA2026-10-27
Independent Financial Group, LLC
6,505$335.3K0.0%GrowthLowSan Diego, CA2026-10-13
Creative Planning
4,697$242.1K0.0%IndexVery LowOverland Park, KS2026-11-02
Victory Financial Group, LLC
4,350$224.2K0.0%ETFLowAustin, TX2026-10-27
MinichMacGregor Wealth Management, LLC
4,184$215.7K0.0%ETFHighSaratoga Springs, NY2026-10-14
Intrua Financial, LLC
3,910$201.6K0.0%ETFMediumHouston, TX2026-10-28
Private Trust Co NA
1,565$80.7K0.0%CoreLowCleveland, OH2026-10-20
Plante Moran Financial Advisors, LLC
1,013$52.2K0.0%ETFVery LowSouthfield, MI2026-11-04
Capital Advisors, Ltd. LLC
914$47.0K0.0%ETFLowShaker Heights, OH2026-10-27
Wagner Wealth Management, LLC
718$37.0K0.0%ETFLowGreenville, SC2026-10-21
Farther Finance Advisors, LLC
500$25.8K0.0%IndexLowSan Francisco, CA2026-10-08
Eukles Asset Management
324$16.7K0.0%CoreLowCincinnati, OH2026-11-04
Oakworth Capital, Inc.
72$3.7K0.0%ETFLowBirmingham, AL2026-10-26
Ulland Investment Advisors, LLC
40$20.0%GrowthVery LowMinneapolis, MN2026-10-13
Financial Management Professionals, Inc.
0$200.0%ETFMediumAustin, TX2026-10-23