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Invesco S&P 500 EW Income AD (RSPA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
CX Institutional
DECREASED
Shares838,877 from 927,556
Change-88,679 (-10%)
Value$43.2K (-$6.2K)
Filed 2026-10-02
Prevail Innovative Wealth Advisors, LLC
INCREASED
Shares221,199 from 169,378
Change+51,821 (+31%)
Value$11.5M (+$2.5M)
Filed 2026-10-20
Retirement Financial Solutions, LLC
INCREASED
Shares208,862 from 195,187
Change+13,675 (+7%)
Value$10.8M (+$353.7K)
Filed 2026-10-20
Brookstone Capital Management
DECREASED
Shares159,426 from 166,836
Change-7,410 (-4%)
Value$8.2M (-$682.3K)
Filed 2026-10-22
Commonwealth Equity Services, LLC
INCREASED
Shares119,483 from 87,030
Change+32,453 (+37%)
Value$6.2M (+$1.5M)
Filed 2026-11-02
Lane Brothers & Co Inc
DECREASED
Shares115,279 from 149,447
Change-34,168 (-23%)
Value$5.9M (-$2.0M)
Filed 2026-11-02
Advisor OS, LLC
INCREASED
Shares97,676 from 78,670
Change+19,006 (+24%)
Value$5.0M (+$838.2K)
Filed 2026-11-03
Flagship Harbor Advisors, LLC
DECREASED
Shares84,642 from 89,116
Change-4,474 (-5%)
Value$4.4M (-$391.1K)
Filed 2026-10-26
Prospera Financial Services Inc
INCREASED
Shares75,337 from 60,377
Change+14,960 (+25%)
Value$4.0M (+$785.4K)
Filed 2026-11-04
Truist Financial Corp
NEW
Shares65,108
Change+65,108
Value$3.4M
Filed 2026-10-30
Perigon Wealth Management, LLC
INCREASED
Shares65,039 from 47,347
Change+17,692 (+37%)
Value$3.4M (+$826.8K)
Filed 2026-10-22
Colonial River Investments, LLC
INCREASED
Shares44,852 from 37,225
Change+7,627 (+20%)
Value$2.3M (+$326.2K)
Filed 2026-10-19
Kestra Advisory Services, LLC
INCREASED
Shares40,976 from 36,545
Change+4,431 (+12%)
Value$2.1M (+$162.6K)
Filed 2026-11-02
Peck Wealth Management, LLC
DECREASED
Shares30,228 from 37,045
Change-6,817 (-18%)
Value$1.6M (-$418.1K)
Filed 2026-10-29
Nations Financial Group Inc,
INCREASED
Shares27,145 from 20,472
Change+6,673 (+33%)
Value$1.4M (+$307.1K)
Filed 2026-11-05
Armstrong Advisory Group, Inc
INCREASED
Shares25,988 from 19,809
Change+6,179 (+31%)
Value$1.3M (+$282.9K)
Filed 2026-10-09
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares25,969 from 18,578
Change+7,391 (+40%)
Value$1.3M (+$348.0K)
Filed 2026-11-02
Apollon Wealth Management, LLC
INCREASED
Shares23,443 from 5,525
Change+17,918 (+324%)
Value$1.2M (+$913.8K)
Filed 2026-10-23
Wealthcare Advisory Partners LLC
DECREASED
Shares20,085 from 35,796
Change-15,711 (-44%)
Value$1.0M (-$874.4K)
Filed 2026-10-21
Winnacle Wealth LLC
INCREASED
Shares15,812 from 6,779
Change+9,033 (+133%)
Value$815.1K (+$453.4K)
Filed 2026-10-15
StoneX Group Inc.
NEW
Shares13,566
Change+13,566
Value$699.3K
Filed 2026-11-03
Partners Wealth Management, LLC
NEW
Shares12,513
Change+12,513
Value$645.0K
Filed 2026-10-28
Lanark Financial, Inc.
INCREASED
Shares12,186 from 9,416
Change+2,770 (+29%)
Value$628.2K (+$125.8K)
Filed 2026-10-26
Chung Wu Investment Group, LLC
NEW
Shares11,900
Change+11,900
Value$613.4K
Filed 2026-11-03
IFP Advisors, Inc
DECREASED
Shares11,398 from 11,641
Change-243 (-2%)
Value$587.6K (-$33.5K)
Filed 2026-10-16
Optima Capital LLC
INCREASED
Shares11,230 from 5,533
Change+5,697 (+103%)
Value$578.9K (+$283.7K)
Filed 2026-10-29
Brown, Lisle Ings, Inc.
INCREASED
Shares11,144 from 7,869
Change+3,275 (+42%)
Value$574.5K (+$154.7K)
Filed 2026-10-16
Joel Isaacson & Co., LLC
DECREASED
Shares10,982 from 13,020
Change-2,038 (-16%)
Value$566.1K (-$128.5K)
Filed 2026-11-05
Herbst Group, LLC
NEW
Shares10,776
Change+10,776
Value$555.5K
Filed 2026-10-20
Silverlake Wealth Management LLC
DECREASED
Shares9,284 from 10,317
Change-1,033 (-10%)
Value$478.6K (-$71.8K)
Filed 2026-10-21
Steinberganna Wealth Management
NEW
Shares8,241
Change+8,241
Value$424.8K
Filed 2026-10-23
J.W. Cole Advisors, Inc.
NEW
Shares8,107
Change+8,107
Value$417.9K
Filed 2026-11-05
Integrity Wealth Advisors, Inc.
NEW
Shares7,442
Change+7,442
Value$383.6K
Filed 2026-10-29
Onyx Bridge Wealth Group LLC
INCREASED
Shares6,902 from 4,788
Change+2,114 (+44%)
Value$355.8K (+$100.3K)
Filed 2026-10-16
Centennial Wealth Advisory LLC
INCREASED
Shares6,631 from 4,213
Change+2,418 (+57%)
Value$341.8K (+$117.1K)
Filed 2026-10-16
Simplicity Wealth,LLC
NEW
Shares6,580
Change+6,580
Value$339.2K
Filed 2026-10-23
Clearwave Capital, LLC
UNCHANGED
Shares6,564 from 6,564
Change0 (0%)
Value$338.4K (-$11.8K)
Filed 2026-10-27
Independent Financial Group, LLC
DECREASED
Shares6,505 from 6,583
Change-78 (-1%)
Value$335.3K (-$15.9K)
Filed 2026-10-13
Creative Planning
NEW
Shares4,697
Change+4,697
Value$242.1K
Filed 2026-11-02
Victory Financial Group, LLC
NEW
Shares4,350
Change+4,350
Value$224.2K
Filed 2026-10-27
MinichMacGregor Wealth Management, LLC
NEW
Shares4,184
Change+4,184
Value$215.7K
Filed 2026-10-14
Intrua Financial, LLC
INCREASED
Shares3,910 from 3,907
Change+3 (+0%)
Value$201.6K (-$6.8K)
Filed 2026-10-28
Private Trust Co NA
INCREASED
Shares1,565 from 1,355
Change+210 (+16%)
Value$80.7K (+$8.4K)
Filed 2026-10-20
Plante Moran Financial Advisors, LLC
DECREASED
Shares1,013 from 1,178
Change-165 (-14%)
Value$52.2K (-$10.6K)
Filed 2026-11-04
Capital Advisors, Ltd. LLC
UNCHANGED
Shares914 from 914
Change0 (0%)
Value$47.0K (+$47.0K)
Filed 2026-10-27
Wagner Wealth Management, LLC
NEW
Shares718
Change+718
Value$37.0K
Filed 2026-10-21
Farther Finance Advisors, LLC
DECREASED
Shares500 from 850
Change-350 (-41%)
Value$25.8K (-$19.6K)
Filed 2026-10-08
Eukles Asset Management
NEW
Shares324
Change+324
Value$16.7K
Filed 2026-11-04
Fifth Third Bancorp
NEW
Shares165
Change+165
Value$8.5K
Filed 2026-11-05
Oakworth Capital, Inc.
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$3.7K (-$145)
Filed 2026-10-26
Ulland Investment Advisors, LLC
NEW
Shares40
Change+40
Value$2
Filed 2026-10-13
Eagle Harbor Asset Management Inc
CLOSED
Shares0 from 2,557
Change-2,557 (-100%)
Value$0 (-$544.1K)
Filed 2026-10-21
International Assets Investment Management, LLC
CLOSED
Shares0 from 610
Change-610 (-100%)
Value$0 (-$32.7K)
Filed 2026-11-02
Blue Trust, Inc.
CLOSED
Shares0 from 343
Change-343 (-100%)
Value$0 (-$18.3K)
Filed 2026-10-15
Financial Management Professionals, Inc.
DECREASED
Shares0 from 376
Change-376 (-100%)
Value$20 (-$20.1K)
Filed 2026-10-23
Invesco Ltd.
N/A
Shares— from 4,137,449
Change-4,137,449 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 1,447,161
Change-1,447,161 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 636,052
Change-636,052 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 618,978
Change-618,978 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 550,723
Change-550,723 (-100%)
Value—
UBS Group AG
N/A
Shares— from 407,224
Change-407,224 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 225,675
Change-225,675 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 212,536
Change-212,536 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 160,175
Change-160,175 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 94,471
Change-94,471 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 89,000
Change-89,000 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 78,670
Change-78,670 (-100%)
Value—
Compass Financial Services Inc
N/A
Shares— from 63,380
Change-63,380 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 55,127
Change-55,127 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 54,132
Change-54,132 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 33,139
Change-33,139 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 29,811
Change-29,811 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 27,857
Change-27,857 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 25,324
Change-25,324 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 23,719
Change-23,719 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 22,981
Change-22,981 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 20,219
Change-20,219 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 19,384
Change-19,384 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 17,366
Change-17,366 (-100%)
Value—
&partners
N/A
Shares— from 17,194
Change-17,194 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 14,623
Change-14,623 (-100%)
Value—
Barnett & Company, Inc.
N/A
Shares— from 14,618
Change-14,618 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 13,796
Change-13,796 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 10,607
Change-10,607 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 10,276
Change-10,276 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 9,128
Change-9,128 (-100%)
Value—
Northstar Advisory Group, LLC
N/A
Shares— from 7,755
Change-7,755 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 7,662
Change-7,662 (-100%)
Value—
Adalta Capital Management LLC
N/A
Shares— from 7,100
Change-7,100 (-100%)
Value—
Shepherd Wealth Management Ltd Liability Co
N/A
Shares— from 6,956
Change-6,956 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 4,525
Change-4,525 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 4,401
Change-4,401 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 4,109
Change-4,109 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 3,750
Change-3,750 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 3,215
Change-3,215 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 2,223
Change-2,223 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 594
Change-594 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 545
Change-545 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
Status
CX Institutional
DECREASED838,877927,556-88,679-10%$49.5K$43.2K-$6.2K2026-10-02
Prevail Innovative Wealth Advisors, LLC
INCREASED221,199169,378+51,821+31%$9.0M$11.5M+$2.5M2026-10-20
Retirement Financial Solutions, LLC
INCREASED208,862195,187+13,675+7%$10.4M$10.8M+$353.7K2026-10-20
Brookstone Capital Management
DECREASED159,426166,836-7,410-4%$8.9M$8.2M-$682.3K2026-10-22
Commonwealth Equity Services, LLC
INCREASED119,48387,030+32,453+37%$4.6M$6.2M+$1.5M2026-11-02
Lane Brothers & Co Inc
DECREASED115,279149,447-34,168-23%$8.0M$5.9M-$2.0M2026-11-02
Advisor OS, LLC
INCREASED97,67678,670+19,006+24%$4.2M$5.0M+$838.2K2026-11-03
Flagship Harbor Advisors, LLC
DECREASED84,64289,116-4,474-5%$4.8M$4.4M-$391.1K2026-10-26
Prospera Financial Services Inc
INCREASED75,33760,377+14,960+25%$3.2M$4.0M+$785.4K2026-11-04
Truist Financial Corp
NEW65,108—+65,108——$3.4M—2026-10-30
Perigon Wealth Management, LLC
INCREASED65,03947,347+17,692+37%$2.5M$3.4M+$826.8K2026-10-22
Colonial River Investments, LLC
INCREASED44,85237,225+7,627+20%$2.0M$2.3M+$326.2K2026-10-19
Kestra Advisory Services, LLC
INCREASED40,97636,545+4,431+12%$1.9M$2.1M+$162.6K2026-11-02
Peck Wealth Management, LLC
DECREASED30,22837,045-6,817-18%$2.0M$1.6M-$418.1K2026-10-29
Nations Financial Group Inc,
INCREASED27,14520,472+6,673+33%$1.1M$1.4M+$307.1K2026-11-05
Armstrong Advisory Group, Inc
INCREASED25,98819,809+6,179+31%$1.1M$1.3M+$282.9K2026-10-09
Cambridge Investment Research Advisors, Inc.
INCREASED25,96918,578+7,391+40%$991.0K$1.3M+$348.0K2026-11-02
Apollon Wealth Management, LLC
INCREASED23,4435,525+17,918+324%$294.8K$1.2M+$913.8K2026-10-23
Wealthcare Advisory Partners LLC
DECREASED20,08535,796-15,711-44%$1.9M$1.0M-$874.4K2026-10-21
Winnacle Wealth LLC
INCREASED15,8126,779+9,033+133%$361.7K$815.1K+$453.4K2026-10-15
StoneX Group Inc.
NEW13,566—+13,566——$699.3K—2026-11-03
Partners Wealth Management, LLC
NEW12,513—+12,513——$645.0K—2026-10-28
Lanark Financial, Inc.
INCREASED12,1869,416+2,770+29%$502.4K$628.2K+$125.8K2026-10-26
Chung Wu Investment Group, LLC
NEW11,900—+11,900——$613.4K—2026-11-03
IFP Advisors, Inc
DECREASED11,39811,641-243-2%$621.0K$587.6K-$33.5K2026-10-16
Optima Capital LLC
INCREASED11,2305,533+5,697+103%$295.2K$578.9K+$283.7K2026-10-29
Brown, Lisle Ings, Inc.
INCREASED11,1447,869+3,275+42%$419.8K$574.5K+$154.7K2026-10-16
Joel Isaacson & Co., LLC
DECREASED10,98213,020-2,038-16%$694.6K$566.1K-$128.5K2026-11-05
Herbst Group, LLC
NEW10,776—+10,776——$555.5K—2026-10-20
Silverlake Wealth Management LLC
DECREASED9,28410,317-1,033-10%$550.4K$478.6K-$71.8K2026-10-21
Steinberganna Wealth Management
NEW8,241—+8,241——$424.8K—2026-10-23
J.W. Cole Advisors, Inc.
NEW8,107—+8,107——$417.9K—2026-11-05
Integrity Wealth Advisors, Inc.
NEW7,442—+7,442——$383.6K—2026-10-29
Onyx Bridge Wealth Group LLC
INCREASED6,9024,788+2,114+44%$255.4K$355.8K+$100.3K2026-10-16
Centennial Wealth Advisory LLC
INCREASED6,6314,213+2,418+57%$224.7K$341.8K+$117.1K2026-10-16
Simplicity Wealth,LLC
NEW6,580—+6,580——$339.2K—2026-10-23
Clearwave Capital, LLC
UNCHANGED6,5646,56400%$350.2K$338.4K-$11.8K2026-10-27
Independent Financial Group, LLC
DECREASED6,5056,583-78-1%$351.2K$335.3K-$15.9K2026-10-13
Creative Planning
NEW4,697—+4,697——$242.1K—2026-11-02
Victory Financial Group, LLC
NEW4,350—+4,350——$224.2K—2026-10-27
MinichMacGregor Wealth Management, LLC
NEW4,184—+4,184——$215.7K—2026-10-14
Intrua Financial, LLC
INCREASED3,9103,907+3+0%$208.4K$201.6K-$6.8K2026-10-28
Private Trust Co NA
INCREASED1,5651,355+210+16%$72.3K$80.7K+$8.4K2026-10-20
Plante Moran Financial Advisors, LLC
DECREASED1,0131,178-165-14%$62.8K$52.2K-$10.6K2026-11-04
Capital Advisors, Ltd. LLC
UNCHANGED91491400%$49$47.0K+$47.0K2026-10-27
Wagner Wealth Management, LLC
NEW718—+718——$37.0K—2026-10-21
Farther Finance Advisors, LLC
DECREASED500850-350-41%$45.3K$25.8K-$19.6K2026-10-08
Eukles Asset Management
NEW324—+324——$16.7K—2026-11-04
Fifth Third Bancorp
NEW165—+165——$8.5K—2026-11-05
Oakworth Capital, Inc.
UNCHANGED727200%$3.9K$3.7K-$1452026-10-26
Ulland Investment Advisors, LLC
NEW40—+40——$2—2026-10-13
Eagle Harbor Asset Management Inc
CLOSED02,557-2,557-100%$544.1K$0-$544.1K2026-10-21
International Assets Investment Management, LLC
CLOSED0610-610-100%$32.7K$0-$32.7K2026-11-02
Blue Trust, Inc.
CLOSED0343-343-100%$18.3K$0-$18.3K2026-10-15
Financial Management Professionals, Inc.
DECREASED0376-376-100%$20.1K$20-$20.1K2026-10-23
Invesco Ltd.
N/A—4,137,449-4,137,449-100%$220.7M———
LPL Financial LLC
N/A—1,447,161-1,447,161-100%$77.2M———
Morgan Stanley
N/A—636,052-636,052-100%$33.9M———
Wells Fargo & Company
N/A—618,978-618,978-100%$33.0M———
Jones Financial Companies Lllp
N/A—550,723-550,723-100%$29.5M———
UBS Group AG
N/A—407,224-407,224-100%$21.7M———
Osaic Holdings, Inc.
N/A—225,675-225,675-100%$12.0M———
Cetera Investment Advisers
N/A—212,536-212,536-100%$11.3M———
Raymond James Financial Inc
N/A—160,175-160,175-100%$8.5M———
Royal Bank of Canada
N/A—94,471-94,471-100%$5.0M———
SageGuard Financial Group, LLC
N/A—89,000-89,000-100%$4.7M———
MJP Associates Inc
N/A—78,670-78,670-100%$4.2M———
Compass Financial Services Inc
N/A—63,380-63,380-100%$3.4M———
Natixis Advisors, LLC
N/A—55,127-55,127-100%$2.9M———
Stifel Financial Corp
N/A—54,132-54,132-100%$2.9M———
Janney Montgomery Scott LLC
N/A—33,139-33,139-100%$1.8M———
Private Advisor Group, LLC
N/A—29,811-29,811-100%$1.6M———
Envestnet Asset Management Inc
N/A—27,857-27,857-100%$1.5M———
Bank of America Corp
N/A—25,324-25,324-100%$1.4M———
Gateway Wealth Partners, LLC
N/A—23,719-23,719-100%$1.3M———
Old Mission Capital LLC
N/A—22,981-22,981-100%$1.2M———
O'rourke & Company, Inc
N/A—20,219-20,219-100%$1.1M———
Great Valley Advisor Group, Inc.
N/A—19,384-19,384-100%$1.0M———
Steward Partners Investment Advisory, LLC
N/A—17,366-17,366-100%$926.5K———
&partners
N/A—17,194-17,194-100%$916.1K———
CIBC World Market Inc.
N/A—14,623-14,623-100%$780.1K———
Barnett & Company, Inc.
N/A—14,618-14,618-100%$779.9K———
Stratos Wealth Partners, Ltd.
N/A—13,796-13,796-100%$736.1K———
First Manhattan Co. Llc.
N/A—10,607-10,607-100%$565.9K———
Stratos Investment Management, LLC
N/A—10,276-10,276-100%$548.3K———
Gladstone Institutional Advisory LLC
N/A—9,128-9,128-100%$487.0K———
Northstar Advisory Group, LLC
N/A—7,755-7,755-100%$413.7K———
Kingsview Wealth Management, LLC
N/A—7,662-7,662-100%$408.8K———
Adalta Capital Management LLC
N/A—7,100-7,100-100%$378.8K———
Shepherd Wealth Management Ltd Liability Co
N/A—6,956-6,956-100%$1.5M———
HighTower Advisors, LLC
N/A—4,525-4,525-100%$241.4K———
Beacon Pointe Advisors, LLC
N/A—4,401-4,401-100%$234.8K———
Western Wealth Management, LLC
N/A—4,109-4,109-100%$219.2K———
Harbour Investments, Inc.
N/A—3,750-3,750-100%$200.1K———
Federation des caisses Desjardins du Quebec
N/A—3,215-3,215-100%$171.5K———
NewEdge Advisors, LLC
N/A—2,223-2,223-100%$118.6K———
Elequin Capital, LP
N/A—594-594-100%$31.7K———
National Bank of Canada
N/A—545-545-100%$29.1K———
AE Wealth Management LLC
N/A—250-250-100%$13.3K———
Showing 99 of 99 institutions