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Invesco TR for Invest GRD NY (VTN)

CUSIP: 46131T101 | US | Financial Services · Asset Management | Micro Cap | 147 institutional holders

Quarters

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

Hennion & Walsh Asset Management, Inc.487,470
0.1% of portfolio›$4.6M
Indivisible Partners252,725
0.1% of portfolio›$2.4M
Ashton Thomas Securities, LLC102,200
0.1% of portfolio›$956.6K
Lido Advisors, LLC99,942
0.0% of portfolio›$935.5K
LPL Financial LLC55,840
0.0% of portfolio›$522.7K
Commonwealth Equity Services, LLC13,831
0.0% of portfolio›$129.5K
Avestar Capital, LLC11,833
0.0% of portfolio›$110.8K
Ackerman Capital Advisors, LLC11,830
0.0% of portfolio›$110.7K
Highline Wealth Partners LLC420
0.0% of portfolio›$3.9K
StyleTurnoverLocationFiled
Hennion & Walsh Asset Management, Inc.
487,470$4.6M0.1%ValueMediumParsippany, NJ2026-10-13
Indivisible Partners
252,725$2.4M0.1%GrowthMediumClearwater, FL2026-10-26
Ashton Thomas Securities, LLC
102,200$956.6K0.1%ETFMediumRochester, NY2026-10-26
Lido Advisors, LLC
99,942$935.5K0.0%GrowthLowLos Angeles, CA2026-11-04
LPL Financial LLC
55,840$522.7K0.0%IndexVery LowFort Mill, SC2026-11-06
Commonwealth Equity Services, LLC
13,831$129.5K0.0%ETFLowWaltham, MA2026-11-02
Avestar Capital, LLC
11,833$110.8K0.0%GrowthLowNew York, NY2026-10-28
Ackerman Capital Advisors, LLC
11,830$110.7K0.0%ETFLowDallas, TX2026-10-30
Highline Wealth Partners LLC
420$3.9K0.0%ETFMediumSherman Oaks, CA2026-10-19