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Invesco Bloomberg Analyst RA (UPGD)

CUSIP: 46137V522 | NYSE | 87 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

LPL Financial LLC21,519
0.0% of portfolio›$1.7M
HBK Sorce Advisory LLC8,572
0.0% of portfolio›$697.9K
Wealth Enhancement Advisory Services, LLC7,057
0.0% of portfolio›$573.2K
Total Wealth Planning & Management, Inc.5,826
0.3% of portfolio›$465.6K
Morey & Quinn Wealth Partners, LLC3,814
0.2% of portfolio›$304.8K
Formidable Asset Management, LLC3,004
0.0% of portfolio›$246.1K
Trust Co of Toledo NA600
0.0% of portfolio›$48.0K
Vima LLC372
0.0% of portfolio›$29.7K
Arcadia Investment Advisors LLC245
0.0% of portfolio›$81.1K
Provenance Wealth Advisors, LLC197
0.0% of portfolio›$15.7K
StyleTurnoverLocationFiled
LPL Financial LLC
21,519$1.7M0.0%IndexVery LowFort Mill, SC2026-11-06
HBK Sorce Advisory LLC
8,572$697.9K0.0%IndexVery LowErie, PA2026-11-06
Wealth Enhancement Advisory Services, LLC
7,057$573.2K0.0%CoreLowPlymouth, MN2026-10-13
Total Wealth Planning & Management, Inc.
5,826$465.6K0.3%CoreMediumPonte Vedra Beach, FL2026-10-23
Morey & Quinn Wealth Partners, LLC
3,814$304.8K0.2%CoreVery LowOmaha, NE2026-10-28
Formidable Asset Management, LLC
3,004$246.1K0.0%CoreLowCincinnati, OH2026-11-03
Trust Co of Toledo NA
600$48.0K0.0%GrowthVery LowHolland, OH2026-10-16
Vima LLC
372$29.7K0.0%CoreLowTroy, MI2026-10-23
Arcadia Investment Advisors LLC
245$81.1K0.0%ETFLowEagle, ID2026-10-13
Provenance Wealth Advisors, LLC
197$15.7K0.0%ETFLowFort Lauderdale, FL2026-10-30