Invesco Bloomberg Analyst RA (UPGD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Wealth Enhancement Advisory Services, LLC

NEW

Shares7,057

Change+7,057

Value$573.2K

Filed 2026-10-13

Total Wealth Planning & Management, Inc.

DECREASED

Shares5,826 from 5,831

Change-5 (0%)

Value$465.6K (-$12.1K)

Filed 2026-10-23

Morey & Quinn Wealth Partners, LLC

DECREASED

Shares3,814 from 3,979

Change-165 (-4%)

Value$304.8K (-$21.2K)

Filed 2026-10-28

Formidable Asset Management, LLC

UNCHANGED

Shares3,004 from 3,004

Change0 (0%)

Value$246.1K (+$27.2K)

Filed 2026-11-03

Trust Co of Toledo NA

UNCHANGED

Shares600 from 600

Change0 (0%)

Value$48.0K (-$1.2K)

Filed 2026-10-16

Vima LLC

UNCHANGED

Shares372 from 372

Change0 (0%)

Value$29.7K (-$749)

Filed 2026-10-23

Arcadia Investment Advisors LLC

UNCHANGED

Shares245 from 245

Change0 (0%)

Value$81.1K (+$858)

Filed 2026-10-13

Provenance Wealth Advisors, LLC

NEW

Shares197

Change+197

Value$15.7K

Filed 2026-10-30

Raymond James Financial Inc

N/A

Shares— from 158,385

Change-158,385 (-100%)

Value—

Kingsview Wealth Management, LLC

N/A

Shares— from 112,789

Change-112,789 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 22,450

Change-22,450 (-100%)

Value—

Aspire Growth Partners LLC

N/A

Shares— from 10,401

Change-10,401 (-100%)

Value—

Oxford Financial Group, Ltd. LLC

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

HBK Sorce Advisory LLC

N/A

Shares— from 8,602

Change-8,602 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 6,227

Change-6,227 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 5,744

Change-5,744 (-100%)

Value—

Flow Traders U.S. LLC

N/A

Shares— from 5,377

Change-5,377 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 5,000

Change-5,000 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 5,000

Change-5,000 (-100%)

Value—

Millstone Evans Group, LLC

N/A

Shares— from 4,065

Change-4,065 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 3,940

Change-3,940 (-100%)

Value—

Yarger Wealth Strategies, LLC

N/A

Shares— from 3,577

Change-3,577 (-100%)

Value—

Glenmede Trust Co NA

N/A

Shares— from 3,550

Change-3,550 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 3,263

Change-3,263 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 2,951

Change-2,951 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 1,450

Change-1,450 (-100%)

Value—

FMR LLC

N/A

Shares— from 1,265

Change-1,265 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 1,151

Change-1,151 (-100%)

Value—

UBS Group AG

N/A

Shares— from 781

Change-781 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 417

Change-417 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 169

Change-169 (-100%)

Value—

Park Place Capital Corp

N/A

Shares— from 161

Change-161 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 144

Change-144 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 25

Change-25 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 0

Change0

Value—

	Status
Wealth Enhancement Advisory Services, LLC	NEW	7,057	—	+7,057	—	—	$573.2K	—	2026-10-13
Total Wealth Planning & Management, Inc.	DECREASED	5,826	5,831	-5	0%	$477.8K	$465.6K	-$12.1K	2026-10-23
Morey & Quinn Wealth Partners, LLC	DECREASED	3,814	3,979	-165	-4%	$326.0K	$304.8K	-$21.2K	2026-10-28
Formidable Asset Management, LLC	UNCHANGED	3,004	3,004	0	0%	$218.9K	$246.1K	+$27.2K	2026-11-03
Trust Co of Toledo NA	UNCHANGED	600	600	0	0%	$49.2K	$48.0K	-$1.2K	2026-10-16
Vima LLC	UNCHANGED	372	372	0	0%	$30.5K	$29.7K	-$749	2026-10-23
Arcadia Investment Advisors LLC	UNCHANGED	245	245	0	0%	$80.2K	$81.1K	+$858	2026-10-13
Provenance Wealth Advisors, LLC	NEW	197	—	+197	—	—	$15.7K	—	2026-10-30
Raymond James Financial Inc	N/A	—	158,385	-158,385	-100%	$13.0M	—	—	—
Kingsview Wealth Management, LLC	N/A	—	112,789	-112,789	-100%	$9.2M	—	—	—
LPL Financial LLC	N/A	—	22,450	-22,450	-100%	$1.8M	—	—	—
Aspire Growth Partners LLC	N/A	—	10,401	-10,401	-100%	$852.2K	—	—	—
Oxford Financial Group, Ltd. LLC	N/A	—	10,000	-10,000	-100%	$819.3K	—	—	—
HBK Sorce Advisory LLC	N/A	—	8,602	-8,602	-100%	$721.0K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	6,227	-6,227	-100%	$510.2K	—	—	—
Susquehanna International Group, LLP	N/A	—	5,744	-5,744	-100%	$470.6K	—	—	—
Flow Traders U.S. LLC	N/A	—	5,377	-5,377	-100%	$441.0K	—	—	—
Geneos Wealth Management Inc.	N/A	—	5,000	-5,000	-100%	$409.7K	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	5,000	-5,000	-100%	$409.7K	—	—	—
Millstone Evans Group, LLC	N/A	—	4,065	-4,065	-100%	$333.1K	—	—	—
Morgan Stanley	N/A	—	3,940	-3,940	-100%	$322.8K	—	—	—
Yarger Wealth Strategies, LLC	N/A	—	3,577	-3,577	-100%	$295.3K	—	—	—
Glenmede Trust Co NA	N/A	—	3,550	-3,550	-100%	$290.9K	—	—	—
Quantinno Capital Management LP	N/A	—	3,263	-3,263	-100%	$267.3K	—	—	—
Stifel Financial Corp	N/A	—	2,951	-2,951	-100%	$241.8K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	1,450	-1,450	-100%	$118.8K	—	—	—
FMR LLC	N/A	—	1,265	-1,265	-100%	$103.6K	—	—	—
Osaic Holdings, Inc.	N/A	—	1,151	-1,151	-100%	$94.3K	—	—	—
UBS Group AG	N/A	—	781	-781	-100%	$64.0K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	417	-417	-100%	$34.2K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	169	-169	-100%	$13.8K	—	—	—
Park Place Capital Corp	N/A	—	161	-161	-100%	$13.2K	—	—	—
JPMorgan Chase & Co	N/A	—	144	-144	-100%	$11.8K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	25	-25	-100%	$2.0K	—	—	—
Wells Fargo & Company	N/A	—	0	0	—	$37	—	—	—

Showing 35 of 35 institutions