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Invesco S&P 500 Ex-Rate Sens (XRLV)

CUSIP: 46138E388 | NYSE | 95 institutional holders

Quarters

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q4 2025

HighTower Advisors, LLC37,165
0.0% of portfolio›$2.0M
Bank of America Corp30,842
0.0% of portfolio›$1.7M
Jones Financial Companies Lllp28,051
0.0% of portfolio›$1.5M
MGB Wealth Management, LLC28,003
0.4% of portfolio›$1.5M
United Capital Financial Advisors, LLC19,838
0.0% of portfolio›$1.1M
LPL Financial LLC19,134
0.0% of portfolio›$1.0M
Osaic Holdings, Inc.17,758
0.0% of portfolio›$959.4K
Sfmg, LLC10,043
0.0% of portfolio›$542.5K
D.A. Davidson & Co.7,910
0.0% of portfolio›$427.3K
Janney Montgomery Scott LLC7,766
0.0% of portfolio›$420
Goldman Sachs Group Inc6,511
0.0% of portfolio›$351.7K
Morgan Stanley6,268
0.0% of portfolio›$338.6K
Silver OAK Securities, Incorporated5,829
0.0% of portfolio›$317.0K
NewEdge Advisors, LLC5,772
0.0% of portfolio›$311.8K
Susquehanna International Group, LLP5,558
0.0% of portfolio›$300.2K
Citadel Advisors LLC4,466
0.0% of portfolio›$241.2K
Faithward Advisors, LLC4,426
0.0% of portfolio›$239.1K
Jane Street Group, LLC4,164
0.0% of portfolio›$224.9K
Ausdal Financial Partners, Inc.4,043
0.0% of portfolio›$218.4K
Northstar Group, Inc.3,965
0.0% of portfolio›$214.2K
Roxbury Financial LLC871
0.0% of portfolio›$47.0K
MAI Capital Management499
0.0% of portfolio›$27.0K
Federation des caisses Desjardins du Quebec450
0.0% of portfolio›$24.2K
JPMorgan Chase & Co284
0.0% of portfolio›$15.3K
Valley National Advisers Inc63
0.0% of portfolio›$3
Blair William & Co55
0.0% of portfolio›$3.0K
Medallion Wealth Advisors, LLC24
0.0% of portfolio›$1.3K
UBS Group AG8
0.0% of portfolio›$432
Wells Fargo & Company0
0.0% of portfolio›$4
StyleTurnoverLocationFiled
HighTower Advisors, LLC
37,165$2.0M0.0%IndexLowChicago, IL2026-02-06
Bank of America Corp
30,842$1.7M0.0%CoreLowCharlotte, NC2026-02-17
Jones Financial Companies Lllp
28,051$1.5M0.0%IndexLowDes Peres, MO2026-02-17
MGB Wealth Management, LLC
28,003$1.5M0.4%Agg GrowthVery LowAddison, TX2026-02-17
United Capital Financial Advisors, LLC
19,838$1.1M0.0%ETFLowIrving, TX2026-02-17
LPL Financial LLC
19,134$1.0M0.0%IndexVery LowFort Mill, SC2026-02-11
Osaic Holdings, Inc.
17,758$959.4K0.0%IndexLowScottsdale, AZ2026-02-17
Sfmg, LLC
10,043$542.5K0.0%CoreVery LowPlano, TX2026-02-10
D.A. Davidson & Co.
7,910$427.3K0.0%CoreLowGreat Falls, MT2026-01-29
Janney Montgomery Scott LLC
7,766$4200.0%CoreLowPhiladelphia, PA2026-02-11
Goldman Sachs Group Inc
6,511$351.7K0.0%CoreMediumNew York, NY2026-03-25
Morgan Stanley
6,268$338.6K0.0%CoreLowNew York, NY2026-05-27
Silver OAK Securities, Incorporated
5,829$317.0K0.0%ETFMediumJackson, TN2026-01-15
NewEdge Advisors, LLC
5,772$311.8K0.0%CoreLowNew Orleans, LA2026-02-18
Susquehanna International Group, LLP
5,558$300.2K0.0%GrowthHighBala Cynwyd, PA2026-02-17
Citadel Advisors LLC
4,466$241.2K0.0%CoreVery HighMiami, FL2026-02-17
Faithward Advisors, LLC
4,426$239.1K0.0%GrowthHighLancaster, PA2026-02-17
Jane Street Group, LLC
4,164$224.9K0.0%CoreVery HighNew York, NY2026-02-12
Ausdal Financial Partners, Inc.
4,043$218.4K0.0%ETFMediumDavenport, IA2026-02-13
Northstar Group, Inc.
3,965$214.2K0.0%CoreVery LowNew York, NY2026-02-13
Roxbury Financial LLC
871$47.0K0.0%CoreVery LowMount Arlington, NJ2026-01-05
MAI Capital Management
499$27.0K0.0%IndexVery LowIndependence, OH2026-02-13
Federation des caisses Desjardins du Quebec
450$24.2K0.0%ValueMediumLevis, Austria2026-02-12
JPMorgan Chase & Co
284$15.3K0.0%GrowthMediumNew York, NY2026-02-11
Valley National Advisers Inc
63$30.0%ETFLowBethlehem, PA2026-01-23
Blair William & Co
55$3.0K0.0%MomentumLowChicago, IL2026-02-17
Medallion Wealth Advisors, LLC
24$1.3K0.0%ETFMediumFarmington, CT2026-04-24
UBS Group AG
8$4320.0%CoreMediumZurich, Switzerland2026-01-29
Wells Fargo & Company
0$40.0%CoreLowSan Francisco, CA2026-02-13