CUSIP 46137V217S&P MDCP400 PRRFGQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
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103 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 221.7K | $11.63M | −1.3K | Reduced |
| 2 | New England Private Wealth Advisors LLC | 185.6K | $9.73M | −605 | Reduced |
| 3 | Lpl Financial LLC | 185.0K | $9.70M | −3.1K | Reduced |
| 4 | Coldstream Capital Management Inc | 75.0K | $3.93M |
| +1.4K |
| Added |
| 5 | Twelve Points Wealth Management LLC | 69.4K | $3.83M | 0 | Held |
| 6 | Wells Fargo & Company/Mn | 68.0K | $3.57M | −938 | Reduced |
| 7 | Bank Of America Corp /De/ | 56.2K | $2.95M | +2.4K | Added |
| 8 | Compton Wealth Advisory Group, LLC | 47.5K | $2.49M | 0 | Held |
| 9 | Ameritas Advisory Services, LLC | 44.5K | $2.33M | −9.5K | Reduced |
| 10 | Commonwealth Equity Services, LLC | 42.6K | $2.24M | −2.8K | Reduced |
See every fund holding Invesco Exchange Traded Fd T, with full quarter-over-quarter share changes.
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