CUSIP 46137V704DORSEY WRGT BASCPYZQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradeQ4 2025
39 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Transamerica Financial Advisors, LLC | 118.4K | $13.04M | +118.2K | Added |
| 2 | Morgan Stanley | 18.1K | $1.99M | −2.1K | Reduced |
| 3 | Lpl Financial LLC | 17.2K | $1.90M | +3.4K | Added |
| 4 | Goldman Sachs Group Inc | 11.5K | $1.26M |
| −10.1K |
| Reduced |
| 5 | Mai Capital Management | 9.7K | $1.07M | 0 | Held |
| 6 | Envestnet Asset Management Inc | 8.3K | $918.6K | +399 | Added |
| 7 | Maltin Wealth Management, Inc. | 5.5K | $606.8K | +141 | Added |
| 8 | Trueblood Wealth Management, LLC | 4.3K | $473.5K | +163 | Added |
| 9 | Advisory Services Network, LLC | 4.0K | $437.4K | +4.0K | New |
| 10 | Wells Fargo & Company/Mn | 3.7K | $409.8K | −2.0K | Reduced |
See every fund holding Invesco Exchange Traded Fd T, with full quarter-over-quarter share changes.
Unlock all holders