Who Owns INVESCO BLOOMBERG ANALYST RA (UPGD)? -- Institutional Holders (2026-06-30)

35 institutions reported holding $32.1M of INVESCO BLOOMBERG ANALYST RA (UPGD) in SEC 13F filings for 2026-06-30. Largest institutional holders: RAYMOND JAMES FINANCIAL INC ($13.0M), Kingsview Wealth Management, LLC ($9.2M), LPL Financial LLC ($1.8M), Aspire Growth Partners LLC ($852,227), OXFORD FINANCIAL GROUP, LTD. LLC ($819,333). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	RAYMOND JAMES FINANCIAL INC	$13.0M	158,385	Trimmed
2	Kingsview Wealth Management, LLC	$9.2M	112,789	New
3	LPL Financial LLC	$1.8M	22,450	Added
4	Aspire Growth Partners LLC	$852,227	10,401	Trimmed
5	OXFORD FINANCIAL GROUP, LTD. LLC	$819,333	10,000	Hold
6	HBK Sorce Advisory LLC	$721,029	8,602	Trimmed
7	Tower Research Capital LLC (TRC)	$510,199	6,227	Trimmed
8	Total Wealth Planning & Management, Inc.	$477,753	5,831	Hold
9	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$470,625	5,744	Trimmed
10	FLOW TRADERS U.S. LLC	$441,000	5,377	New
11	Beacon Pointe Advisors, LLC	$409,667	5,000	New
12	Geneos Wealth Management Inc.	$409,667	5,000	Added
13	Millstone Evans Group, LLC	$333,059	4,065	Trimmed
14	Morey & Quinn Wealth Partners, LLC	$326,013	3,979	Trimmed
15	MORGAN STANLEY	$322,817	3,940	Hold
16	YARGER WEALTH STRATEGIES, LLC	$295,298	3,577	Hold
17	GLENMEDE TRUST CO NA	$290,863	3,550	Hold
18	Quantinno Capital Management LP	$267,348	3,263	Hold
19	STIFEL FINANCIAL CORP	$241,796	2,951	Hold
20	Formidable Asset Management, LLC	$218,889	3,004	Hold
21	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$118,803	1,450	Hold
22	FMR LLC	$103,610	1,265	Hold
23	OSAIC HOLDINGS, INC.	$94,301	1,151	Hold
24	ARCADIA INVESTMENT ADVISORS LLC	$80,196	245	Hold
25	UBS Group AG	$63,990	781	Trimmed

Source: SEC Form 13F filings · as of 2026-06-30