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Holdings

ETF Holdings

Name Assets
PowerShares FTSE RAFI Developed Markets ex-US Portfolio $258,876,000
PowerShares FTSE RAFI US 1000 Portfolio $225,450,000
Powershares S&P 500 Low Volatility Portfolio $98,052,000
PowerShares International Dividend Achievers Portfolio $93,301,000
PowerShares Fundamental High Yield Corporate Bond Portfolio $67,036,000
PowerShares FTSE RAFI Emerging Markets Portfolio $62,166,000
iShares MSCI EAFE ETF $56,220,000
PowerShares India Portfolio $52,261,000
PowerShares S&P Emerging Markets Low Volatility Portfolio $50,746,000
PowerShares Senior Loan Portfolio $47,814,000
PowerShares Emerging Markets Sovereign Debt Portfolio $42,461,000
PowerShares Active US Real Estate Fund $29,017,000
PowerShares Preferred Portfolio $27,446,000
ProShares UltraPro QQQ $27,108,000
iShares MSCI Taiwan Capped ETF $25,532,000
PowerShares DB Agriculture Fund $24,250,000
PowerShares DB Base Metals Fund $23,774,000
PowerShares DB Energy Fund $16,638,000
PowerShares S&P International Developed Low Volatility Portfolio $16,063,000
SPDR Gold Shares $8,736,000
PowerShares FTSE RAFI US 1500 Small-Mid Portfolio $7,199,000
iShares Gold Trust $7,057,000
iShares US Real Estate ETF $6,973,000
PowerShares S&P 500 High Dividend Low Volatility Portfolio $6,341,000
iShares iBoxx $ High Yield Corporate Bond ETF $5,016,000
iShares MSCI Turkey ETF $4,861,000
SPDR S&P 500 ETF Trust $4,301,000
iShares MSCI Japan ETF $4,300,000
iShares MSCI Brazil Capped ETF $3,198,000
SPDR S&P International Dividend ETF $2,695,000
Vanguard Intermediate-Term Corporate Bond Index Fund $2,573,000
Alerian MLP ETF $2,514,000
PowerShares Build America Bond Portfolio $2,391,000
iShares S&P 500 Growth ETF $2,359,000
iShares S&P 500 Value ETF $2,242,000
SPDR Citi International Government Inflation-Protected Bond ETF $2,138,000
VanEck Vectors JP Morgan EM Local Currency Bond ETF $2,048,000
Vanguard REIT Index Fund $2,020,000
iShares Russell 1000 Value ETF $1,934,000
PowerShares High Yield Equity Dividend Achievers Portfolio $1,876,000
iShares TIPS Bond ETF $1,775,000
Schwab US TIPS ETF $1,675,000
SPDR Bloomberg Barclays Convertible Securities ETF $1,668,000
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund $1,585,000
iShares MSCI Frontier 100 ETF $1,581,000
Vanguard Intermediate-Term Bond Index Fund $1,430,000
iShares MSCI EAFE Growth ETF $1,399,000
WisdomTree Emerging Markets Local Debt Fund $1,380,000
SPDR Dow Jones Global Real Estate ETF $1,375,000
iShares MSCI India Small-Cap ETF $1,298,000
SPDR Dow Jones International Real Estate ETF $1,253,000
iShares Core S&P Mid-Cap ETF $1,202,000
SPDR S&P Emerging Markets Dividend ETF $1,161,000
iShares Core S&P Small-Cap ETF $1,126,000
Vanguard European Stock Index Fund $1,113,000
iShares MSCI EAFE Small-Cap ETF $1,074,000
Vanguard Emerging Markets Stock Index Fund $1,058,000
WisdomTree MidCap Dividend Fund $1,012,000
WisdomTree International MidCap Dividend Fund $1,006,000
PowerShares Buyback Achievers Portfolio $1,001,000
iShares MSCI Pacific ex Japan ETF $1,000,000
iShares 3-7 Year Treasury Bond ETF $973,000
iShares MSCI Canada ETF $938,000
iShares International Treasury Bond ETF $904,000
iShares 1-3 Year Treasury Bond ETF $881,000
iShares Russell Mid-Cap ETF $850,000
Vanguard Total Bond Market Index Fund $847,000
iShares Core S&P 500 ETF $842,000
iShares Intermediate Credit Bond ETF $736,000
WisdomTree International SmallCap Dividend Fund $729,000
iShares MSCI South Korea Capped ETF $605,000
iPath Exchange Traded Notes Bloomberg Commodity Index Total Return Medium-Term Notes Series A $604,000
PowerShares Global Listed Private Equity Portfolio $583,000
iShares iBoxx $ Investment Grade Corporate Bond ETF $558,000
iShares Intermediate Government/Credit Bond ETF $556,000
iShares MBS ETF $504,000
Vanguard Short-Term Bond Index Fund $480,000
VanEck Vectors Vietnam ETF $386,000
iShares 1-3 Year Credit Bond ETF $371,000
iShares US Preferred Stock ETF $357,000
SPDR Bloomberg Barclays High Yield Bond ETF $339,000
Vanguard Short-Term Corporate Bond Index Fund $303,000
PowerShares National AMT-Free Municipal Bond Portfolio $269,000
iShares Short-Term National Muni Bond ETF $243,000
SPDR Nuveen Bloomberg Barclays Municipal Bond ETF $241,000
SPDR Nuveen Bloomberg Barclays Short Term Municipal Bond ETF $205,000

    Assets

    Assets

    Last updated on Aug. 23, 2019
      • $658.4B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 24K
        Accounts
      • $27.1M
        Estimated Average Account Balance

    Services

    Firm Services

    There is no Services data available to display at this time.

    Firm Client types

    There is no client type data to display at this time.

    Advisors

    Current Advisors

    # of advisors

    302

    name start date
    Sandra Christine Thomann
    November 2016
    Ruth Ann Hughes-Guden
    February 2014
    Nathan Ashley Miller
    September 2017
    Michael Head
    August 2010
    Christopher Joseph Paolella
    April 2018

      Affiliated Investment Advisors and Broker Dealers

      Name Type Total Assets
      Four Rivers Investment Management Co., Ltd. -- --
      Great Wall Wl Ross (Hk) Investment Management, Ltd. -- --
      Harbourview Asset Management Corporation IAR $397,700,000
      Invesco IAR $23,049,648,362
      Invesco Asset Management (India) Pvt. Ltd. IAR $5,436,406,718
      Invesco Asset Management (Japan) Limited IAR $23,424,301,874
      Invesco Asset Management Deutschland Gmbh IAR $24,252,982,523
      Invesco Asset Management Ltd. IAR $139,855,128,676
      Invesco Capital Management LLC -- --
      Invesco Capital Markets, Inc. Broker-Dealer --
      Invesco Distributors, Inc. Broker-Dealer $0
      Invesco European Rr L.P. -- --
      Invesco Fund Managers Ltd -- --
      Invesco Global Real Estate Asia Pacific, Inc. IAR $2,736,548,692
      Invesco Hong Kong Limited IAR $25,480,435,371
      Invesco Insurance Agency, Inc. -- --
      Invesco Investment Advisers LLC IAR $10,903,338,249
      Invesco Management S.A. -- --
      Invesco Pensions Ltd -- --
      Invesco Private Capital, Inc. IAR $1,785,569,031
      Invesco Real Estate Management S.À R.L. IAR --
      Invesco Rr Fund L.P. -- --
      Invesco Senior Secured Management, Inc. IAR $33,921,791,165
      Invesco Specialized Products LLC -- --
      Invesco Trust Company -- --
      Invesco Uk Services Ltd -- --
      Ire (Cayman) Limited IAR $0
      Jemstep, Inc. IAR $0
      Oc Private Capital, LLC IAR $132,795,773
      Ofi Advisors, LLC -- --
      Ofi Global Asset Management, Inc. IAR $204,443,312,594
      Ofi Global Institutional, Inc. IAR $10,577,480,197
      Ofi Private Investments Inc IAR $1,996,704,186
      Ofi Steelpath, Inc. IAR $10,958,323,254
      Oppenheimerfunds Distributor, Inc. Broker-Dealer --
      Oppenheimerfunds Inc IAR $869,207,599
      Snw Asset Management, LLC IAR $3,437,925,866
      Wl Ross & Co. LLC IAR $3,610,153,910

        Leadership

        Ownership

        There is no ownership data available to display at this time.

        Executives and Control Persons

        Name Title Tenure Date % Ownership
        Jeffrey Howard Kupor Senior Vice President And Secretary January, 2010 less than 5%
        Kevin Michael Carome Director January, 2010 less than 5%
        Loren Michael Starr Director January, 2010 less than 5%
        Colin Meadows Director October, 2014 less than 5%
        Robert Raymond Leveille Chief Compliance Officer February, 2016 less than 5%
        Gregory Gerard Mcgreevey Director, President And Chief Executive Officer March, 2017 less than 5%
        Annette Janecka Lege Chief Accounting Officer, Cfo And Treasurer March, 2017 less than 5%
        Andrew Ryan Schlossberg Director, Senior Vice President March, 2019 less than 5%
          Source: SEC

          Fees

          Types of Compensation Arrangements

          • Percentage Of Assets
          • Performance-Based Fees