Creative Planning - INVESCO BLDRS INDEX FDS TR ownership

INVESCO BLDRS INDEX FDS TR's ticker is ADRE and the CUSIP is 46090C305. A total of 44 filers reported holding INVESCO BLDRS INDEX FDS TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Creative Planning ownership history of INVESCO BLDRS INDEX FDS TR
ValueSharesWeighting
Q4 2022$277,841
+0.7%
7,429
-6.8%
0.00%
Q3 2022$276,000
-11.0%
7,9740.0%0.00%
-100.0%
Q2 2022$310,000
-12.7%
7,974
-1.2%
0.00%0.0%
Q1 2022$355,000
-8.0%
8,074
+21.6%
0.00%0.0%
Q2 2021$386,000
+25.3%
6,639
+21.5%
0.00%0.0%
Q1 2021$308,000
-3.4%
5,466
-3.6%
0.00%0.0%
Q4 2020$319,000
+26.6%
5,672
+5.4%
0.00%0.0%
Q3 2020$252,0005,3830.00%
Other shareholders
INVESCO BLDRS INDEX FDS TR shareholders Q3 2022
NameSharesValueWeighting ↓
Financial Advocates Investment Management 16,693$558,0000.08%
Joseph P. Lucia & Associates, LLC 1,985$66,0000.07%
M Holdings Securities, Inc. 10,713$358,0000.05%
CFM WEALTH PARTNERS LLC 1,332$45,0000.02%
JNBA Financial Advisors 1,478$49,0000.01%
American Portfolios Advisors 3,639$121,6150.01%
Glassman Wealth Services 600$20,0000.01%
Leelyn Smith, LLC 376$13,0000.01%
LifePlan Financial Group, Inc 370$12,0000.01%
COMMONWEALTH EQUITY SERVICES, LLC 39,022$1,304,0000.01%
View complete list of INVESCO BLDRS INDEX FDS TR shareholders