INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - INVESCO BLDRS INDEX FDS TR ownership

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INVESCO BLDRS INDEX FDS TR's ticker is ADRE and the CUSIP is 46090C305. A total of 62 filers reported holding INVESCO BLDRS INDEX FDS TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.0%.

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Quarter-by-quarter ownership
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of INVESCO BLDRS INDEX FDS TR
ValueSharesWeighting
Q4 2022$10,295
+14.4%
275
+2.6%
0.00%0.0%
Q3 2022$9,000
-10.0%
268
+1.5%
0.00%0.0%
Q2 2022$10,000
-16.7%
2640.0%0.00%0.0%
Q1 2022$12,0000.0%2640.0%0.00%0.0%
Q4 2021$12,0000.0%264
+2.3%
0.00%0.0%
Q3 2021$12,000
-20.0%
258
+0.4%
0.00%0.0%
Q2 2021$15,000
+7.1%
2570.0%0.00%
-33.3%
Q1 2021$14,0000.0%2570.0%0.00%0.0%
Q4 2020$14,000
+16.7%
257
+0.4%
0.00%0.0%
Q3 2020$12,000
+20.0%
256
+0.4%
0.00%
+50.0%
Q2 2020$10,000
+11.1%
255
+0.4%
0.00%0.0%
Q1 2020$9,000
-18.2%
2540.0%0.00%0.0%
Q4 2019$11,000
+10.0%
254
+1.2%
0.00%0.0%
Q3 2019$10,0000.0%251
+0.4%
0.00%0.0%
Q2 2019$10,0000.0%2500.0%0.00%0.0%
Q1 2019$10,000
+11.1%
2500.0%0.00%0.0%
Q4 2018$9,000
-10.0%
250
+1.6%
0.00%0.0%
Q3 2018$10,0000.0%246
+0.4%
0.00%0.0%
Q2 2018$10,000–245–0.00%–
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Other shareholders
INVESCO BLDRS INDEX FDS TR shareholders Q1 2021
NameSharesValueWeighting ↓
AdvisorNet Financial, Inc 96,109$4,649,0000.32%
J.W. COLE ADVISORS, INC. 31,506$1,621,0000.12%
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 30,008$1,446,0000.09%
Joseph P. Lucia & Associates, LLC 1,965$95,0000.06%
Financial Advocates Investment Management 14,842$718,0000.05%
Sowell Financial Services LLC 10,954$530,0000.04%
Ameritas Investment Company, LLC 15,140$732,0000.03%
Koshinski Asset Management, Inc. 7,032$340,173,0000.03%
FLOW TRADERS U.S. LLC 9,305$447,0000.02%
OneDigital Investment Advisors LLC 6,657$322,0000.01%
View complete list of INVESCO BLDRS INDEX FDS TR shareholders