INVESCO ACTIVELY MANAGED ETF shareholder history

Current and past INVESCO ACTIVELY MANAGED ETF shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
LPL Financial LLC 25250.00%0.00%0.01%Q2 2018Q2 202425
ROYAL BANK OF CANADA 25250.00%0.00%0.00%Q2 2018Q2 202425
WELLS FARGO & COMPANY/MN 25250.00%0.00%0.00%Q2 2018Q2 202425
Raymond James Financial Services Advisors, Inc. 25250.00%0.00%0.02%Q2 2018Q2 202425
MORGAN STANLEY 25250.00%0.00%0.00%Q2 2018Q2 202425
COMMONWEALTH EQUITY SERVICES, LLC 25250.00%0.00%0.00%Q2 2018Q2 202425
Cambridge Investment Research Advisors, Inc. 24240.00%0.01%0.03%Q3 2018Q2 202424
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 24240.00%0.00%0.00%Q3 2018Q2 202424
ENVESTNET ASSET MANAGEMENT INC 23230.00%0.00%0.00%Q4 2018Q2 202423
FIFTH THIRD BANCORP 23230.00%0.00%0.00%Q2 2018Q4 202323
IFP Advisors, Inc 20200.00%0.01%0.04%Q3 2019Q2 202420
Geneos Wealth Management Inc. 20200.00%0.03%0.06%Q3 2019Q2 202420
GOLDMAN SACHS GROUP INC 20200.00%0.00%0.00%Q3 2019Q2 202420
AVANTAX ADVISORY SERVICES, INC. 19190.01%0.03%0.04%Q4 2019Q2 202419
PNC FINANCIAL SERVICES GROUP, INC. 1270.00%0.00%0.00%Q2 2018Q2 202319
CVA Family Office, LLC 19190.02%0.10%0.42%Q4 2019Q2 202419
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1110.00%0.00%0.00%Q3 2018Q2 202418
UBS Group AG 810.00%0.00%0.00%Q2 2018Q2 202418
Steward Partners Investment Advisory, LLC 18180.01%0.04%0.06%Q1 2020Q2 202418
OSAIC HOLDINGS, INC. 18180.00%0.01%0.01%Q1 2020Q2 202418
MOODY NATIONAL BANK TRUST DIVISION 1220.00%0.05%0.63%Q1 2019Q1 202418
CreativeOne Wealth, LLC 17170.02%0.19%0.71%Q2 2020Q2 202417
GLENMEDE TRUST CO NA 17170.00%0.00%0.00%Q2 2020Q2 202417
Tower Research Capital LLC (TRC) 1070.00%0.01%0.03%Q1 2020Q2 202417
Ameritas Investment Partners, Inc. 17170.00%0.01%0.02%Q2 2020Q2 202417
BEAM WEALTH ADVISORS, INC. 17170.16%1.36%2.17%Q1 2020Q1 202417
Independence Bank of Kentucky 16160.00%0.00%0.01%Q3 2020Q2 202416
Brio Consultants, LLC 16160.05%2.01%2.68%Q4 2018Q3 202216
Citadel Advisors 620.00%0.00%0.00%Q1 2019Q2 202415
BLAIR WILLIAM & CO/IL 15150.00%0.00%0.00%Q4 2020Q2 202415
Field & Main Bank 15150.49%0.66%0.75%Q2 2020Q4 202315
Stratos Wealth Advisors, LLC 15150.03%0.05%0.08%Q3 2020Q1 202415
Cetera Investment Advisers 14140.00%0.01%0.01%Q4 2020Q1 202414
HARBOUR INVESTMENTS, INC. 940.00%0.00%0.00%Q1 2021Q2 202413
Cambridge Advisors Inc. 1210.05%0.06%0.07%Q3 2020Q4 202313
Sculati Wealth Management, LLC 1210.10%0.20%0.27%Q2 2020Q4 202313
GeoWealth Management, LLC 12120.00%0.27%0.82%Q2 2020Q1 202312
CENTRAL TRUST Co 12120.01%0.03%0.04%Q3 2021Q2 202412
Global Retirement Partners, LLC 12120.00%0.01%0.09%Q3 2021Q2 202412
BROWN BROTHERS HARRIMAN & CO 12120.00%0.00%0.00%Q3 2021Q2 202412
Dynamic Advisor Solutions LLC 12120.03%0.06%0.07%Q2 2020Q1 202312
RAYMOND JAMES & ASSOCIATES 12120.00%0.00%0.00%Q3 2019Q2 202212
ARBOR CAPITAL MANAGEMENT INC /ADV 11110.29%0.38%0.47%Q4 2021Q2 202411
Invesco Ltd. 11110.00%0.00%0.00%Q4 2021Q2 202411
Montz Harcus Wealth Management LLC 11110.32%0.34%0.39%Q4 2021Q2 202411
NATIONAL BANK OF CANADA /FI/ 11110.00%0.00%0.00%Q4 2021Q2 202411
PACIFIC SUN FINANCIAL CORP 650.13%0.14%0.16%Q3 2021Q2 202411
Belpointe Asset Management LLC 10100.02%0.04%0.06%Q4 2020Q1 202310
Private Advisor Group, LLC 420.00%0.01%0.03%Q1 2020Q4 202310
Koshinski Asset Management, Inc. 620.26%0.36%0.51%Q2 2021Q2 202410
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.00%0.01%Q2 2018Q3 202010
Baystate Wealth Management LLC 990.00%0.00%0.00%Q4 2021Q4 20239
Equitable Holdings, Inc. 990.00%0.00%0.01%Q1 2021Q1 20239
Omega Financial Group, LLC 990.10%0.12%0.15%Q1 2020Q1 20229
First Heartland Consultants, Inc. 620.02%0.20%1.04%Q3 2019Q4 20228
Sowell Financial Services LLC 710.00%0.04%0.30%Q3 2018Q1 20218
Rockefeller Capital Management L.P. 880.00%0.00%0.00%Q1 2020Q4 20218
Wealth Advisory Solutions, LLC 510.05%0.26%0.68%Q4 2019Q1 20228
WBH ADVISORY INC 440.04%0.05%0.06%Q1 2019Q1 20218
Charter Oak Capital Management, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
BENJAMIN F. EDWARDS & COMPANY, INC. 770.00%0.00%0.00%Q4 2022Q2 20247
Advisor Group, Inc. 770.00%0.01%0.01%Q2 2018Q4 20197
Anchor Investment Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
MML INVESTORS SERVICES, LLC 770.00%0.00%0.00%Q4 2022Q2 20247
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 510.00%0.00%0.00%Q2 2021Q1 20236
Atlas Private Wealth Advisors 662.25%2.61%2.87%Q2 2022Q3 20236
Covington Capital Management 660.00%0.00%0.00%Q2 2021Q3 20226
Householder Group Estate & Retirement Specialist, LLC 410.00%0.00%0.01%Q3 2022Q2 20246
Addison Advisors LLC 510.00%0.01%0.01%Q4 2020Q2 20226
Capital Investment Advisory Services, LLC 550.00%0.00%0.00%Q4 2018Q4 20195
MONEY CONCEPTS CAPITAL CORP 550.00%0.03%0.10%Q4 2021Q4 20225
AE Wealth Management LLC 320.01%0.01%0.02%Q3 2019Q2 20235
Collaborative Wealth Managment Inc. 310.17%0.20%0.24%Q1 2021Q4 20225
First Allied Advisory Services, Inc. 550.01%0.01%0.02%Q3 2019Q3 20205
Hedeker Wealth, LLC 550.47%1.09%1.34%Q2 2022Q2 20235
Freedom Investment Management, Inc. 410.02%0.03%0.04%Q4 2021Q1 20235
Strategic Financial Concepts, LLC 320.02%0.18%0.25%Q1 2023Q2 20245
Financial Advocates Investment Management 320.28%0.34%0.42%Q2 2021Q3 20225
USAdvisors Wealth Management, LLC 410.08%1.31%1.84%Q2 2019Q4 20215
Parallax Volatility Advisers, L.P. 550.00%0.00%0.00%Q2 2018Q2 20195
Glass Jacobson Investment Advisors llc 550.00%0.00%0.00%Q2 2023Q2 20245
Kestra Advisory Services, LLC 110.00%0.01%0.01%Q4 2020Q2 20244
Baird Financial Group, Inc. 440.00%0.00%0.00%Q4 2021Q3 20224
Sunbelt Securities, Inc. 440.00%0.00%0.00%Q1 2023Q4 20234
Cetera Advisor Networks LLC 210.00%0.00%0.00%Q2 2020Q3 20234
IHT Wealth Management, LLC 440.02%0.02%0.03%Q4 2021Q3 20224
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.00%0.00%0.00%Q4 2022Q3 20234
MARINO, STRAM & ASSOCIATES LLC 440.02%0.02%0.02%Q2 2018Q1 20194
Laurel Wealth Advisors, Inc. 310.03%0.45%0.69%Q4 2019Q2 20224
Perennial Investment Advisors, LLC 440.18%0.28%0.45%Q1 2022Q4 20224
CREATIVE FINANCIAL DESIGNS INC /ADV 440.00%0.27%0.44%Q3 2019Q2 20204
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 440.02%0.03%0.05%Q1 2020Q4 20204
CENTAURUS FINANCIAL, INC. 440.08%0.11%0.15%Q3 2019Q2 20204
Mutual Advisors, LLC 440.02%0.04%0.06%Q4 2022Q3 20234
First Horizon Advisors, Inc. 440.00%0.00%0.00%Q2 2022Q1 20234
Advisory Alpha, LLC 310.00%0.00%0.00%Q1 2019Q1 20204
Merit Financial Group, LLC 310.01%0.01%0.01%Q4 2022Q2 20244
PRIVATE TRUST CO NA 330.00%0.00%0.00%Q2 2023Q4 20233
HC FINANCIAL ADVISORS INC 330.02%0.02%0.02%Q4 2021Q2 20223
EverSource Wealth Advisors, LLC 330.00%0.00%0.00%Q4 2023Q2 20243
Sigma Planning Corp 330.03%0.04%0.06%Q4 2019Q2 20203
Independent Wealth Network Inc. 330.14%0.14%0.15%Q3 2021Q1 20223
Main Street Group, LTD 330.02%0.02%0.02%Q4 2023Q2 20243
SIMPLEX TRADING, LLC 330.00%0.00%0.00%Q2 2022Q4 20223
PRINCIPAL SECURITIES, INC. 330.00%0.00%0.00%Q4 2023Q2 20243
PSI Advisors, LLC 330.00%0.00%0.00%Q3 2021Q1 20223
Virtu Financial LLC 210.01%0.08%0.21%Q4 2018Q2 20243
LADENBURG THALMANN FINANCIAL SERVICES INC. 330.00%0.00%0.01%Q2 2019Q4 20193
Barber Financial Group, Inc. 330.20%2.27%3.65%Q3 2019Q1 20203
FMR LLC 110.00%0.00%0.00%Q4 2018Q2 20243
Capital Planning Advisors, LLC 210.06%0.07%0.09%Q3 2019Q2 20203
THRIVENT FINANCIAL FOR LUTHERANS 330.00%0.00%0.00%Q3 2020Q1 20213
Advisor Resource Council 110.02%0.03%0.04%Q2 2021Q2 20223
Kingsview Wealth Management, LLC 330.01%0.01%0.01%Q4 2022Q2 20233
ICA Group Wealth Management, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
AA Financial Advisors, LLC 330.46%0.63%0.90%Q4 2023Q2 20243
Sonora Investment Management, LLC 220.01%0.01%0.01%Q2 2021Q3 20212
CAPTRUST FINANCIAL ADVISORS 220.00%0.00%0.00%Q1 2022Q2 20222
FLOW TRADERS U.S. LLC 110.01%0.08%0.16%Q3 2021Q1 20232
BESSEMER GROUP INC 220.00%0.00%0.00%Q2 2022Q3 20222
Fortis Capital Advisors, LLC 220.04%0.04%0.04%Q4 2022Q1 20232
BUCKINGHAM STRATEGIC PARTNERS, LLC 220.02%0.04%0.05%Q4 2021Q1 20222
JANE STREET GROUP, LLC 110.00%0.00%0.00%Q2 2018Q1 20202
Mid-American Wealth Advisory Group, Inc. 110.93%1.03%1.14%Q1 2022Q2 20232
Orion Portfolio Solutions, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
Itau Unibanco Holding S.A. 110.07%0.43%0.79%Q2 2022Q4 20232
COMERICA BANK 220.00%0.00%0.00%Q3 2023Q4 20232
WealthPLAN Partners, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
CX Institutional 220.02%0.04%0.06%Q3 2022Q4 20222
Private Portfolio Partners LLC 220.11%0.11%0.11%Q3 2022Q4 20222
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 220.09%0.29%0.48%Q4 2023Q1 20242
Ameritas Investment Company, LLC 110.00%0.00%0.01%Q1 2020Q1 20212
BANK OF AMERICA CORP /DE/ 110.00%0.00%0.00%Q2 2018Q2 20242
Apella Capital, LLC 220.06%0.18%0.30%Q2 2021Q3 20212
TRUIST FINANCIAL CORP 220.00%0.01%0.01%Q4 2019Q1 20202
BlackRock Finance, Inc. 110.00%0.00%0.00%Q2 2020Q2 20201
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q2 2024Q2 20241
HRT FINANCIAL LP 110.00%0.00%0.00%Q2 2023Q2 20231
Royal Fund Management, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Snowden Capital Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Nauset Wealth Management. LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Paragon Wealth Strategies, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Atria Investments, Inc 110.05%0.05%0.05%Q1 2020Q1 20201
Ausdal Financial Partners, Inc. 110.59%0.59%0.59%Q1 2020Q1 20201
LOWE BROCKENBROUGH & CO INC 110.02%0.02%0.02%Q4 2023Q4 20231
Strategic Asset Management, LLC 110.05%0.05%0.05%Q3 2021Q3 20211
Avestar Capital, LLC 110.03%0.03%0.03%Q2 2019Q2 20191
Advisory Services Network, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Prime Capital Investment Advisors, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
NIEMANN CAPITAL MANAGEMENT INC 111.96%1.96%1.96%Q4 2019Q4 20191
Apexium Financial, LP 110.12%0.12%0.12%Q2 2022Q2 20221
Wealthspire Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
EVOKE WEALTH, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Rehmann Capital Advisory Group 110.15%0.15%0.15%Q3 2019Q3 20191
RDA Financial Network 110.11%0.11%0.11%Q2 2020Q2 20201
Kalos Management, Inc. 110.31%0.31%0.31%Q3 2019Q3 20191
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
CWM, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
1620 INVESTMENT ADVISORS, INC. 110.00%0.00%0.00%Q2 2024Q2 20241
Tandem Wealth Advisors LLC 110.01%0.01%0.01%Q4 2022Q4 20221
SHEETS SMITH WEALTH MANAGEMENT 110.01%0.01%0.01%Q3 2023Q3 20231
Aries Wealth Management 110.10%0.10%0.10%Q1 2022Q1 20221
TFC Financial Management, Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
Arkadios Wealth Advisors 110.00%0.00%0.00%Q4 2020Q4 20201
HBW ADVISORY SERVICES LLC 110.13%0.13%0.13%Q2 2024Q2 20241
Urban Wealth Management, LLC 110.16%0.16%0.16%Q2 2022Q2 20221
JPMORGAN CHASE & CO 110.00%0.00%0.00%Q4 2021Q4 20211
Centric Wealth Management 110.88%0.88%0.88%Q2 2019Q2 20191
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q2 2024Q2 20241
External links

This page lists all the filers that currently own INVESCO ACTIVELY MANAGED ETF or have owned INVESCO ACTIVELY MANAGED ETF in the past.