INVESCO SR INCOME TR shareholder history

Current and past INVESCO SR INCOME TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
WealthTrust Axiom LLC 42420.04%0.11%0.23%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.00%0.00%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.01%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.01%0.03%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.01%0.01%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.00%Q2 2013Q3 202342
RAYMOND JAMES TRUST N.A. 42420.00%0.01%0.01%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.00%0.00%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.00%0.01%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
Capital Investment Advisors, LLC 41410.01%0.02%0.10%Q4 2013Q4 202341
RAYMOND JAMES & ASSOCIATES 41410.00%0.00%0.00%Q3 2013Q3 202341
Janney Montgomery Scott LLC 29110.00%0.00%0.01%Q3 2013Q3 202340
Invesco Ltd. 27130.00%0.00%0.01%Q2 2013Q3 202340
Private Advisor Group, LLC 40400.00%0.01%0.02%Q4 2013Q3 202340
MERIDIAN INVESTMENT COUNSEL INC. 40400.14%0.53%1.13%Q4 2013Q3 202340
Cambridge Investment Research Advisors, Inc. 3190.00%0.00%0.01%Q2 2013Q3 202340
HighTower Advisors, LLC 3310.00%0.00%0.00%Q2 2013Q3 202339
STIFEL FINANCIAL CORP 39390.00%0.00%0.01%Q1 2014Q3 202339
Westchester Capital Management, LLC 24150.01%0.05%0.22%Q3 2013Q3 202339
Camelot Portfolios, LLC 39390.21%1.07%2.06%Q1 2014Q3 202339
UNITED CAPITAL FINANCIAL ADVISORS, LLC 39390.00%0.03%0.10%Q1 2014Q3 202339
Fernwood Investment Management, LLC 39390.02%0.09%0.24%Q1 2014Q3 202339
HUNTINGTON NATIONAL BANK 1820.00%0.00%0.02%Q2 2010Q3 202338
Raymond James Financial Services Advisors, Inc. 2370.00%0.01%0.06%Q2 2013Q3 202338
Kovack Advisors, Inc. 2970.00%0.13%0.54%Q3 2012Q3 202337
Advisors Asset Management, Inc. 3060.00%0.08%0.23%Q2 2013Q3 202336
OPPENHEIMER & CO INC 3330.00%0.01%0.01%Q2 2013Q2 202336
UBS Group AG 36360.00%0.00%0.01%Q4 2014Q3 202336
RIVERNORTH CAPITAL MANAGEMENT, LLC 3410.03%1.15%2.49%Q4 2013Q4 202235
Oxbow Advisors, LLC 2060.01%0.24%1.72%Q2 2013Q1 202334
ENVESTNET ASSET MANAGEMENT INC 21120.00%0.01%0.03%Q4 2013Q3 202333
CITIGROUP INC 33330.00%0.00%0.00%Q2 2013Q2 202133
GUGGENHEIM CAPITAL LLC 1350.00%0.01%0.02%Q2 2013Q3 202332
WEDBUSH SECURITIES INC 3010.00%0.01%0.02%Q3 2015Q3 202331
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2810.00%0.00%0.00%Q2 2013Q3 202331
BLB&B Advisors, LLC 30300.00%0.01%0.05%Q2 2013Q3 202030
Creative Planning 1210.00%0.00%0.00%Q2 2013Q3 202330
Edmonds Duncan Registered Investment Advisors, LLC 29290.65%1.71%2.78%Q3 2016Q3 202329
EATON VANCE MANAGEMENT 2270.01%0.01%0.02%Q2 2015Q3 202229
PRUDENTIAL PLC 28280.00%0.01%0.02%Q2 2013Q1 202028
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.02%0.06%Q2 2013Q4 201927
Edge Wealth Management LLC 27270.00%0.05%0.31%Q1 2014Q3 202027
Baillie Gifford 27270.01%0.04%0.07%Q4 2014Q2 202127
Geneos Wealth Management Inc. 27270.00%0.04%0.36%Q1 2016Q3 202227
Penserra Capital Management LLC 1270.00%0.17%0.64%Q4 2015Q3 202326
FIFTH THIRD BANCORP 2310.00%0.00%0.00%Q2 2013Q3 202025
Shaker Financial Services, LLC 520.03%0.27%0.87%Q4 2015Q3 202325
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.00%0.00%Q4 2017Q3 202324
Vivaldi Capital Management LP 24240.01%1.04%2.01%Q4 2017Q3 202324
Bank OZK 24240.02%0.14%0.18%Q4 2017Q3 202324
DOLIVER ADVISORS, LP 1410.03%0.18%0.64%Q1 2014Q3 202024
NEXT Financial Group, Inc 1260.00%0.00%0.03%Q3 2014Q4 202124
PEOPLES FINANCIAL SERVICES CORP. 23230.00%0.00%0.01%Q4 2013Q2 201923
Bramshill Investments, LLC 23230.00%5.30%10.43%Q2 2017Q4 202223
GOLDMAN SACHS GROUP INC 710.00%0.00%0.00%Q1 2012Q3 202323
RESTRUCTURING CAPITAL ASSOCIATES LP 23230.87%12.30%18.29%Q3 2013Q1 201923
Saba Capital Management, L.P. 1710.00%1.42%4.26%Q3 2014Q1 202323
Horizon Kinetics 1660.00%0.02%0.07%Q2 2013Q4 201822
Jaffetilchin Investment Partners, LLC 1010.00%0.06%0.22%Q3 2016Q3 202322
PARK AVENUE SECURITIES LLC 22220.01%0.02%0.04%Q2 2018Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.02%Q3 2018Q3 202321
Financial Enhancement Group LLC 21210.04%0.21%0.32%Q3 2016Q3 202121
PNC FINANCIAL SERVICES GROUP, INC. 1910.00%0.00%0.00%Q3 2013Q2 202321
Dorsey & Whitney Trust CO LLC 21210.04%0.06%0.07%Q3 2018Q3 202321
Dynamic Advisor Solutions LLC 1910.00%0.04%0.10%Q1 2018Q1 202320
MARINER INVESTMENT GROUP LLC 760.05%0.92%2.84%Q3 2013Q1 201920
SeaCrest Wealth Management, LLC 1460.00%0.04%0.07%Q4 2017Q3 202320
STEPHENS INC /AR/ 20200.00%0.00%0.00%Q4 2018Q3 202320
HORIZON KINETICS ASSET MANAGEMENT LLC 19190.00%0.00%0.00%Q1 2019Q3 202319
Lantz Financial LLC 19190.02%0.03%0.06%Q1 2019Q3 202319
Torch Wealth Management LLC 620.03%0.04%0.05%Q4 2013Q3 201919
Commonwealth Equity Services, Inc 18180.00%0.00%0.00%Q2 2013Q3 201718
Virtus ETF Advisers LLC 18180.04%0.25%0.66%Q2 2019Q3 202318
AE Wealth Management LLC 18180.00%0.00%0.00%Q2 2019Q3 202318
Sequoia Financial Advisors, LLC 1080.00%0.01%0.01%Q1 2019Q3 202318
INTEGRATED CAPITAL MANAGEMENT, INC. 18180.04%0.13%0.20%Q2 2019Q3 202318
WOLVERINE ASSET MANAGEMENT LLC 510.00%0.01%0.02%Q4 2013Q2 202018
Carroll Financial Associates, Inc. 18180.00%0.00%0.00%Q3 2017Q4 202118
IFP Advisors, Inc 1440.00%0.00%0.01%Q4 2015Q4 202218
AEGON USA Investment Management, LLC 17170.31%0.60%1.16%Q3 2019Q3 202317
LINCOLN NATIONAL CORP 1410.00%0.00%0.00%Q4 2017Q3 202317
TRUIST FINANCIAL CORP 1610.00%0.00%0.01%Q1 2017Q3 202317
TWO SIGMA SECURITIES, LLC 710.00%0.02%0.08%Q1 2015Q2 202317
Van Hulzen Asset Management, LLC 520.01%0.02%0.03%Q1 2015Q1 202017
COMMERCE BANK 16160.00%0.00%0.02%Q1 2013Q4 201616
DAVENPORT & Co LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
Rockefeller Capital Management L.P. 1510.00%0.00%0.00%Q2 2019Q2 202316
Prospera Financial Services Inc 1150.01%0.01%0.03%Q1 2015Q3 202316
Granite Investment Advisors, LLC 16160.03%0.04%0.05%Q2 2013Q1 201716
Claro Advisors LLC 16160.04%0.10%0.25%Q4 2019Q3 202316
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 510.01%0.05%0.18%Q3 2015Q1 202316
Asset Allocation & Management Company, LLC 16160.04%0.05%0.08%Q4 2019Q3 202316
Klingman & Associates, LLC 16160.06%0.16%0.26%Q4 2014Q3 201816
Segment Wealth Management, LLC 1060.01%0.03%0.09%Q2 2013Q2 201916
M&T BANK CORP 910.00%0.00%0.00%Q2 2013Q4 202016
SIT INVESTMENT ASSOCIATES INC 16160.00%0.11%0.46%Q3 2017Q2 202116
Harbour Capital Advisors, LLC 910.01%0.12%0.36%Q1 2013Q1 201715
Atria Investments, Inc 960.01%0.08%0.32%Q3 2014Q1 202015
Clear Creek Financial Management, LLC 1010.01%0.02%0.03%Q3 2019Q3 202315
MSI Financial Services Inc 15150.00%0.00%0.00%Q2 2013Q4 201615
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
BESSEMER GROUP INC 15150.01%0.05%0.08%Q1 2015Q3 201815
Advisor Group, Inc. 15150.00%0.00%0.01%Q2 2016Q4 201915
Mirador Capital Partners LP 1050.02%0.10%0.27%Q2 2019Q3 202315
Gladstone Institutional Advisory LLC 15150.01%0.01%0.02%Q3 2019Q1 202315
B. Riley Wealth Advisors, Inc. 15150.01%0.01%0.02%Q1 2020Q3 202315
Global Wealth Management Investment Advisory, Inc. 1120.00%0.00%0.00%Q4 2018Q3 202315
Steward Partners Investment Advisory, LLC 1010.00%0.00%0.01%Q1 2019Q3 202315
OAK HILL ADVISORS LP 15151.12%2.36%5.79%Q1 2020Q3 202315
MILLENNIUM MANAGEMENT LLC 610.00%0.00%0.00%Q3 2016Q1 202214
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 1020.02%0.15%0.36%Q3 2017Q4 202214
CULLEN/FROST BANKERS, INC. 14140.00%0.01%0.01%Q2 2020Q3 202314
Citadel Advisors 310.00%0.00%0.00%Q4 2014Q4 202214
SUSQUEHANNA INTERNATIONAL GROUP, LLP 610.00%0.00%0.00%Q1 2015Q1 202314
BAR HARBOR WEALTH MANAGEMENT 14140.03%0.04%0.05%Q2 2013Q3 201614
Sigma Planning Corp 950.00%0.00%0.00%Q4 2017Q1 202314
Virtu KCG Holdings LLC 1210.00%0.00%0.02%Q3 2013Q2 201714
Mosaic Family Wealth, LLC 14140.00%0.01%0.02%Q4 2015Q1 201914
SHUFRO ROSE & CO LLC 710.00%0.01%0.01%Q2 2019Q3 202314
SEI INVESTMENTS CO 14140.00%0.00%0.00%Q1 2015Q2 201814
Yellowstone Partners, LLC 1220.06%0.07%0.10%Q4 2013Q4 201714
Key FInancial Inc 1210.00%0.00%0.00%Q1 2020Q3 202313
Arete Wealth Advisors, LLC 13130.13%0.47%0.80%Q1 2016Q1 201913
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD 760.04%1.37%2.46%Q3 2015Q4 201813
PARAMETRIC PORTFOLIO ASSOCIATES LLC 1010.00%0.01%0.01%Q4 2015Q1 202213
Cetera Advisors LLC 810.00%0.01%0.02%Q2 2014Q3 202313
DEUTSCHE BANK AG\ 1210.00%0.00%0.00%Q3 2013Q2 201913
Bank of New York Mellon Corp 410.00%0.00%0.00%Q3 2013Q4 202213
Investors Capital Advisory Services 13130.01%0.02%0.03%Q2 2013Q2 201613
CREDIT SUISSE AG/ 1210.00%0.00%0.00%Q1 2013Q4 201813
B. Riley Wealth Management, Inc. 940.01%0.03%0.06%Q1 2014Q3 202013
Transamerica Financial Advisors, Inc. 12120.00%0.00%0.00%Q2 2013Q1 201612
ROBINSON CAPITAL MANAGEMENT, LLC 420.06%1.01%3.41%Q1 2014Q1 202012
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
Ionic Capital Management LLC 810.03%0.08%0.15%Q2 2016Q4 202012
Greytown Advisors Inc. 12120.03%0.05%0.07%Q1 2020Q4 202212
Cetera Investment Advisers 12120.00%0.00%0.00%Q4 2020Q3 202312
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 12120.01%0.02%0.02%Q1 2020Q4 202212
Allworth Financial LP 1110.00%0.00%0.00%Q1 2020Q3 202312
Rehmann Capital Advisory Group 750.00%0.06%0.16%Q2 2011Q3 201912
THRIVENT FINANCIAL FOR LUTHERANS 12120.00%0.00%0.00%Q4 2017Q3 202012
RMB Capital Management, LLC 710.00%0.03%0.14%Q4 2015Q1 202011
Lumature Wealth Partners, LLC 11110.04%0.07%0.12%Q4 2020Q2 202311
Tower Research Capital LLC (TRC) 410.00%0.00%0.01%Q2 2013Q3 202311
LexAurum Advisors, LLC 11110.03%0.06%0.09%Q4 2017Q2 202011
Formidable Asset Management, LLC 11110.00%0.00%0.00%Q3 2013Q1 201611
180 WEALTH ADVISORS, LLC 11110.01%0.01%0.02%Q1 2021Q3 202311
First Allied Advisory Services, Inc. 910.00%0.01%0.05%Q2 2013Q3 202011
Spire Wealth Management 11110.00%0.00%0.01%Q1 2021Q3 202311
HRT FINANCIAL LP 510.00%0.02%0.06%Q1 2019Q3 202311
WBH ADVISORY INC 10100.01%0.02%0.02%Q2 2016Q3 201810
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.01%Q1 2021Q3 202310
AMUNDI ASSET MANAGEMENT US, INC. 10100.00%0.01%0.03%Q4 2016Q1 201910
American Portfolios Advisors 10100.00%0.00%0.00%Q4 2017Q1 202010
NEWGATE CAPITAL MANAGEMENT LLC 10101.12%3.23%6.71%Q1 2014Q2 201610
FNY Investment Advisers, LLC 640.01%0.04%0.10%Q4 2018Q3 202110
Relative Value Partners Group, LLC 820.01%0.17%0.47%Q2 2019Q4 202110
Regal Investment Advisors LLC 10100.00%0.00%0.00%Q2 2013Q3 201510
Simplicity Solutions, LLC 640.00%0.00%0.01%Q3 2019Q4 202210
MANCHESTER FINANCIAL INC 10100.28%0.36%0.47%Q2 2021Q3 202310
Ford Financial Group, LLC 640.06%0.10%0.16%Q3 2018Q4 202210
Eidelman Virant Capital 10100.06%0.07%0.10%Q2 2013Q3 201510
COHEN & STEERS, INC. 10100.00%0.01%0.01%Q2 2021Q3 202310
Mutual Advisors, LLC 10100.00%0.00%0.01%Q4 2018Q1 202110
JANE STREET GROUP, LLC 210.00%0.00%0.00%Q2 2014Q1 202310
6 Meridian 410.01%0.09%0.12%Q4 2017Q4 202110
COMERICA SECURITIES INC 10100.24%0.30%0.41%Q2 2016Q3 201810
MANUFACTURERS LIFE INSURANCE COMPANY, THE 990.00%0.00%0.00%Q2 2016Q2 20189
SIGNATUREFD, LLC 510.00%0.00%0.00%Q1 2019Q3 20239
Trust Asset Management LLC 610.43%1.42%1.84%Q3 2011Q1 20169
AVANTAX ADVISORY SERVICES, INC. 630.00%0.00%0.01%Q3 2019Q3 20239
Cetera Advisor Networks LLC 710.00%0.00%0.00%Q4 2017Q3 20239
Thomas J. Herzfeld Advisors, Inc. 720.22%0.68%1.04%Q1 2018Q2 20229
BLACKROCK ADVISORS LLC 990.00%0.00%0.00%Q4 2014Q4 20169
LAZARD ASSET MANAGEMENT LLC 720.00%0.00%0.00%Q4 2020Q3 20239
D.A. DAVIDSON & CO. 410.00%0.00%0.00%Q1 2017Q1 20229
Sather Financial Group Inc 990.03%0.04%0.05%Q4 2013Q4 20159
Valeo Financial Advisors, LLC 990.00%0.00%0.00%Q1 2019Q1 20219
MONETARY MANAGEMENT GROUP INC 510.00%0.00%0.01%Q2 2014Q4 20209
CWM, LLC 710.00%0.00%0.03%Q4 2018Q3 20238
NINE MASTS CAPITAL Ltd 420.02%0.13%0.39%Q4 2015Q3 20188
FIRST MANHATTAN CO. LLC. 880.00%0.00%0.00%Q4 2015Q3 20178
CARDIFF PARK ADVISORS, LLC 880.08%0.09%0.10%Q4 2021Q3 20238
Capital Investment Advisory Services, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
OAKTREE CAPITAL MANAGEMENT LP 530.08%0.23%0.32%Q1 2020Q2 20238
Amundi 880.00%0.00%0.01%Q4 2021Q3 20238
AXXCESS WEALTH MANAGEMENT, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
FWL INVESTMENT MANAGEMENT, LLC 880.94%1.06%1.23%Q4 2020Q3 20228
ARGENT TRUST COMPANY, N.A. 880.02%0.03%0.03%Q2 2013Q1 20158
Karpus Management, Inc. 620.00%0.03%0.13%Q3 2015Q1 20208
Fortitude Advisory Group L.L.C. 880.08%0.11%0.14%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.01%0.01%0.01%Q4 2021Q3 20238
BARCLAYS PLC 530.00%0.00%0.00%Q2 2013Q4 20158
VisionPoint Advisory Group, LLC 880.09%0.19%0.24%Q4 2020Q3 20228
OTA Financial Group L.P. 310.10%0.38%0.80%Q4 2013Q1 20208
CORNERSTONE ADVISORS INC 620.01%0.27%0.57%Q4 2013Q3 20188
Hennion & Walsh Asset Management, Inc. 880.01%0.05%0.14%Q4 2021Q3 20238
MERCER GLOBAL ADVISORS INC /ADV 440.00%0.00%0.00%Q2 2019Q2 20218
WHITTIER TRUST CO 530.00%0.00%0.01%Q2 2013Q3 20238
FIDUCIARY TRUST CO 710.00%0.00%0.00%Q2 2019Q4 20218
Beaird Harris Wealth Management, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
FIRST FOUNDATION ADVISORS 880.00%0.03%0.05%Q4 2019Q3 20218
ADVISORS MANAGEMENT GROUP INC /ADV 770.02%0.52%1.19%Q1 2022Q3 20237
Walleye Capital LLC 310.00%0.01%0.02%Q4 2019Q2 20237
Qube Research & Technologies Ltd 770.00%0.00%0.00%Q1 2022Q3 20237
Concert Wealth Management Inc. 610.00%0.01%0.01%Q4 2013Q1 20167
Yorktown Management & Research Co Inc 770.13%0.32%0.53%Q1 2015Q3 20167
LOOMIS SAYLES & CO L P 770.00%0.00%0.00%Q3 2020Q1 20227
Patriot Financial Group Insurance Agency, LLC 610.00%0.01%0.01%Q4 2016Q2 20197
MML INVESTORS SERVICES, LLC 520.00%0.00%0.00%Q1 2017Q3 20237
Vident Investment Advisory, LLC 770.10%0.17%0.31%Q1 2018Q3 20197
CSS LLC/IL 770.00%0.05%0.10%Q2 2019Q4 20207
Advisory Services Network, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Graves Light Lenhart Wealth, Inc. 770.00%0.00%0.00%Q4 2020Q2 20227
BlackRock Investment Management, LLC 410.00%0.00%0.00%Q4 2013Q4 20167
Atria Wealth Solutions, Inc. 770.00%0.00%0.01%Q1 2022Q3 20237
Laird Norton Wetherby Wealth Management, LLC 770.00%0.01%0.01%Q1 2022Q3 20237
Bain Capital Credit, LP 221.11%2.99%5.70%Q3 2014Q4 20166
Ellis Investment Partners, LLC 660.00%0.00%0.00%Q2 2019Q3 20206
NOMURA HOLDINGS INC 310.00%0.00%0.00%Q4 2012Q2 20226
Seelaus Asset Management LLC 660.03%0.03%0.04%Q2 2020Q3 20216
NATIONAL PLANNING CORP 660.00%0.01%0.01%Q3 2013Q4 20146
PenderFund Capital Management Ltd. 660.38%0.48%0.85%Q4 2019Q1 20216
Magnus Financial Group LLC 660.01%0.02%0.02%Q4 2018Q1 20206
Hunting Hill Global Capital, LLC 660.97%4.30%11.33%Q2 2019Q3 20206
Patten Group, Inc. 660.00%0.00%0.00%Q2 2015Q3 20166
StrategIQ Financial Group, LLC 660.01%0.02%0.02%Q4 2018Q1 20206
INGALLS & SNYDER LLC 660.00%0.00%0.00%Q2 2016Q3 20176
Wagner Wealth Management, LLC 660.01%0.03%0.05%Q2 2022Q3 20236
IMA Wealth, Inc. 660.46%0.56%0.65%Q2 2013Q3 20146
Virtu Financial LLC 310.01%0.02%0.03%Q3 2017Q4 20226
INVESTMENT CENTERS OF AMERICA INC 660.01%0.01%0.01%Q1 2016Q2 20176
1832 Asset Management L.P. 330.00%0.01%0.01%Q4 2014Q4 20166
PRIVATE TRUST CO NA 660.01%0.01%0.01%Q2 2022Q3 20236
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
Cutter & CO Brokerage, Inc. 550.03%0.07%0.11%Q3 2022Q3 20235
Partnervest Advisory Services LLC 550.01%0.01%0.01%Q2 2013Q2 20145
1919 Investment Counsel, LLC 550.00%0.00%0.00%Q2 2013Q2 20145
Paloma Partners Management Co 210.00%0.02%0.08%Q2 2013Q2 20195
CLOUGH CAPITAL PARTNERS L P 310.03%0.08%0.17%Q3 2019Q3 20235
CAPTRUST FINANCIAL ADVISORS 550.00%0.00%0.00%Q3 2022Q3 20235
NORTHERN TRUST CORP 210.00%0.00%0.00%Q2 2015Q3 20235
Realta Investment Advisors 410.00%0.00%0.02%Q1 2019Q1 20225
COMERICA SECURITIES,INC. 550.01%0.01%0.03%Q2 2019Q2 20205
Sowell Financial Services LLC 550.05%0.06%0.08%Q1 2022Q1 20235
PANAGORA ASSET MANAGEMENT INC 410.00%0.00%0.00%Q3 2019Q4 20205
BlackRock Inc. 410.00%0.00%0.00%Q1 2017Q4 20195
WEALTHSOURCE PARTNERS, LLC 410.01%0.02%0.04%Q4 2017Q1 20225
CENTRAL TRUST Co 310.00%0.00%0.01%Q4 2013Q3 20215
Integrated Wealth Management 550.00%0.01%0.01%Q3 2015Q3 20165
Charles Schwab Investment Advisory, Inc. 550.00%0.00%0.00%Q3 2022Q3 20235
Verity Asset Management, Inc. 550.16%0.23%0.37%Q3 2022Q3 20235
Hudock, Inc. 550.00%0.01%0.01%Q3 2013Q3 20145
Quantedge Capital Pte Ltd 320.02%0.25%0.92%Q4 2020Q3 20225
InterOcean Capital Group, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
NEW ENGLAND SECURITIES CORP /MA/ 550.01%0.02%0.02%Q4 2013Q4 20145
Vestmark Advisory Solutions, Inc. 550.00%0.01%0.01%Q2 2022Q2 20235
Allen Investment Management, LLC 550.01%0.02%0.03%Q2 2015Q2 20165
Grace Capital 550.02%0.03%0.03%Q4 2019Q4 20205
Kestra Advisory Services, LLC 550.00%0.00%0.00%Q3 2020Q3 20215
MACKAY SHIELDS LLC 320.00%0.01%0.01%Q2 2020Q4 20225
Balboa Wealth Partners 550.01%0.02%0.02%Q3 2022Q3 20235
Hatteras Investment Partners, LP 550.10%0.83%1.36%Q3 2014Q3 20155
MELFA WEALTH MANAGEMENT, INC. 440.22%0.23%0.25%Q4 2022Q3 20234
KESTRA PRIVATE WEALTH SERVICES, LLC 440.03%0.03%0.03%Q4 2022Q3 20234
SHEPHERD KAPLAN KROCHUK, LLC 440.16%0.23%0.31%Q2 2018Q1 20194
Intrinsic Edge Capital Management LLC 440.10%0.15%0.20%Q4 2018Q3 20194
Cyndeo Wealth Partners, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Atlas Private Wealth Advisors 440.00%0.00%0.00%Q2 2020Q1 20214
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 220.00%0.00%0.01%Q1 2020Q2 20214
Absolute Return Capital, LLC 440.02%0.03%0.04%Q2 2013Q1 20144
GLENMEDE TRUST CO NA 310.00%0.00%0.00%Q3 2015Q4 20184
Modera Wealth Management, LLC 440.01%0.02%0.02%Q4 2022Q3 20234
Apollo Management Holdings, L.P. 440.02%0.03%0.04%Q3 2016Q2 20174
Newbridge Financial Services Group, Inc. 440.03%0.03%0.03%Q3 2020Q2 20214
Congress Park Capital LLC 440.05%0.05%0.05%Q1 2021Q4 20214
EverSource Wealth Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Park Place Capital Corp 440.00%0.01%0.01%Q4 2022Q3 20234
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 440.01%0.01%0.01%Q4 2022Q3 20234
Foresight Wealth Management, LLC 440.00%0.02%0.02%Q4 2021Q3 20224
OPTIMUM INVESTMENT ADVISORS 440.02%0.03%0.03%Q2 2014Q1 20154
BB&T SECURITIES, LLC 440.00%0.00%0.00%Q3 2018Q2 20194
Dynasty Wealth Management, LLC 440.05%0.13%0.24%Q4 2017Q3 20184
Wela Strategies, Inc. 440.50%0.55%0.62%Q1 2022Q4 20224
TELEMUS CAPITAL, LLC 440.00%0.00%0.00%Q2 2018Q1 20194
Matisse Capital 440.35%1.14%1.93%Q4 2019Q3 20204
CHAPIN DAVIS, INC. 440.02%0.04%0.06%Q4 2022Q3 20234
Eagle Bay Advisors LLC 210.00%0.01%0.02%Q4 2021Q3 20223
Wealthspire Advisors, L.P. 330.00%0.00%0.00%Q1 2018Q3 20183
Beach Point Capital Management LP 210.97%1.94%3.11%Q1 2019Q1 20213
WealthPLAN Partners, LLC 210.00%0.00%0.00%Q4 2015Q3 20163
1607 Capital Partners, LLC 330.14%0.15%0.16%Q2 2016Q4 20163
BOOTHBAY FUND MANAGEMENT, LLC 210.02%0.13%0.22%Q1 2016Q3 20193
Claraphi Advisory Network, LLC 330.02%0.05%0.10%Q2 2022Q4 20223
WEALTH EFFECTS LLC 330.03%0.05%0.05%Q1 2023Q3 20233
Compass Efficient Model Portfolios, LLC 330.01%0.27%0.68%Q2 2013Q4 20133
Alpine Global Management, LLC 110.03%0.06%0.07%Q1 2017Q4 20193
Chicago Partners Investment Group LLC 330.01%0.01%0.01%Q3 2022Q1 20233
GraniteShares Advisors LLC 331.22%1.31%1.42%Q1 2023Q3 20233
Lindbrook Capital, LLC 330.00%0.00%0.00%Q3 2020Q1 20213
FIRST NEW YORK SECURITIES LLC /NY 210.11%0.19%0.29%Q4 2013Q4 20143
NewEdge Advisors, LLC 330.00%0.01%0.02%Q1 2023Q3 20233
TIEDEMANN ADVISORS, LLC 330.05%0.06%0.06%Q1 2017Q3 20173
TOWNSQUARE CAPITAL LLC 330.00%0.00%0.00%Q1 2023Q3 20233
L.M. KOHN & COMPANY 330.02%0.02%0.02%Q1 2022Q3 20223
CAZ INVESTMENTS LP 330.11%0.14%0.16%Q4 2014Q2 20153
Ahrens Investment Partners LLC 330.13%0.15%0.18%Q3 2022Q1 20233
Lloyd Park, LLC 210.08%0.14%0.18%Q4 2021Q3 20223
Ruggie Capital Group 330.08%0.09%0.09%Q1 2016Q3 20163
Strategic Investment Solutions, Inc. /IL 330.00%0.00%0.00%Q1 2023Q3 20233
KMS FINANCIAL SERVICES, INC 330.01%0.02%0.02%Q2 2013Q4 20133
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
FMR LLC 330.00%0.00%0.00%Q2 2019Q4 20193
Belmont Global Advisors, Inc. 330.32%2.05%3.29%Q4 2014Q2 20153
Equitable Holdings, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Quarry LP 330.05%0.09%0.12%Q1 2023Q3 20233
Twin Lakes Capital Management, LLC 210.35%0.40%0.48%Q4 2021Q3 20223
Glass Jacobson Investment Advisors llc 210.01%0.01%0.01%Q4 2022Q3 20233
Risk Paradigm Group, LLC 210.01%0.02%0.02%Q3 2015Q3 20163
Perella Weinberg Partners Capital Management LP 330.03%0.17%0.40%Q1 2017Q3 20173
Genesis Wealth Advisors, LLC 330.08%0.08%0.09%Q4 2014Q2 20153
SG Americas Securities, LLC 110.00%0.00%0.01%Q4 2013Q4 20153
Share Andrew L. 330.06%0.09%0.13%Q4 2021Q2 20223
Perennial Investment Advisors, LLC 330.01%0.02%0.02%Q1 2023Q3 20233
Walleye Trading LLC 110.00%0.00%0.00%Q4 2017Q2 20203
Momentum Advisors, LLC 330.05%0.12%0.16%Q2 2022Q4 20223
WFG Advisors, LP 210.00%0.01%0.01%Q2 2013Q3 20153
D'Orazio & Associates, Inc. 330.00%0.00%0.00%Q2 2016Q4 20163
Weiss Asset Management LP 110.02%0.07%0.17%Q4 2015Q4 20183
Csenge Advisory Group 210.00%0.01%0.01%Q3 2022Q3 20233
Rockbridge Investment Management, LCC 330.00%0.00%0.00%Q2 2021Q4 20213
MONETA GROUP INVESTMENT ADVISORS LLC 330.00%0.00%0.00%Q4 2021Q2 20223
Eos Management, L.P. 210.08%0.16%0.22%Q2 2014Q4 20153
Laurion Capital Management LP 210.01%0.03%0.06%Q4 2014Q1 20163
SEIZERT CAPITAL PARTNERS, LLC 220.00%0.00%0.00%Q3 2013Q4 20132
MCIA Inc 220.02%0.02%0.02%Q2 2017Q3 20172
PFG Investments, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Ironsides Asset Advisors, LLC 220.04%0.04%0.04%Q1 2022Q2 20222
Private Vista, LLC 220.01%0.01%0.01%Q2 2017Q3 20172
ALLIANCEBERNSTEIN L.P. 110.00%0.00%0.00%Q4 2013Q2 20152
REDW Wealth LLC 220.02%0.02%0.02%Q1 2022Q2 20222
Squarepoint Ops LLC 110.01%0.07%0.14%Q4 2015Q4 20172
CTC Alternative Strategies, Ltd. 220.34%0.66%0.98%Q4 2014Q1 20152
REGENTATLANTIC CAPITAL LLC 110.00%0.00%0.00%Q4 2014Q1 20222
Clean Yield Group 220.00%0.00%0.00%Q4 2021Q1 20222
US FINANCIAL ADVISORS, LLC 220.01%0.02%0.02%Q4 2015Q1 20162
Almitas Capital LLC 110.88%0.93%0.98%Q4 2018Q4 20192
Cypress Capital Group 220.01%0.01%0.01%Q4 2013Q1 20142
Gradient Investments LLC 220.00%0.00%0.00%Q1 2020Q2 20202
Fiduciary Group LLC 220.01%0.01%0.01%Q4 2020Q1 20212
BROWN BROTHERS HARRIMAN & CO 220.00%0.00%0.00%Q2 2018Q3 20182
MRP Capital Investments, LLC 220.04%0.04%0.04%Q4 2022Q1 20232
Baker Avenue Asset Management, LP 220.00%0.00%0.00%Q4 2022Q1 20232
STIFEL NICOLAUS & CO INC \MO\ 220.02%0.02%0.02%Q2 2013Q3 20132
DRW Securities, LLC 220.04%0.06%0.08%Q4 2014Q1 20152
BANK OF MONTREAL /CAN/ 110.00%0.00%0.00%Q3 2013Q3 20152
NewEdge Wealth, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
Donald L. Hagan, LLC 110.01%0.01%0.01%Q3 2015Q1 20162
COMERICA BANK 110.00%0.00%0.00%Q3 2013Q3 20232
Platform Technology Partners 220.05%0.06%0.06%Q3 2020Q4 20202
Consolidated Portfolio Review Corp 220.03%0.03%0.03%Q2 2023Q3 20232
STRATEGIC INVESTMENT MANAGEMENT, LLC 220.02%0.07%0.11%Q2 2016Q3 20162
WADDELL & REED FINANCIAL INC 220.00%0.00%0.00%Q1 2020Q2 20202
JBF Capital, Inc. 110.00%0.00%0.00%Q3 2018Q3 20202
Portside Wealth Group, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Ranch Capital Advisors Inc. 220.00%0.00%0.00%Q4 2019Q1 20202
Brookstone Capital Management 110.00%0.00%0.00%Q2 2019Q1 20222
Plante Moran Financial Advisors, LLC 220.06%0.06%0.06%Q3 2020Q4 20202
TRUST CO OF VERMONT 220.00%0.00%0.00%Q3 2022Q4 20222
MUFG Americas Holdings Corp 110.00%0.00%0.00%Q4 2010Q2 20132
Horizon Investment Services, LLC 220.10%0.11%0.12%Q2 2014Q3 20142
PENSECO FINANCIAL SERVICES CORP 220.01%0.01%0.01%Q2 2013Q3 20132
HERITAGE INVESTORS MANAGEMENT CORP 220.00%0.00%0.00%Q3 2014Q4 20142
Logan Stone Capital, LLC 220.33%0.45%0.56%Q2 2022Q3 20222
TCI Wealth Advisors, Inc. 220.01%0.01%0.01%Q1 2015Q2 20152
ExodusPoint Capital Management, LP 110.00%0.02%0.04%Q1 2020Q1 20212
WELLINGTON MANAGEMENT GROUP LLP 220.00%0.00%0.00%Q3 2015Q4 20152
BLUEFIN CAPITAL MANAGEMENT, LLC 220.02%0.03%0.04%Q4 2021Q1 20222
VERUS CAPITAL PARTNERS, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Acrospire Investment Management LLC 220.01%0.02%0.02%Q4 2016Q1 20172
CITY HOLDING CO 220.00%0.00%0.00%Q4 2016Q1 20172
COUNTRY TRUST BANK 220.00%0.00%0.00%Q2 2015Q3 20152
BENJAMIN EDWARDS INC 220.01%0.01%0.01%Q4 2021Q1 20222
Segantii Capital Management Ltd 220.00%0.01%0.01%Q4 2021Q1 20222
Jane Street Holding, LLC 220.00%0.00%0.00%Q2 2013Q3 20132
1ST SOURCE BANK 110.01%0.01%0.01%Q3 2015Q3 20151
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
CLEAR STREET MARKETS LLC 110.01%0.01%0.01%Q2 2015Q2 20151
Hatteras Alternative Mutual Funds, LLC 110.85%0.85%0.85%Q2 2014Q2 20141
Oakworth Capital, Inc. 110.01%0.01%0.01%Q3 2016Q3 20161
Global Endowment Management, LP 110.03%0.03%0.03%Q3 2020Q3 20201
MinichMacGregor Wealth Management, LLC 110.04%0.04%0.04%Q4 2018Q4 20181
Centerpoint Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Truvestments Capital LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Wealthcare Advisory Partners LLC 110.00%0.00%0.00%Q2 2019Q2 20191
FinTrust Capital Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Windsor Capital Management, LLC 110.01%0.01%0.01%Q3 2015Q3 20151
Founders Financial Alliance, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
Center for Financial Planning, Inc. 110.01%0.01%0.01%Q2 2023Q2 20231
DAYMARK WEALTH PARTNERS, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Centurion Wealth Management LLC 110.13%0.13%0.13%Q3 2023Q3 20231
Cresset Asset Management, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Goodwin Investment Advisory 110.00%0.00%0.00%Q2 2022Q2 20221
Altus Wealth Group LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Worth Asset Management, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
MIO Partners, Inc. 1117.16%17.16%17.16%Q4 2020Q4 20201
OLD MISSION CAPITAL LLC 110.09%0.09%0.09%Q4 2019Q4 20191
Wealth Management Solutions, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
EPG Wealth Management LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Ground Swell Capital, LLC 110.07%0.07%0.07%Q1 2023Q1 20231
Royal Fund Management, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
NORTH STAR ASSET MANAGEMENT INC 110.01%0.01%0.01%Q1 2022Q1 20221
Autumn Glory Partners, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
DUBUQUE BANK & TRUST CO 110.00%0.00%0.00%Q2 2013Q2 20131
CERTUITY, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
Salomon & Ludwin, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
ClearBridge Investments 110.00%0.00%0.00%Q3 2017Q3 20171
Lenox Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Elequin Capital, LP 110.01%0.01%0.01%Q2 2023Q2 20231
THOMPSON SIEGEL & WALMSLEY LLC 110.00%0.00%0.00%Q3 2019Q3 20191
McNamara Financial Services, Inc. 110.01%0.01%0.01%Q4 2014Q4 20141
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q3 2020Q3 20201
Sound Point Capital Management, LP 110.90%0.90%0.90%Q4 2015Q4 20151
Trust Co 110.03%0.03%0.03%Q2 2016Q2 20161
Asset Dedication, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Smith Anglin Financial, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
All Season Financial Advisors, Inc. 110.26%0.26%0.26%Q1 2022Q1 20221
HUTCHENS INVESTMENT MANAGEMENT INC 110.01%0.01%0.01%Q4 2014Q4 20141
RUSHMORE INVESTMENT ADVISORS, INC. 110.02%0.02%0.02%Q2 2013Q2 20131
InterOcean Capital, LLC 110.02%0.02%0.02%Q2 2014Q2 20141
INSIGHT 2811, INC. 110.00%0.00%0.00%Q2 2013Q2 20131
CENTAURUS FINANCIAL, INC. 110.00%0.00%0.00%Q2 2018Q2 20181
OLD SECOND NATIONAL BANK OF AURORA 110.00%0.00%0.00%Q1 2019Q1 20191
TFS CAPITAL LLC 110.01%0.01%0.01%Q1 2016Q1 20161
Castleview Partners, LLC 110.32%0.32%0.32%Q1 2018Q1 20181
Ameritas Investment Company, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
JFS WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q2 2015Q2 20151
Legacy Private Trust Co. 110.01%0.01%0.01%Q3 2013Q3 20131
STEEL GROVE CAPITAL ADVISORS, LLC 110.02%0.02%0.02%Q1 2015Q1 20151
MANAGED ACCOUNT ADVISORS LLC 110.00%0.00%0.00%Q1 2015Q1 20151
GEODE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
COWEN INC. 110.00%0.00%0.00%Q2 2015Q2 20151
CHILTON CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Axiom Investment Management LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Inscription Capital, LLC 110.08%0.08%0.08%Q4 2018Q4 20181
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
LONGFELLOW INVESTMENT MANAGEMENT CO LLC 110.26%0.26%0.26%Q4 2016Q4 20161
Meridian Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Continuum Advisory, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Paragon Capital Management Ltd 110.00%0.00%0.00%Q4 2021Q4 20211
CALTON & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
Kistler-Tiffany Companies, LLC 110.06%0.06%0.06%Q2 2023Q2 20231
KINGSWOOD WEALTH ADVISORS, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Traynor Capital Management, Inc. 110.03%0.03%0.03%Q1 2017Q1 20171
Crosspoint Capital Strategies, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
TradeLink Global Equity LLC 110.13%0.13%0.13%Q4 2014Q4 20141
WELCH & FORBES LLC 110.00%0.00%0.00%Q4 2018Q4 20181
RPg Family Wealth Advisory, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
Astoria Portfolio Advisors LLC. 110.03%0.03%0.03%Q3 2023Q3 20231
55I, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Oak Harvest Investment Services 110.01%0.01%0.01%Q3 2023Q3 20231
Spectrum Management Group, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Field & Main Bank 110.02%0.02%0.02%Q2 2014Q2 20141
683 Capital Management, LLC 111.32%1.32%1.32%Q4 2018Q4 20181
Altium Wealth Management LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Mascoma Wealth Management LLC 110.01%0.01%0.01%Q1 2023Q1 20231
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Atomi Financial Group, Inc. 110.03%0.03%0.03%Q3 2023Q3 20231
NORTHWESTERN MUTUAL LIFE INSURANCE CO 110.00%0.00%0.00%Q2 2013Q2 20131
Baystate Wealth Management LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Independent Advisor Alliance 110.01%0.01%0.01%Q4 2019Q4 20191
WealthShield Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
HBK Sorce Advisory LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Orion Portfolio Solutions, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
WESTPORT RESOURCES MANAGEMENT INC 110.02%0.02%0.02%Q3 2013Q3 20131
MCF Advisors LLC 110.00%0.00%0.00%Q2 2018Q2 20181
External links

This page lists all the filers that currently own INVESCO SR INCOME TR or have owned INVESCO SR INCOME TR in the past.