Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
COMMONWEALTH EQUITY SERVICES, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
BANK OF AMERICA CORP /DE/ | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Investors Research Corp | 22 | 22 | 0.38% | 0.64% | 0.95% | Q2 2018 | Q3 2023 | 22 |
LPL Financial LLC | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Geneos Wealth Management Inc. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
MORGAN STANLEY | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
WELLS FARGO & COMPANY/MN | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
FAS Wealth Partners, Inc. | 22 | 22 | 0.03% | 0.06% | 0.17% | Q2 2018 | Q3 2023 | 22 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
UBS Group AG | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
ROYAL BANK OF CANADA | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Cambridge Investment Research Advisors, Inc. | 22 | 22 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
RAYMOND JAMES & ASSOCIATES | 16 | 5 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 21 |
Global Retirement Partners, LLC | 14 | 7 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 21 |
Valmark Advisers, Inc. | 20 | 20 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q1 2023 | 20 |
Citadel Advisors | 15 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 20 |
FMR LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Raymond James Financial Services Advisors, Inc. | 17 | 1 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q2 2023 | 18 |
CWM, LLC | 10 | 8 | 0.04% | 0.05% | 0.06% | Q1 2019 | Q3 2023 | 18 |
CITIGROUP INC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2022 | 16 |
Patriot Financial Group Insurance Agency, LLC | 16 | 16 | 0.00% | 0.11% | 0.28% | Q3 2018 | Q2 2022 | 16 |
BLAIR WILLIAM & CO/IL | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2022 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Heritage Trust Co | 7 | 1 | 0.03% | 0.05% | 0.08% | Q2 2018 | Q3 2023 | 15 |
Private Advisor Group, LLC | 14 | 1 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q2 2022 | 15 |
Element Wealth, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Reynders McVeigh Capital Management, LLC | 14 | 14 | 0.02% | 0.02% | 0.04% | Q1 2019 | Q2 2022 | 14 |
PACIFIC SUN FINANCIAL CORP | 6 | 1 | 0.44% | 0.86% | 1.58% | Q2 2018 | Q2 2023 | 14 |
Cetera Advisor Networks LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q4 2022 | 13 |
TSFG, LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q1 2022 | 13 |
Key FInancial Inc | 12 | 1 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 13 |
Purus Wealth Management, LLC | 12 | 12 | 0.28% | 0.48% | 0.68% | Q4 2020 | Q3 2023 | 12 |
Creative Planning | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2021 | 12 |
Janney Montgomery Scott LLC | 8 | 4 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q4 2021 | 12 |
Sandy Spring Bank | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Equitable Holdings, Inc. | 7 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 11 |
FinTrust Capital Advisors, LLC | 6 | 5 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2022 | 11 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
IFP Advisors, Inc | 8 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2021 | 10 |
ENVESTNET ASSET MANAGEMENT INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2021 | 10 |
American Institute for Advanced Investment Management, LLP | 6 | 1 | 0.15% | 0.20% | 0.26% | Q4 2019 | Q3 2023 | 10 |
HARBOR INVESTMENT ADVISORY, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2022 | 10 |
SHAKESPEARE WEALTH MANAGEMENT, INC. | 9 | 9 | 2.46% | 3.36% | 4.49% | Q4 2017 | Q4 2019 | 9 |
AMERIPRISE FINANCIAL INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 9 |
JPMORGAN CHASE & CO | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2022 | 9 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 9 | 9 | 0.06% | 0.07% | 0.11% | Q2 2018 | Q2 2020 | 9 |
IMC-Chicago, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2023 | 9 |
Kaydan Wealth Management, Inc. | 8 | 8 | 0.08% | 0.12% | 0.18% | Q4 2021 | Q3 2023 | 8 |
OPTIMUM INVESTMENT ADVISORS | 8 | 8 | 0.01% | 0.05% | 0.12% | Q2 2018 | Q1 2020 | 8 |
FIFTH THIRD BANCORP | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2023 | 8 |
Twelve Points Wealth Management LLC | 8 | 8 | 1.45% | 2.25% | 2.91% | Q4 2021 | Q3 2023 | 8 |
HUNTINGTON NATIONAL BANK | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Well Done, LLC | 8 | 8 | 0.10% | 0.70% | 1.20% | Q2 2018 | Q1 2020 | 8 |
BROWN ADVISORY INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 7 |
NEXT Financial Group, Inc | 4 | 1 | 0.00% | 0.10% | 0.34% | Q4 2018 | Q4 2020 | 7 |
Capital Asset Advisory Services LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
Clearwater Capital Advisors, LLC | 7 | 7 | 0.05% | 0.08% | 0.14% | Q2 2018 | Q4 2019 | 7 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 7 |
SPC Financial, Inc. | 6 | 1 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q2 2023 | 7 |
JANE STREET GROUP, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q4 2019 | 7 |
Connecticut Wealth Management, LLC | 7 | 7 | 0.03% | 0.07% | 0.12% | Q2 2019 | Q4 2020 | 7 |
Legacy Private Trust Co. | 7 | 7 | 0.04% | 0.09% | 0.20% | Q2 2018 | Q4 2019 | 7 |
Advisor Group, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q4 2019 | 7 |
Kingsview Wealth Management, LLC | 7 | 7 | 0.10% | 0.20% | 0.28% | Q2 2018 | Q4 2019 | 7 |
MML INVESTORS SERVICES, LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q4 2019 | 7 |
Princeton Global Asset Management LLC | 6 | 6 | 0.00% | 0.26% | 0.38% | Q4 2018 | Q1 2020 | 6 |
DB Wealth Management Group, LLC | 6 | 6 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q1 2022 | 6 |
Western Wealth Management, LLC | 3 | 1 | 0.06% | 0.11% | 0.21% | Q1 2019 | Q1 2022 | 6 |
GREENLEAF TRUST | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2019 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q4 2019 | 6 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 6 | 6 | 0.04% | 0.07% | 0.09% | Q2 2018 | Q3 2019 | 6 |
FLOW TRADERS U.S. LLC | 4 | 2 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q2 2023 | 6 |
PSI Advisors, LLC | 5 | 1 | 0.01% | 0.02% | 0.06% | Q4 2019 | Q3 2022 | 6 |
PLIMOTH TRUST CO LLC | 5 | 5 | 0.08% | 0.13% | 0.15% | Q2 2018 | Q2 2019 | 5 |
First Allied Advisory Services, Inc. | 3 | 2 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2019 | 5 |
MCMILLION CAPITAL MANAGEMENT INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 5 |
Sequoia Wealth Management, LLC | 5 | 5 | 1.23% | 1.38% | 1.54% | Q2 2018 | Q2 2019 | 5 |
Winslow, Evans & Crocker, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2019 | 5 |
HighTower Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2019 | 5 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 5 | 5 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q2 2019 | 5 |
Financial Advocates Investment Management | 5 | 5 | 0.05% | 0.06% | 0.06% | Q2 2018 | Q2 2019 | 5 |
WILLNER & HELLER, LLC | 5 | 5 | 0.61% | 0.68% | 0.76% | Q4 2021 | Q4 2022 | 5 |
Parallax Volatility Advisers, L.P. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
Bartlett & Co. LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 5 |
WEDBUSH SECURITIES INC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q2 2019 | 4 |
STIFEL FINANCIAL CORP | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2019 | 4 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Pinnacle Bancorp, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
Santori & Peters, Inc. | 4 | 4 | 0.40% | 0.42% | 0.45% | Q2 2018 | Q1 2019 | 4 |
LEVEL FOUR ADVISORY SERVICES, LLC | 4 | 4 | 0.13% | 0.25% | 0.57% | Q2 2018 | Q1 2019 | 4 |
Stratos Wealth Partners, LTD. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q1 2019 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Belpointe Asset Management LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q1 2023 | 3 |
Clarus Wealth Advisors | 3 | 3 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q1 2019 | 3 |
Burt Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
Eudaimonia Partners, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 3 |
IHT Wealth Management, LLC | 3 | 3 | 0.01% | 0.02% | 0.04% | Q1 2023 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
BlackRock Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Atria Investments, Inc | 2 | 2 | 0.25% | 0.25% | 0.25% | Q2 2019 | Q3 2019 | 2 |
CAPITAL ONE FINANCIAL CORP | 2 | 2 | 0.07% | 0.08% | 0.09% | Q1 2020 | Q2 2020 | 2 |
DFPG INVESTMENTS, LLC | 2 | 2 | 0.44% | 0.47% | 0.50% | Q4 2018 | Q1 2019 | 2 |
Community Bank, N.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
BREITER CAPITAL MANAGEMENT INC | 2 | 2 | 0.41% | 0.42% | 0.44% | Q2 2019 | Q3 2019 | 2 |
Allworth Financial LP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
CENTRAL TRUST Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
Steward Partners Investment Advisory, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
HARBOUR INVESTMENTS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 2 |
Dynamic Advisor Solutions LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q3 2018 | 2 |
Brendel Financial Advisors LLC | 2 | 2 | 0.32% | 0.41% | 0.49% | Q4 2018 | Q1 2019 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 2 |
CAPTRUST FINANCIAL ADVISORS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Lion Street Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
Sutton Wealth Advisors Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SCOTIA CAPITAL INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
BANK OF MONTREAL /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q4 2019 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Kestra Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.79% | 0.79% | 0.79% | Q4 2018 | Q4 2018 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
TRUIST FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Cetera Investment Advisers | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
Commonwealth Financial Services, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
WealthPlan Investment Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Trilogy Capital Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
AE Wealth Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2019 | Q3 2019 | 1 |
PrairieView Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
NORTHERN TRUST CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Fulcrum Equity Management | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2019 | Q3 2019 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Prostatis Group LLC | 1 | 1 | 1.44% | 1.44% | 1.44% | Q4 2019 | Q4 2019 | 1 |
S.A. Mason LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
AMI INVESTMENT MANAGEMENT INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2018 | Q3 2018 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
Vantage Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Gateway Advisory, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2018 | Q3 2018 | 1 |
SIGNATUREFD, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
External links
This page lists all the filers that currently own INVESCO EXCHANGE TRADED FD T or have owned INVESCO EXCHANGE TRADED FD T in the past.