Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SignalPoint Asset Management, LLC | 22 | 22 | 0.27% | 0.42% | 0.60% | Q2 2018 | Q3 2023 | 22 |
BANK OF AMERICA CORP /DE/ | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
MORGAN STANLEY | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
WELLS FARGO & COMPANY/MN | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.07% | 0.32% | Q1 2016 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
UBS Group AG | 10 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 20 |
Geneos Wealth Management Inc. | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Freedom Investment Management, Inc. | 11 | 8 | 0.03% | 0.10% | 0.17% | Q2 2018 | Q3 2023 | 19 |
Capital Analysts, LLC | 17 | 17 | 0.00% | 0.04% | 0.09% | Q3 2019 | Q3 2023 | 17 |
Financial Gravity Asset Management, Inc. | 12 | 5 | 0.00% | 0.07% | 0.36% | Q1 2019 | Q3 2023 | 17 |
HOWE & RUSLING INC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2022 | 16 |
CULLEN/FROST BANKERS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2022 | 15 |
LPL Financial LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
ROYAL BANK OF CANADA | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 14 |
JANE STREET GROUP, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2023 | 13 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2023 | 12 |
JAMES INVESTMENT RESEARCH INC | 12 | 12 | 0.08% | 0.16% | 0.27% | Q4 2020 | Q3 2023 | 12 |
Oxinas Partners Wealth Management LLC | 12 | 12 | 1.48% | 3.07% | 4.91% | Q4 2020 | Q3 2023 | 12 |
Raymond James Financial Services Advisors, Inc. | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
FORTEM FINANCIAL GROUP, LLC | 10 | 10 | 1.13% | 1.63% | 2.29% | Q2 2021 | Q3 2023 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 10 |
Parallel Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
Global Retirement Partners, LLC | 7 | 2 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 9 |
Steward Partners Investment Advisory, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Collaborative Wealth Managment Inc. | 6 | 1 | 0.34% | 0.50% | 0.62% | Q1 2021 | Q3 2023 | 8 |
PGIM Custom Harvest LLC | 4 | 4 | 0.03% | 0.12% | 0.26% | Q4 2020 | Q3 2023 | 8 |
Spire Wealth Management | 8 | 8 | 0.00% | 0.13% | 0.17% | Q2 2021 | Q1 2023 | 8 |
HARBOUR INVESTMENTS, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 8 |
American Portfolios Advisors | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 8 |
Arkadios Wealth Advisors | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 8 |
Walker Asset Management, LLC | 8 | 8 | 0.22% | 0.24% | 0.26% | Q1 2022 | Q4 2023 | 8 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
Sargent Bickham Lagudis LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2020 | 7 |
Brinker Capital Investments, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 7 |
Bogart Wealth, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Sound Income Strategies, LLC | 6 | 1 | 0.00% | 0.10% | 0.16% | Q2 2018 | Q1 2023 | 7 |
ADIRONDACK TRUST CO | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Private Advisor Group, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Kaizen Financial Strategies | 4 | 2 | 0.38% | 0.52% | 0.66% | Q4 2020 | Q2 2022 | 6 |
AdvisorNet Financial, Inc | 4 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2022 | 6 |
Bison Wealth, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2021 | 6 |
Wealthcare Advisory Partners LLC | 6 | 6 | 0.05% | 0.20% | 0.31% | Q2 2022 | Q3 2023 | 6 |
GOLDMAN SACHS GROUP INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 6 |
Joseph P. Lucia & Associates, LLC | 6 | 6 | 0.00% | 0.19% | 0.38% | Q1 2019 | Q2 2020 | 6 |
Baird Financial Group, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Cambridge Investment Research Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 6 |
TSFG, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2020 | 6 |
Advisor Group, Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 6 |
MONEY CONCEPTS CAPITAL CORP | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
AlphaCore Capital LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Kore Private Wealth LLC | 3 | 2 | 0.02% | 0.03% | 0.03% | Q1 2020 | Q3 2021 | 5 |
SIMPLEX TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
GeoWealth Management, LLC | 5 | 5 | 0.08% | 0.30% | 0.53% | Q3 2022 | Q3 2023 | 5 |
EPG Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Citadel Advisors | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2022 | 5 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 5 | 5 | 0.38% | 0.51% | 0.60% | Q3 2022 | Q3 2023 | 5 |
Aspire Private Capital, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Financial Freedom, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.02% | 0.04% | Q3 2021 | Q1 2023 | 4 |
PICTET ASSET MANAGEMENT SA | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
WealthTrust Fairport, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
J.P. Morgan Private Wealth Advisors LLC | 4 | 4 | 0.01% | 0.04% | 0.05% | Q1 2022 | Q4 2022 | 4 |
PRUDENTIAL FINANCIAL INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.34% | 0.39% | 0.46% | Q2 2021 | Q1 2022 | 4 |
PRIVATE TRUST CO NA | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
CIBC WORLD MARKET INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
WESPAC Advisors, LLC | 3 | 3 | 0.44% | 0.80% | 1.08% | Q2 2021 | Q4 2021 | 3 |
Sigma Planning Corp | 3 | 3 | 0.07% | 0.08% | 0.09% | Q3 2021 | Q1 2022 | 3 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
NATIONAL BANK OF CANADA /FI/ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Regal Investment Advisors LLC | 2 | 1 | 0.11% | 0.12% | 0.13% | Q1 2019 | Q4 2019 | 3 |
TRUIST FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
HighTower Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Allworth Financial LP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
FormulaFolio Investments, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q4 2018 | 2 |
Synergy Asset Management, LLC | 2 | 2 | 1.37% | 1.38% | 1.38% | Q4 2021 | Q1 2022 | 2 |
Gladstone Institutional Advisory LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Atlas Brown,Inc. | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q1 2022 | 2 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
OLD MISSION CAPITAL LLC | 2 | 2 | 0.03% | 0.05% | 0.06% | Q1 2022 | Q2 2022 | 2 |
McAdam, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2018 | 2 |
First Heartland Consultants, Inc. | 2 | 2 | 0.01% | 0.39% | 0.76% | Q3 2021 | Q4 2021 | 2 |
CWM, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
MENORA MIVTACHIM HOLDINGS LTD. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Aveo Capital Partners, LLC | 2 | 2 | 1.94% | 2.69% | 3.45% | Q2 2019 | Q3 2019 | 2 |
OneDigital Investment Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Prostatis Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Sound Financial Strategies Group, LLC | 1 | 1 | 1.28% | 1.28% | 1.28% | Q4 2019 | Q4 2019 | 1 |
CreativeOne Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Financial Architects, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
NIEMANN CAPITAL MANAGEMENT INC | 1 | 1 | 1.93% | 1.93% | 1.93% | Q4 2019 | Q4 2019 | 1 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Beacon Harbor Wealth Advisors, Inc. | 1 | 1 | 3.40% | 3.40% | 3.40% | Q4 2021 | Q4 2021 | 1 |
Sowell Financial Services LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2019 | Q3 2019 | 1 |
ENVESTNET ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Advisory Services Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
Snowden Capital Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Holloway Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Resurgent Financial Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
StoneX Group Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.63% | 0.63% | 0.63% | Q3 2023 | Q3 2023 | 1 |
Bank of New York Mellon Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Western Wealth Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2022 | Q2 2022 | 1 |
NewEdge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
RAYMOND JAMES & ASSOCIATES | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Windsor Creek Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 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.