INVESCO EXCHANGE TRADED FD T shareholder history

Current and past INVESCO EXCHANGE TRADED FD T shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Citadel Advisors 710.00%0.00%0.00%Q1 2019Q2 202436
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1820.00%0.00%0.00%Q2 2018Q2 202436
Sargent Bickham Lagudis LLC 28280.01%0.01%0.02%Q1 2016Q4 202228
US BANCORP \DE\ 25250.00%0.00%0.00%Q2 2018Q2 202425
ProVise Management Group, LLC 25250.04%0.06%0.09%Q2 2018Q2 202425
BANK OF MONTREAL /CAN/ 25250.00%0.00%0.00%Q2 2018Q2 202425
Stratos Wealth Partners, LTD. 25250.01%0.02%0.04%Q2 2018Q2 202425
Bison Wealth, LLC 25250.05%0.16%0.26%Q2 2018Q2 202425
MORGAN STANLEY 25250.00%0.01%0.01%Q2 2018Q2 202425
MML INVESTORS SERVICES, LLC 25250.00%0.03%0.06%Q2 2018Q2 202425
ROCKLAND TRUST CO 25250.01%0.02%0.14%Q2 2018Q2 202425
WOLVERINE TRADING, LLC 740.00%0.00%0.01%Q3 2018Q2 202425
Bogart Wealth, LLC 25250.00%0.01%0.03%Q2 2018Q2 202425
BENJAMIN F. EDWARDS & COMPANY, INC. 25250.00%0.00%0.00%Q2 2018Q2 202425
APPLETON PARTNERS INC/MA 25250.02%0.35%0.62%Q2 2018Q2 202425
WELLS FARGO & COMPANY/MN 25250.00%0.00%0.01%Q2 2018Q2 202425
WEDBUSH SECURITIES INC 25250.01%0.03%0.04%Q2 2018Q2 202425
AFT, FORSYTH & COMPANY, INC. 25250.18%0.55%1.56%Q2 2018Q2 202425
MONETARY MANAGEMENT GROUP INC 25250.00%0.06%0.15%Q2 2018Q2 202425
D.A. DAVIDSON & CO. 25250.01%0.01%0.01%Q2 2018Q2 202425
ENVESTNET ASSET MANAGEMENT INC 25250.00%0.00%0.01%Q2 2018Q2 202425
LPL Financial LLC 25250.01%0.02%0.04%Q2 2018Q2 202425
STIFEL FINANCIAL CORP 25250.00%0.00%0.01%Q2 2018Q2 202425
RAYMOND JAMES & ASSOCIATES 25250.00%0.00%0.01%Q2 2018Q2 202425
Janney Montgomery Scott LLC 25250.00%0.00%0.00%Q2 2018Q2 202425
Asset Management One Co., Ltd. 25250.00%0.01%0.03%Q2 2018Q2 202425
COMMONWEALTH EQUITY SERVICES, LLC 25250.00%0.01%0.02%Q2 2018Q2 202425
IFP Advisors, Inc 2010.00%0.01%0.03%Q1 2016Q2 202425
GOULD ASSET MANAGEMENT LLC /CA/ 25250.11%0.17%0.24%Q2 2018Q2 202425
ROYAL BANK OF CANADA 25250.00%0.00%0.00%Q2 2018Q2 202425
AdvisorNet Financial, Inc 25250.00%0.01%0.01%Q2 2018Q2 202425
BANK OF AMERICA CORP /DE/ 25250.00%0.00%0.02%Q2 2018Q2 202425
Advisory Services Network, LLC 25250.01%0.01%0.03%Q2 2018Q2 202425
Raymond James Financial Services Advisors, Inc. 25250.00%0.00%0.01%Q2 2018Q2 202425
OPTIMUM INVESTMENT ADVISORS 25250.04%0.11%0.20%Q2 2018Q2 202425
North Star Investment Management Corp. 25250.32%0.49%0.72%Q2 2018Q2 202425
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 25250.00%0.00%0.00%Q2 2018Q2 202425
Kessler Investment Group, LLC 25250.01%0.09%0.37%Q2 2018Q2 202425
JPMORGAN CHASE & CO 25250.00%0.00%0.00%Q2 2018Q2 202425
UBS Group AG 25250.00%0.00%0.01%Q2 2018Q2 202425
CAPTRUST FINANCIAL ADVISORS 25250.00%0.01%0.03%Q2 2018Q2 202425
Cutler Group LLC / CA 1020.00%0.00%0.01%Q4 2019Q4 202325
Cambridge Investment Research Advisors, Inc. 25250.01%0.02%0.03%Q2 2018Q2 202425
NewEdge Advisors, LLC 25250.00%0.02%0.08%Q2 2018Q2 202425
Geneos Wealth Management Inc. 25250.00%0.00%0.00%Q2 2018Q2 202425
GUGGENHEIM CAPITAL LLC 25250.01%0.01%0.02%Q2 2018Q2 202425
Independence Bank of Kentucky 24240.00%0.01%0.02%Q3 2018Q2 202424
LINCOLN NATIONAL CORP 24240.01%0.04%0.06%Q2 2018Q1 202424
Carmichael Hill & Associates, Inc. 24240.05%0.16%0.28%Q3 2018Q2 202424
Prospera Financial Services Inc 1590.04%0.14%0.49%Q2 2018Q2 202424
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 24240.00%0.01%0.02%Q3 2018Q2 202424
DUNCKER STREETT & CO INC 1950.00%0.00%0.00%Q2 2018Q2 202424
PNC FINANCIAL SERVICES GROUP, INC. 24240.00%0.00%0.00%Q2 2018Q1 202424
Private Advisor Group, LLC 2220.00%0.03%0.09%Q2 2018Q2 202424
TRUIST FINANCIAL CORP 24240.00%0.00%0.01%Q2 2018Q1 202424
PINNACLE ASSOCIATES LTD 24240.00%0.01%0.02%Q2 2018Q1 202424
Wealthcare Advisory Partners LLC 1680.01%0.02%0.04%Q2 2018Q2 202424
Steward Partners Investment Advisory, LLC 2130.00%0.00%0.01%Q2 2018Q2 202424
BLAIR WILLIAM & CO/IL 23230.00%0.00%0.00%Q4 2018Q2 202423
Pinnacle Bancorp, Inc. 23230.00%0.01%0.02%Q4 2018Q2 202423
DEARBORN PARTNERS LLC 23230.01%0.02%0.02%Q4 2018Q2 202423
FinTrust Capital Advisors, LLC 23230.05%1.41%3.82%Q4 2018Q2 202423
Cetera Advisor Networks LLC 23230.00%0.04%0.08%Q2 2018Q4 202323
Institute for Wealth Management, LLC. 23230.04%0.09%0.20%Q4 2018Q2 202423
Capital Investment Advisory Services, LLC 23230.00%0.00%0.01%Q4 2018Q2 202423
Field & Main Bank 1720.48%0.60%0.71%Q2 2018Q2 202423
Fort Sheridan Advisors LLC 23230.05%0.22%0.46%Q4 2018Q2 202423
Creative Planning 22220.00%0.00%0.00%Q2 2018Q3 202322
OPPENHEIMER & CO INC 1930.00%0.01%0.01%Q2 2018Q2 202422
FIFTH THIRD BANCORP 22220.00%0.00%0.00%Q2 2018Q3 202322
CWM, LLC 11110.00%0.00%0.00%Q4 2018Q2 202422
Baker Avenue Asset Management, LP 22220.01%0.25%0.71%Q2 2018Q3 202322
Koshinski Asset Management, Inc. 1750.04%0.15%0.42%Q2 2018Q4 202322
Joseph P. Lucia & Associates, LLC 22220.15%0.36%1.65%Q1 2019Q2 202422
FLAGSHIP HARBOR ADVISORS, LLC 22220.02%0.12%0.30%Q2 2018Q3 202322
Endurance Wealth Management, Inc. 21210.05%0.07%0.08%Q2 2018Q2 202321
Sigma Planning Corp 21210.01%0.02%0.03%Q2 2018Q2 202321
FMR LLC 1920.00%0.00%0.00%Q3 2018Q2 202421
Abbot Financial Management, Inc. 1920.11%0.17%0.24%Q2 2018Q2 202421
CITIGROUP INC 1920.00%0.00%0.00%Q2 2018Q1 202421
AE Wealth Management LLC 1640.00%0.03%0.23%Q2 2018Q3 202320
HighTower Advisors, LLC 840.00%0.00%0.00%Q2 2018Q2 202420
Financial Gravity Asset Management, Inc. 1320.00%0.04%0.20%Q2 2018Q1 202420
Ancora Advisors LLC 1910.00%0.00%0.00%Q3 2018Q2 202420
Financial Architects, Inc 1640.12%0.25%0.44%Q2 2018Q2 202320
First National Bank of South Miami 19190.02%0.10%0.19%Q4 2018Q2 202319
Rockefeller Capital Management L.P. 19190.00%0.01%0.06%Q4 2018Q2 202319
DT Investment Partners, LLC 19190.13%0.41%0.89%Q2 2018Q4 202219
Essex Financial Services, Inc. 19190.02%0.05%0.12%Q4 2019Q2 202419
KLINGENSTEIN FIELDS & CO LP 19190.02%0.05%0.09%Q2 2018Q4 202219
Westside Investment Management, Inc. 1310.00%0.00%0.01%Q2 2018Q2 202419
BELLEVUE ASSET MANAGEMENT, LLC 19190.01%0.02%0.03%Q4 2019Q2 202419
AJ WEALTH STRATEGIES, LLC 19190.04%0.31%0.86%Q2 2018Q4 202219
Affiance Financial, LLC 19190.05%0.14%0.36%Q2 2018Q4 202219
ATTICUS WEALTH MANAGEMENT, LLC 18180.00%0.02%0.06%Q4 2019Q1 202418
Sowell Financial Services LLC 1080.03%0.08%0.14%Q3 2019Q2 202418
WASHINGTON TRUST Co 18180.00%0.00%0.00%Q1 2020Q2 202418
NVWM, LLC 1260.01%0.03%0.05%Q2 2018Q4 202218
OSAIC HOLDINGS, INC. 18180.00%0.01%0.02%Q1 2020Q2 202418
AVANTAX ADVISORY SERVICES, INC. 1350.00%0.01%0.02%Q4 2019Q2 202418
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1710.00%0.00%0.00%Q2 2019Q2 202418
EVOKE WEALTH, LLC 1710.08%0.28%1.18%Q3 2019Q1 202418
American Portfolios Advisors 18180.01%0.01%0.02%Q2 2018Q3 202218
Ashfield Capital Partners, LLC 18180.05%0.07%0.10%Q2 2018Q3 202218
Strategic Wealth Investment Group, LLC 1710.02%1.38%3.87%Q4 2019Q2 202418
HOLLENCREST CAPITAL MANAGEMENT 18180.03%0.06%0.08%Q2 2018Q3 202218
Rehmann Capital Advisory Group 1420.01%0.14%0.31%Q2 2018Q2 202418
Retirement Group, LLC 1610.01%0.16%0.58%Q4 2019Q1 202417
1832 Asset Management L.P. 17170.00%0.00%0.00%Q2 2018Q2 202217
BerganKDV Wealth Management, LLC 17170.00%0.00%0.00%Q2 2018Q2 202217
SRS Capital Advisors, Inc. 1340.00%0.04%0.16%Q1 2020Q2 202417
Capital Investment Advisors, LLC 17170.01%0.02%0.04%Q2 2020Q2 202417
Integrated Advisors Network LLC 17170.01%0.14%0.31%Q2 2020Q2 202417
Renaissance Technologies 710.00%0.00%0.00%Q2 2018Q2 202317
Mutual Advisors, LLC 17170.02%0.20%0.36%Q2 2018Q2 202217
B. Riley Wealth Advisors, Inc. 1520.01%0.02%0.04%Q2 2018Q4 202217
IBEX WEALTH ADVISORS 17170.05%0.08%0.13%Q4 2018Q4 202217
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 17170.00%0.06%0.89%Q2 2018Q2 202217
Glassman Wealth Services 1430.00%0.00%0.00%Q2 2018Q3 202217
New England Private Wealth Advisors LLC 17170.03%0.05%0.09%Q2 2018Q2 202217
Gradient Investments LLC 1610.00%0.20%0.54%Q1 2019Q4 202317
Lowe Wealth Advisors, LLC 16160.00%0.01%0.01%Q2 2019Q1 202316
PRUDENTIAL PLC 16160.00%0.01%0.02%Q3 2020Q2 202416
Kestra Advisory Services, LLC 16160.01%0.02%0.04%Q3 2020Q2 202416
BROOKS, MOORE & ASSOCIATES, INC. 16160.25%0.42%0.55%Q4 2018Q3 202216
HOWARD WEALTH MANAGEMENT, LLC 1050.15%0.33%0.45%Q4 2019Q3 202315
Founders Financial Alliance, LLC 15150.00%0.03%0.06%Q3 2020Q1 202415
Disciplined Investments, LLC 15150.00%0.01%0.02%Q4 2019Q2 202315
Covington Capital Management 960.00%0.01%0.01%Q2 2018Q3 202215
Accel Wealth Management 15150.63%1.25%1.75%Q4 2020Q2 202415
FRANKLIN RESOURCES INC 1410.00%0.00%0.00%Q2 2020Q2 202415
Running Point Capital Advisors, LLC 15150.10%0.42%0.69%Q4 2020Q2 202415
Newbridge Financial Services Group, Inc. 15150.00%0.01%0.02%Q3 2020Q1 202415
CIM, LLC 15150.88%1.06%1.33%Q3 2020Q1 202415
Valley Brook Capital Group, Inc. 15150.14%0.21%0.34%Q4 2020Q2 202415
Allworth Financial LP 14140.00%0.00%0.00%Q1 2021Q2 202414
JANE STREET GROUP, LLC 1010.00%0.00%0.01%Q1 2019Q2 202414
Financial Advisors Network, Inc. 1310.07%0.58%1.69%Q2 2018Q4 202114
Fiera Capital Corp 14140.00%0.00%0.00%Q1 2021Q2 202414
J.W. COLE ADVISORS, INC. 910.01%0.02%0.04%Q4 2019Q4 202314
Freedom Investment Management, Inc. 14140.09%0.19%0.26%Q1 2021Q2 202414
Lehman & Derafelo Financial Resources LLC 1220.01%0.01%0.02%Q4 2018Q3 202214
Sound Income Strategies, LLC 14140.00%0.15%0.44%Q1 2021Q2 202414
WBH ADVISORY INC 13130.02%0.05%0.07%Q1 2019Q1 202213
HARBOUR INVESTMENTS, INC. 940.00%0.01%0.04%Q1 2021Q2 202413
COLONY GROUP LLC 13130.00%0.01%0.02%Q1 2019Q1 202213
Twin Lakes Capital Management, LLC 850.01%0.02%0.02%Q1 2021Q2 202413
CAHILL FINANCIAL ADVISORS INC 13130.04%0.10%0.19%Q3 2019Q3 202213
1900 WEALTH MANAGEMENT LLC 13130.02%0.02%0.02%Q2 2021Q2 202413
STEPHENS INC /AR/ 13130.00%0.01%0.02%Q2 2021Q2 202413
OneDigital Investment Advisors LLC 1120.01%0.01%0.02%Q2 2018Q3 202313
Cetera Investment Advisers 1210.00%0.01%0.01%Q4 2020Q1 202413
GARRISON BRADFORD & ASSOCIATES INC 1210.17%0.32%0.96%Q2 2019Q2 202413
Capital Advisors, Ltd. LLC 13130.00%0.00%0.01%Q1 2020Q1 202313
GOLDMAN SACHS GROUP INC 710.00%0.00%0.00%Q2 2018Q3 202312
Patriot Financial Group Insurance Agency, LLC 750.01%0.07%0.17%Q3 2018Q4 202112
Regal Investment Advisors LLC 710.02%0.09%0.13%Q2 2018Q4 202212
THRIVENT FINANCIAL FOR LUTHERANS 1110.00%0.00%0.01%Q4 2019Q2 202412
Qube Research & Technologies Ltd 510.00%0.01%0.03%Q1 2020Q2 202412
UNITED CAPITAL FINANCIAL ADVISORS, LLC 12120.00%0.01%0.02%Q1 2019Q4 202112
OLD NATIONAL BANCORP /IN/ 12120.01%0.01%0.02%Q2 2018Q1 202112
NEXT Financial Group, Inc 1110.00%0.02%0.04%Q4 2018Q4 202112
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 930.22%0.28%0.33%Q1 2021Q1 202412
Winslow, Evans & Crocker, Inc. 11110.00%0.01%0.01%Q2 2018Q4 202011
TWO SIGMA SECURITIES, LLC 310.00%0.01%0.02%Q2 2018Q4 202311
Nachman Norwood & Parrott, Inc 11110.04%0.05%0.07%Q4 2018Q2 202111
Foundations Investment Advisors, LLC 530.01%2.36%8.51%Q4 2018Q2 202211
AMERIPRISE FINANCIAL INC 1010.00%0.00%0.01%Q3 2018Q2 202411
Heritage Wealth Advisors 11110.00%0.00%0.00%Q4 2021Q2 202411
NATIONAL BANK OF CANADA /FI/ 11110.00%0.00%0.00%Q4 2021Q2 202411
Glen Eagle Advisors, LLC 430.00%0.00%0.01%Q1 2019Q1 202411
LAKE STREET PRIVATE WEALTH, LLC 1010.04%0.11%0.21%Q1 2019Q4 202111
WestHill Financial Advisors, Inc. 920.00%0.04%0.10%Q4 2020Q3 202311
Bull Street Advisors, LLC 11110.10%0.15%0.22%Q3 2019Q1 202211
Advisors Asset Management, Inc. 650.00%0.00%0.00%Q2 2018Q4 202111
Cohen Klingenstein LLC 11110.02%0.03%0.04%Q1 2019Q3 202111
Walker Asset Management, LLC 11110.44%0.92%1.56%Q4 2021Q2 202411
Global Retirement Partners, LLC 10100.00%0.00%0.00%Q1 2022Q2 202410
AlphaMark Advisors, LLC 640.00%0.04%0.20%Q2 2018Q2 202210
Anchor Investment Management, LLC 10100.01%0.01%0.02%Q4 2021Q1 202410
National Wealth Management Group, LLC 10100.12%0.33%0.66%Q4 2021Q1 202410
MARINER INDEPENDENT ADVISOR NETWORK, LLC 10100.02%0.02%0.03%Q3 2018Q4 202010
Investors Research Corp 10100.13%0.36%0.54%Q1 2022Q2 202410
Tyler-Stone Wealth Management 550.00%0.00%0.00%Q4 2021Q2 202410
MCRAE CAPITAL MANAGEMENT INC 10100.05%0.06%0.07%Q1 2022Q2 202410
PineBridge Investments, L.P. 10100.00%0.00%0.00%Q2 2018Q3 202010
Spire Wealth Management 10100.00%0.00%0.00%Q1 2021Q2 202310
Concord Wealth Partners 730.01%0.01%0.02%Q4 2021Q2 202410
BROWN ADVISORY INC 10100.00%0.00%0.00%Q1 2022Q2 202410
Greenwich Wealth Management LLC 990.05%0.09%0.15%Q1 2020Q1 20229
Avory & Company, LLC 990.49%0.65%0.93%Q2 2022Q2 20249
SYNOVUS FINANCIAL CORP 990.00%0.00%0.00%Q2 2018Q2 20209
SIGNET FINANCIAL MANAGEMENT, LLC 810.00%0.06%0.10%Q2 2018Q4 20219
Robbins Farley 720.00%0.00%0.00%Q4 2020Q1 20239
SECURITY NATIONAL TRUST CO 990.03%0.04%0.06%Q2 2018Q2 20209
PRIVATE TRUST CO NA 990.00%0.05%0.09%Q2 2022Q2 20249
QUADRANT CAPITAL GROUP LLC 990.00%0.00%0.00%Q2 2022Q2 20249
Professional Financial Advisors, LLC 990.00%0.00%0.00%Q3 2020Q3 20229
BOKF, NA 990.01%0.01%0.01%Q2 2018Q2 20209
Arkadios Wealth Advisors 810.00%0.03%0.06%Q1 2021Q2 20249
Tradition Wealth Management, LLC 990.00%0.00%0.00%Q4 2020Q4 20229
First Allied Advisory Services, Inc. 990.01%0.01%0.02%Q2 2018Q2 20209
ENTERPRISE FINANCIAL SERVICES CORP 990.02%0.11%0.20%Q1 2019Q1 20219
HUNTINGTON NATIONAL BANK 990.00%0.00%0.00%Q1 2021Q1 20239
Lindbrook Capital, LLC 990.01%0.05%0.24%Q4 2021Q4 20239
Global Financial Private Capital, Inc 990.00%0.01%0.02%Q2 2018Q2 20209
BT Wealth Management LLC 990.12%2.10%3.80%Q2 2020Q2 20229
FourThought Financial, LLC 880.00%0.00%0.00%Q4 2020Q3 20228
Advisors Capital Management, LLC 880.00%0.00%0.00%Q3 2022Q2 20248
Safeguard Investment Advisory Group, LLC 880.11%0.21%0.42%Q4 2020Q3 20228
JOYN Advisors, Inc. 880.09%0.10%0.15%Q2 2018Q1 20208
CreativeOne Wealth, LLC 710.01%0.04%0.08%Q4 2020Q2 20238
Aviance Capital Partners, LLC 880.24%0.29%0.37%Q2 2018Q1 20208
Jacobi Capital Management LLC 710.00%0.00%0.01%Q2 2018Q3 20218
SIMPLEX TRADING, LLC 410.00%0.00%0.00%Q3 2018Q2 20248
IMA Advisory Services, Inc. 880.38%0.53%0.80%Q2 2018Q1 20208
Baron Financial Group, LLC 880.02%0.03%0.04%Q3 2020Q2 20228
WOLFF WIESE MAGANA LLC 880.01%0.02%0.02%Q4 2020Q3 20228
AlphaCore Capital LLC 880.00%0.00%0.00%Q1 2022Q4 20238
United Asset Strategies, Inc. 880.04%0.07%0.24%Q2 2018Q1 20208
South Shore Capital Advisors 880.39%0.60%0.72%Q4 2020Q3 20228
Kingsview Wealth Management, LLC 880.00%0.01%0.01%Q3 2022Q2 20248
Kerntke Otto McGlone Wealth Management Group 710.20%0.53%1.04%Q4 2019Q4 20218
NewSquare Capital LLC 880.00%0.42%0.51%Q2 2018Q1 20208
Essex LLC 710.06%0.08%0.11%Q3 2021Q2 20248
Advisor Group, Inc. 770.02%0.02%0.03%Q2 2018Q4 20197
Leading Edge Financial Planning LLC 770.10%0.23%0.38%Q4 2022Q2 20247
Sterneck Capital Management, LLC 770.68%0.71%0.75%Q4 2022Q2 20247
Newman Dignan & Sheerar, Inc. 610.01%0.06%0.09%Q2 2019Q4 20217
JDM Financial Group LLC 770.02%0.02%0.02%Q4 2022Q2 20247
Brinker Capital Investments, LLC 770.00%0.00%0.00%Q2 2018Q4 20197
CX Institutional 770.01%0.02%0.03%Q2 2018Q4 20197
DEUTSCHE BANK AG\ 770.00%0.00%0.00%Q2 2018Q4 20197
SignalPoint Asset Management, LLC 770.13%0.21%0.26%Q2 2018Q4 20197
Weaver Consulting Group 770.00%0.01%0.01%Q1 2019Q3 20207
SouthState Corp 520.00%0.01%0.01%Q4 2021Q4 20237
Custos Family Office, LLC 774.30%5.17%5.96%Q1 2022Q3 20237
Orion Portfolio Solutions, LLC 430.00%0.01%0.01%Q4 2019Q3 20227
Byrne Asset Management LLC 770.02%0.02%0.03%Q4 2021Q2 20237
Graves Light Lenhart Wealth, Inc. 770.00%0.00%0.00%Q4 2020Q2 20227
Claraphi Advisory Network, LLC 430.04%1.87%5.69%Q2 2018Q1 20207
Triangle Securities Wealth Management 770.06%0.07%0.08%Q4 2022Q2 20247
TCG Advisory Services, LLC 770.28%0.36%0.60%Q4 2020Q2 20227
DELTA ASSET MANAGEMENT LLC/TN 770.00%0.00%0.00%Q4 2022Q2 20247
OXFORD FINANCIAL GROUP, LTD. LLC 610.00%0.00%0.00%Q2 2022Q2 20247
Forvis Mazars Wealth Advisors, LLC 770.03%0.03%0.04%Q2 2018Q4 20197
HF Advisory Group, LLC 770.14%0.20%0.27%Q4 2022Q2 20247
LJI Wealth Management, LLC 770.12%0.17%0.21%Q4 2022Q2 20247
Ameritas Investment Partners, Inc. 770.00%0.00%0.00%Q4 2022Q2 20247
Cornerstone Management, Inc. 660.01%0.01%0.01%Q4 2021Q1 20236
Noven Financial Group, Inc. 660.30%0.41%0.55%Q4 2018Q1 20206
Benin Management CORP 660.13%0.20%0.23%Q3 2021Q4 20226
Busey Bank 660.01%0.01%0.01%Q3 2021Q4 20226
LADENBURG THALMANN FINANCIAL SERVICES INC. 660.02%0.02%0.03%Q3 2018Q4 20196
RFP Financial Group LLC 510.01%0.02%0.02%Q4 2022Q2 20246
CALDWELL SUTTER CAPITAL, INC. 660.00%0.00%0.00%Q4 2022Q1 20246
Freedman Financial Associates, Inc. 660.02%0.04%0.05%Q4 2020Q1 20226
Worth Asset Management, LLC 660.02%0.05%0.10%Q1 2022Q2 20236
TRAPHAGEN INVESTMENT ADVISORS LLC 660.05%0.18%0.27%Q1 2019Q2 20206
Tower Research Capital LLC (TRC) 310.00%0.00%0.00%Q1 2020Q1 20246
Lido Advisors, LLC 660.00%0.00%0.00%Q3 2022Q4 20236
HAZLETT, BURT & WATSON, INC. 660.03%0.03%0.04%Q1 2022Q2 20236
WealthShield Partners, LLC 660.00%0.00%0.01%Q1 2023Q2 20246
Orion Capital Management LLC 660.02%0.02%0.03%Q4 2020Q1 20226
Colonial River Investments, LLC 330.28%0.57%0.91%Q4 2020Q2 20226
WINTRUST INVESTMENTS LLC 660.02%0.02%0.03%Q1 2023Q2 20246
GLENVIEW STATE BANK TRUST DEPT. 660.07%0.08%0.10%Q1 2020Q2 20216
Magnus Financial Group LLC 660.13%0.14%0.16%Q1 2023Q2 20246
HORIZON BANCORP INC /IN/ 410.01%0.01%0.02%Q4 2019Q4 20225
TCG Advisors, LP 550.54%0.68%0.79%Q2 2019Q2 20205
Atria Wealth Solutions, Inc. 410.00%0.01%0.01%Q1 2022Q2 20235
Kovack Advisors, Inc. 550.03%0.05%0.07%Q3 2020Q3 20215
Wagner Wealth Management, LLC 320.00%0.07%0.14%Q2 2018Q2 20215
HARBOR INVESTMENT ADVISORY, LLC 550.00%0.00%0.00%Q4 2019Q4 20205
ROWLAND CARMICHAEL ADVISORS INC /ADV 550.03%0.04%0.04%Q4 2019Q4 20205
Parallax Volatility Advisers, L.P. 550.00%0.00%0.00%Q2 2018Q2 20195
NWAM LLC 550.02%0.10%0.20%Q2 2020Q2 20215
Clearstead Advisors, LLC 550.00%0.00%0.00%Q4 2021Q4 20225
McClarren Financial Advisors, Inc. 550.02%0.02%0.02%Q2 2023Q2 20245
TITLEIST ASSET MANAGEMENT, LLC 550.06%0.06%0.07%Q1 2023Q1 20245
Global Financial Private Client, LLC 550.03%0.05%0.06%Q4 2019Q4 20205
BARTLETT & CO. WEALTH MANAGEMENT LLC 550.00%0.00%0.00%Q2 2023Q2 20245
OLD MISSION CAPITAL LLC 210.00%0.02%0.04%Q3 2020Q4 20235
Golden State Wealth Management, LLC 310.01%0.01%0.01%Q1 2019Q3 20205
TITLEIST CAPITAL, LLC 550.07%0.08%0.09%Q4 2021Q4 20225
Cetera Advisors LLC 410.01%0.01%0.02%Q2 2018Q4 20215
Wealthspire Advisors, L.P. 410.01%0.01%0.02%Q2 2018Q3 20205
AFFINITY WEALTH MANAGEMENT LLC 550.16%0.18%0.24%Q4 2018Q4 20195
CABANA LLC 410.09%1.88%5.28%Q1 2019Q2 20215
MCMILLION CAPITAL MANAGEMENT INC 410.00%0.00%0.00%Q2 2019Q4 20205
Clearwater Capital Advisors, LLC 550.04%0.08%0.15%Q2 2018Q2 20195
ARS Wealth Advisors Group, LLC 552.24%2.97%3.70%Q3 2021Q3 20225
Mirae Asset Global Investments Co., Ltd. 550.00%0.00%0.00%Q2 2023Q2 20245
ARS Wealth Advisors, LLC 553.67%4.45%5.05%Q2 2020Q2 20215
Zullo Investment Group, Inc. 550.03%0.03%0.03%Q4 2021Q4 20225
Dunhill Financial, LLC 550.16%0.32%0.52%Q2 2023Q2 20245
DHJJ Financial Advisors, Ltd. 440.00%0.00%0.00%Q3 2023Q2 20244
Realta Investment Advisors 440.02%0.03%0.04%Q1 2019Q4 20194
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Cerity Partners LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Intercontinental Wealth Advisors, LLC 440.01%0.01%0.01%Q4 2018Q3 20194
Mosaic Family Wealth, LLC 440.00%0.00%0.00%Q2 2018Q1 20194
Larson Financial Group LLC 440.00%0.01%0.01%Q4 2018Q3 20194
ROGCO, LP 440.01%0.01%0.01%Q3 2023Q2 20244
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 440.00%0.00%0.00%Q3 2023Q2 20244
Chesley Taft & Associates LLC 440.11%0.13%0.16%Q1 2020Q4 20204
MFA WEALTH ADVISORS, LLC 440.29%2.31%3.63%Q3 2020Q2 20214
Ameritas Investment Company, LLC 210.00%0.04%0.16%Q4 2018Q1 20214
Ellis Investment Partners, LLC 440.00%0.00%0.00%Q2 2019Q1 20204
SeaCrest Wealth Management, LLC 440.01%0.01%0.01%Q2 2018Q1 20194
Krilogy Financial LLC 310.01%0.02%0.02%Q3 2022Q4 20234
Sheaff Brock Investment Advisors, LLC 440.02%0.03%0.04%Q2 2018Q1 20194
NBC SECURITIES, INC. 440.00%0.00%0.00%Q3 2023Q2 20244
REILLY FINANCIAL ADVISORS, LLC 440.00%0.00%0.01%Q2 2018Q1 20194
Integrity Financial Corp /WA 440.00%0.00%0.00%Q4 2022Q3 20234
Surevest, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
AllSquare Wealth Management LLC 440.00%0.00%0.00%Q2 2018Q1 20194
CWA Asset Management Group, LLC 440.04%0.04%0.05%Q4 2020Q3 20214
FARMERS & MERCHANTS INVESTMENTS INC 440.00%0.00%0.00%Q3 2021Q2 20224
Bard Financial Services, Inc. 440.04%0.08%0.10%Q3 2022Q2 20234
AVIANCE CAPITAL MANAGEMENT, LLC 440.03%0.05%0.07%Q2 2018Q1 20194
Burleson & Company, LLC 440.00%0.00%0.00%Q1 2022Q4 20224
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 440.03%0.03%0.04%Q2 2018Q1 20194
Baird Financial Group, Inc. 440.00%0.00%0.00%Q2 2018Q1 20194
Secure Asset Management, LLC 310.29%0.39%0.54%Q4 2019Q4 20204
FLOW TRADERS U.S. LLC 110.01%0.05%0.08%Q1 2019Q2 20244
JAMISON PRIVATE WEALTH MANAGEMENT, INC. 440.00%0.00%0.01%Q3 2023Q2 20244
EXCHANGE TRADED CONCEPTS, LLC 440.12%1.04%1.69%Q3 2020Q2 20214
Avior Wealth Management, LLC 440.00%0.00%0.01%Q3 2023Q2 20244
Owen LaRue, LLC 440.24%0.26%0.27%Q4 2022Q3 20234
EPG Wealth Management LLC 310.01%0.01%0.01%Q1 2022Q1 20234
Bank of New York Mellon Corp 440.00%0.00%0.00%Q2 2018Q1 20194
BB&T SECURITIES, LLC 210.00%0.00%0.00%Q2 2018Q3 20194
COMERICA BANK 440.00%0.00%0.00%Q3 2023Q2 20244
First Horizon Advisors, Inc. 330.00%0.01%0.01%Q2 2018Q4 20183
Glovista Investments LLC 210.78%0.85%0.96%Q4 2020Q3 20213
PFS INVESTMENTS INC. 330.30%0.65%1.16%Q2 2018Q4 20183
Hedeker Wealth, LLC 330.36%0.39%0.43%Q3 2021Q1 20223
Friedenthal Financial 330.04%0.04%0.05%Q4 2023Q2 20243
Wealthspire Advisors, LLC 330.01%0.01%0.02%Q4 2020Q2 20213
Bartlett & Co. LLC 330.00%0.00%0.00%Q2 2023Q4 20233
BIVIN & ASSOCIATES, INC. 330.01%0.01%0.01%Q4 2021Q2 20223
Register Financial Advisors LLC 330.02%0.02%0.02%Q4 2023Q2 20243
Soltis Investment Advisors LLC 330.02%0.02%0.03%Q3 2022Q1 20233
GeoWealth Management, LLC 330.06%0.47%0.70%Q4 2020Q2 20213
Impact Partnership Wealth, LLC 330.00%0.00%0.00%Q3 2023Q1 20243
Regent Investment Management LLC 330.06%0.07%0.08%Q2 2018Q4 20183
Capital Asset Advisory Services LLC 330.00%0.00%0.00%Q4 2019Q2 20203
MinichMacGregor Wealth Management, LLC 210.00%0.00%0.00%Q2 2018Q4 20223
CNO Financial Group, Inc. 337.75%8.40%9.49%Q2 2018Q4 20183
TRANSATLANTIQUE PRIVATE WEALTH LLC 330.20%0.27%0.37%Q2 2022Q4 20223
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
HRT FINANCIAL LP 210.00%0.00%0.00%Q1 2023Q4 20233
Northwest Financial Advisors 330.01%0.01%0.02%Q4 2023Q2 20243
Riggs Asset Managment Co. Inc. 330.00%0.00%0.01%Q4 2019Q2 20203
ROTHSCHILD INVESTMENT LLC 330.00%0.00%0.00%Q4 2023Q2 20243
Horizon Investments, LLC 330.07%0.45%1.20%Q2 2018Q4 20183
Mariner, LLC 110.00%0.00%0.00%Q4 2019Q2 20243
MGB Wealth Management, LLC 330.12%0.14%0.16%Q4 2023Q2 20243
CITIZENS FINANCIAL GROUP INC/RI 110.00%0.00%0.01%Q3 2018Q2 20243
Partnervest Advisory Services LLC 210.07%0.10%0.16%Q4 2019Q3 20203
VALLEY FINANCIAL MANAGEMENT, INC. 330.34%0.41%0.46%Q3 2022Q1 20233
Premier Path Wealth Partners, LLC 330.04%0.04%0.05%Q4 2023Q2 20243
Executive Wealth Management, LLC 330.00%0.00%0.01%Q4 2018Q2 20193
Probity Advisors, Inc. 330.04%0.04%0.04%Q1 2021Q3 20213
PRINCIPAL SECURITIES, INC. 330.00%0.00%0.00%Q4 2023Q2 20243
Atria Investments, Inc 210.02%0.03%0.03%Q2 2018Q1 20193
Novak & Powell Financial Services, Inc. 330.12%0.14%0.15%Q4 2023Q2 20243
Semmax Financial Advisors Inc. 210.00%0.00%0.01%Q4 2018Q4 20203
Capital Investment Counsel, Inc 110.00%0.00%0.00%Q3 2020Q2 20243
REGIONS FINANCIAL CORP 330.00%0.00%0.00%Q3 2018Q1 20193
MGO ONE SEVEN LLC 110.01%0.01%0.02%Q4 2018Q2 20242
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q2 20192
Aptus Capital Advisors, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
Palouse Capital Management, Inc. 220.03%0.03%0.03%Q1 2024Q2 20242
Aspire Private Capital, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
FOUNDERS FINANCIAL SECURITIES LLC 220.22%0.37%0.53%Q2 2018Q3 20182
Sumitomo Mitsui Trust Holdings, Inc. 220.00%0.00%0.00%Q3 2019Q4 20192
Certified Advisory Corp 220.00%0.00%0.00%Q2 2018Q3 20182
JACOBS ASSET MANAGEMENT, LLC 220.55%0.94%1.34%Q3 2022Q4 20222
SMITH, MOORE & CO. 220.05%0.05%0.06%Q2 2018Q3 20182
Iron Gate Global Advisors LLC 220.01%0.01%0.01%Q2 2018Q3 20182
Sonora Investment Management Group, LLC 220.02%0.02%0.02%Q4 2022Q1 20232
BEL AIR INVESTMENT ADVISORS LLC 220.04%0.04%0.04%Q1 2021Q2 20212
MARINO, STRAM & ASSOCIATES LLC 220.01%0.01%0.01%Q2 2018Q3 20182
Central Pacific Bank - Trust Division 220.00%0.00%0.00%Q1 2024Q2 20242
PFG Investments, LLC 220.01%0.01%0.01%Q1 2024Q2 20242
MANUFACTURERS LIFE INSURANCE COMPANY, THE 220.00%0.00%0.00%Q2 2018Q3 20182
Wealth Enhancement & Preservation of GA, LLC 220.24%0.27%0.30%Q3 2022Q4 20222
Simplicity Solutions, LLC 220.09%0.13%0.18%Q4 2018Q1 20192
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 220.02%0.13%0.24%Q1 2020Q2 20202
Axiom Investment Management LLC 220.02%0.02%0.02%Q1 2019Q2 20192
Sunbelt Securities, Inc. 220.03%0.03%0.03%Q3 2019Q4 20192
EATON VANCE MANAGEMENT 220.00%0.00%0.00%Q1 2021Q2 20212
Wharton Business Group, LLC 220.69%0.71%0.73%Q2 2018Q3 20182
PANORAMIC INVESTMENT ADVISORS, LLC 110.18%0.19%0.20%Q4 2022Q3 20232
RMR Wealth Builders 220.01%0.02%0.02%Q4 2020Q1 20212
H&H Retirement Design & Management INC 220.43%0.50%0.58%Q1 2020Q2 20202
Waverly Advisors, LLC 220.06%0.08%0.09%Q3 2022Q4 20222
Intelligence Driven Advisers, LLC 220.11%0.12%0.13%Q4 2018Q1 20192
B&D White Capital Company, LLC 110.00%0.19%0.38%Q4 2020Q1 20232
Parallel Advisors, LLC 220.00%0.00%0.00%Q1 2019Q2 20192
Fortitude Advisory Group L.L.C. 220.02%0.02%0.02%Q4 2021Q1 20222
FormulaFolio Investments, LLC 220.13%0.14%0.15%Q3 2019Q4 20192
RFG HOLDINGS, INC. 225.30%5.43%5.56%Q1 2024Q2 20242
Global Wealth Management Investment Advisory, Inc. 220.00%0.00%0.00%Q4 2018Q1 20192
Paragon Capital Management LLC 220.01%0.01%0.01%Q1 2019Q2 20192
Financial Insights, Inc. 110.10%0.11%0.12%Q2 2020Q2 20212
Fiduciary Alliance LLC 110.00%0.00%0.00%Q4 2022Q2 20232
Gladstone Institutional Advisory LLC 220.04%0.04%0.04%Q1 2022Q2 20222
COMMONS CAPITAL, LLC 220.18%0.18%0.18%Q4 2021Q1 20222
Golden Green, Inc. 220.24%0.61%0.99%Q4 2020Q1 20212
Bluefin Trading, LLC 220.02%0.08%0.14%Q2 2018Q3 20182
Csenge Advisory Group 110.04%0.04%0.04%Q3 2018Q2 20202
Verition Fund Management LLC 110.02%0.02%0.02%Q1 2020Q4 20202
City Center Advisors, LLC 220.19%0.19%0.19%Q1 2024Q2 20242
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.01%0.01%0.01%Q2 2020Q4 20222
LexAurum Advisors, LLC 220.14%0.15%0.17%Q2 2018Q3 20182
Procyon Advisors, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
Paulson Wealth Management Inc. 220.35%0.53%0.72%Q2 2018Q3 20182
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
BlueCrest Capital Management Ltd 220.01%0.01%0.01%Q4 2022Q1 20232
J.P. Morgan Private Wealth Advisors LLC 220.01%0.01%0.01%Q2 2018Q3 20182
Meadow Creek Wealth Advisors LLC 110.31%0.51%0.71%Q4 2019Q4 20212
Triad Wealth Partners, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
CREATIVE FINANCIAL DESIGNS INC /ADV 110.01%0.01%0.01%Q1 2021Q1 20211
ASSETMARK, INC 110.00%0.00%0.00%Q1 2024Q1 20241
Strategic Wealth Partners, Ltd. 110.00%0.00%0.00%Q3 2019Q3 20191
Darwin Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Pointe Capital Management LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Strategic Blueprint, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Lynx Investment Advisory 110.04%0.04%0.04%Q2 2024Q2 20241
MILESTONE ASSET MANAGEMENT, LLC 110.19%0.19%0.19%Q4 2022Q4 20221
Clearview Wealth Advisors LLC 110.01%0.01%0.01%Q4 2020Q4 20201
ADVANTAGE INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Retireful, LLC 110.17%0.17%0.17%Q2 2023Q2 20231
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.02%0.02%0.02%Q2 2018Q2 20181
PIPER SANDLER & CO. 110.00%0.00%0.00%Q2 2022Q2 20221
CIBC Private Wealth Group LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Aprio Wealth Management, LLC 110.05%0.05%0.05%Q4 2022Q4 20221
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2018Q3 20181
BESSEMER GROUP INC 110.00%0.00%0.00%Q2 2021Q2 20211
CENTAURUS FINANCIAL, INC. 110.00%0.00%0.00%Q2 2018Q2 20181
TCI Wealth Advisors, Inc. 110.01%0.01%0.01%Q4 2018Q4 20181
LIBERTY WEALTH MANAGEMENT LLC 110.04%0.04%0.04%Q2 2019Q2 20191
Connectus Wealth, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
ROSENBLUM SILVERMAN SUTTON S F INC /CA 110.12%0.12%0.12%Q2 2024Q2 20241
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 110.00%0.00%0.00%Q2 2024Q2 20241
Atwater Malick LLC 110.01%0.01%0.01%Q3 2019Q3 20191
Barber Financial Group, Inc. 110.14%0.14%0.14%Q2 2019Q2 20191
KESTRA PRIVATE WEALTH SERVICES, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
MUFG Americas Holdings Corp 110.01%0.01%0.01%Q4 2019Q4 20191
Morling Financial Advisors, LLC 110.00%0.00%0.00%Q1 2024Q1 20241
COHEN & STEERS, INC. 110.01%0.01%0.01%Q4 2022Q4 20221
Lighthouse Financial Advisors, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
Parkside Advisors LLC 110.32%0.32%0.32%Q4 2022Q4 20221
Mill Creek Capital Advisors, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
KMG FIDUCIARY PARTNERS, LLC 110.06%0.06%0.06%Q4 2019Q4 20191
Point View Wealth Management, Inc. 110.14%0.14%0.14%Q3 2018Q3 20181
Bridgeworth, LLC 110.03%0.03%0.03%Q2 2018Q2 20181
Equitable Holdings, Inc. 110.00%0.00%0.00%Q2 2024Q2 20241
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Advisors Preferred, LLC 110.03%0.03%0.03%Q1 2019Q1 20191
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
PIN OAK INVESTMENT ADVISORS INC 110.01%0.01%0.01%Q2 2018Q2 20181
Diversified, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
OLD MISSION CAPITAL, LLC 110.11%0.11%0.11%Q4 2020Q4 20201
EP Wealth Advisors, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
JNBA Financial Advisors 110.00%0.00%0.00%Q2 2022Q2 20221
Global Wealth Strategies & Associates 110.00%0.00%0.00%Q1 2023Q1 20231
Stonebridge Capital Advisors LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Charles Schwab Investment Advisory, Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
Richwood Investment Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Symphony Financial Services, Inc. 110.19%0.19%0.19%Q2 2024Q2 20241
CFO4Life Group, LLC 110.07%0.07%0.07%Q4 2020Q4 20201
Financial Management Professionals, Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
ACG Wealth 110.00%0.00%0.00%Q2 2022Q2 20221
Prime Capital Investment Advisors, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
AlphaStar Capital Management, LLC 110.10%0.10%0.10%Q4 2022Q4 20221
Resource Management, LLC 110.08%0.08%0.08%Q3 2020Q3 20201
DAGCO, INC. 110.12%0.12%0.12%Q4 2023Q4 20231
Reby Advisors, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q2 2024Q2 20241
Snowden Capital Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Osborn Williams & Donohoe LLC 110.04%0.04%0.04%Q1 2019Q1 20191
Lebenthal Global Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Financial Gravity Companies, Inc. 110.11%0.11%0.11%Q4 2018Q4 20181
Ashton Thomas Private Wealth, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
SEI INVESTMENTS CO 110.00%0.00%0.00%Q2 2018Q2 20181
Motiv8 Investments LLC 110.20%0.20%0.20%Q4 2023Q4 20231
Capital Square, LLC 110.07%0.07%0.07%Q1 2020Q1 20201
Crestwood Advisors Group, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Dynamic Wealth Strategies, LLC 110.12%0.12%0.12%Q4 2023Q4 20231
PRELUDE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
WILLIAMS JONES & ASSOCIATES LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Paragon Wealth Strategies, LLC 110.02%0.02%0.02%Q3 2022Q3 20221
BRANDYWINE OAK PRIVATE WEALTH LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Johnson Financial Group, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
SHEETS SMITH WEALTH MANAGEMENT 110.00%0.00%0.00%Q3 2023Q3 20231
Family Firm, Inc. 110.00%0.00%0.00%Q2 2024Q2 20241
Carroll Financial Associates, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
State of Tennessee, Department of Treasury 110.00%0.00%0.00%Q2 2018Q2 20181
FAS Wealth Partners, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
Carr Financial Group Corp 110.18%0.18%0.18%Q4 2022Q4 20221
M&T BANK CORP 110.00%0.00%0.00%Q2 2018Q2 20181
GODSEY & GIBB, INC 110.00%0.00%0.00%Q4 2023Q4 20231
Dynamic Advisor Solutions LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Raab & Moskowitz Asset Management LLC 110.03%0.03%0.03%Q4 2019Q4 20191
MEITAV INVESTMENT HOUSE LTD 110.00%0.00%0.00%Q2 2023Q2 20231
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 110.15%0.15%0.15%Q1 2019Q1 20191
Parkside Financial Bank & Trust 110.00%0.00%0.00%Q1 2023Q1 20231
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
Lake Point Wealth Management 110.00%0.00%0.00%Q4 2018Q4 20181
Eudaimonia Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Independent Advisor Alliance 110.03%0.03%0.03%Q4 2019Q4 20191
Federation des caisses Desjardins du Quebec 110.00%0.00%0.00%Q4 2022Q4 20221
Bank of New Hampshire 110.01%0.01%0.01%Q1 2022Q1 20221
WFA Asset Management Corp 110.01%0.01%0.01%Q3 2022Q3 20221
XR Securities LLC 110.07%0.07%0.07%Q1 2020Q1 20201
MBE Wealth Management, LLC 110.05%0.05%0.05%Q1 2020Q1 20201
Sterling Investment Advisors, Ltd. 110.10%0.10%0.10%Q4 2020Q4 20201
United Community Bank 110.01%0.01%0.01%Q3 2023Q3 20231
Birch Hill Investment Advisors LLC 110.02%0.02%0.02%Q2 2018Q2 20181
Tempus Wealth Planning, LLC 110.18%0.18%0.18%Q4 2022Q4 20221
Ceros Financial Services Inc. 110.03%0.03%0.03%Q1 2019Q1 20191
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
WealthTrust Fairport, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Meridian Wealth Management, LLC 110.03%0.03%0.03%Q2 2019Q2 20191
WESTWOOD HOLDINGS GROUP INC 110.00%0.00%0.00%Q4 2022Q4 20221
Caprock Group, LLC 110.04%0.04%0.04%Q2 2018Q2 20181
Transform Wealth, LLC 110.10%0.10%0.10%Q2 2020Q2 20201
ICA Group Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
PrairieView Partners, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Cornerstone Wealth Management, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Baystate Wealth Management LLC 110.00%0.00%0.00%Q4 2023Q4 20231
Sugarloaf Wealth Management, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Western Financial Corp/CA 110.10%0.10%0.10%Q2 2024Q2 20241
SIGNATUREFD, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Powell Investment Advisors, LLC 110.32%0.32%0.32%Q1 2020Q1 20201
Castle Financial & Retirement Planning Associates, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Synergy Asset Management, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
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.