Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
WELLS FARGO & COMPANY/MN | 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 |
LPL Financial 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 |
ROYAL BANK OF CANADA | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
CITIGROUP INC | 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 |
RAYMOND JAMES & ASSOCIATES | 14 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
BROWN ADVISORY INC | 14 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Global Retirement Partners, LLC | 14 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
Steward Partners Investment Advisory, LLC | 18 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 20 |
PNC FINANCIAL SERVICES GROUP, INC. | 16 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 18 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2023 | 16 |
OPPENHEIMER & CO INC | 16 | 16 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q2 2022 | 16 |
Snowden Capital Advisors LLC | 13 | 2 | 0.07% | 0.15% | 0.21% | Q2 2018 | Q1 2022 | 15 |
PACIFIC SUN FINANCIAL CORP | 6 | 1 | 0.50% | 0.77% | 1.08% | Q2 2018 | Q2 2023 | 14 |
OSAIC HOLDINGS, INC. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2023 | 14 |
Larson Financial Group LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Citadel Advisors | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 14 |
Psagot Value Holdings Ltd. | 12 | 12 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q1 2021 | 12 |
Kistler-Tiffany Companies, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2023 | 12 |
DEUTSCHE BANK AG\ | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 12 |
IFP Advisors, Inc | 8 | 3 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2021 | 11 |
CIBC WORLD MARKET INC. | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2022 | 11 |
Advisory Services Network, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2023 | 10 |
Banque Cantonale Vaudoise | 10 | 10 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2022 | 10 |
D'Orazio & Associates, Inc. | 9 | 9 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q2 2020 | 9 |
Financial Architects, Inc | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 9 |
Advisors Preferred, LLC | 5 | 1 | 0.01% | 0.06% | 0.23% | Q2 2018 | Q3 2021 | 8 |
UBS ASSET MANAGEMENT AMERICAS INC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2023 | 8 |
Advocacy Wealth Management Services, LLC | 8 | 8 | 0.00% | 0.17% | 0.56% | Q2 2020 | Q1 2022 | 8 |
JANE STREET GROUP, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 7 |
Bell Rock Capital LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q4 2019 | 7 |
Advisor Group, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 7 |
HERBST GROUP, LLC | 7 | 7 | 0.17% | 0.20% | 0.24% | Q4 2021 | Q2 2023 | 7 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 6 |
Brookstone Capital Management | 6 | 6 | 0.00% | 0.03% | 0.08% | Q4 2020 | Q1 2022 | 6 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q2 2022 | 6 |
SFI Advisors, LLC | 6 | 6 | 1.80% | 2.41% | 2.87% | Q2 2022 | Q3 2023 | 6 |
Private Advisor Group, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q1 2022 | 6 |
American Portfolios Advisors | 5 | 5 | 0.00% | 0.02% | 0.09% | Q1 2021 | Q1 2022 | 5 |
FIRST MANHATTAN CO. LLC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
ENVESTNET ASSET MANAGEMENT INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2023 | 5 |
Capital Investment Advisory Services, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Parallax Volatility Advisers, L.P. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
GOLDMAN SACHS GROUP INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2022 | 5 |
JPMORGAN CHASE & CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Prime Capital Investment Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
WealthTrust Fairport, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
NEXT Financial Group, Inc | 2 | 2 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q3 2021 | 4 |
MinichMacGregor Wealth Management, LLC | 3 | 3 | 0.11% | 0.12% | 0.12% | Q1 2021 | Q3 2021 | 3 |
Stratos Wealth Partners, LTD. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q1 2019 | 3 |
ExodusPoint Capital Management, LP | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
FMR LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 3 |
Raymond James Financial Services Advisors, Inc. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q4 2021 | 3 |
Kalos Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Financial Management Professionals, Inc. | 3 | 3 | 0.02% | 0.68% | 1.09% | Q1 2021 | Q3 2021 | 3 |
TrinityPoint Wealth, LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q3 2021 | Q1 2022 | 3 |
Fulcrum Equity Management | 3 | 3 | 0.14% | 0.75% | 1.08% | Q1 2021 | Q3 2021 | 3 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
AJ WEALTH STRATEGIES, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Western Wealth Management, LLC | 2 | 2 | 0.05% | 0.07% | 0.10% | Q1 2019 | Q2 2019 | 2 |
First Horizon Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
HighTower Advisors, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2021 | Q3 2021 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q1 2022 | 2 |
Harel Insurance Investments & Financial Services Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
STIFEL FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
BANK OF MONTREAL /CAN/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Cetera Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q1 2019 | 2 |
BAROMETER CAPITAL MANAGEMENT INC. | 1 | 1 | 0.14% | 0.21% | 0.27% | Q2 2018 | Q2 2019 | 2 |
B. Riley Wealth Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Mirae Asset Global Investments Co., Ltd. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 2 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Kestra Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 2 |
SCOTIA CAPITAL INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
TRUIST FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Manchester Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
OLD SECOND NATIONAL BANK OF AURORA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Private Advisory Group LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q1 2021 | 1 |
MGO ONE SEVEN LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Merrion Investment Management Co, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
SUNTRUST BANKS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
1832 Asset Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Cetera Advisor Networks LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Executive Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Virtu Financial LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
Cambridge Investment Research Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Cerity Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
CIBC Private Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Arlington Financial Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
Geneos Wealth Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Baird Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Creative Planning | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 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.