Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
MORGAN STANLEY | 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 |
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% | 0.00% | Q2 2018 | Q3 2023 | 22 |
WELLS FARGO & COMPANY/MN | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Asset Dedication, LLC | 22 | 22 | 0.02% | 0.05% | 0.08% | Q2 2018 | Q3 2023 | 22 |
Cambridge Investment Research Advisors, Inc. | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
LPL Financial LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Geneos Wealth Management Inc. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
CWM, LLC | 13 | 8 | 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 |
SignalPoint Asset Management, LLC | 20 | 20 | 0.21% | 0.27% | 0.32% | Q4 2018 | Q3 2023 | 20 |
AMERIPRISE FINANCIAL INC | 11 | 9 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 20 |
Cetera Advisor Networks LLC | 14 | 2 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 19 |
Transamerica Financial Advisors, Inc. | 9 | 3 | 0.00% | 1.08% | 2.44% | Q2 2018 | Q3 2023 | 17 |
BELLEVUE ASSET MANAGEMENT, LLC | 16 | 16 | 0.04% | 0.07% | 0.16% | Q4 2019 | Q3 2023 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2023 | 15 |
IFP Advisors, Inc | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2022 | 14 |
Citadel Advisors | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 14 |
Janney Montgomery Scott LLC | 9 | 1 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 14 |
CAPTRUST FINANCIAL ADVISORS | 9 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2022 | 13 |
HighTower Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Private Advisor Group, LLC | 6 | 5 | 0.00% | 0.02% | 0.03% | Q2 2019 | Q4 2022 | 11 |
RAYMOND JAMES & ASSOCIATES | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2022 | 11 |
CITIGROUP INC | 10 | 1 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q1 2021 | 11 |
MTM Investment Management, LLC | 10 | 10 | 0.02% | 0.05% | 0.08% | Q4 2020 | Q1 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
SPC Financial, Inc. | 4 | 2 | 0.04% | 0.06% | 0.07% | Q2 2019 | Q4 2022 | 9 |
Patriot Financial Group Insurance Agency, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 9 |
Cordasco Financial Network | 9 | 9 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2021 | 9 |
PNC FINANCIAL SERVICES GROUP, INC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 9 |
Tower Research Capital LLC (TRC) | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 9 |
American Portfolios Advisors | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2022 | 8 |
Orion Portfolio Solutions, LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q4 2021 | 7 |
Advisor Group, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 7 |
GLENMEDE TRUST CO NA | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 7 |
ENVESTNET ASSET MANAGEMENT INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
BANK OF MONTREAL /CAN/ | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 7 |
IMC-Chicago, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 6 |
JANE STREET GROUP, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2021 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2022 | 6 |
StoneX Group Inc. | 3 | 1 | 0.04% | 0.16% | 0.26% | Q2 2018 | Q4 2021 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 6 |
Advisory Services Network, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2023 | 6 |
FLOW TRADERS U.S. LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2022 | 5 |
COMMONWEALTH EQUITY SERVICES, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2021 | 5 |
Parallax Volatility Advisers, L.P. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
Genesee Capital Advisors, LLC | 3 | 2 | 0.34% | 0.53% | 0.80% | Q3 2021 | Q4 2022 | 5 |
Capital Investment Advisory Services, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
MinichMacGregor Wealth Management, LLC | 3 | 1 | 0.00% | 0.08% | 0.13% | Q2 2018 | Q4 2022 | 5 |
MML INVESTORS SERVICES, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 5 |
SeaCrest Wealth Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
Invesco Ltd. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2019 | 4 |
Fortis Advisors, LLC | 4 | 4 | 0.00% | 0.40% | 0.82% | Q2 2018 | Q1 2019 | 4 |
Lehman & Derafelo Financial Resources LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
CX Institutional | 3 | 3 | 0.02% | 0.06% | 0.15% | Q3 2022 | Q1 2023 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2021 | Q3 2021 | 3 |
SCOTIA CAPITAL INC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 3 |
SILVER OAK SECURITIES, INCORPORATED | 2 | 1 | 0.08% | 0.11% | 0.15% | Q1 2022 | Q4 2022 | 3 |
Eudaimonia Partners, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q1 2021 | 3 |
Raymond James Financial Services Advisors, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
GOLDMAN SACHS GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.01% | 0.03% | 0.05% | Q3 2019 | Q1 2020 | 2 |
Aptus Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
SJS Investment Consulting Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
CENTAURUS FINANCIAL, INC. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.11% | 0.12% | 0.12% | Q4 2018 | Q1 2019 | 2 |
FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2023 | 2 |
Lansing Street Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 2 |
Western Wealth Management, LLC | 2 | 2 | 0.31% | 0.45% | 0.60% | Q2 2019 | Q3 2019 | 2 |
Hoover Financial Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Consolidated Planning Corp | 2 | 2 | 0.46% | 0.48% | 0.49% | Q3 2022 | Q4 2022 | 2 |
Founders Financial Alliance, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Prospera Financial Services Inc | 2 | 2 | 0.03% | 0.04% | 0.04% | Q3 2021 | Q4 2021 | 2 |
Csenge Advisory Group | 2 | 2 | 0.40% | 0.43% | 0.45% | Q4 2019 | Q1 2020 | 2 |
Valley Brook Capital Group, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
MONEY CONCEPTS CAPITAL CORP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NewEdge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Engrave Wealth Partners LLC | 1 | 1 | 2.47% | 2.47% | 2.47% | Q2 2021 | Q2 2021 | 1 |
Cetera Investment Advisers | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Advisory Alpha, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Allworth Financial LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
INVESTMENT PARTNERS, LTD. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2018 | Q2 2018 | 1 |
STIFEL FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
US BANCORP \DE\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Capital Analysts, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
BLAIR WILLIAM & CO/IL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
NEXT Financial Group, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
CIBC WORLD MARKET INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2018 | Q2 2018 | 1 |
Aurora Private Wealth, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2020 | Q1 2020 | 1 |
Parallel Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Maltin Wealth Management, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
SIMPLEX TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
BAR HARBOR WEALTH MANAGEMENT | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 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.