INVESCO EXCH TRADED FD TR II shareholder history

Current and past INVESCO EXCH TRADED FD TR II shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
OPTIMUM INVESTMENT ADVISORS 23230.00%0.01%0.02%Q2 2018Q4 202323
Somerset Trust Co 23230.21%0.36%0.62%Q2 2018Q4 202323
MORGAN STANLEY 22220.00%0.00%0.01%Q2 2018Q3 202322
Creative Planning 22220.00%0.00%0.01%Q2 2018Q3 202322
US BANCORP \DE\ 22220.00%0.00%0.00%Q2 2018Q3 202322
SPINNAKER TRUST 22220.08%0.09%0.11%Q2 2018Q3 202322
Cambridge Investment Research Advisors, Inc. 22220.00%0.01%0.02%Q2 2018Q3 202322
BANK OF AMERICA CORP /DE/ 22220.00%0.00%0.00%Q2 2018Q3 202322
UBS Group AG 22220.00%0.00%0.01%Q2 2018Q3 202322
PNC FINANCIAL SERVICES GROUP, INC. 22220.00%0.00%0.00%Q2 2018Q3 202322
Raymond James Financial Services Advisors, Inc. 22220.00%0.01%0.06%Q2 2018Q3 202322
RAYMOND JAMES & ASSOCIATES 22220.00%0.00%0.00%Q2 2018Q3 202322
AMERIPRISE FINANCIAL INC 22220.00%0.00%0.00%Q2 2018Q3 202322
STIFEL FINANCIAL CORP 22220.00%0.00%0.00%Q2 2018Q3 202322
GOLDMAN SACHS GROUP INC 22220.00%0.00%0.00%Q2 2018Q3 202322
Private Ocean, LLC 22220.00%0.00%0.01%Q2 2018Q3 202322
LPL Financial LLC 22220.00%0.00%0.00%Q2 2018Q3 202322
COMMONWEALTH EQUITY SERVICES, LLC 22220.00%0.00%0.00%Q2 2018Q3 202322
WELLS FARGO & COMPANY/MN 22220.00%0.01%0.02%Q2 2018Q3 202322
SUSQUEHANNA INTERNATIONAL GROUP, LLP 22220.00%0.00%0.00%Q2 2018Q3 202322
Geneos Wealth Management Inc. 22220.00%0.00%0.01%Q2 2018Q3 202322
ROYAL BANK OF CANADA 22220.00%0.00%0.00%Q2 2018Q3 202322
Texas Yale Capital Corp. 21210.14%0.19%0.23%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
ENVESTNET ASSET MANAGEMENT INC 2010.00%0.00%0.00%Q2 2018Q3 202321
FMR LLC 20200.00%0.00%0.00%Q4 2018Q3 202320
Steward Partners Investment Advisory, LLC 1810.01%0.01%0.02%Q3 2018Q3 202319
Wharton Business Group, LLC 910.01%0.05%0.11%Q2 2018Q3 202319
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 1170.05%0.05%0.06%Q1 2019Q3 202318
Biltmore Family Office, LLC 18180.01%0.01%0.01%Q2 2019Q3 202318
Northstar Group, Inc. 1130.05%0.09%0.19%Q2 2018Q2 202317
Citadel Advisors 810.00%0.00%0.00%Q2 2018Q3 202317
OneDigital Investment Advisors LLC 1510.01%0.02%0.03%Q2 2019Q3 202316
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1510.00%0.00%0.00%Q2 2018Q3 202316
AVANTAX ADVISORY SERVICES, INC. 1110.00%0.02%0.02%Q3 2019Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.01%Q1 2020Q3 202315
Retirement Group, LLC 1410.00%0.00%0.00%Q4 2019Q3 202315
TOTH FINANCIAL ADVISORY CORP 14140.00%0.01%0.01%Q2 2020Q3 202314
BANK OF MONTREAL /CAN/ 720.00%0.00%0.00%Q2 2018Q3 202314
Private Capital Group, LLC 950.01%0.01%0.01%Q2 2018Q4 202114
FRANKLIN RESOURCES INC 14140.00%0.00%0.00%Q2 2020Q3 202314
IFP Advisors, Inc 730.00%0.00%0.01%Q2 2018Q4 202214
Tower Research Capital LLC (TRC) 910.00%0.02%0.04%Q4 2019Q3 202314
PACIFIC SUN FINANCIAL CORP 610.68%0.77%0.97%Q2 2018Q2 202314
SeaCrest Wealth Management, LLC 860.02%0.05%0.08%Q2 2018Q2 202214
Bartlett & Co. LLC 860.00%0.00%0.00%Q2 2020Q4 202314
Seelaus Asset Management LLC 630.14%0.19%0.26%Q2 2018Q3 202313
Advisory Services Network, LLC 810.00%0.03%0.16%Q2 2018Q1 202313
CVA Family Office, LLC 1120.01%0.03%0.07%Q1 2020Q2 202313
American Portfolios Advisors 710.00%0.00%0.02%Q2 2018Q3 202213
BENJAMIN F. EDWARDS & COMPANY, INC. 760.00%0.00%0.01%Q2 2018Q3 202313
Key FInancial Inc 1210.00%0.01%0.01%Q1 2020Q3 202313
Atria Investments, Inc 1210.01%0.04%0.07%Q4 2019Q3 202313
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 13130.00%0.01%0.01%Q2 2018Q2 202113
Founders Financial Alliance, LLC 750.01%0.02%0.02%Q3 2020Q3 202312
MTM Investment Management, LLC 12120.10%0.12%0.14%Q4 2020Q3 202312
Beacon Pointe Advisors, LLC 12120.00%0.01%0.02%Q4 2020Q3 202312
McGuire Investment Group, LLC 610.10%0.21%0.27%Q2 2019Q3 202312
AllSquare Wealth Management LLC 12120.01%0.01%0.01%Q4 2020Q3 202312
MML INVESTORS SERVICES, LLC 920.00%0.00%0.01%Q4 2020Q3 202311
BESSEMER GROUP INC 11110.00%0.00%0.00%Q4 2020Q2 202311
Clean Yield Group 1010.01%0.01%0.01%Q4 2020Q3 202311
Spire Wealth Management 11110.01%0.01%0.01%Q1 2021Q3 202311
Global Retirement Partners, LLC 11110.00%0.01%0.02%Q2 2018Q4 202011
NEXT Financial Group, Inc 610.00%0.00%0.01%Q4 2018Q4 202111
Addison Advisors LLC 1010.02%0.02%0.04%Q4 2020Q3 202311
Baystate Wealth Management LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
OPPENHEIMER & CO INC 10100.00%0.02%0.03%Q2 2021Q3 202310
Avantax Planning Partners, Inc. 640.01%0.02%0.02%Q2 2018Q3 202210
XPONANCE, INC. 990.01%0.43%0.82%Q2 2018Q2 20209
TRUIST FINANCIAL CORP 990.00%0.00%0.00%Q4 2020Q4 20229
WEALTHCARE CAPITAL MANAGEMENT LLC 810.00%0.00%0.00%Q2 2018Q1 20219
Concentrum Wealth Management 630.13%0.27%0.36%Q4 2018Q2 20219
MERCER GLOBAL ADVISORS INC /ADV 990.00%0.01%0.01%Q1 2019Q1 20219
Financial Architects, Inc 990.00%0.00%0.00%Q2 2018Q2 20209
SOA Wealth Advisors, LLC. 990.00%0.00%0.00%Q3 2021Q3 20239
FourThought Financial, LLC 880.00%0.00%0.01%Q4 2020Q3 20228
Main Management ETF Advisors, LLC 886.13%6.21%6.33%Q4 2020Q3 20228
QUADRANT CAPITAL GROUP LLC 710.00%0.00%0.00%Q4 2019Q4 20218
Jaffetilchin Investment Partners, LLC 530.04%0.08%0.15%Q4 2018Q2 20218
JANE STREET GROUP, LLC 710.00%0.00%0.01%Q3 2018Q2 20228
Main Management LLC 882.33%2.48%2.65%Q4 2020Q3 20228
Janney Montgomery Scott LLC 420.00%0.00%0.00%Q1 2020Q3 20238
Mariner, LLC 510.00%0.00%0.01%Q2 2018Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Realta Investment Advisors 420.00%0.00%0.01%Q1 2019Q3 20238
Lindbrook Capital, LLC 770.02%0.02%0.03%Q4 2021Q2 20237
DEUTSCHE BANK AG\ 770.01%0.01%0.01%Q2 2018Q4 20197
Parallel Advisors, LLC 770.00%0.00%0.00%Q2 2021Q4 20227
Advisor Group, Inc. 770.01%0.02%0.03%Q2 2018Q4 20197
CAPTRUST FINANCIAL ADVISORS 520.00%0.00%0.00%Q2 2020Q2 20227
THEORY FINANCIAL LLC 432.06%2.29%2.55%Q4 2021Q3 20237
Glassman Wealth Services 770.00%0.00%0.00%Q1 2022Q3 20237
Kessler Investment Group, LLC 770.00%0.01%0.02%Q1 2022Q3 20237
FLOW TRADERS U.S. LLC 660.02%0.05%0.07%Q3 2021Q4 20226
NewEdge Wealth, LLC 660.03%0.07%0.10%Q4 2020Q1 20226
Mitsubishi UFJ Asset Management (UK) Ltd. 660.02%0.92%1.88%Q4 2019Q1 20216
Gladstone Institutional Advisory LLC 660.02%0.03%0.06%Q1 2022Q2 20236
LADENBURG THALMANN FINANCIAL SERVICES INC. 660.00%0.00%0.00%Q3 2018Q4 20196
HERITAGE WEALTH MANAGEMENT, LLC 420.01%0.01%0.01%Q2 2021Q4 20226
BARCLAYS PLC 510.00%0.00%0.00%Q2 2018Q2 20216
SCOTIA CAPITAL INC. 660.00%0.00%0.01%Q3 2018Q4 20196
Qube Research & Technologies Ltd 420.00%0.00%0.00%Q2 2021Q3 20236
HighMark Wealth Management LLC 550.00%0.00%0.00%Q4 2019Q4 20205
Wealthcare Advisory Partners LLC 550.03%0.06%0.14%Q3 2022Q3 20235
HARBOUR INVESTMENT MANAGEMENT LLC 551.26%1.32%1.41%Q3 2022Q3 20235
Fortis Advisors, LLC 550.04%0.05%0.06%Q2 2018Q2 20195
Zullo Investment Group, Inc. 550.01%0.02%0.03%Q4 2021Q4 20225
TWO SIGMA SECURITIES, LLC 310.00%0.01%0.01%Q4 2018Q3 20215
WHITTIER TRUST CO 550.00%0.00%0.00%Q2 2018Q2 20195
Parallax Volatility Advisers, L.P. 550.00%0.00%0.00%Q2 2018Q2 20195
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.00%0.00%0.00%Q3 2020Q3 20235
WEDBUSH SECURITIES INC 440.01%0.01%0.01%Q2 2021Q1 20224
WRAPMANAGER INC 220.12%0.17%0.23%Q2 2018Q2 20194
Vontobel Swiss Wealth Advisors AG 440.43%0.88%1.06%Q2 2018Q1 20194
ARMSTRONG ADVISORY GROUP, INC 440.01%0.01%0.01%Q4 2022Q3 20234
Wealthspire Advisors, L.P. 440.00%0.00%0.00%Q2 2018Q1 20194
VISTA INVESTMENT MANAGEMENT 210.18%0.24%0.33%Q2 2018Q4 20194
Virtu Financial LLC 310.02%0.05%0.09%Q3 2018Q4 20194
BB&T SECURITIES, LLC 440.00%0.02%0.02%Q2 2018Q1 20194
KWMG, LLC 440.00%0.00%0.00%Q2 2018Q1 20194
Sterling Financial Planning, Inc. 440.02%0.03%0.04%Q4 2020Q3 20214
First Horizon Advisors, Inc. 440.00%0.00%0.00%Q2 2018Q1 20194
GREAT VALLEY ADVISOR GROUP, INC. 440.01%0.01%0.01%Q4 2022Q3 20234
Versant Capital Management, Inc 440.00%0.01%0.02%Q1 2021Q4 20214
Carroll Financial Associates, Inc. 440.00%0.00%0.00%Q2 2018Q1 20194
NewEdge Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Baker Avenue Asset Management, LP 440.00%0.00%0.00%Q4 2022Q3 20234
GLENMEDE TRUST CO NA 440.00%0.00%0.00%Q2 2019Q1 20204
Sunbelt Securities, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
UNITED CAPITAL FINANCIAL ADVISORS, LLC 330.00%0.00%0.00%Q2 2018Q4 20183
Personal Wealth Partners 210.04%0.04%0.05%Q3 2019Q2 20213
Faithward Advisors, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Meadow Creek Wealth Advisors LLC 330.26%0.28%0.29%Q4 2021Q2 20223
Valeo Financial Advisors, LLC 330.00%0.00%0.00%Q3 2020Q1 20213
JPMORGAN CHASE & CO 110.00%0.00%0.00%Q4 2018Q3 20223
CITIGROUP INC 110.00%0.00%0.01%Q2 2018Q2 20233
Total Clarity Wealth Management, Inc. 330.13%0.13%0.14%Q1 2023Q3 20233
Yoder Wealth Management, Inc. 330.18%0.19%0.20%Q1 2023Q3 20233
Rehmann Capital Advisory Group 330.00%0.00%0.00%Q1 2019Q3 20193
PFG Investments, LLC 330.05%0.05%0.05%Q1 2023Q3 20233
HARBOUR INVESTMENTS, INC. 210.00%0.00%0.00%Q4 2021Q3 20223
Arkadios Wealth Advisors 330.01%0.01%0.01%Q1 2021Q3 20213
Koshinski Asset Management, Inc. 210.07%0.09%0.11%Q2 2018Q1 20193
MCF Advisors LLC 330.00%0.00%0.00%Q3 2018Q1 20193
AE Wealth Management LLC 330.00%0.00%0.00%Q2 2021Q4 20213
RAYMOND JAMES TRUST N.A. 220.04%0.05%0.05%Q2 2018Q3 20182
BAROMETER CAPITAL MANAGEMENT INC. 220.13%0.19%0.26%Q3 2019Q4 20192
Cresset Asset Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Prospera Financial Services Inc 110.00%0.00%0.00%Q3 2020Q1 20222
SOLARIS ASSET MANAGEMENT LLC 220.03%0.03%0.03%Q2 2018Q3 20182
Ledyard National Bank 220.00%0.00%0.00%Q2 2018Q3 20182
Guidant Wealth Advisors 220.03%0.03%0.03%Q2 2018Q3 20182
NVWM, LLC 220.01%0.01%0.01%Q1 2022Q2 20222
HOWE & RUSLING INC 220.00%0.01%0.02%Q2 2018Q3 20182
True Capital Management 220.74%0.78%0.81%Q4 2022Q1 20232
Red Door Wealth Management, LLC 220.20%0.20%0.21%Q2 2021Q3 20212
Private Advisor Group, LLC 110.00%0.00%0.01%Q3 2018Q2 20202
Allred Capital Management, LLC 110.00%0.00%0.00%Q4 2019Q1 20212
Narus Financial Partners, LLC 110.15%0.18%0.21%Q1 2022Q3 20232
Orion Portfolio Solutions, LLC 110.00%0.16%0.31%Q4 2020Q2 20232
Allworth Financial LP 220.00%0.00%0.00%Q2 2018Q3 20182
Wealth Quarterback LLC 110.01%0.02%0.03%Q1 2020Q2 20212
INNEALTA CAPITAL, LLC 221.04%1.39%1.74%Q4 2018Q1 20192
Bank of New York Mellon Corp 220.00%0.00%0.00%Q2 2018Q3 20182
Ford Financial Group, LLC 110.00%0.00%0.00%Q2 2021Q4 20212
Lenox Wealth Advisors, LLC 220.00%0.00%0.00%Q2 2020Q3 20202
Sandy Cove Advisors, LLC 220.09%0.10%0.10%Q4 2021Q1 20222
CAHILL FINANCIAL ADVISORS INC 110.00%0.00%0.00%Q3 2021Q3 20211
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
FIFTH THIRD BANCORP 110.00%0.00%0.00%Q4 2019Q4 20191
IBEX WEALTH ADVISORS 110.00%0.00%0.00%Q2 2019Q2 20191
Corient Private Wealth LLC 110.00%0.00%0.00%Q2 2023Q2 20231
HUNTINGTON NATIONAL BANK 110.00%0.00%0.00%Q1 2023Q1 20231
Marquette Asset Management, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
CENTAURUS FINANCIAL, INC. 110.01%0.01%0.01%Q2 2018Q2 20181
First Allied Advisory Services, Inc. 110.05%0.05%0.05%Q4 2019Q4 20191
Wealthspire Advisors, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 110.01%0.01%0.01%Q4 2019Q4 20191
Sandy Spring Bank 110.00%0.00%0.00%Q3 2023Q3 20231
CEDAR HILL ASSOCIATES, LLC 112.02%2.02%2.02%Q2 2018Q2 20181
RFP Financial Group LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Cetera Advisor Networks LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Zions Bancorporation, N.A. 110.00%0.00%0.00%Q3 2020Q3 20201
Sowell Financial Services LLC 110.00%0.00%0.00%Q1 2021Q1 20211
OLD MISSION CAPITAL LLC 110.01%0.01%0.01%Q2 2022Q2 20221
SouthState Corp 110.00%0.00%0.00%Q1 2022Q1 20221
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.01%0.01%0.01%Q2 2018Q2 20181
ADVANTAGE INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q1 20221
Capital Asset Advisory Services LLC 110.00%0.00%0.00%Q4 2019Q4 20191
MARINER INDEPENDENT ADVISOR NETWORK, LLC 110.08%0.08%0.08%Q1 2021Q1 20211
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
ACG Wealth 110.01%0.01%0.01%Q2 2022Q2 20221
BEESE FULMER INVESTMENT MANAGEMENT, INC. 110.01%0.01%0.01%Q2 2020Q2 20201
STEEL GROVE CAPITAL ADVISORS, LLC 110.15%0.15%0.15%Q3 2023Q3 20231
CWM, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
AdvisorNet Financial, Inc 110.00%0.00%0.00%Q4 2020Q4 20201
CX Institutional 110.01%0.01%0.01%Q2 2022Q2 20221
THRIVENT FINANCIAL FOR LUTHERANS 110.00%0.00%0.00%Q4 2019Q4 20191
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 110.03%0.03%0.03%Q3 2021Q3 20211
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
LVZ, Inc. 110.17%0.17%0.17%Q1 2023Q1 20231
Gryphon Financial Partners LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Parkside Investments, LLC 110.82%0.82%0.82%Q2 2018Q2 20181
First Personal Financial Services 110.01%0.01%0.01%Q1 2019Q1 20191
Bullseye Investment Management, LLC 112.52%2.52%2.52%Q4 2022Q4 20221
Capital Wealth Alliance, LLC 110.48%0.48%0.48%Q4 2019Q4 20191
Claro Advisors LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Fisher Asset Management, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
WASHINGTON TRUST BANK 110.00%0.00%0.00%Q4 2018Q4 20181
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Stonebridge Capital Advisors LLC 110.00%0.00%0.00%Q3 2022Q3 20221
IAG Wealth Partners, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Kingsview Wealth Management, LLC 110.06%0.06%0.06%Q1 2021Q1 20211
MANCHESTER FINANCIAL INC 110.01%0.01%0.01%Q1 2021Q1 20211
CIBC Private Wealth Group, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Ahrens Investment Partners LLC 110.08%0.08%0.08%Q2 2018Q2 20181
Anchor Investment Management, LLC 110.00%0.00%0.00%Q1 2016Q1 20161
ProVise Management Group, LLC 110.11%0.11%0.11%Q4 2019Q4 20191
External links

This page lists all the filers that currently own INVESCO EXCH TRADED FD TR II or have owned INVESCO EXCH TRADED FD TR II in the past.