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
ROYAL BANK OF CANADA 22220.00%0.00%0.01%Q2 2018Q3 202322
CITIGROUP INC 22220.00%0.00%0.00%Q2 2018Q3 202322
RAYMOND JAMES & ASSOCIATES 22220.00%0.02%0.04%Q2 2018Q3 202322
WELLS FARGO & COMPANY/MN 22220.00%0.01%0.03%Q2 2018Q3 202322
JPMORGAN CHASE & CO 22220.00%0.00%0.00%Q2 2018Q3 202322
Cambridge Investment Research Advisors, Inc. 22220.11%0.21%0.40%Q2 2018Q3 202322
Wealthcare Advisory Partners LLC 22220.01%0.08%0.33%Q2 2018Q3 202322
BANK OF AMERICA CORP /DE/ 22220.00%0.01%0.01%Q2 2018Q3 202322
Sigma Planning Corp 22220.01%0.09%0.58%Q2 2018Q3 202322
UNITED CAPITAL FINANCIAL ADVISORS, LLC 22220.01%0.01%0.02%Q2 2018Q3 202322
US BANCORP \DE\ 22220.00%0.00%0.00%Q2 2018Q3 202322
IFP Advisors, Inc 1710.00%0.03%0.10%Q1 2016Q3 202322
STIFEL FINANCIAL CORP 22220.00%0.01%0.03%Q2 2018Q3 202322
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 22220.01%0.03%0.10%Q2 2018Q3 202322
Geneos Wealth Management Inc. 22220.00%0.01%0.05%Q2 2018Q3 202322
Capital Analysts, LLC 22220.09%0.32%0.61%Q2 2018Q3 202322
AdvisorNet Financial, Inc 22220.02%0.56%0.92%Q2 2018Q3 202322
Capital Advisors, Ltd. LLC 22220.00%0.01%0.05%Q2 2018Q3 202322
Jacobi Capital Management LLC 22220.04%0.09%0.18%Q2 2018Q3 202322
COMMONWEALTH EQUITY SERVICES, LLC 22220.04%0.12%0.23%Q2 2018Q3 202322
RAYMOND JAMES TRUST N.A. 22220.01%0.02%0.03%Q2 2018Q3 202322
Cetera Advisor Networks LLC 22220.01%0.04%0.07%Q2 2018Q3 202322
HUNTINGTON NATIONAL BANK 22220.07%0.12%0.22%Q2 2018Q3 202322
Raymond James Financial Services Advisors, Inc. 22220.01%0.11%0.40%Q2 2018Q3 202322
PNC FINANCIAL SERVICES GROUP, INC. 22220.00%0.02%0.03%Q2 2018Q3 202322
Mariner, LLC 22220.00%0.01%0.02%Q2 2018Q3 202322
MORGAN STANLEY 22220.00%0.01%0.02%Q2 2018Q3 202322
LPL Financial LLC 22220.02%0.09%0.21%Q2 2018Q3 202322
Invesco Ltd. 22220.00%0.01%0.02%Q2 2018Q3 202322
AMERIPRISE FINANCIAL INC 22220.00%0.03%0.09%Q2 2018Q3 202322
UBS Group AG 22220.01%0.02%0.03%Q2 2018Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.01%0.05%Q3 2018Q3 202321
ENVESTNET ASSET MANAGEMENT INC 21210.00%0.02%0.03%Q3 2018Q3 202321
Tower Research Capital LLC (TRC) 1830.00%0.03%0.18%Q2 2018Q3 202321
Pacific Center for Financial Services 1830.08%2.64%8.57%Q2 2018Q3 202321
Cetera Advisors LLC 1470.00%0.36%1.15%Q2 2018Q3 202321
MML INVESTORS SERVICES, LLC 1920.02%0.21%0.56%Q2 2018Q3 202321
Well Done, LLC 1831.13%1.66%2.79%Q2 2018Q3 202321
D.A. DAVIDSON & CO. 11100.00%0.01%0.03%Q2 2018Q3 202321
Financial Advocates Investment Management 1730.03%0.16%0.38%Q2 2018Q3 202320
Cornerstone Wealth Management, LLC 1610.14%0.55%0.86%Q2 2018Q3 202320
Cetera Investment Advisers 1710.00%0.13%0.78%Q2 2018Q3 202320
SHEETS SMITH WEALTH MANAGEMENT 1330.07%0.11%0.17%Q2 2018Q3 202320
Private Advisor Group, LLC 1820.01%0.05%0.16%Q2 2018Q3 202320
Creative Planning 20200.00%0.00%0.00%Q4 2018Q3 202320
PFS INVESTMENTS INC. 1190.37%0.73%1.50%Q2 2018Q2 202320
CWM, LLC 1280.00%0.00%0.01%Q3 2018Q3 202320
Steward Partners Investment Advisory, LLC 1820.00%0.03%0.09%Q3 2018Q3 202320
ERn Financial, LLC 20200.07%0.18%0.41%Q4 2018Q3 202320
FMR LLC 20200.00%0.00%0.00%Q4 2018Q3 202320
Dana Investment Advisors, Inc. 19190.01%0.02%0.02%Q1 2019Q3 202319
MONEYWISE, INC. 19190.63%2.26%5.37%Q1 2019Q3 202319
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1410.00%0.00%0.00%Q3 2018Q3 202319
BlackRock Inc. 19190.00%0.00%0.00%Q2 2018Q4 202219
Pinnacle Bancorp, Inc. 19190.03%0.10%0.16%Q1 2019Q3 202319
AVANTAX ADVISORY SERVICES, INC. 19190.01%0.01%0.06%Q1 2019Q3 202319
Private Portfolio Partners LLC 19190.06%0.17%0.38%Q4 2018Q2 202319
Global Retirement Partners, LLC 1270.00%0.03%0.07%Q4 2018Q3 202319
Brookstone Capital Management 1210.03%1.39%3.26%Q2 2018Q3 202318
SRS Capital Advisors, Inc. 1010.02%0.99%3.22%Q4 2018Q3 202318
Biltmore Family Office, LLC 18180.00%0.00%0.01%Q2 2019Q3 202318
PFG Advisors 630.03%0.19%0.46%Q2 2018Q2 202318
Ridgewood Investments LLC 1620.11%0.20%0.34%Q2 2018Q2 202318
FineMark National Bank & Trust 18180.06%0.23%0.49%Q2 2019Q3 202318
StrategIQ Financial Group, LLC 1350.04%0.06%0.08%Q4 2018Q3 202318
Ausdal Financial Partners, Inc. 18180.04%0.09%0.20%Q2 2019Q3 202318
IHT Wealth Management, LLC 18180.02%0.13%0.39%Q2 2019Q3 202318
Spectrum Wealth Advisory Group, LLC 18180.67%3.41%11.24%Q2 2019Q3 202318
American Portfolios Advisors 18180.02%0.34%0.68%Q2 2018Q3 202218
ROCKY MOUNTAIN ADVISERS, LLC 18180.04%0.35%0.74%Q2 2019Q3 202318
Faithward Advisors, LLC 17170.06%0.15%0.41%Q3 2019Q3 202317
MOODY NATIONAL BANK TRUST DIVISION 17170.00%0.02%0.05%Q1 2019Q1 202317
GOLDMAN SACHS GROUP INC 1430.00%0.00%0.00%Q3 2018Q3 202317
Baird Financial Group, Inc. 17170.01%0.02%0.03%Q3 2019Q3 202317
Capital Investment Advisory Services, LLC 910.00%0.01%0.02%Q4 2018Q3 202317
NewEdge Advisors, LLC 1160.01%0.03%0.10%Q1 2019Q3 202317
IFG Advisory, LLC 17170.07%0.15%0.26%Q3 2019Q3 202317
BANK OF MONTREAL /CAN/ 810.00%0.00%0.00%Q2 2018Q2 202317
WT Wealth Management 17170.18%0.67%1.53%Q3 2019Q3 202317
HARVEST GROUP WEALTH MANAGEMENT, LLC 17170.35%3.82%7.37%Q1 2019Q1 202317
Front Row Advisors LLC 17170.00%0.02%0.03%Q3 2019Q3 202317
Harvest Investment Services, LLC 17170.38%0.73%1.94%Q2 2019Q2 202317
Dynamic Advisor Solutions LLC 610.01%0.03%0.06%Q2 2018Q3 202316
TRUIST FINANCIAL CORP 16160.00%0.00%0.01%Q4 2019Q3 202316
JANE STREET GROUP, LLC 510.00%0.00%0.01%Q2 2018Q2 202316
Equitable Holdings, Inc. 16160.08%0.15%0.30%Q4 2019Q3 202316
Visionary Wealth Advisors 16160.14%0.26%0.45%Q4 2019Q3 202316
FIFTH THIRD BANCORP 1510.00%0.00%0.00%Q3 2019Q3 202316
Provident Wealth Management, LLC 16160.00%1.11%2.44%Q4 2019Q3 202316
JFS WEALTH ADVISORS, LLC 16160.02%1.25%2.63%Q4 2019Q3 202316
LIBERTY ONE INVESTMENT MANAGEMENT, LLC 16160.30%0.40%0.52%Q4 2019Q3 202316
MASSMUTUAL TRUST CO FSB/ADV 830.00%0.00%0.01%Q2 2018Q4 202316
Savior LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
Capital Advisory Group Advisory Services, LLC 1420.00%0.01%0.01%Q2 2018Q2 202216
Patriot Financial Group Insurance Agency, LLC 16160.00%0.01%0.07%Q3 2018Q2 202216
Cutler Group LLC / CA 910.00%0.00%0.01%Q1 2020Q4 202215
First Personal Financial Services 15150.04%0.06%0.09%Q1 2020Q3 202315
NATIXIS 610.00%0.00%0.01%Q1 2019Q3 202315
Janney Montgomery Scott LLC 1120.00%0.04%0.07%Q2 2018Q3 202315
Kingsview Wealth Management, LLC 960.01%0.03%0.06%Q4 2019Q3 202315
Carroll Financial Associates, Inc. 15150.07%0.07%0.08%Q2 2018Q4 202115
Snowden Capital Advisors LLC 1320.01%0.19%0.42%Q2 2018Q1 202215
MACROVIEW INVESTMENT MANAGEMENT LLC 15150.02%0.02%0.04%Q4 2019Q2 202315
NEXT Financial Group, Inc 15150.02%0.06%0.22%Q2 2018Q4 202115
JANICZEK WEALTH MANAGEMENT, LLC 15150.07%1.81%8.69%Q1 2020Q3 202315
G&S Capital LLC 960.13%1.72%3.94%Q4 2018Q1 202315
Financial Enhancement Group LLC 15150.00%1.16%3.62%Q1 2019Q3 202215
OSAIC HOLDINGS, INC. 15150.01%0.04%0.16%Q1 2020Q3 202315
WBI INVESTMENTS, LLC 960.04%0.14%0.20%Q3 2019Q3 202315
MARINER INDEPENDENT ADVISOR NETWORK, LLC 1410.10%0.41%0.87%Q4 2018Q3 202215
Trilogy Capital Inc. 870.02%0.48%2.32%Q2 2018Q3 202315
Belpointe Asset Management LLC 1410.02%0.04%0.07%Q2 2019Q1 202315
Retirement Group, LLC 1410.01%0.04%0.11%Q4 2019Q3 202315
Roof Eidam Maycock Peralta, LLC 610.07%0.08%0.09%Q3 2018Q3 202315
Sculati Wealth Management, LLC 14140.24%0.45%0.60%Q2 2020Q3 202314
Petix & Botte Co 730.19%0.28%0.42%Q4 2019Q3 202314
First Horizon Advisors, Inc. 860.01%0.02%0.03%Q1 2020Q3 202314
AE Wealth Management LLC 1010.00%0.07%0.56%Q1 2019Q3 202314
CX Institutional 14140.00%1.42%3.85%Q2 2018Q3 202114
PACIFIC SUN FINANCIAL CORP 610.89%1.15%1.54%Q2 2018Q2 202314
Gray Wealth Management Inc. 860.12%0.21%0.30%Q1 2020Q3 202314
Rosenberg Matthew Hamilton 14140.01%0.01%0.03%Q2 2020Q3 202314
Princeton Global Asset Management LLC 14140.18%0.27%0.90%Q1 2020Q2 202314
D.B. Root & Company, LLC 14140.13%0.16%0.18%Q2 2018Q3 202114
First Heartland Consultants, Inc. 14140.02%1.20%4.54%Q4 2018Q1 202214
Cordasco Financial Network 14140.02%0.02%0.02%Q1 2019Q2 202214
Stratos Wealth Partners, LTD. 1110.01%0.09%0.35%Q2 2018Q4 202113
Leelyn Smith, LLC 13130.01%0.03%0.09%Q4 2019Q4 202213
Laidlaw Wealth Management LLC 13130.27%0.53%0.72%Q3 2020Q3 202313
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.02%0.15%0.44%Q3 2020Q3 202313
Citadel Advisors 810.00%0.00%0.00%Q2 2018Q3 202313
CAPTRUST FINANCIAL ADVISORS 760.00%0.00%0.00%Q2 2018Q2 202213
Claraphi Advisory Network, LLC 13130.06%0.16%0.25%Q1 2019Q1 202213
Newbridge Financial Services Group, Inc. 13130.01%0.01%0.02%Q3 2020Q3 202313
Western Wealth Management, LLC 940.03%0.20%0.47%Q4 2018Q2 202313
CVA Family Office, LLC 1120.00%0.00%0.01%Q1 2020Q2 202313
TRUSTCORE FINANCIAL SERVICES, LLC 13130.00%0.00%0.00%Q4 2018Q4 202113
Laurel Wealth Advisors LLC 13130.01%0.01%0.01%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.00%0.01%0.03%Q3 2020Q3 202313
CALTON & ASSOCIATES, INC. 1020.16%0.46%0.79%Q1 2019Q1 202212
Tradition Wealth Management, LLC 12120.02%0.05%0.08%Q4 2020Q3 202312
ACT Advisors, LLC. 12120.28%0.85%2.34%Q4 2020Q3 202312
Allworth Financial LP 910.00%0.00%0.01%Q1 2019Q3 202312
1900 WEALTH MANAGEMENT LLC 12120.08%0.11%0.20%Q4 2020Q3 202312
Accel Wealth Management 12120.13%0.16%0.22%Q4 2020Q3 202312
Rockefeller Capital Management L.P. 12120.00%0.00%0.01%Q3 2020Q2 202312
TrueWealth Advisors, LLC 12120.10%0.62%1.79%Q4 2020Q3 202312
DB Wealth Management Group, LLC 12120.18%0.45%0.86%Q4 2020Q3 202312
CREATIVE FINANCIAL DESIGNS INC /ADV 12120.00%0.00%0.00%Q4 2020Q3 202312
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.04%0.07%0.08%Q4 2018Q3 202112
PLANNING DIRECTIONS INC 1010.19%0.23%0.28%Q2 2020Q1 202311
PRIVATE TRUST CO NA 830.01%0.03%0.05%Q2 2019Q3 202311
Cardan Capital Partners, LLC 510.04%0.38%0.88%Q2 2018Q3 202111
CreativeOne Wealth, LLC 11110.07%0.11%0.16%Q1 2021Q3 202311
Qube Research & Technologies Ltd 810.00%0.02%0.08%Q3 2020Q3 202311
Global Trust Asset Management, LLC 11110.00%0.19%0.65%Q1 2019Q3 202111
Estate Counselors, LLC 11110.04%0.71%1.61%Q4 2018Q2 202111
THOROUGHBRED FINANCIAL SERVICES, LLC 710.03%0.07%0.13%Q1 2019Q3 202311
Integrated Wealth Concepts LLC 920.01%0.04%0.08%Q1 2019Q3 202311
SMITH, MOORE & CO. 1010.03%0.95%1.30%Q2 2018Q1 202111
Single Point Partners, LLC 740.08%0.14%0.22%Q4 2019Q3 202211
Daiwa Securities Group Inc. 11110.00%0.00%0.00%Q2 2018Q4 202011
Prospera Financial Services Inc 810.02%0.02%0.03%Q3 2019Q4 202211
BENJAMIN F. EDWARDS & COMPANY, INC. 11110.00%0.02%0.02%Q2 2018Q4 202011
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 11110.07%0.25%0.50%Q3 2019Q1 202211
INVESTMENT SECURITY GROUP INC /CO/ /ADV 11110.67%0.85%1.06%Q1 2019Q3 202111
Winslow, Evans & Crocker, Inc. 11110.05%0.10%0.13%Q2 2018Q4 202011
Advisory Services Network, LLC 310.00%0.00%0.01%Q2 2018Q2 202311
GPS Wealth Strategies Group, LLC 730.00%0.00%0.01%Q1 2021Q3 202310
Ellis Investment Partners, LLC 10100.00%0.02%0.05%Q2 2019Q3 202110
TSFG, LLC 910.00%0.03%0.03%Q1 2021Q3 202310
Advanced Asset Management Advisors Inc 810.00%0.06%0.14%Q2 2018Q4 202210
ROTHSCHILD INVESTMENT LLC /IL 10100.03%0.04%0.06%Q2 2019Q3 202110
EPG Wealth Management LLC 520.01%0.05%0.28%Q1 2020Q3 202310
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.01%0.02%Q2 2018Q3 202010
ARCADIA INVESTMENT MANAGEMENT CORP/MI 10100.00%0.00%0.00%Q2 2018Q3 202010
Partnervest Advisory Services LLC 10100.66%0.96%1.06%Q2 2018Q3 202010
ProVise Management Group, LLC 10100.02%0.11%0.19%Q2 2021Q3 202310
HOWE & RUSLING INC 10100.00%0.15%0.31%Q2 2018Q3 202010
Horan Securities, Inc. 730.00%0.00%0.00%Q4 2020Q2 202310
HARBOUR INVESTMENTS, INC. 640.08%0.11%0.13%Q1 2021Q3 202310
COURIER CAPITAL LLC 10100.03%0.14%0.20%Q2 2018Q3 202010
Financial Architects, Inc 990.00%0.04%0.07%Q2 2018Q2 20209
Pensionmark Financial Group, LLC 810.06%0.12%0.31%Q4 2019Q3 20229
First Allied Advisory Services, Inc. 810.02%0.07%0.14%Q2 2018Q3 20209
9258 Wealth Management, LLC 990.07%0.24%0.44%Q1 2019Q1 20219
Financial Partners Group, Inc 990.10%0.16%0.22%Q2 2018Q2 20209
LifePlan Financial Group, Inc 810.01%0.01%0.02%Q2 2018Q3 20209
Ballast, Inc. 992.51%2.74%2.87%Q2 2018Q2 20209
High Net Worth Advisory Group LLC 990.13%0.17%0.19%Q4 2021Q4 20239
Spire Wealth Management 630.00%0.01%0.05%Q1 2021Q3 20239
WealthShield Partners, LLC 510.00%0.00%0.01%Q3 2018Q2 20219
Sanford Advisory Services, LLC 992.53%3.07%4.09%Q4 2020Q4 20229
F3Logic, LLC 810.07%0.57%0.87%Q2 2018Q3 20209
Sharkey, Howes & Javer 990.10%2.79%6.50%Q1 2019Q1 20219
Ameritas Advisory Services, LLC 880.06%0.08%0.16%Q4 2021Q3 20238
Capital Asset Advisory Services LLC 710.24%0.81%1.61%Q2 2018Q2 20208
Safeguard Investment Advisory Group, LLC 880.14%0.17%0.20%Q4 2020Q3 20228
Spotlight Asset Group, Inc. 880.34%0.43%0.51%Q4 2019Q3 20218
Tempus Wealth Planning, LLC 880.10%0.15%0.20%Q2 2021Q1 20238
John W. Brooker & Co., CPAs 880.01%0.01%0.01%Q4 2019Q3 20218
SeaCrest Wealth Management, LLC 440.01%0.02%0.04%Q2 2018Q2 20228
Arete Wealth Advisors, LLC 510.02%0.03%0.06%Q2 2020Q2 20238
Realta Investment Advisors 420.00%0.00%0.01%Q1 2019Q3 20238
J Arnold Wealth Management Co 710.00%0.05%0.21%Q4 2019Q4 20218
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.00%0.17%0.86%Q1 2020Q3 20238
City State Bank 880.01%0.01%0.02%Q4 2021Q3 20238
Ameritas Investment Company, LLC 410.04%0.13%0.32%Q1 2019Q3 20218
Family Legacy, Inc. 880.18%0.90%1.12%Q2 2020Q1 20228
Avant Capital LLC 880.61%0.71%0.82%Q4 2021Q3 20238
Aspire Wealth Management Corp 880.18%1.36%3.88%Q4 2021Q3 20238
PFS Partners, LLC 885.13%6.16%7.37%Q4 2021Q3 20238
Acorn Wealth Advisors, LLC 880.19%1.31%2.26%Q2 2019Q1 20218
Minot Wealth Management LLC 320.08%0.92%6.43%Q4 2019Q2 20228
HighTower Advisors, LLC 610.00%0.01%0.02%Q2 2018Q3 20238
Essex Financial Services, Inc. 880.05%0.05%0.06%Q4 2021Q3 20238
MONEY CONCEPTS CAPITAL CORP 620.00%0.21%0.84%Q4 2020Q1 20238
B. Riley Wealth Advisors, Inc. 620.01%0.06%0.14%Q1 2019Q2 20218
BROWN ADVISORY INC 770.00%0.00%0.00%Q2 2019Q4 20207
First Financial Bank - Trust Division 770.13%0.14%0.15%Q3 2018Q1 20207
MAI Capital Management 770.00%0.00%0.01%Q1 2022Q3 20237
ACG Wealth 770.04%0.05%0.06%Q3 2018Q1 20207
Financial Gravity Asset Management, Inc. 410.00%0.02%0.08%Q2 2019Q4 20217
Rockbridge Investment Management, LCC 770.00%0.01%0.02%Q2 2020Q4 20217
Gateway Advisory, LLC 770.32%0.37%0.49%Q2 2018Q4 20197
Personal Wealth Partners 610.03%0.17%0.25%Q1 2019Q2 20217
Atria Wealth Solutions, Inc. 770.01%0.01%0.03%Q1 2022Q3 20237
Charter Oak Capital Management, LLC 770.00%0.00%0.01%Q4 2020Q2 20227
FLOW TRADERS U.S. LLC 610.03%0.08%0.21%Q3 2020Q2 20227
LINCOLN NATIONAL CORP 610.04%0.11%0.14%Q2 2018Q3 20207
Jackson Financial Management 775.07%7.09%9.03%Q2 2018Q4 20197
Moloney Securities Asset Management, LLC 770.08%0.13%0.28%Q2 2018Q4 20197
Verde Capital Management 771.00%9.90%15.96%Q4 2019Q2 20217
MorganRosel Wealth Management, LLC 770.14%1.36%2.54%Q1 2022Q3 20237
HERITAGE WEALTH MANAGEMENT, LLC 430.04%0.09%0.23%Q1 2021Q4 20227
PRUDENTIAL FINANCIAL INC 510.00%0.00%0.00%Q1 2019Q2 20237
Sound Income Strategies, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
True Link Financial Advisors, LLC 770.13%0.15%0.17%Q1 2022Q3 20237
Advisor Group, Inc. 770.04%0.11%0.17%Q2 2018Q4 20197
Meridian Wealth Advisors, LLC 770.09%1.33%1.63%Q1 2019Q3 20207
PACIFIC FINANCIAL GROUP INC 770.20%1.43%5.04%Q4 2018Q2 20207
Archer Investment Corp 430.02%0.03%0.05%Q4 2018Q3 20207
Redwood Financial Network Corp 770.21%0.25%0.28%Q1 2022Q3 20237
NWAM LLC 210.02%0.04%0.08%Q3 2019Q2 20227
Certified Advisory Corp 610.02%0.09%0.12%Q1 2019Q1 20217
WIN ADVISORS, INC 610.20%0.42%1.25%Q4 2021Q3 20237
LAKE STREET PRIVATE WEALTH, LLC 771.30%2.05%2.82%Q1 2019Q3 20207
Cedar Wealth Management, LLC 770.00%0.04%0.05%Q1 2020Q3 20217
Householder Group Estate & Retirement Specialist, LLC 410.18%0.30%0.38%Q4 2021Q3 20236
TRUE Private Wealth Advisors 660.00%0.29%0.38%Q4 2018Q1 20206
BOKF, NA 660.01%0.01%0.02%Q1 2019Q2 20206
Obsidian Personal Planning Solutions LLC 664.01%5.91%6.77%Q2 2022Q3 20236
Simplicity Solutions, LLC 310.01%0.04%0.18%Q1 2019Q4 20206
SIGNATUREFD, LLC 310.00%0.00%0.00%Q4 2019Q2 20236
Atria Investments, Inc 420.01%0.12%0.32%Q2 2018Q4 20196
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 510.04%0.05%0.06%Q3 2018Q4 20206
LADENBURG THALMANN FINANCIAL SERVICES INC. 660.08%0.16%0.22%Q3 2018Q4 20196
CIBC WORLD MARKET INC. 510.00%0.01%0.01%Q2 2019Q4 20216
Gladstone Institutional Advisory LLC 510.11%0.25%0.52%Q4 2018Q4 20216
Jaffetilchin Investment Partners, LLC 660.08%0.10%0.12%Q4 2018Q1 20206
TKG Advisors, LLC 660.26%0.31%0.36%Q4 2021Q1 20236
Orion Capital Management LLC 660.02%0.02%0.02%Q4 2020Q1 20226
CENTAURUS FINANCIAL, INC. 510.02%0.03%0.05%Q2 2018Q4 20196
AXA S.A. 660.01%0.01%0.02%Q2 2018Q3 20196
CFS Investment Advisory Services, LLC 410.05%0.17%0.30%Q4 2020Q3 20236
BB&T SECURITIES, LLC 660.00%0.01%0.02%Q2 2018Q3 20196
Atlas Private Wealth Advisors 660.01%0.02%0.02%Q2 2020Q3 20216
Baystate Wealth Management LLC 420.00%0.00%0.00%Q2 2018Q3 20206
Sowell Financial Services LLC 320.00%0.01%0.04%Q3 2019Q1 20215
Moors & Cabot, Inc. 550.04%0.04%0.05%Q1 2019Q1 20205
WINTRUST INVESTMENTS LLC 550.18%0.19%0.20%Q4 2018Q4 20195
BLAIR WILLIAM & CO/IL 410.00%0.00%0.00%Q2 2019Q1 20235
RDA Financial Network 550.10%0.14%0.16%Q4 2019Q4 20205
PSI Advisors, LLC 410.00%0.07%0.36%Q4 2019Q2 20225
Tyler-Stone Wealth Management 550.02%0.02%0.02%Q4 2021Q4 20225
QP WEALTH MANAGEMENT, LLC 410.26%0.35%0.38%Q4 2019Q3 20225
Parallax Volatility Advisers, L.P. 550.00%0.00%0.00%Q2 2018Q2 20195
Polaris Wealth Advisory Group, LLC 310.21%0.24%0.25%Q3 2020Q4 20225
WEDBUSH SECURITIES INC 550.02%0.04%0.05%Q3 2018Q3 20195
Virtu Financial LLC 310.03%0.07%0.10%Q2 2020Q3 20235
Prime Capital Investment Advisors, LLC 210.00%0.03%0.07%Q3 2019Q3 20235
Avior Wealth Management, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
MERCER GLOBAL ADVISORS INC /ADV 210.03%0.11%0.20%Q4 2019Q3 20235
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 410.00%0.73%1.14%Q2 2019Q3 20235
Strategic Asset Management, LLC 550.22%0.27%0.31%Q3 2021Q3 20225
RETIREMENT CAPITAL STRATEGIES 550.74%1.87%2.85%Q4 2018Q4 20195
PDS Planning, Inc 550.17%0.21%0.23%Q4 2018Q4 20195
COMERICA SECURITIES,INC. 550.03%0.30%0.52%Q1 2019Q1 20205
TWO SIGMA SECURITIES, LLC 310.01%0.02%0.04%Q1 2020Q2 20235
LMCG INVESTMENTS, LLC 550.02%0.02%0.03%Q3 2022Q3 20235
Legacy Trust 440.06%0.07%0.07%Q4 2022Q3 20234
GREAT VALLEY ADVISOR GROUP, INC. 440.05%0.08%0.10%Q1 2019Q4 20194
Good Life Advisors, LLC 440.06%0.07%0.07%Q1 2019Q4 20194
Syntegra Private Wealth Group, LLC 440.07%0.09%0.10%Q4 2022Q3 20234
Portfolio Solutions, LLC 440.67%0.72%0.76%Q4 2019Q3 20204
Cedar Brook Financial Partners, LLC 440.09%0.11%0.13%Q4 2019Q3 20204
Mutual Advisors, LLC 440.08%0.25%0.34%Q1 2019Q4 20194
Golden State Wealth Management, LLC 310.00%0.01%0.01%Q1 2019Q1 20204
INSIGNEO ADVISORY SERVICES, LLC 440.09%0.13%0.18%Q4 2022Q3 20234
HRT FINANCIAL LP 440.02%0.04%0.05%Q1 2020Q4 20204
BlueCrest Capital Management Ltd 210.01%0.05%0.12%Q1 2021Q2 20234
1832 Asset Management L.P. 310.01%0.01%0.01%Q1 2020Q1 20214
Whitaker-Myers Wealth Managers, LTD. 440.25%0.38%0.56%Q4 2022Q3 20234
UNITED SERVICES AUTOMOBILE ASSOCIATION 440.01%0.01%0.01%Q3 2018Q2 20194
20/20 Capital Management, Inc. 442.21%3.68%5.31%Q4 2019Q3 20204
Larson Financial Group LLC 440.00%0.01%0.01%Q4 2022Q3 20234
Marshall Financial Group LLC 310.09%0.28%0.47%Q4 2020Q1 20224
BCM ADVISORS, LLC 440.14%0.25%0.36%Q4 2020Q3 20214
NVWM, LLC 440.00%0.01%0.02%Q2 2018Q1 20194
FDx Advisors, Inc. 220.02%0.03%0.03%Q2 2018Q2 20194
Caprock Group, LLC 440.08%0.11%0.14%Q1 2020Q4 20204
Milestone Investment Advisors LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Advisory Alpha, LLC 220.04%0.07%0.10%Q4 2018Q4 20194
SIMPLEX TRADING, LLC 210.00%0.00%0.00%Q4 2018Q4 20204
Paulson Wealth Management Inc. 440.32%0.56%0.82%Q2 2018Q1 20194
AFFINITY WEALTH MANAGEMENT LLC 440.93%1.50%1.96%Q1 2019Q4 20194
DEUTSCHE BANK AG\ 210.00%0.00%0.00%Q2 2018Q2 20204
MRA Associates USA LLC 440.09%0.30%0.62%Q4 2018Q3 20194
BEAM WEALTH ADVISORS, INC. 440.64%0.96%1.17%Q4 2019Q3 20204
Laurel Wealth Advisors, Inc. 440.06%0.48%0.84%Q4 2019Q3 20204
STEPHENS INC /AR/ 440.00%0.00%0.00%Q4 2020Q3 20214
Capital Planning Advisors, LLC 440.10%4.38%6.06%Q2 2022Q1 20234
Creative Capital Management Investments LLC 440.04%0.04%0.05%Q4 2022Q3 20234
Johnson & White Wealth Management, LLC 311.59%2.03%2.70%Q3 2022Q3 20234
Leicht Financial Planning & Wealth Management, Inc. 440.67%1.03%1.39%Q1 2019Q4 20194
Paragon Wealth Strategies, LLC 448.02%8.59%9.10%Q1 2019Q4 20194
Ahrens Investment Partners LLC 310.02%0.03%0.03%Q4 2021Q1 20234
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
River Wealth Advisors LLC 330.00%0.00%0.00%Q2 2018Q4 20183
Arkadios Wealth Advisors 330.00%0.00%0.00%Q4 2020Q2 20213
ADVANTAGE INVESTMENT MANAGEMENT, LLC 330.04%0.82%1.30%Q2 2018Q4 20183
Howard Capital Management Inc. 330.03%0.04%0.05%Q3 2021Q1 20223
Sunbelt Securities, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
CHOREO, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
Gradient Investments LLC 210.00%0.00%0.00%Q2 2019Q1 20233
Ironwood Financial, llc 330.00%0.00%0.00%Q1 2021Q3 20213
Stonebridge Capital Advisors LLC 330.00%0.00%0.00%Q4 2021Q2 20223
Castleview Partners, LLC 330.01%0.02%0.04%Q1 2023Q3 20233
Phoenix Wealth Advisors 330.04%0.05%0.06%Q4 2020Q2 20213
Plante Moran Financial Advisors, LLC 110.00%0.00%0.01%Q4 2018Q4 20213
Insight Advisors, LLC/ PA 330.29%0.33%0.38%Q4 2020Q2 20213
Executive Wealth Management, LLC 330.01%0.02%0.05%Q4 2018Q2 20193
Avantax Planning Partners, Inc. 210.00%0.01%0.01%Q3 2018Q1 20233
PETRA FINANCIAL ADVISORS INC 210.27%0.33%0.40%Q4 2022Q3 20233
Novak Financial Planning, LLC 330.15%0.17%0.18%Q4 2020Q2 20213
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
ICA Group Wealth Management, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
Integrated Advisors Network LLC 210.02%0.03%0.03%Q4 2019Q1 20213
Cape Investment Advisory, Inc. 330.03%0.04%0.04%Q1 2023Q3 20233
Orion Portfolio Solutions, LLC 330.00%0.12%0.24%Q4 2019Q2 20203
EATON VANCE MANAGEMENT 210.00%0.00%0.00%Q1 2021Q4 20213
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 210.14%0.21%0.34%Q1 2019Q1 20203
LVZ, Inc. 330.03%0.03%0.04%Q4 2022Q2 20233
HOEY INVESTMENTS, INC 330.00%0.02%0.04%Q4 2019Q2 20203
Madrona Financial Services, LLC 333.67%4.03%4.25%Q3 2019Q1 20203
Solano Wealth Management, Inc. 330.18%0.19%0.20%Q1 2023Q3 20233
ALBION FINANCIAL GROUP /UT 210.00%0.00%0.00%Q4 2020Q3 20213
Levy Wealth Management Group, LLC 330.12%0.16%0.21%Q4 2020Q2 20213
FIFTH THIRD SECURITIES, INC. 210.36%0.45%0.61%Q2 2019Q4 20213
Hoover Financial Advisors, Inc. 330.01%0.01%0.02%Q2 2020Q4 20203
Future Financial Wealth Managment LLC 331.65%1.71%1.78%Q3 2022Q1 20233
Destiny Capital Corp/CO 330.74%0.82%0.88%Q4 2022Q2 20233
Farther Finance Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Bank of Marin 330.42%0.44%0.46%Q2 2022Q4 20223
Coppell Advisory Solutions LLC 210.00%0.00%0.00%Q4 2022Q3 20233
One Capital Management, LLC 330.11%0.12%0.12%Q2 2022Q4 20223
Parallel Advisors, LLC 220.00%0.00%0.00%Q3 2019Q4 20192
Valeo Financial Advisors, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
Wagner Wealth Management, LLC 220.06%0.06%0.06%Q2 2018Q3 20182
Transamerica Financial Advisors, Inc. 110.00%0.00%0.00%Q2 2019Q2 20202
Meridian Wealth Management, LLC 220.02%0.12%0.21%Q1 2019Q2 20192
Smart Portfolios, LLC 220.01%0.01%0.01%Q2 2018Q3 20182
SILVER OAK SECURITIES, INCORPORATED 110.01%0.01%0.01%Q3 2022Q3 20232
Redhawk Wealth Advisors, Inc. 220.14%1.39%2.64%Q3 2019Q4 20192
Vestpro Financial Partners, Inc. dba CPF Texas 222.54%2.66%2.78%Q2 2018Q3 20182
M Holdings Securities, Inc. 220.07%0.08%0.09%Q4 2018Q1 20192
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q2 20192
Barber Financial Group, Inc. 220.16%1.00%1.85%Q4 2018Q1 20192
KWMG, LLC 220.02%0.02%0.02%Q4 2018Q1 20192
Clarus Group, Inc. 220.18%0.18%0.18%Q1 2021Q2 20212
Grey Fox Wealth Advisors, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
OPPENHEIMER & CO INC 220.01%0.01%0.01%Q3 2019Q4 20192
1776 Wealth LLC 221.49%1.66%1.84%Q4 2019Q1 20202
MANUFACTURERS LIFE INSURANCE COMPANY, THE 220.00%0.00%0.00%Q2 2018Q3 20182
Renaissance Technologies 110.00%0.00%0.00%Q2 2018Q2 20212
Lowe Wealth Advisors, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
UBS ASSET MANAGEMENT AMERICAS INC 220.00%0.00%0.00%Q2 2019Q3 20192
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 220.01%0.01%0.01%Q2 2022Q3 20222
TRUST CO OF VERMONT 220.00%0.00%0.00%Q4 2019Q1 20202
Sonora Investment Management, LLC 220.00%0.00%0.00%Q2 2021Q3 20212
Premia Global Advisors, LLC 221.57%1.63%1.68%Q2 2019Q3 20192
CFO4Life Group, LLC 220.09%0.09%0.10%Q3 2019Q4 20192
Financial Management Professionals, Inc. 220.00%0.00%0.00%Q3 2019Q4 20192
RFG Advisory, LLC 220.04%0.04%0.04%Q3 2019Q4 20192
Northwest Capital Management Inc 110.00%0.06%0.13%Q3 2022Q2 20232
Chicago Partners Investment Group LLC 220.01%0.01%0.01%Q2 2018Q3 20182
Investment Advisory Group, LLC 220.14%0.15%0.15%Q4 2021Q1 20222
Blue Sky Asset Management, LLC 220.15%0.37%0.58%Q4 2019Q1 20202
Sandy Spring Bank 220.00%0.00%0.00%Q1 2020Q2 20202
Stewardship Advisors, LLC 221.63%1.65%1.68%Q1 2020Q2 20202
OPTIMUM INVESTMENT ADVISORS 220.00%0.00%0.00%Q1 2020Q2 20202
PFG Private Wealth Management, LLC 222.19%2.22%2.26%Q4 2019Q1 20202
Syverson Strege & Co 220.02%0.03%0.03%Q4 2021Q1 20222
Global Financial Private Capital, Inc 220.01%0.01%0.02%Q2 2018Q3 20182
Disciplined Investments, LLC 220.00%0.01%0.02%Q4 2019Q1 20202
Ballentine Partners, LLC 220.02%0.02%0.03%Q3 2019Q4 20192
Eudaimonia Partners, LLC 220.03%0.03%0.03%Q4 2020Q1 20212
Procyon Advisors, LLC 220.11%0.13%0.15%Q4 2021Q1 20222
VERUS CAPITAL PARTNERS, LLC 220.04%0.06%0.08%Q4 2019Q1 20202
OneDigital Investment Advisors LLC 220.01%0.01%0.01%Q1 2019Q2 20192
OLD MISSION CAPITAL LLC 110.01%0.06%0.12%Q3 2019Q1 20222
Snider Financial Group 220.09%0.12%0.16%Q2 2021Q3 20212
Valmark Advisers, Inc. 220.02%0.03%0.05%Q3 2019Q4 20192
Capital Bank & Trust Co 220.00%0.00%0.00%Q2 2018Q3 20182
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 223.25%3.95%4.65%Q4 2019Q1 20202
J.W. COLE ADVISORS, INC. 110.03%0.03%0.03%Q4 2019Q3 20202
Private Advisory Group LLC 220.44%0.44%0.44%Q4 2018Q1 20192
WealthPLAN Partners, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Almanack Investment Partners, LLC. 111.18%1.18%1.18%Q3 2019Q1 20222
Avestar Capital, LLC 220.04%0.09%0.14%Q2 2023Q3 20232
Private Ocean, LLC 110.00%0.00%0.00%Q1 2020Q1 20212
Southland Equity Partners LLC 220.09%0.09%0.09%Q4 2021Q1 20222
Patten Group, Inc. 220.00%0.00%0.00%Q2 2018Q3 20182
BARCLAYS PLC 220.00%0.00%0.00%Q1 2021Q2 20212
Stone House Investment Management, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Impact Partnership Wealth, LLC 110.28%0.28%0.28%Q3 2023Q3 20231
CREDIT SUISSE AG/ 110.02%0.02%0.02%Q3 2018Q3 20181
LEVEL FOUR ADVISORY SERVICES, LLC 110.08%0.08%0.08%Q4 2019Q4 20191
Cooper Financial Group 110.05%0.05%0.05%Q4 2020Q4 20201
Cherry Tree Wealth Management, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Claybrook Capital, LLC 111.33%1.33%1.33%Q4 2018Q4 20181
Balentine LLC 110.00%0.00%0.00%Q3 2019Q3 20191
MYCIO WEALTH PARTNERS, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
BESSEMER GROUP INC 110.00%0.00%0.00%Q1 2019Q1 20191
Parkside Financial Bank & Trust 110.01%0.01%0.01%Q2 2019Q2 20191
Lloyd Advisory Services, LLC. 110.10%0.10%0.10%Q1 2021Q1 20211
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
Berger Financial Group, Inc 110.20%0.20%0.20%Q4 2020Q4 20201
THEORY FINANCIAL LLC 110.33%0.33%0.33%Q1 2022Q1 20221
WJ Wealth Management, LLC 111.00%1.00%1.00%Q4 2019Q4 20191
Summit Financial Wealth Advisors, LLC 110.06%0.06%0.06%Q2 2020Q2 20201
Bank of New York Mellon Corp 110.01%0.01%0.01%Q3 2023Q3 20231
Santori & Peters, Inc. 110.20%0.20%0.20%Q2 2018Q2 20181
SALEM INVESTMENT COUNSELORS INC 110.00%0.00%0.00%Q4 2020Q4 20201
Waterloo Capital, L.P. 110.99%0.99%0.99%Q1 2020Q1 20201
Independent Advisor Alliance 110.58%0.58%0.58%Q4 2019Q4 20191
Diversified, LLC 110.13%0.13%0.13%Q4 2020Q4 20201
DESTINY CAPITAL SECURITIES CORPORATION 110.65%0.65%0.65%Q3 2023Q3 20231
MADRONA FUNDS, LLC 114.18%4.18%4.18%Q3 2019Q3 20191
DUBUQUE BANK & TRUST CO 110.05%0.05%0.05%Q1 2020Q1 20201
NEXT Financial Holdings 110.09%0.09%0.09%Q1 2019Q1 20191
Masso Torrence Wealth Management Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
MATTERN CAPITAL MANAGEMENT, LLC 110.73%0.73%0.73%Q4 2019Q4 20191
Paragon Advisors, LLC 114.84%4.84%4.84%Q1 2020Q1 20201
WEALTHSOURCE PARTNERS, LLC 110.14%0.14%0.14%Q2 2018Q2 20181
Inspire Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
HNP Capital LLC 110.07%0.07%0.07%Q1 2020Q1 20201
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 110.20%0.20%0.20%Q4 2019Q4 20191
Oder Investment Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
FOUNDERS FINANCIAL SECURITIES LLC 111.13%1.13%1.13%Q1 2019Q1 20191
EP Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Blue Trust, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
MONETA GROUP INVESTMENT ADVISORS LLC 110.10%0.10%0.10%Q1 2020Q1 20201
B. Riley Wealth Management, Inc. 110.13%0.13%0.13%Q4 2018Q4 20181
NewSquare Capital LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Vigilare Wealth Management 110.30%0.30%0.30%Q4 2019Q4 20191
AMJ Financial Wealth Management 110.48%0.48%0.48%Q4 2019Q4 20191
SouthState Corp 110.00%0.00%0.00%Q4 2022Q4 20221
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
CXI Advisors 110.17%0.17%0.17%Q4 2019Q4 20191
Claro Advisors LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Hanlon Investment Management, Inc. 110.65%0.65%0.65%Q1 2019Q1 20191
Sowa Financial Group, Inc. 110.02%0.02%0.02%Q2 2020Q2 20201
FSC Wealth Advisors, LLC 110.82%0.82%0.82%Q4 2021Q4 20211
ASSETMARK, INC 110.00%0.00%0.00%Q3 2023Q3 20231
Total Clarity Wealth Management, Inc. 110.57%0.57%0.57%Q4 2019Q4 20191
Penserra Capital Management LLC 110.15%0.15%0.15%Q4 2018Q4 20181
FAS Wealth Partners, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
Vigilant Capital Management, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Crescent Capital Consulting, LLC 110.29%0.29%0.29%Q4 2020Q4 20201
HAZLETT, BURT & WATSON, INC. 110.07%0.07%0.07%Q3 2023Q3 20231
Comprehensive Financial Consultants Institutional, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Delta Investment Management, LLC 110.48%0.48%0.48%Q3 2019Q3 20191
CAHILL FINANCIAL ADVISORS INC 110.03%0.03%0.03%Q3 2021Q3 20211
FormulaFolio Investments, LLC 110.45%0.45%0.45%Q4 2020Q4 20201
Strategic Wealth Partners, Ltd. 110.03%0.03%0.03%Q2 2019Q2 20191
J.P. Morgan Private Wealth Advisors LLC 110.00%0.00%0.00%Q4 2019Q4 20191
WealthBridge Capital Management, LLC 110.02%0.02%0.02%Q1 2019Q1 20191
Fieldpoint Private Securities, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
FURE FINANCIAL CORP 112.86%2.86%2.86%Q4 2019Q4 20191
HBW ADVISORY SERVICES LLC 110.15%0.15%0.15%Q4 2019Q4 20191
TUCKER ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Measured Wealth Private Client Group, LLC 110.20%0.20%0.20%Q3 2019Q3 20191
Paragon Capital Management Ltd 110.00%0.00%0.00%Q4 2021Q4 20211
Advisors Preferred, LLC 110.02%0.02%0.02%Q3 2019Q3 20191
Darwin Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Carnegie Capital Asset Management, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
OGOREK ANTHONY JOSEPH /NY/ /ADV 110.00%0.00%0.00%Q4 2021Q4 20211
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 110.15%0.15%0.15%Q2 2021Q2 20211
Csenge Advisory Group 110.01%0.01%0.01%Q3 2018Q3 20181
Cornerstone Planning Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
SYNOVUS FINANCIAL CORP 110.00%0.00%0.00%Q1 2020Q1 20201
MONECO Advisors, LLC 110.34%0.34%0.34%Q4 2019Q4 20191
Lake Point Wealth Management 110.00%0.00%0.00%Q3 2021Q3 20211
INVESTMENT MANAGEMENT OF VIRGINIA LLC 110.90%0.90%0.90%Q1 2020Q1 20201
Altshuler Shaham Ltd 110.00%0.00%0.00%Q1 2019Q1 20191
Human Investing LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Confluence Wealth Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Retireful, LLC 116.97%6.97%6.97%Q1 2022Q1 20221
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.00%Q4 2022Q4 20221
Strategic Advocates LLC 110.24%0.24%0.24%Q3 2023Q3 20231
Horizon Investments, LLC 112.02%2.02%2.02%Q1 2019Q1 20191
ATWOOD & PALMER INC 110.00%0.00%0.00%Q1 2021Q1 20211
Merit Financial Group, LLC 110.23%0.23%0.23%Q1 2020Q1 20201
MCF Advisors LLC 110.00%0.00%0.00%Q4 2018Q4 20181
WealthOne, LLC 110.05%0.05%0.05%Q4 2018Q4 20181
Financial Futures Ltd Liability Co. 110.19%0.19%0.19%Q4 2021Q4 20211
Westside Investment Management, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
SG Americas Securities, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Permanens Capital L.P. 110.01%0.01%0.01%Q1 2019Q1 20191
My Personal CFO, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Cerity Partners LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Harel Insurance Investments & Financial Services Ltd. 110.00%0.00%0.00%Q3 2021Q3 20211
Alpha Cubed Investments, LLC 110.03%0.03%0.03%Q4 2018Q4 20181
CMC Financial Group 110.93%0.93%0.93%Q2 2019Q2 20191
Cascadia Advisory Services, LLC 110.25%0.25%0.25%Q4 2019Q4 20191
Stiles Financial Services Inc 110.10%0.10%0.10%Q4 2021Q4 20211
Financial Sense Advisors, Inc. 110.12%0.12%0.12%Q1 2022Q1 20221
Strategic Blueprint, LLC 110.03%0.03%0.03%Q2 2021Q2 20211
Anchor Investment Management, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Fortis Capital Advisors, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
MEEDER ASSET MANAGEMENT INC 110.00%0.00%0.00%Q2 2021Q2 20211
CENTRAL TRUST Co 110.00%0.00%0.00%Q2 2019Q2 20191
Cornerstone Advisory, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Commonwealth Financial Services, LLC 110.41%0.41%0.41%Q3 2023Q3 20231
MCDONALD PARTNERS LLC 110.08%0.08%0.08%Q4 2020Q4 20201
Golden State Equity Partners 110.36%0.36%0.36%Q4 2020Q4 20201
Advisor OS, LLC 110.16%0.16%0.16%Q4 2020Q4 20201
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q1 2023Q1 20231
VICTORY CAPITAL MANAGEMENT INC 110.00%0.00%0.00%Q3 2019Q3 20191
Tatro Capital, LLC 110.03%0.03%0.03%Q1 2020Q1 20201
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.