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
PNC FINANCIAL SERVICES GROUP, INC. 22220.00%0.00%0.00%Q2 2018Q3 202322
Cambridge Investment Research Advisors, Inc. 22220.00%0.00%0.01%Q2 2018Q3 202322
LPL Financial LLC 22220.00%0.00%0.02%Q2 2018Q3 202322
ROYAL BANK OF CANADA 22220.00%0.00%0.00%Q2 2018Q3 202322
Raymond James Financial Services Advisors, Inc. 22220.00%0.00%0.00%Q2 2018Q3 202322
CITIGROUP INC 22220.00%0.00%0.00%Q2 2018Q3 202322
BANK OF AMERICA CORP /DE/ 22220.00%0.00%0.00%Q2 2018Q3 202322
Charles Schwab Investment Advisory, Inc. 22220.13%0.33%0.62%Q2 2018Q3 202322
WELLS FARGO & COMPANY/MN 22220.00%0.00%0.01%Q2 2018Q3 202322
MORGAN STANLEY 22220.00%0.00%0.00%Q2 2018Q3 202322
UBS Group AG 22220.00%0.00%0.00%Q2 2018Q3 202322
KEYBANK NATIONAL ASSOCIATION/OH 21210.00%0.01%0.01%Q3 2018Q3 202321
Global Retirement Partners, LLC 1470.01%0.03%0.06%Q2 2018Q3 202321
Allworth Financial LP 21210.00%0.01%0.09%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
FMR LLC 20200.00%0.00%0.00%Q4 2018Q3 202320
Gerber Kawasaki Wealth & Investment Management 920.35%0.71%1.22%Q2 2018Q3 202320
AMERIPRISE FINANCIAL INC 20200.00%0.00%0.00%Q4 2018Q3 202320
Tower Research Capital LLC (TRC) 20200.00%0.00%0.00%Q4 2018Q3 202320
JANE STREET GROUP, LLC 1330.00%0.01%0.04%Q2 2018Q2 202319
Main Management LLC 1810.01%0.02%0.04%Q4 2018Q3 202319
Brinker Capital Investments, LLC 1620.01%0.02%0.04%Q2 2018Q4 202218
Ameritas Investment Partners, Inc. 18180.00%0.01%0.01%Q2 2019Q3 202318
Cypress Wealth Services, LLC 1440.05%0.06%0.07%Q1 2019Q3 202318
Cetera Advisor Networks LLC 18180.00%0.02%0.05%Q2 2019Q3 202318
Destination Wealth Management 18180.01%0.02%0.03%Q2 2018Q3 202218
Gradient Capital Advisors, LLC 1610.09%0.17%0.30%Q2 2018Q1 202317
Parallel Advisors, LLC 16160.00%0.00%0.00%Q2 2018Q1 202216
S.A. Mason LLC 16160.02%0.04%0.11%Q4 2019Q3 202316
SteelPeak Wealth, LLC 16160.14%0.24%0.33%Q4 2019Q3 202316
Citadel Advisors 410.00%0.00%0.01%Q3 2018Q3 202316
LINCOLN NATIONAL CORP 1420.01%0.02%0.03%Q2 2018Q3 202216
Brio Consultants, LLC 16160.04%1.47%3.99%Q4 2019Q3 202316
Apriem Advisors 1110.04%0.11%0.15%Q2 2018Q1 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
BlackRock Inc. 15150.00%0.00%0.00%Q2 2018Q4 202115
Regis Management CO LLC 15150.46%0.54%0.80%Q4 2018Q2 202215
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 15150.59%1.04%1.44%Q1 2019Q3 202215
McNaughton Wealth Management, LLC 870.72%1.05%1.32%Q4 2019Q3 202315
MARINER INDEPENDENT ADVISOR NETWORK, LLC 910.16%0.22%0.31%Q4 2018Q3 202214
Rockefeller Capital Management L.P. 14140.00%0.00%0.01%Q3 2019Q4 202214
COMMONWEALTH EQUITY SERVICES, LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
FLC Capital Advisors 14140.08%0.65%2.07%Q4 2018Q1 202214
Epstein & White Financial LLC 13130.06%0.13%0.37%Q2 2018Q2 202113
Bartlett & Co. LLC 850.00%0.00%0.00%Q3 2020Q4 202313
FOCUS Wealth Advisors, LLC 12120.33%0.36%0.44%Q4 2020Q3 202312
MATTERN CAPITAL MANAGEMENT, LLC 750.04%0.06%0.09%Q3 2020Q3 202312
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 11110.02%0.07%0.24%Q4 2018Q2 202111
REILLY FINANCIAL ADVISORS, LLC 10100.02%0.02%0.03%Q3 2019Q4 202110
FIRST AMERICAN TRUST, FSB 10100.20%0.48%0.60%Q2 2021Q3 202310
Miracle Mile Advisors, LLC 640.01%0.20%0.51%Q2 2020Q3 202310
US BANCORP \DE\ 640.00%0.00%0.00%Q1 2020Q3 202310
Creative Planning 730.00%0.00%0.00%Q1 2021Q3 202310
BROWN BROTHERS HARRIMAN & CO 10100.00%0.00%0.00%Q1 2021Q2 202310
CAPTRUST FINANCIAL ADVISORS 10100.00%0.00%0.00%Q1 2020Q2 202210
Johnson Bixby & Associates, LLC 10100.08%0.11%0.14%Q4 2020Q1 202310
Partnervest Advisory Services LLC 10100.16%0.23%0.29%Q2 2018Q3 202010
WEALTHSOURCE PARTNERS, LLC 810.03%0.12%0.26%Q3 2019Q3 20239
Gradient Investments LLC 990.00%0.00%0.00%Q2 2018Q2 20209
SUSQUEHANNA INTERNATIONAL GROUP, LLP 310.00%0.00%0.00%Q3 2018Q3 20229
Alpha Cubed Investments, LLC 990.03%0.03%0.04%Q3 2021Q3 20239
Running Point Capital Advisors, LLC 990.00%0.55%0.78%Q4 2020Q4 20229
Knuff & Co LLC 990.00%0.01%0.01%Q4 2018Q4 20209
ENVESTNET ASSET MANAGEMENT INC 990.00%0.00%0.00%Q3 2021Q3 20239
FLOW TRADERS U.S. LLC 510.02%0.08%0.20%Q3 2020Q2 20239
B. Riley Wealth Advisors, Inc. 990.01%0.03%0.10%Q3 2021Q3 20239
Paulson Wealth Management Inc. 530.11%0.16%0.22%Q2 2019Q3 20218
Coe Capital Management, LLC 880.25%0.75%1.04%Q4 2018Q3 20208
DB Wealth Management Group, LLC 880.02%0.03%0.03%Q4 2020Q3 20228
Mariner, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
HBW ADVISORY SERVICES LLC 710.05%0.09%0.13%Q4 2019Q4 20218
Pure Financial Advisors, LLC 880.03%0.07%0.13%Q1 2022Q4 20238
HighTower Advisors, LLC 610.00%0.00%0.01%Q2 2018Q3 20238
BDO Wealth Advisors, LLC 880.01%0.01%0.01%Q1 2019Q4 20208
SimpliFi, Inc. 530.12%0.41%0.75%Q3 2021Q3 20238
Advisor Group, Inc. 770.00%0.00%0.00%Q2 2018Q4 20197
MERCER GLOBAL ADVISORS INC /ADV 610.00%0.00%0.02%Q3 2021Q3 20237
ATLAS CAPITAL ADVISORS LLC 410.02%0.07%0.12%Q3 2019Q3 20227
AdvicePeriod, LLC 660.02%0.03%0.04%Q1 2020Q2 20216
CreativeOne Wealth, LLC 660.02%0.02%0.04%Q1 2021Q2 20226
Omega Financial Group, LLC 660.44%0.48%0.52%Q2 2022Q3 20236
Intellectus Partners, LLC 660.10%0.13%0.18%Q2 2020Q3 20216
Private Advisor Group, LLC 550.00%0.00%0.00%Q1 2021Q1 20225
Warren Street Wealth Advisors, LLC 410.28%0.41%0.58%Q2 2022Q3 20235
D.A. DAVIDSON & CO. 210.00%0.01%0.02%Q3 2019Q3 20225
MISSION WEALTH MANAGEMENT, LP 410.01%0.02%0.02%Q1 2022Q3 20235
LADENBURG THALMANN FINANCIAL SERVICES INC. 410.00%0.00%0.00%Q3 2018Q4 20195
Orion Portfolio Solutions, LLC 550.02%0.04%0.08%Q3 2022Q3 20235
DIMENSION CAPITAL MANAGEMENT LLC 210.14%0.19%0.23%Q4 2019Q3 20235
Bradley & Co. Private Wealth Management, LLC 320.08%0.43%0.91%Q1 2021Q3 20225
Elmwood Wealth Management, Inc. 550.00%0.00%0.01%Q2 2018Q2 20195
Wealthcare Advisory Partners LLC 320.01%0.02%0.05%Q1 2022Q3 20235
AVANTAX ADVISORY SERVICES, INC. 550.00%0.01%0.01%Q3 2022Q3 20235
Avantax Planning Partners, Inc. 440.01%0.01%0.01%Q4 2022Q3 20234
BANQUE PICTET & CIE SA 440.02%0.02%0.02%Q2 2018Q1 20194
MONEY CONCEPTS CAPITAL CORP 440.00%0.00%0.00%Q1 2022Q4 20224
LODESTAR PRIVATE ASSET MANAGEMENT LLC 440.18%0.20%0.21%Q4 2022Q3 20234
Eagle Strategies LLC 310.06%0.09%0.11%Q4 2021Q4 20224
AE Wealth Management LLC 440.01%0.02%0.04%Q3 2018Q2 20194
Pictet North America Advisors SA 440.10%0.14%0.17%Q2 2018Q1 20194
WADDELL & ASSOCIATES, LLC 440.05%0.05%0.06%Q4 2022Q3 20234
DeDora Capital, Inc. 440.21%0.23%0.25%Q2 2018Q1 20194
Ford Financial Group, LLC 210.04%0.10%0.15%Q2 2019Q4 20214
Fisher Asset Management, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Pacific Center for Financial Services 440.07%0.08%0.09%Q4 2021Q3 20224
NewFocus Financial Group, LLC 220.06%0.08%0.09%Q2 2019Q4 20204
IFP Advisors, Inc 310.00%0.00%0.00%Q1 2022Q3 20234
Steward Partners Investment Advisory, LLC 330.00%0.00%0.00%Q2 2019Q4 20193
NEXT Financial Group, Inc 330.00%0.00%0.00%Q2 2021Q4 20213
OLD MISSION CAPITAL LLC 330.02%0.04%0.06%Q2 2021Q4 20213
SWEENEY & MICHEL, LLC 330.20%0.21%0.21%Q1 2023Q3 20233
EP Wealth Advisors, LLC 330.01%0.05%0.08%Q1 2022Q3 20223
Laurel Wealth Advisors, Inc. 210.02%0.04%0.05%Q1 2021Q4 20213
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 110.00%0.00%0.00%Q2 2020Q2 20233
FIRST FOUNDATION ADVISORS 330.01%0.66%1.28%Q1 2023Q3 20233
Cerity Partners LLC 210.00%0.00%0.00%Q2 2022Q2 20233
January Capital Advisors LLC 330.43%0.47%0.49%Q4 2021Q2 20223
Renaissance Technologies 210.00%0.00%0.00%Q1 2022Q4 20223
Hochman Cole Investment Advisors, Inc. 330.12%0.13%0.14%Q3 2020Q1 20213
Perennial Investment Advisors, LLC 330.04%0.04%0.05%Q1 2023Q3 20233
MYECFO, LLC 330.15%0.16%0.17%Q4 2022Q2 20233
Simplicity Solutions, LLC 220.01%0.02%0.03%Q4 2018Q1 20192
ZRC WEALTH MANAGEMENT, LLC 220.06%0.06%0.06%Q2 2023Q3 20232
Cetera Investment Advisers 220.00%0.00%0.00%Q4 2022Q1 20232
HARBOUR INVESTMENTS, INC. 220.00%0.00%0.00%Q4 2022Q1 20232
EAGLE GLOBAL ADVISORS LLC 220.01%0.02%0.02%Q2 2021Q3 20212
SELDON CAPITAL LP 220.48%0.64%0.81%Q4 2021Q1 20222
Karp Capital Management Corp 220.08%0.08%0.08%Q2 2022Q3 20222
B. Riley Wealth Management, Inc. 220.10%0.11%0.12%Q3 2020Q4 20202
Boyd Wealth Management, LLC 223.32%3.57%3.83%Q2 2023Q3 20232
NewEdge Advisors, LLC 220.01%0.01%0.02%Q4 2021Q1 20222
Affinity Capital Advisors, LLC 220.36%0.67%0.98%Q2 2023Q3 20232
JPMORGAN CHASE & CO 220.00%0.00%0.00%Q2 2023Q3 20232
Prospera Financial Services Inc 220.06%0.06%0.06%Q2 2023Q3 20232
Laurel Wealth Planning LLC 220.16%0.16%0.16%Q2 2023Q3 20232
TriaGen Wealth Management LLC 110.24%0.24%0.24%Q1 2022Q1 20221
Wick Capital Partners, LLC 110.14%0.14%0.14%Q1 2022Q1 20221
Wealthfront Advisers LLC 110.00%0.00%0.00%Q1 2023Q1 20231
OneDigital Investment Advisors LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Betterment LLC 110.00%0.00%0.00%Q1 2022Q1 20221
STIFEL FINANCIAL CORP 110.00%0.00%0.00%Q3 2023Q3 20231
NWAM LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Dynamic Advisor Solutions LLC 110.01%0.01%0.01%Q3 2023Q3 20231
WCG Wealth Advisors LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Bristlecone Advisors, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
CENTAURUS FINANCIAL, INC. 110.01%0.01%0.01%Q2 2018Q2 20181
HUNTINGTON NATIONAL BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Capital CS Group, LLC 110.50%0.50%0.50%Q2 2022Q2 20221
KWB Wealth 110.07%0.07%0.07%Q3 2022Q3 20221
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 110.02%0.02%0.02%Q2 2020Q2 20201
FLPUTNAM INVESTMENT MANAGEMENT CO 110.01%0.01%0.01%Q2 2021Q2 20211
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
J.W. COLE ADVISORS, INC. 110.08%0.08%0.08%Q3 2020Q3 20201
Williams Jones Wealth Management, LLC. 110.00%0.00%0.00%Q3 2023Q3 20231
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 110.05%0.05%0.05%Q4 2021Q4 20211
One Wealth Advisors, LLC 110.13%0.13%0.13%Q4 2020Q4 20201
Altus Wealth Group LLC 110.01%0.01%0.01%Q4 2020Q4 20201
McIlrath & Eck, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
TWO SIGMA SECURITIES, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Boltwood Capital Management 110.20%0.20%0.20%Q2 2022Q2 20221
Clear Creek Financial Management, LLC 110.03%0.03%0.03%Q3 2020Q3 20201
Carmel Capital Partners, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
PRIVATE TRUST CO NA 110.01%0.01%0.01%Q4 2022Q4 20221
Corient Capital Partners, LLC 110.04%0.04%0.04%Q4 2018Q4 20181
DOWLING & YAHNKE LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Wealthspire Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Ameritas Advisory Services, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
MANUFACTURERS LIFE INSURANCE COMPANY, THE 110.00%0.00%0.00%Q2 2018Q2 20181
Gemmer Asset Management LLC 110.00%0.00%0.00%Q4 2020Q4 20201
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 110.00%0.00%0.00%Q4 2020Q4 20201
Householder Group Estate & Retirement Specialist, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 110.00%0.00%0.00%Q4 2022Q4 20221
CREATIVE FINANCIAL DESIGNS INC /ADV 110.00%0.00%0.00%Q2 2021Q2 20211
Strategic Blueprint, LLC 110.03%0.03%0.03%Q2 2021Q2 20211
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 110.06%0.06%0.06%Q3 2021Q3 20211
Bank of New York Mellon Corp 110.00%0.00%0.00%Q3 2023Q3 20231
NewEdge Wealth, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Snowden Capital Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
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.