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
Lowe Wealth Advisors, LLC 23230.00%0.00%0.00%Q2 2018Q4 202323
Ausdal Financial Partners, Inc. 22220.09%0.31%0.52%Q2 2018Q3 202322
AMERIPRISE FINANCIAL INC 22220.00%0.01%0.01%Q2 2018Q3 202322
JPMORGAN CHASE & CO 22220.00%0.00%0.00%Q2 2018Q3 202322
PNC FINANCIAL SERVICES GROUP, INC. 22220.01%0.01%0.02%Q2 2018Q3 202322
Janney Montgomery Scott LLC 22220.00%0.01%0.02%Q2 2018Q3 202322
RAYMOND JAMES & ASSOCIATES 22220.00%0.00%0.01%Q2 2018Q3 202322
Tortoise Investment Management, LLC 22220.25%0.51%1.07%Q2 2018Q3 202322
CITIGROUP INC 22220.00%0.00%0.00%Q2 2018Q3 202322
NewSquare Capital LLC 22220.07%0.18%0.30%Q2 2018Q3 202322
Raymond James Financial Services Advisors, Inc. 22220.00%0.01%0.02%Q2 2018Q3 202322
Cetera Advisor Networks LLC 22220.01%0.02%0.02%Q2 2018Q3 202322
BENJAMIN F. EDWARDS & COMPANY, INC. 22220.00%0.00%0.01%Q2 2018Q3 202322
WELLS FARGO & COMPANY/MN 22220.00%0.00%0.01%Q2 2018Q3 202322
BANK OF AMERICA CORP /DE/ 22220.06%0.08%0.12%Q2 2018Q3 202322
ASSETMARK, INC 22220.02%0.06%0.16%Q2 2018Q3 202322
Sigma Planning Corp 22220.01%0.05%0.09%Q2 2018Q3 202322
StrategIQ Financial Group, LLC 22220.16%0.31%0.47%Q2 2018Q3 202322
Cambridge Investment Research Advisors, Inc. 22220.00%0.02%0.03%Q2 2018Q3 202322
Successful Portfolios LLC 22220.21%0.32%0.50%Q2 2018Q3 202322
US BANCORP \DE\ 22220.00%0.00%0.01%Q2 2018Q3 202322
ROYAL BANK OF CANADA 22220.00%0.01%0.01%Q2 2018Q3 202322
Sound Income Strategies, LLC 22220.00%0.00%0.00%Q2 2018Q3 202322
ENVESTNET ASSET MANAGEMENT INC 22220.01%0.03%0.04%Q2 2018Q3 202322
STIFEL FINANCIAL CORP 22220.01%0.02%0.02%Q2 2018Q3 202322
Steward Partners Investment Advisory, LLC 22220.00%0.01%0.03%Q2 2018Q3 202322
SYNOVUS FINANCIAL CORP 22220.01%0.02%0.04%Q2 2018Q3 202322
UBS Group AG 22220.02%0.06%0.13%Q2 2018Q3 202322
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 22220.00%0.01%0.07%Q2 2018Q3 202322
LPL Financial LLC 22220.02%0.03%0.06%Q2 2018Q3 202322
FIRST UNITED BANK & TRUST 22220.12%0.50%1.04%Q2 2018Q3 202322
HighTower Advisors, LLC 22220.00%0.00%0.01%Q2 2018Q3 202322
COMMONWEALTH EQUITY SERVICES, LLC 22220.00%0.01%0.02%Q2 2018Q3 202322
Transamerica Financial Advisors, Inc. 22220.14%0.34%0.45%Q2 2018Q3 202322
MORGAN STANLEY 22220.01%0.01%0.01%Q2 2018Q3 202322
MML INVESTORS SERVICES, LLC 22220.01%0.03%0.06%Q2 2018Q3 202322
FMR LLC 21210.00%0.00%0.00%Q3 2018Q3 202321
North Star Investment Management Corp. 1740.00%0.01%0.01%Q2 2018Q3 202321
INTERACTIVE FINANCIAL ADVISORS, INC. 1470.14%0.30%0.40%Q2 2018Q3 202321
BerganKDV Wealth Management, LLC 21210.02%0.06%0.09%Q2 2018Q2 202321
CAPTRUST FINANCIAL ADVISORS 1560.00%0.00%0.01%Q2 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.01%0.02%Q3 2018Q3 202321
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 21213.18%4.85%6.68%Q3 2018Q3 202321
Belpointe Asset Management LLC 20200.03%0.24%2.50%Q4 2018Q3 202320
Gladstone Institutional Advisory LLC 20200.06%0.15%0.26%Q4 2018Q3 202320
Snowden Capital Advisors LLC 1370.01%0.07%0.13%Q2 2018Q2 202320
Citadel Advisors 410.00%0.00%0.00%Q2 2018Q3 202320
ClearBridge Investments 20200.00%0.00%0.00%Q2 2018Q1 202320
TOWNSQUARE CAPITAL LLC 20200.01%0.05%0.22%Q4 2018Q3 202320
IFP Advisors, Inc 1730.00%0.01%0.02%Q2 2018Q3 202320
AdvisorNet Financial, Inc 1280.00%0.01%0.03%Q2 2018Q3 202320
FIFTH THIRD SECURITIES, INC. 1540.18%0.54%1.46%Q2 2018Q1 202319
Rockefeller Capital Management L.P. 19190.00%0.03%0.04%Q1 2019Q3 202319
BLAIR WILLIAM & CO/IL 1810.00%0.00%0.00%Q2 2018Q3 202319
COMMERCE BANK 1810.00%0.02%0.03%Q2 2018Q3 202319
Cetera Investment Advisers 1270.03%0.04%0.07%Q2 2018Q3 202319
CWM, LLC 1080.00%0.00%0.01%Q1 2019Q3 202318
Private Advisor Group, LLC 17170.00%0.01%0.02%Q3 2019Q3 202318
Columbus Macro, LLC 18180.12%0.16%0.18%Q2 2018Q3 202218
American Portfolios Advisors 18180.05%0.06%0.08%Q2 2018Q3 202218
Sowell Financial Services LLC 1030.02%0.03%0.05%Q3 2018Q3 202318
Archford Capital Strategies, LLC 18180.06%0.13%0.18%Q2 2018Q3 202218
PFS INVESTMENTS INC. 1260.02%0.29%3.86%Q4 2018Q2 202318
Asset Management Group, Inc. 18180.06%0.08%0.09%Q2 2019Q3 202318
Dorsey & Whitney Trust CO LLC 17170.04%0.06%0.08%Q3 2019Q3 202317
Mascoma Wealth Management LLC 1250.06%0.38%0.62%Q3 2018Q3 202317
First Heartland Consultants, Inc. 17170.02%0.16%0.38%Q3 2019Q3 202317
Patriot Financial Group Insurance Agency, LLC 17170.05%0.08%0.12%Q3 2018Q3 202217
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 1610.46%1.42%2.02%Q4 2018Q1 202317
Renaissance Technologies 710.00%0.00%0.01%Q2 2018Q2 202317
Dynamic Advisor Solutions LLC 1520.03%0.08%0.13%Q2 2018Q3 202317
Mutual Advisors, LLC 940.01%0.04%0.10%Q2 2018Q3 202317
American Institute for Advanced Investment Management, LLP 16160.19%0.26%0.39%Q4 2019Q3 202316
JANE STREET GROUP, LLC 510.00%0.01%0.04%Q2 2018Q3 202316
SteelPeak Wealth, LLC 16160.13%0.23%0.31%Q4 2019Q3 202316
VICUS CAPITAL 16160.02%0.04%0.06%Q3 2018Q2 202216
Baird Financial Group, Inc. 16160.00%0.01%0.01%Q2 2018Q1 202216
Meridian Wealth Management, LLC 930.01%0.06%0.16%Q4 2018Q3 202316
DAVENPORT & Co LLC 15150.00%0.01%0.01%Q2 2018Q4 202115
MERCER GLOBAL ADVISORS INC /ADV 1140.00%0.02%0.06%Q1 2019Q3 202315
TRUIST FINANCIAL CORP 1320.00%0.00%0.01%Q4 2019Q3 202315
Capital Analysts, LLC 15150.00%0.01%0.01%Q2 2019Q4 202215
Capital Investment Advisory Services, LLC 15150.00%0.02%0.03%Q1 2020Q3 202315
Advisory Services Network, LLC 810.00%0.01%0.01%Q2 2018Q3 202315
OSAIC HOLDINGS, INC. 15150.03%0.04%0.06%Q1 2020Q3 202315
Cetera Advisors LLC 1110.01%0.01%0.04%Q2 2018Q3 202314
Cardan Capital Partners, LLC 14140.20%0.50%0.73%Q2 2018Q3 202114
MASSMUTUAL TRUST CO FSB/ADV 1220.01%0.04%0.20%Q2 2018Q4 202314
CREATIVE FINANCIAL DESIGNS INC /ADV 770.00%0.06%0.18%Q2 2018Q1 202214
Sound View Wealth Advisors Group, LLC 14140.06%0.08%0.12%Q2 2019Q3 202214
FRANKLIN RESOURCES INC 14140.00%0.00%0.00%Q2 2020Q3 202314
Aveo Capital Partners, LLC 14140.04%0.89%3.07%Q2 2019Q3 202214
EXENCIAL WEALTH ADVISORS, LLC 920.02%0.05%0.09%Q3 2018Q2 202214
Axiom Financial Strategies, LLC 14140.84%1.77%2.84%Q1 2020Q2 202314
Barrett Asset Management, LLC 14140.00%0.00%0.01%Q2 2018Q3 202114
PRUDENTIAL FINANCIAL INC 14140.00%0.00%0.00%Q2 2020Q3 202314
Oakworth Capital, Inc. 14140.00%0.00%0.01%Q2 2020Q3 202314
BCS Wealth Management 13130.09%0.22%0.37%Q4 2019Q4 202213
Arden Trust Co 13130.07%0.26%0.49%Q2 2020Q2 202313
IHT Wealth Management, LLC 520.02%0.04%0.07%Q2 2018Q3 202313
FIFTH THIRD BANCORP 850.00%0.00%0.00%Q2 2018Q1 202313
Founders Financial Alliance, LLC 13130.01%0.01%0.01%Q3 2020Q3 202313
Bogart Wealth, LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
Global Wealth Management Investment Advisory, Inc. 1120.00%0.00%0.00%Q4 2019Q3 202313
SUSQUEHANNA INTERNATIONAL GROUP, LLP 310.00%0.00%0.00%Q2 2018Q3 202313
Creative Planning 13130.00%0.00%0.00%Q3 2020Q3 202313
Parkside Financial Bank & Trust 1110.00%0.02%0.03%Q2 2018Q1 202312
CAROLINAS WEALTH CONSULTING LLC 12120.01%0.08%0.25%Q4 2019Q3 202212
Insight Wealth Strategies, LLC 12120.03%1.87%5.82%Q1 2019Q4 202112
TELEMUS CAPITAL, LLC 1020.02%0.02%0.02%Q2 2018Q2 202312
Running Point Capital Advisors, LLC 12120.12%0.24%0.45%Q4 2020Q3 202312
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.05%0.50%0.81%Q4 2018Q3 202112
Community Bank, N.A. 12120.00%0.01%0.01%Q2 2018Q1 202112
MOSELEY INVESTMENT MANAGEMENT INC 840.11%0.32%0.55%Q1 2019Q1 202212
Danda Trouve Investment Management, Inc. 12120.03%0.04%0.06%Q4 2019Q3 202212
CENTAURUS FINANCIAL, INC. 12120.01%0.02%0.04%Q4 2019Q3 202212
BCGM Wealth Management, LLC 12120.41%0.99%1.86%Q4 2020Q3 202312
1900 WEALTH MANAGEMENT LLC 12120.30%0.99%1.97%Q4 2020Q3 202312
Kestra Advisory Services, LLC 660.00%0.01%0.03%Q3 2020Q3 202312
FOCUS Wealth Advisors, LLC 12120.34%0.40%0.43%Q4 2020Q3 202312
HUNTINGTON NATIONAL BANK 930.00%0.00%0.00%Q3 2020Q3 202312
COMERICA SECURITIES,INC. 750.02%0.10%0.50%Q1 2020Q3 202312
Lebenthal Global Advisors, LLC 12120.27%0.49%0.82%Q4 2020Q3 202312
COMERICA BANK 610.00%0.01%0.05%Q4 2019Q3 202312
Jaffetilchin Investment Partners, LLC 12120.02%0.12%0.43%Q1 2019Q4 202112
MMA ASSET MANAGEMENT LLC 12120.28%0.38%0.50%Q4 2020Q3 202312
Stratos Wealth Partners, LTD. 910.01%0.02%0.05%Q3 2018Q3 202312
Proquility Private Wealth Partners, LLC 12120.96%1.60%2.60%Q4 2020Q3 202312
Qube Research & Technologies Ltd 910.00%0.13%0.48%Q4 2019Q3 202312
Alaska Wealth Advisors 710.03%0.05%0.14%Q4 2018Q3 202311
Gray Wealth Management Inc. 11110.34%0.49%0.84%Q1 2020Q3 202211
WEDBUSH SECURITIES INC 11110.02%0.04%0.08%Q1 2020Q3 202211
Dakota Wealth Management 740.03%0.08%0.19%Q2 2019Q2 202211
DEUTSCHE BANK AG\ 720.00%0.00%0.00%Q2 2018Q3 202311
McAdam, LLC 810.02%0.22%0.43%Q2 2020Q3 202311
CALTON & ASSOCIATES, INC. 11110.33%0.40%0.53%Q3 2019Q1 202211
Advisory Alpha, LLC 11110.06%0.15%0.27%Q1 2021Q3 202311
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 510.00%0.06%0.15%Q3 2020Q3 202311
IFG Advisory, LLC 11110.02%0.03%0.05%Q1 2021Q3 202311
PARK AVENUE SECURITIES LLC 11110.01%0.01%0.02%Q1 2021Q3 202311
Leelyn Smith, LLC 610.00%0.00%0.01%Q4 2019Q4 202211
FAS Wealth Partners, Inc. 11110.02%0.07%0.12%Q4 2019Q2 202211
HHM Wealth Advisors, LLC 10100.03%0.05%0.07%Q1 2020Q2 202210
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.01%0.02%Q2 2018Q3 202010
IAG Wealth Partners, LLC 10100.01%0.02%0.04%Q4 2019Q1 202210
BOENNING & SCATTERGOOD, INC. 730.03%0.05%0.06%Q2 2019Q4 202110
Spire Wealth Management 10100.07%0.08%0.09%Q1 2021Q2 202310
First Affirmative Financial Network 10100.41%0.62%0.83%Q3 2021Q4 202310
Tempus Wealth Planning, LLC 10100.14%0.20%0.26%Q2 2021Q3 202310
Faithward Advisors, LLC 10100.00%0.00%0.00%Q4 2019Q1 202210
GOLDMAN SACHS GROUP INC 420.00%0.00%0.00%Q2 2018Q1 202110
First Allied Advisory Services, Inc. 10100.06%0.08%0.12%Q2 2018Q3 202010
EP Wealth Advisors, LLC 10100.01%0.07%0.20%Q2 2021Q3 202310
AE Wealth Management LLC 10100.00%0.01%0.02%Q2 2021Q3 202310
AlphaStar Capital Management, LLC 10100.02%0.09%0.18%Q2 2021Q3 202310
Parallel Advisors, LLC 820.00%0.01%0.03%Q2 2018Q4 202110
Mariner, LLC 820.00%0.00%0.00%Q2 2019Q4 202110
Laurel Wealth Advisors, Inc. 820.03%0.05%0.06%Q2 2018Q4 202010
Richard Bernstein Advisors LLC 10100.04%1.22%5.80%Q2 2018Q3 202010
HARBOUR INVESTMENTS, INC. 640.01%0.02%0.03%Q1 2021Q3 202310
Procyon Advisors, LLC 990.15%0.47%0.67%Q1 2020Q1 20229
Regent Peak Wealth Advisors LLC 990.06%0.11%0.16%Q4 2019Q4 20219
Valmark Advisers, Inc. 990.00%0.00%0.01%Q4 2019Q4 20219
ANDERSON HOAGLAND & CO 540.04%0.25%0.39%Q4 2020Q3 20239
FLOW TRADERS U.S. LLC 410.01%0.12%0.37%Q3 2020Q2 20239
OLD MISSION CAPITAL LLC 810.01%0.04%0.16%Q3 2019Q2 20239
CITIZENS FINANCIAL GROUP INC/RI 990.01%0.01%0.02%Q2 2018Q2 20209
NORTHERN TRUST CORP 990.00%0.00%0.00%Q3 2021Q3 20239
Continuum Advisory, LLC 990.15%0.27%0.31%Q2 2018Q2 20209
Carroll Financial Associates, Inc. 990.00%0.00%0.00%Q4 2019Q4 20219
Thomasville National Bank 990.04%0.04%0.05%Q3 2021Q3 20239
WHITTIER TRUST CO OF NEVADA INC 990.00%0.00%0.01%Q3 2021Q3 20239
Riverview Trust Co 990.04%0.05%0.06%Q3 2021Q3 20239
SVB WEALTH LLC 990.00%0.01%0.03%Q2 2019Q2 20219
Equitable Holdings, Inc. 990.01%0.01%0.01%Q2 2020Q2 20229
Allworth Financial LP 710.00%0.06%0.10%Q1 2020Q3 20238
Wealth Alliance Advisory Group, LLC 880.16%0.38%1.03%Q2 2018Q1 20208
Melone Private Wealth, LLC 880.38%0.41%0.49%Q4 2021Q3 20238
Partnervest Advisory Services LLC 880.08%0.12%0.15%Q2 2018Q1 20208
Bartlett & Co. LLC 710.00%0.00%0.00%Q1 2019Q3 20218
Integrated Wealth Concepts LLC 620.03%0.13%0.68%Q1 2019Q3 20238
Clear Perspective Advisors, LLC 880.19%0.27%0.32%Q2 2018Q1 20208
Goodman Advisory Group, LLC 880.03%2.69%6.43%Q4 2021Q3 20238
Lido Advisors, LLC 880.00%0.00%0.01%Q3 2020Q2 20228
ROBINSON CAPITAL MANAGEMENT, LLC 880.00%0.58%4.60%Q3 2020Q2 20228
WARNER FINANCIAL, INC 880.17%0.22%0.30%Q4 2021Q3 20238
Advisory Resource Group 710.08%0.16%0.22%Q3 2019Q3 20238
BARNES PETTEY FINANCIAL ADVISORS, LLC 880.24%0.31%0.38%Q4 2021Q3 20238
Collaborative Wealth Managment Inc. 610.30%0.38%0.63%Q1 2021Q3 20238
UMB Bank, n.a. 880.00%0.01%0.01%Q4 2021Q3 20238
Ranch Capital Advisors Inc. 880.01%0.01%0.02%Q4 2019Q3 20218
Ancora Advisors LLC 710.00%0.00%0.01%Q3 2018Q3 20238
Newbridge Financial Services Group, Inc. 880.00%0.00%0.01%Q3 2021Q2 20238
FARMERS & MERCHANTS INVESTMENTS INC 880.00%0.00%0.00%Q3 2018Q2 20208
PIN OAK INVESTMENT ADVISORS INC 880.02%0.02%0.04%Q2 2018Q1 20208
NewEdge Advisors, LLC 880.02%0.08%0.17%Q4 2021Q3 20238
B. Riley Wealth Advisors, Inc. 710.01%0.04%0.05%Q2 2018Q3 20238
Atria Wealth Solutions, Inc. 770.00%0.01%0.04%Q1 2022Q3 20237
Petix & Botte Co 430.23%0.29%0.44%Q4 2021Q3 20237
Vectors Research Management, LLC 770.00%0.01%0.01%Q4 2020Q2 20227
First PREMIER Bank 770.01%0.01%0.02%Q1 2022Q3 20237
Bank of New York Mellon Corp 310.00%0.00%0.00%Q2 2018Q3 20237
Savior LLC 770.06%0.09%0.11%Q4 2019Q2 20217
CREDIT SUISSE AG/ 320.00%0.00%0.00%Q4 2019Q4 20227
COUNTRY TRUST BANK 520.00%0.01%0.01%Q2 2018Q4 20237
MEEDER ASSET MANAGEMENT INC 770.00%0.00%0.00%Q4 2020Q2 20227
Apollon Wealth Management, LLC 510.02%0.15%0.25%Q3 2019Q4 20217
Morningstar Investment Services LLC 770.01%0.01%0.02%Q2 2018Q4 20197
Financial Engines Advisors L.L.C. 770.00%0.00%0.01%Q1 2022Q3 20237
Winslow, Evans & Crocker, Inc. 770.02%0.04%0.09%Q2 2018Q4 20197
Advisor Group, Inc. 770.02%0.05%0.07%Q2 2018Q4 20197
Baystate Wealth Management LLC 770.00%0.00%0.00%Q2 2018Q4 20197
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 520.03%0.03%0.04%Q3 2021Q3 20237
TWO SIGMA SECURITIES, LLC 210.00%0.01%0.01%Q2 2018Q3 20237
Trust Co 770.01%0.02%0.05%Q1 2021Q3 20227
CAMBIAR INVESTORS LLC 770.02%0.03%0.04%Q2 2018Q4 20197
SIGNATUREFD, LLC 210.00%0.00%0.01%Q2 2018Q2 20227
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 770.01%0.06%0.11%Q1 2022Q3 20237
Fieldpoint Private Securities, LLC 770.02%0.25%0.36%Q4 2020Q2 20227
Sierra Capital LLC 660.03%0.04%0.04%Q3 2021Q4 20226
NWK Group, Inc. 660.02%0.03%0.05%Q4 2019Q1 20216
NEXT Financial Group, Inc 510.06%0.07%0.11%Q4 2018Q2 20206
Newport Capital Group, LLC 660.56%0.70%0.85%Q4 2020Q1 20226
RFG Advisory, LLC 510.01%0.01%0.02%Q4 2021Q3 20236
UBS ASSET MANAGEMENT AMERICAS INC 660.02%0.03%0.03%Q2 2018Q3 20196
Global Retirement Partners, LLC 420.00%0.01%0.01%Q2 2018Q3 20236
Atlas Private Wealth Advisors 660.01%0.01%0.02%Q2 2020Q3 20216
AVANTAX ADVISORY SERVICES, INC. 510.00%0.03%0.08%Q1 2020Q2 20236
LINCOLN NATIONAL CORP 510.00%0.01%0.02%Q2 2018Q4 20216
CORBETT ROAD CAPITAL MANAGEMENT, LLC 660.39%0.58%1.00%Q4 2019Q1 20216
SlateStone Wealth, LLC 660.09%0.12%0.15%Q4 2019Q1 20216
BB&T SECURITIES, LLC 660.01%0.01%0.01%Q2 2018Q3 20196
ProVise Management Group, LLC 660.03%0.08%0.16%Q2 2022Q3 20236
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 660.25%0.35%0.46%Q4 2020Q1 20226
Gerber Kawasaki Wealth & Investment Management 660.02%0.14%0.27%Q2 2022Q3 20236
Vontobel Holding Ltd. 310.00%0.00%0.00%Q3 2021Q2 20236
LADENBURG THALMANN FINANCIAL SERVICES INC. 660.03%0.04%0.04%Q3 2018Q4 20196
HERITAGE WEALTH MANAGEMENT, LLC 420.00%0.00%0.00%Q2 2021Q4 20226
Main Street Financial Solutions, LLC 660.08%0.70%1.14%Q4 2020Q1 20226
OPPENHEIMER & CO INC 510.00%0.02%0.04%Q1 2021Q2 20236
Addison Advisors LLC 660.03%0.24%0.39%Q2 2022Q3 20236
Intellectus Partners, LLC 660.06%0.07%0.08%Q3 2020Q4 20216
Avior Wealth Management, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
NewDay Solutions, LLC 414.47%6.64%7.63%Q4 2018Q1 20205
M&T BANK CORP 320.00%0.00%0.00%Q2 2018Q1 20215
Bienville Capital Management, LLC 550.03%0.12%0.23%Q1 2021Q1 20225
Glenview Trust Co 550.01%0.01%0.02%Q3 2019Q3 20205
ASB Consultores, LLC 320.16%0.27%0.47%Q4 2021Q3 20235
Clearwater Capital Advisors, LLC 550.04%0.04%0.05%Q2 2018Q2 20195
Global Trust Asset Management, LLC 550.17%0.19%0.22%Q1 2019Q1 20205
Ameritas Investment Company, LLC 310.00%0.00%0.01%Q1 2019Q1 20215
Cedar Brook Financial Partners, LLC 310.08%0.10%0.15%Q4 2018Q2 20225
Avestar Capital, LLC 550.00%0.00%0.01%Q2 2018Q2 20195
Parallax Volatility Advisers, L.P. 550.00%0.00%0.00%Q2 2018Q2 20195
Brinker Capital Investments, LLC 550.01%0.01%0.01%Q4 2018Q4 20195
Karpus Management, Inc. 550.06%0.32%0.46%Q2 2021Q2 20225
Csenge Advisory Group 410.00%0.03%0.04%Q3 2018Q4 20215
BANK OF THE WEST 210.02%0.03%0.04%Q4 2019Q4 20225
Total Clarity Wealth Management, Inc. 210.01%0.01%0.01%Q4 2019Q2 20225
Avidian Wealth Solutions, LLC 410.02%0.10%0.25%Q2 2022Q3 20235
EMFO, LLC 550.05%0.06%0.06%Q2 2021Q2 20225
James J. Burns & Company, LLC 550.18%0.35%0.46%Q3 2022Q3 20235
Econ Financial Services Corp 410.34%1.25%2.31%Q4 2021Q3 20235
Kingsview Wealth Management, LLC 320.03%0.04%0.07%Q2 2018Q1 20205
Baldrige Asset Management LLC 440.02%0.02%0.02%Q2 2021Q1 20224
KWMG, LLC 440.11%0.16%0.20%Q2 2018Q1 20194
Syntal Capital Partners, LLC 440.09%0.12%0.16%Q2 2018Q1 20194
BANQUE PICTET & CIE SA 440.01%0.01%0.01%Q2 2018Q1 20194
Mosaic Family Wealth, LLC 440.03%0.04%0.09%Q2 2018Q1 20194
FLYNN ZITO CAPITAL MANAGEMENT, LLC 310.66%0.69%0.71%Q4 2021Q3 20234
Pictet North America Advisors SA 440.04%0.05%0.06%Q2 2018Q1 20194
AlphaQ Advisors LLC 440.41%0.77%1.41%Q4 2022Q3 20234
ARGI Investment Services, LLC 210.01%0.01%0.01%Q3 2019Q2 20214
MRA Associates USA LLC 440.18%0.93%1.88%Q4 2018Q3 20194
FIRST CITIZENS BANK & TRUST CO 440.02%0.12%0.17%Q1 2022Q4 20224
Private Wealth Group, LLC 319.10%9.39%10.02%Q2 2018Q3 20194
SeaCrest Wealth Management, LLC 440.01%0.01%0.01%Q2 2018Q1 20194
TCWP LLC 310.03%0.05%0.07%Q1 2022Q1 20234
Beirne Wealth Consulting Services, LLC 440.41%0.70%0.86%Q4 2018Q3 20194
Tower Research Capital LLC (TRC) 210.00%0.00%0.00%Q4 2021Q2 20234
MONTAG A & ASSOCIATES INC 440.00%0.00%0.00%Q3 2021Q2 20224
First Horizon Advisors, Inc. 440.00%0.00%0.00%Q3 2022Q2 20234
Prospera Financial Services Inc 110.01%0.02%0.02%Q4 2019Q3 20234
CONFLUENCE INVESTMENT MANAGEMENT LLC 440.13%0.13%0.13%Q4 2022Q3 20234
TUCKER ASSET MANAGEMENT LLC 440.00%0.00%0.00%Q3 2022Q2 20234
Watson Rebecca 440.64%0.70%0.76%Q4 2019Q3 20204
Plante Moran Financial Advisors, LLC 210.00%0.02%0.04%Q2 2019Q3 20214
New England Investment & Retirement Group, Inc. 440.08%0.11%0.16%Q1 2019Q4 20194
Brookstone Capital Management 310.01%0.07%0.16%Q4 2018Q4 20224
FIRST TRUST ADVISORS LP 440.00%0.00%0.00%Q2 2018Q1 20194
BANK OF MONTREAL /CAN/ 220.00%0.00%0.00%Q4 2019Q3 20234
Selective Wealth Management, Inc. 440.02%0.02%0.03%Q3 2019Q2 20204
Live Your Vision, LLC 440.01%0.01%0.02%Q2 2018Q1 20194
MACKAY SHIELDS LLC 310.28%0.48%0.99%Q2 2019Q3 20204
Venture Visionary Partners LLC 310.00%0.03%0.05%Q4 2020Q2 20224
Truvestments Capital LLC 310.04%0.06%0.09%Q3 2018Q3 20194
CULLEN/FROST BANKERS, INC. 440.00%0.00%0.00%Q4 2022Q3 20234
GPS Wealth Strategies Group, LLC 310.01%0.01%0.01%Q1 2022Q1 20234
KING LUTHER CAPITAL MANAGEMENT CORP 440.02%0.02%0.02%Q4 2022Q3 20234
Intelligence Driven Advisers, LLC 330.07%0.07%0.08%Q2 2022Q4 20223
CoreCap Advisors, LLC 110.00%0.00%0.01%Q4 2021Q4 20223
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 330.22%0.24%0.27%Q1 2023Q3 20233
Geneos Wealth Management Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
WEBSTER BANK, N. A. 330.00%0.00%0.00%Q4 2020Q2 20213
Koshinski Asset Management, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
Ackerman Capital Advisors, LLC 333.18%3.30%3.41%Q1 2023Q3 20233
Rehmann Capital Advisory Group 210.00%0.01%0.04%Q2 2018Q1 20223
HARBOR INVESTMENT ADVISORY, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
WEALTHSOURCE PARTNERS, LLC 330.03%0.03%0.04%Q2 2019Q4 20193
BARCLAYS PLC 330.00%0.00%0.00%Q1 2021Q3 20213
Cornerstone Planning Group LLC 210.01%0.01%0.01%Q4 2022Q3 20233
CX Institutional 110.03%0.12%0.29%Q2 2022Q3 20233
MONETA GROUP INVESTMENT ADVISORS LLC 330.02%0.03%0.03%Q3 2018Q1 20193
Sowa Financial Group, Inc. 330.00%0.00%0.00%Q4 2019Q2 20203
Insight Wealth Partners, LLC 110.04%0.09%0.12%Q4 2020Q4 20213
NTV ASSET MANAGEMENT LLC 330.04%0.04%0.04%Q4 2021Q2 20223
Financial Advocates Investment Management 210.03%0.04%0.07%Q2 2018Q4 20213
RAYMOND JAMES TRUST N.A. 210.01%0.01%0.01%Q3 2020Q3 20233
LMCG INVESTMENTS, LLC 330.12%0.16%0.19%Q1 2022Q3 20223
Gradient Investments LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Park Place Capital Corp 330.01%0.01%0.01%Q4 2022Q2 20233
FIRST HAWAIIAN BANK 330.00%0.00%0.00%Q3 2018Q1 20193
Alera Investment Advisors, LLC 110.00%0.07%0.15%Q1 2019Q2 20233
Clarus Wealth Advisors 330.02%0.04%0.06%Q3 2018Q1 20193
Capital Asset Advisory Services LLC 330.00%0.01%0.02%Q4 2019Q2 20203
BlackRock Inc. 330.00%0.00%0.00%Q3 2019Q1 20203
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 330.00%0.00%0.00%Q2 2022Q4 20223
Parcion Private Wealth LLC 330.73%0.92%1.04%Q1 2023Q3 20233
Leeward Financial Partners, LLC 220.48%0.49%0.50%Q2 2023Q3 20232
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q2 20192
PERSONAL CFO SOLUTIONS, LLC 220.19%0.23%0.26%Q3 2019Q4 20192
LGT Financial Advisors LLC 110.04%0.04%0.04%Q4 2022Q3 20232
WealthBridge Capital Management, LLC 220.00%0.01%0.02%Q4 2018Q1 20192
Fortitude Advisory Group L.L.C. 220.05%0.05%0.05%Q4 2021Q1 20222
PFW Advisors LLC 220.29%0.29%0.29%Q2 2023Q3 20232
Householder Group Estate & Retirement Specialist, LLC 110.03%0.04%0.04%Q3 2022Q1 20232
SimpliFi, Inc. 220.11%0.26%0.40%Q4 2022Q1 20232
PSI Advisors, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Legacy Capital Wealth Partners, LLC 110.21%0.22%0.23%Q1 2023Q3 20232
Integrated Advisors Network LLC 220.05%0.05%0.05%Q3 2020Q4 20202
MILLENNIUM MANAGEMENT LLC 220.00%0.00%0.00%Q2 2019Q3 20192
SIMPLEX TRADING, LLC 220.00%0.00%0.00%Q2 2022Q3 20222
tru Independence LLC 110.00%0.00%0.00%Q4 2019Q4 20202
MRP Capital Investments, LLC 220.42%0.45%0.47%Q1 2023Q2 20232
Sound View Wealth Advisors, LLC 220.10%0.11%0.12%Q4 2018Q1 20192
MANUFACTURERS LIFE INSURANCE COMPANY, THE 220.00%0.00%0.00%Q2 2018Q3 20182
Valeo Financial Advisors, LLC 110.00%0.00%0.01%Q2 2018Q2 20202
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2020Q3 20202
FIRST FOUNDATION ADVISORS 220.08%0.12%0.16%Q2 2023Q3 20232
Orion Portfolio Solutions, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
PRIVATE TRUST CO NA 220.03%0.04%0.04%Q2 2022Q3 20222
Simplicity Wealth,LLC 220.56%0.59%0.61%Q4 2021Q1 20222
RMR Wealth Builders 220.00%0.01%0.01%Q4 2020Q1 20212
FDx Advisors, Inc. 110.01%0.01%0.01%Q2 2018Q3 20202
Ameliora Wealth Management Ltd. 220.92%2.14%3.35%Q1 2022Q2 20222
Wealth Quarterback LLC 220.01%0.02%0.02%Q4 2019Q1 20202
Blue Trust, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
First Personal Financial Services 220.02%0.02%0.02%Q2 2023Q3 20232
CAPITAL ONE FINANCIAL CORP 220.04%0.05%0.06%Q1 2020Q2 20202
Planned Solutions, Inc. 220.00%0.00%0.01%Q3 2020Q4 20202
Simmons Bank 220.04%0.04%0.05%Q3 2022Q4 20222
FIDUCIARY TRUST CO 220.02%0.02%0.02%Q2 2023Q3 20232
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 220.00%0.00%0.00%Q2 2023Q3 20232
Arkadios Wealth Advisors 220.00%0.00%0.00%Q2 2021Q3 20212
Aptus Capital Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Ally Invest Advisors Inc. 220.02%0.03%0.03%Q2 2023Q3 20232
MYCIO WEALTH PARTNERS, LLC 220.00%0.00%0.00%Q3 2019Q4 20192
Venturi Wealth Management, LLC 220.13%0.15%0.16%Q2 2020Q3 20202
BALDWIN BROTHERS LLC/MA 220.00%0.00%0.01%Q1 2022Q2 20222
GERMAN AMERICAN BANCORP, INC. 220.22%0.23%0.24%Q2 2018Q3 20182
Atria Investments, Inc 110.01%0.01%0.01%Q2 2019Q4 20192
FLAGSTAR ADVISORS INC 110.00%0.00%0.00%Q3 2021Q3 20222
Wealthcare Advisory Partners LLC 110.00%0.00%0.01%Q1 2020Q1 20212
AMERICAN NATIONAL BANK 220.03%0.03%0.03%Q4 2021Q1 20222
Vontobel Swiss Wealth Advisors AG 220.14%0.14%0.15%Q3 2020Q4 20202
B. Riley Wealth Management, Inc. 110.03%0.03%0.03%Q1 2020Q3 20202
Kowal Investment Group, LLC 220.11%0.16%0.20%Q2 2023Q3 20232
SIGNET FINANCIAL MANAGEMENT, LLC 220.02%0.02%0.02%Q2 2018Q3 20182
Valley Brook Capital Group, Inc. 220.01%0.01%0.01%Q4 2020Q1 20212
TRUSTCORE FINANCIAL SERVICES, LLC 220.12%0.12%0.13%Q2 2018Q3 20182
LexAurum Advisors, LLC 220.41%0.43%0.45%Q3 2019Q4 20192
O'Dell Group, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
ARMSTRONG ADVISORY GROUP, INC 220.00%0.00%0.01%Q4 2022Q1 20232
Kovack Advisors, Inc. 220.05%0.05%0.05%Q3 2019Q4 20192
FourThought Financial, LLC 220.00%0.00%0.00%Q2 2022Q3 20222
Compagnie Lombard Odier SCmA 110.02%0.02%0.02%Q4 2019Q4 20191
Claraphi Advisory Network, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Elequin Capital, LP 110.00%0.00%0.00%Q1 2022Q1 20221
Hibernia Wealth Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
BRANDYWINE OAK PRIVATE WEALTH LLC 110.05%0.05%0.05%Q4 2018Q4 20181
Cedar Mountain Advisors, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
HSBC HOLDINGS PLC 110.00%0.00%0.00%Q4 2019Q4 20191
Vigilant Capital Management, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Rede Wealth, LLC 110.18%0.18%0.18%Q3 2023Q3 20231
Laurel Wealth Planning LLC 110.04%0.04%0.04%Q1 2022Q1 20221
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Renasant Bank 110.30%0.30%0.30%Q4 2020Q4 20201
1834 INVESTMENT ADVISORS CO 110.00%0.00%0.00%Q2 2021Q2 20211
CAPITAL ONE, NATIONAL ASSOCIATION 110.04%0.04%0.04%Q4 2019Q4 20191
Clark Capital Management Group, Inc. 110.03%0.03%0.03%Q3 2023Q3 20231
Silver Point Capital L.P. 112.39%2.39%2.39%Q1 2020Q1 20201
Iron Horse Wealth Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Interchange Capital Partners, LLC 110.05%0.05%0.05%Q4 2020Q4 20201
Lloyd Advisory Services, LLC. 110.12%0.12%0.12%Q3 2023Q3 20231
Executive Wealth Management, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Sonora Investment Management, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
WADDELL & ASSOCIATES, LLC 110.12%0.12%0.12%Q3 2022Q3 20221
Zions Bancorporation, N.A. 110.01%0.01%0.01%Q3 2020Q3 20201
Peak Capital Management LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Northeast Financial Group, Inc. 110.29%0.29%0.29%Q3 2023Q3 20231
Cornerstone Wealth Management, LLC 110.08%0.08%0.08%Q2 2018Q2 20181
NORDEN GROUP LLC 110.12%0.12%0.12%Q3 2023Q3 20231
Icon Wealth Partners, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
WealthTrust Fairport, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Tradewinds Capital Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
KerberRose Wealth Management, LLC 110.20%0.20%0.20%Q2 2022Q2 20221
Missouri Trust & Investment Co 110.01%0.01%0.01%Q2 2023Q2 20231
Institute for Wealth Management, LLC. 110.00%0.00%0.00%Q4 2019Q4 20191
Oxler Private Wealth LLC 110.01%0.01%0.01%Q3 2022Q3 20221
KWB Wealth 110.04%0.04%0.04%Q2 2022Q2 20221
PNC Managed Account Solutions, Inc. 110.01%0.01%0.01%Q2 2021Q2 20211
Urban Wealth Management, LLC 110.53%0.53%0.53%Q2 2022Q2 20221
BOSTON ADVISORS LLC 110.01%0.01%0.01%Q2 2018Q2 20181
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 110.69%0.69%0.69%Q4 2021Q4 20211
Versant Capital Management, Inc 110.00%0.00%0.00%Q2 2022Q2 20221
Carmel Capital Partners, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
4Thought Financial Group Inc. 110.01%0.01%0.01%Q1 2021Q1 20211
Confluence Wealth Services, Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
FinTrust Capital Advisors, LLC 110.16%0.16%0.16%Q2 2022Q2 20221
J.W. COLE ADVISORS, INC. 110.02%0.02%0.02%Q3 2020Q3 20201
CAPRIN ASSET MANAGEMENT LLC /ADV 110.06%0.06%0.06%Q4 2022Q4 20221
Legacy Financial Group LLC 110.01%0.01%0.01%Q3 2023Q3 20231
SUTTON PLACE INVESTORS LLC 110.95%0.95%0.95%Q4 2021Q4 20211
Vanguard Personalized Indexing Management, LLC 110.03%0.03%0.03%Q1 2022Q1 20221
COLONY GROUP LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Veritable, L.P. 110.01%0.01%0.01%Q4 2019Q4 20191
Miracle Mile Advisors, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
ASHFORD CAPITAL MANAGEMENT INC 110.04%0.04%0.04%Q1 2020Q1 20201
Empowered Funds, LLC 110.41%0.41%0.41%Q4 2021Q4 20211
Vivaldi Capital Management LP 110.05%0.05%0.05%Q4 2022Q4 20221
Nachman Norwood & Parrott, Inc 110.02%0.02%0.02%Q3 2020Q3 20201
SUNTRUST BANKS INC 110.01%0.01%0.01%Q4 2018Q4 20181
SEI INVESTMENTS CO 110.00%0.00%0.00%Q2 2018Q2 20181
One Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Penserra Capital Management LLC 110.04%0.04%0.04%Q2 2019Q2 20191
LIBERTY WEALTH MANAGEMENT LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Laidlaw Wealth Management LLC 110.33%0.33%0.33%Q4 2019Q4 20191
Reitz Capital Advisors LLC 110.05%0.05%0.05%Q2 2020Q2 20201
Crestwood Advisors Group, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.07%0.07%0.07%Q2 2018Q2 20181
Keebeck Wealth Management, LLC 110.10%0.10%0.10%Q1 2022Q1 20221
Busey Bank 110.00%0.00%0.00%Q4 2019Q4 20191
BBVA USA Bancshares, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
SHEETS SMITH WEALTH MANAGEMENT 110.01%0.01%0.01%Q3 2023Q3 20231
Insight Inv LLC 110.04%0.04%0.04%Q4 2021Q4 20211
Frontier Asset Management, LLC 110.44%0.44%0.44%Q2 2022Q2 20221
WealthOne, LLC 110.12%0.12%0.12%Q4 2018Q4 20181
Sandy Spring Bank 110.01%0.01%0.01%Q2 2018Q2 20181
Meridian Wealth Advisors, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
GIRARD PARTNERS LTD. 110.00%0.00%0.00%Q3 2018Q3 20181
BESSEMER GROUP INC 110.00%0.00%0.00%Q3 2020Q3 20201
JNBA Financial Advisors 110.00%0.00%0.00%Q4 2021Q4 20211
Merit Financial Group, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
PINNACLE FINANCIAL PARTNERS INC 110.02%0.02%0.02%Q3 2021Q3 20211
MARINER INDEPENDENT ADVISOR NETWORK, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
Regal Investment Advisors LLC 110.10%0.10%0.10%Q4 2021Q4 20211
Hardy Reed LLC 110.08%0.08%0.08%Q4 2020Q4 20201
KCS Wealth Advisory 110.01%0.01%0.01%Q3 2019Q3 20191
Private Ocean, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Virtu Financial LLC 110.16%0.16%0.16%Q2 2018Q2 20181
Flaharty Asset Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
ATTICUS WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
STOCK YARDS BANK & TRUST CO 110.01%0.01%0.01%Q2 2022Q2 20221
F3Logic, LLC 110.06%0.06%0.06%Q3 2020Q3 20201
ADVISOR PARTNERS II, LLC 110.03%0.03%0.03%Q2 2023Q2 20231
Occidental Asset Management, LLC 110.08%0.08%0.08%Q4 2022Q4 20221
REGIONS FINANCIAL CORP 110.00%0.00%0.00%Q1 2019Q1 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.