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
SUSQUEHANNA INTERNATIONAL GROUP, LLP 22220.00%0.00%0.00%Q2 2018Q3 202355
Citadel Advisors 1110.00%0.00%0.00%Q2 2018Q3 202333
Cutler Group LLC / CA 14140.00%0.01%0.07%Q2 2020Q3 202329
UBS Group AG 22220.00%0.00%0.02%Q2 2018Q3 202326
BANK OF AMERICA CORP /DE/ 22220.00%0.01%0.03%Q2 2018Q3 202323
Geneos Wealth Management Inc. 22220.00%0.00%0.01%Q2 2018Q3 202322
Cetera Advisors LLC 22220.02%0.09%0.19%Q2 2018Q3 202322
PARSONS CAPITAL MANAGEMENT INC/RI 22220.05%0.10%0.14%Q2 2018Q3 202322
COMMONWEALTH EQUITY SERVICES, LLC 22220.00%0.01%0.01%Q2 2018Q3 202322
GOLDMAN SACHS GROUP INC 22220.00%0.01%0.02%Q2 2018Q3 202322
ROYAL BANK OF CANADA 22220.00%0.00%0.01%Q2 2018Q3 202322
Accredited Investors Inc. 22220.02%2.91%7.79%Q2 2018Q3 202322
Janney Montgomery Scott LLC 22220.00%0.00%0.01%Q2 2018Q3 202322
RAYMOND JAMES & ASSOCIATES 1290.00%0.01%0.02%Q2 2018Q3 202322
Wharton Business Group, LLC 22222.13%4.72%7.40%Q2 2018Q3 202322
MORGAN STANLEY 22220.00%0.01%0.01%Q2 2018Q3 202322
Raymond James Financial Services Advisors, Inc. 22220.01%0.01%0.03%Q2 2018Q3 202322
JPMORGAN CHASE & CO 22220.00%0.01%0.02%Q2 2018Q3 202322
SOL Capital Management CO 22222.22%3.48%4.51%Q2 2018Q3 202322
CITIGROUP INC 22220.00%0.00%0.00%Q2 2018Q3 202322
FRG Family Wealth Advisors LLC 22220.07%0.50%1.66%Q2 2018Q3 202322
LPL Financial LLC 22220.00%0.01%0.05%Q2 2018Q3 202322
WELLS FARGO & COMPANY/MN 22220.00%0.00%0.01%Q2 2018Q3 202322
ENVESTNET ASSET MANAGEMENT INC 1290.00%0.00%0.01%Q2 2018Q3 202321
AMERIPRISE FINANCIAL INC 1470.00%0.00%0.01%Q2 2018Q3 202321
Koshinski Asset Management, Inc. 1650.05%0.19%0.58%Q2 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.01%Q3 2018Q3 202321
M&T BANK CORP 1560.00%0.00%0.00%Q2 2018Q3 202321
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 11100.00%0.00%0.00%Q2 2018Q3 202321
Broadleaf Partners, LLC 1420.08%0.12%0.17%Q2 2018Q3 202320
FMR LLC 20200.00%0.00%0.00%Q4 2018Q3 202320
Tower Research Capital LLC (TRC) 1020.00%0.06%0.28%Q2 2018Q3 202320
Laurel Wealth Advisors LLC 20200.00%0.00%0.01%Q4 2018Q3 202320
BLAIR WILLIAM & CO/IL 20200.00%0.00%0.02%Q4 2018Q3 202320
Sigma Planning Corp 20200.02%0.05%0.08%Q2 2018Q1 202320
Varma Mutual Pension Insurance Co 1630.33%2.19%8.07%Q2 2018Q3 202319
STIFEL FINANCIAL CORP 19190.00%0.01%0.02%Q4 2018Q2 202319
AdvisorNet Financial, Inc 18180.00%0.00%0.01%Q2 2018Q3 202218
NOTTINGHAM ADVISORS, INC. 18180.03%0.69%1.94%Q2 2018Q3 202218
TRUIST FINANCIAL CORP 16160.00%0.01%0.01%Q4 2019Q3 202316
IFP Advisors, Inc 810.00%0.01%0.04%Q2 2018Q3 202316
Ayalon Insurance Comp Ltd. 16160.00%0.09%1.36%Q4 2019Q3 202316
BANK HAPOALIM BM 16160.12%1.28%2.77%Q4 2019Q3 202316
PNC FINANCIAL SERVICES GROUP, INC. 960.00%0.00%0.00%Q2 2018Q2 202315
OSAIC HOLDINGS, INC. 15150.00%0.01%0.01%Q1 2020Q3 202315
JANE STREET GROUP, LLC 710.00%0.00%0.01%Q3 2018Q3 202315
Morningstar Investment Management LLC 14140.58%1.82%6.42%Q2 2020Q3 202314
Global Trust Asset Management, LLC 860.00%0.26%0.70%Q2 2018Q3 202214
WP Advisors, LLC 14141.19%5.71%7.65%Q2 2020Q3 202314
Northeast Financial Consultants Inc 640.02%0.05%0.17%Q3 2018Q3 202214
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 14140.01%0.07%0.15%Q2 2018Q3 202114
Allworth Financial LP 14140.00%0.00%0.00%Q2 2020Q3 202314
SYNOVUS FINANCIAL CORP 950.00%0.01%0.03%Q2 2018Q3 202314
Laidlaw Wealth Management LLC 1040.14%0.27%0.44%Q1 2020Q3 202314
ROCKLAND TRUST CO 14140.06%0.33%0.50%Q2 2020Q3 202314
BARCLAYS PLC 510.00%0.00%0.01%Q2 2018Q3 202314
CREDIT SUISSE AG/ 720.00%0.00%0.01%Q2 2018Q3 202313
Psagot Value Holdings Ltd. 940.00%0.53%2.10%Q2 2018Q3 202113
MACROVIEW INVESTMENT MANAGEMENT LLC 13130.00%0.97%2.44%Q3 2020Q3 202313
Capital Investment Advisory Services, LLC 760.00%0.00%0.00%Q2 2020Q3 202313
Cambridge Investment Research Advisors, Inc. 1110.00%0.01%0.02%Q2 2018Q3 202312
Tradition Wealth Management, LLC 12120.00%0.00%0.01%Q4 2020Q3 202312
Baird Financial Group, Inc. 420.00%0.01%0.02%Q2 2018Q2 202312
FIRST MANHATTAN CO. LLC. 11110.00%0.00%0.00%Q4 2018Q2 202111
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 11110.54%2.04%2.77%Q2 2020Q4 202211
FLAGSHIP HARBOR ADVISORS, LLC 1010.00%0.02%0.10%Q2 2018Q1 202111
VALICENTI ADVISORY SERVICES INC 11110.20%0.66%1.29%Q1 2021Q3 202311
CREATIVE FINANCIAL DESIGNS INC /ADV 11110.00%0.00%0.01%Q1 2021Q3 202311
HRT FINANCIAL LP 410.01%0.04%0.11%Q1 2020Q3 202311
Piscataqua Savings Bank 11110.02%0.02%0.03%Q1 2021Q3 202311
WOLVERINE TRADING, LLC 310.00%0.00%0.00%Q4 2018Q3 202311
MEITAV INVESTMENT HOUSE LTD 11110.02%0.10%0.21%Q1 2021Q3 202311
Octavia Wealth Advisors, LLC 11110.04%1.36%2.36%Q1 2021Q3 202311
Plancorp, LLC 11110.02%0.04%0.10%Q1 2021Q3 202311
Clearview Wealth Advisors LLC 11110.08%0.10%0.19%Q4 2020Q2 202311
Addison Advisors LLC 1010.38%0.70%1.06%Q4 2020Q3 202311
Ledyard National Bank 1010.20%0.74%1.57%Q2 2018Q3 202311
ACCESS FINANCIAL SERVICES, INC. 11110.46%0.61%0.86%Q1 2021Q3 202311
DUMONT & BLAKE INVESTMENT ADVISORS LLC 11110.09%0.16%0.23%Q1 2021Q3 202311
EPG Wealth Management LLC 520.00%0.01%0.03%Q4 2019Q3 202310
BDO Wealth Advisors, LLC 10100.01%0.01%0.03%Q1 2021Q2 202310
Integrated Wealth Concepts LLC 820.00%0.01%0.01%Q1 2021Q3 202310
Cetera Investment Advisers 420.00%0.03%0.08%Q3 2018Q3 202310
HARBOUR INVESTMENTS, INC. 640.00%0.01%0.02%Q1 2021Q3 202310
OneDigital Investment Advisors LLC 10100.01%0.04%0.05%Q4 2020Q1 202310
Red Spruce Capital, LLC 10100.34%0.72%1.12%Q3 2020Q4 202210
FARMERS & MERCHANTS INVESTMENTS INC 10100.00%0.00%0.00%Q2 2021Q3 202310
One Day In July LLC 10100.06%0.11%0.18%Q2 2021Q3 202310
Lido Advisors, LLC 10100.01%0.02%0.04%Q4 2020Q1 202310
TWO SIGMA SECURITIES, LLC 210.00%0.01%0.02%Q1 2019Q3 202310
ALTFEST L J & CO INC 910.04%2.04%4.45%Q3 2020Q3 202310
NewEdge Advisors, LLC 10100.02%0.05%0.08%Q2 2021Q3 202310
BANK OF MONTREAL /CAN/ 510.00%0.00%0.00%Q2 2018Q3 202310
Rockefeller Capital Management L.P. 990.00%0.00%0.01%Q1 2021Q1 20239
MRA Advisory Group 992.21%3.63%4.77%Q3 2021Q3 20239
PITTENGER & ANDERSON INC 990.01%0.01%0.02%Q2 2018Q2 20209
Regal Investment Advisors LLC 990.05%0.09%0.19%Q2 2021Q2 20239
Qube Research & Technologies Ltd 410.00%0.07%0.20%Q4 2019Q3 20239
Nan Shan Life Insurance Co., Ltd. 610.24%0.38%0.60%Q1 2021Q3 20239
Community Bank, N.A. 990.01%0.12%0.50%Q2 2018Q2 20209
American Portfolios Advisors 720.00%0.02%0.06%Q2 2018Q3 20229
Phoenix Holdings Ltd. 990.04%3.20%5.21%Q2 2021Q2 20239
NORTH POINT PORTFOLIO MANAGERS CORP/OH 991.12%1.52%1.79%Q3 2021Q3 20239
MARSHALL WACE, LLP 410.00%0.01%0.02%Q1 2019Q3 20239
Strategic Blueprint, LLC 990.04%0.07%0.09%Q3 2021Q3 20239
Wagner Wealth Management, LLC 990.00%0.01%0.01%Q1 2021Q1 20239
SIMPLEX TRADING, LLC 420.00%0.00%0.00%Q2 2019Q2 20239
Spire Wealth Management 990.00%0.00%0.00%Q3 2021Q3 20239
Clal Insurance Enterprises Holdings Ltd 990.31%1.54%3.03%Q1 2021Q1 20239
Choate Investment Advisors 990.00%0.07%0.12%Q1 2021Q1 20239
OPPENHEIMER & CO INC 720.01%0.01%0.02%Q2 2018Q1 20229
Advocacy Wealth Management Services, LLC 990.00%2.09%3.41%Q2 2020Q2 20229
Aptus Capital Advisors, LLC 630.00%0.00%0.00%Q2 2021Q3 20239
PGIM Custom Harvest LLC 440.13%0.88%1.99%Q4 2020Q3 20238
PFS Partners, LLC 880.02%0.79%3.43%Q4 2021Q3 20238
QUATTRO FINANCIAL ADVISORS LLC 880.19%1.39%2.21%Q4 2021Q3 20238
Harel Insurance Investments & Financial Services Ltd. 880.00%1.01%1.57%Q4 2021Q3 20238
SCOTIA CAPITAL INC. 710.00%0.01%0.01%Q3 2018Q3 20238
BREWIN DOLPHIN LTD 880.00%0.00%0.01%Q2 2018Q1 20208
BNP PARIBAS FINANCIAL MARKETS 880.00%0.00%0.01%Q4 2021Q3 20238
IndexIQ Advisors LLC 880.00%0.02%0.04%Q2 2018Q1 20208
PRUDENTIAL FINANCIAL INC 880.00%0.00%0.01%Q4 2020Q3 20228
SILVERCREST ASSET MANAGEMENT GROUP LLC 880.03%0.07%0.09%Q2 2018Q1 20208
EXANE DERIVATIVES 880.00%0.02%0.06%Q3 2020Q2 20228
Cetera Advisor Networks LLC 310.00%0.01%0.03%Q2 2018Q2 20238
EDMOND DE ROTHSCHILD HOLDING S.A. 880.00%0.00%0.00%Q4 2021Q3 20238
Schwab Charitable Fund 880.01%0.40%0.58%Q2 2018Q1 20208
Tarbox Family Office, Inc. 710.03%0.05%0.06%Q2 2018Q2 20218
HighMark Wealth Management LLC 880.00%0.00%0.01%Q2 2020Q1 20228
BESSEMER GROUP INC 510.00%0.04%0.08%Q2 2018Q1 20228
HBK Sorce Advisory LLC 530.01%0.02%0.02%Q3 2020Q1 20238
Advisor Group, Inc. 770.00%0.00%0.01%Q2 2018Q4 20197
MILLENNIUM MANAGEMENT LLC 210.00%0.00%0.00%Q3 2018Q1 20237
Capital Analysts, LLC 610.00%0.01%0.03%Q4 2021Q3 20237
Advisors Capital Management, LLC 770.04%0.05%0.06%Q2 2018Q4 20197
Edge Wealth Management LLC 770.00%0.00%0.00%Q2 2018Q4 20197
Moors & Cabot, Inc. 770.07%0.09%0.10%Q2 2018Q4 20197
LEVEL FOUR ADVISORY SERVICES, LLC 410.01%0.02%0.03%Q2 2018Q4 20207
V Wealth Advisors LLC 610.09%0.14%0.30%Q2 2020Q1 20227
TWO SIGMA ADVISERS, LP 310.00%0.00%0.01%Q4 2018Q2 20237
Miller Investment Management, LP 312.75%3.77%4.47%Q2 2018Q4 20227
Astoria Portfolio Advisors LLC. 770.11%0.45%1.63%Q4 2021Q2 20237
Hollow Brook Wealth Management LLC 771.02%3.90%6.34%Q2 2018Q4 20197
ARS Wealth Advisors, LLC 770.08%0.31%0.64%Q2 2018Q4 20197
D.A. DAVIDSON & CO. 770.00%0.00%0.01%Q2 2020Q4 20217
WHITTIER TRUST CO 770.00%0.00%0.00%Q3 2021Q1 20237
Parallel Advisors, LLC 610.00%0.00%0.01%Q2 2021Q2 20237
Private Advisor Group, LLC 510.00%0.02%0.04%Q2 2020Q3 20227
FLOW TRADERS U.S. LLC 510.01%0.09%0.32%Q3 2020Q1 20237
Hudock, Inc. 770.04%0.10%0.14%Q2 2021Q4 20227
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 610.01%0.09%0.12%Q2 2018Q2 20227
Atria Wealth Solutions, Inc. 770.01%0.02%0.04%Q1 2022Q3 20237
Avior Wealth Management, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
BB&T SECURITIES, LLC 660.00%0.03%0.09%Q2 2018Q3 20196
CWM, LLC 330.00%0.01%0.01%Q2 2018Q3 20236
Key FInancial Inc 510.00%0.00%0.00%Q1 2022Q3 20236
Kore Private Wealth LLC 420.04%0.06%0.14%Q1 2020Q3 20216
Quantitative Investment Management, LLC 310.05%0.17%0.25%Q2 2020Q2 20236
FirstPurpose Wealth LLC 660.12%0.20%0.28%Q4 2021Q1 20236
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 660.50%0.53%0.58%Q3 2021Q4 20226
Solstein Capital, LLC 660.01%0.02%0.05%Q2 2021Q3 20226
Psagot Value Holdings Ltd. / (Israel) 660.00%0.00%0.00%Q3 2021Q4 20226
PRIVATE TRUST CO NA 660.00%0.01%0.01%Q2 2022Q3 20236
WealthBridge Capital Management, LLC 420.02%0.08%0.12%Q4 2018Q3 20226
Granger Management LLC 660.34%0.46%0.55%Q1 2021Q2 20226
GLENMEDE TRUST CO NA 420.00%0.00%0.00%Q4 2019Q3 20236
Migdal Insurance & Financial Holdings Ltd. 310.02%1.21%2.13%Q3 2021Q3 20236
MCF Advisors LLC 660.00%0.00%0.00%Q2 2022Q3 20236
COLONY GROUP LLC 510.00%0.09%0.48%Q4 2018Q4 20226
BTR CAPITAL MANAGEMENT INC 660.12%0.29%0.34%Q4 2018Q1 20206
LADENBURG THALMANN FINANCIAL SERVICES INC. 660.00%0.00%0.00%Q3 2018Q4 20196
First Allied Advisory Services, Inc. 660.02%0.02%0.03%Q2 2018Q3 20196
Vontobel Holding Ltd. 510.00%0.00%0.01%Q1 2021Q4 20226
TPB WEALTH ADVISORS 550.21%2.69%3.87%Q4 2020Q4 20215
Trexquant Investment LP 320.01%0.02%0.03%Q4 2021Q1 20235
Cresset Asset Management, LLC 550.01%0.02%0.03%Q4 2018Q4 20195
US BANCORP \DE\ 210.00%0.00%0.00%Q2 2019Q4 20225
Renaissance Technologies 110.00%0.00%0.00%Q2 2019Q4 20225
Clearstead Advisors, LLC 320.00%0.00%0.01%Q4 2021Q3 20235
RPg Family Wealth Advisory, LLC 410.01%0.01%0.01%Q4 2020Q1 20225
J.P. Morgan Private Wealth Advisors LLC 410.00%0.07%0.11%Q3 2018Q4 20215
STATE STREET CORP 550.00%0.00%0.00%Q3 2020Q3 20215
GUARDIAN WEALTH ADVISORS, LLC / NC 550.00%0.00%0.00%Q3 2022Q3 20235
Parallax Volatility Advisers, L.P. 550.00%0.00%0.00%Q2 2018Q2 20195
USCA RIA LLC 320.08%0.13%0.18%Q2 2018Q4 20205
GREAT VALLEY ADVISOR GROUP, INC. 550.02%0.05%0.10%Q1 2021Q1 20225
Neuberger Berman Group LLC 410.00%0.00%0.00%Q1 2021Q4 20225
Virtu Financial LLC 320.03%0.06%0.11%Q2 2018Q3 20195
Steward Partners Investment Advisory, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
TWO SIGMA INVESTMENTS, LP 210.00%0.01%0.02%Q3 2018Q4 20225
PL Capital Advisors, LLC 552.78%2.92%2.99%Q2 2020Q2 20215
M&R CAPITAL MANAGEMENT INC 550.00%0.00%0.00%Q4 2022Q4 20235
Argent Trust Co 320.02%0.02%0.03%Q2 2018Q2 20225
SeaCrest Wealth Management, LLC 410.01%0.01%0.01%Q2 2018Q2 20225
Fisher Asset Management, LLC 550.00%0.01%0.03%Q3 2022Q3 20235
Nalls Sherbakoff Group, LLC 310.04%0.07%0.12%Q4 2018Q3 20234
FIFTH THIRD BANCORP 310.00%0.00%0.00%Q4 2018Q3 20234
HighTower Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Gradient Investments LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Blume Capital Management, Inc. 440.01%0.04%0.10%Q4 2022Q3 20234
Arete Wealth Advisors, LLC 440.03%0.10%0.12%Q2 2021Q1 20224
Raab & Moskowitz Asset Management LLC 210.01%0.04%0.08%Q3 2018Q1 20224
HOLLENCREST CAPITAL MANAGEMENT 440.05%0.06%0.09%Q2 2021Q1 20224
Sloy Dahl & Holst, LLC 440.04%0.06%0.07%Q1 2021Q4 20214
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 440.65%0.67%0.70%Q1 2022Q4 20224
Keebeck Wealth Management, LLC 310.01%0.03%0.04%Q2 2020Q3 20234
BlackRock Inc. 220.00%0.00%0.00%Q2 2018Q2 20214
Fulcrum Equity Management 440.12%0.18%0.35%Q2 2021Q1 20224
LAKE STREET PRIVATE WEALTH, LLC 440.05%0.10%0.13%Q4 2021Q3 20224
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
Delos Wealth Advisors, LLC 442.17%2.73%3.31%Q2 2021Q1 20224
MJP ASSOCIATES INC /ADV 440.07%0.31%0.44%Q2 2021Q1 20224
AMP Capital Investors Ltd 440.12%0.15%0.20%Q2 2020Q1 20214
Y.D. More Investments Ltd 440.01%0.02%0.03%Q4 2022Q3 20234
ProVise Management Group, LLC 220.05%0.13%0.20%Q4 2021Q3 20234
WESTWOOD HOLDINGS GROUP INC 210.00%0.00%0.01%Q3 2020Q1 20234
Advisor OS, LLC 440.14%0.36%0.94%Q1 2021Q4 20214
Arkadios Wealth Advisors 440.00%0.00%0.00%Q4 2019Q3 20204
Jacobi Capital Management LLC 440.00%0.03%0.04%Q4 2020Q3 20214
ONTARIO TEACHERS PENSION PLAN BOARD 440.07%0.09%0.11%Q2 2018Q1 20194
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 440.00%0.00%0.00%Q2 2018Q1 20194
Financial Advocates Investment Management 440.07%0.08%0.08%Q2 2018Q1 20194
Taylor Hoffman Wealth Management 440.00%0.00%0.01%Q4 2018Q3 20194
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 441.23%1.26%1.31%Q1 2022Q4 20224
SIGNATUREFD, LLC 440.00%0.00%0.00%Q1 2022Q4 20224
RiverFront Investment Group, LLC 440.12%0.19%0.35%Q1 2022Q4 20224
HHM Wealth Advisors, LLC 440.00%0.00%0.00%Q4 2020Q3 20214
Secure Asset Management, LLC 310.10%0.11%0.12%Q1 2021Q1 20224
Total Clarity Wealth Management, Inc. 210.01%0.01%0.01%Q3 2021Q2 20223
Patriot Financial Group Insurance Agency, LLC 330.00%0.00%0.00%Q2 2021Q4 20213
Carroll Financial Associates, Inc. 210.00%0.01%0.01%Q4 2019Q2 20213
Proficio Capital Partners LLC 330.04%0.04%0.04%Q3 2018Q1 20193
Centerpoint Advisors, LLC 330.01%0.01%0.01%Q3 2019Q1 20203
Sunbelt Securities, Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
LOWE BROCKENBROUGH & CO INC 330.44%0.45%0.46%Q1 2023Q3 20233
Beacon Financial Advisory LLC 330.24%0.25%0.27%Q1 2023Q3 20233
PRELUDE CAPITAL MANAGEMENT, LLC 210.03%0.03%0.04%Q1 2021Q1 20233
Interval Partners, LP 110.07%0.11%0.13%Q3 2022Q3 20233
Orion Portfolio Solutions, LLC 330.00%0.02%0.03%Q4 2019Q2 20203
Castleview Partners, LLC 210.00%0.00%0.00%Q2 2021Q1 20223
ERn Financial, LLC 330.46%0.50%0.52%Q2 2022Q4 20223
AE Wealth Management LLC 330.01%0.01%0.01%Q2 2021Q4 20213
VICUS CAPITAL 330.59%0.63%0.68%Q4 2021Q2 20223
Belvedere Trading LLC 110.00%0.00%0.00%Q1 2023Q1 20233
Latitude Advisors, LLC 330.09%0.13%0.19%Q2 2021Q4 20213
MITCHELL SINKLER & STARR/PA 330.10%0.10%0.10%Q4 2021Q2 20223
TIEDEMANN ADVISORS, LLC 330.03%0.04%0.05%Q1 2021Q3 20213
CAPTRUST FINANCIAL ADVISORS 210.00%0.00%0.00%Q2 2021Q2 20233
Advisors Preferred, LLC 210.00%5.44%8.67%Q3 2019Q4 20213
NATIONAL BANK OF CANADA /FI/ 330.00%0.00%0.00%Q1 2023Q3 20233
ICA Group Wealth Management, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
Cranbrook Wealth Management, LLC 330.03%0.04%0.04%Q2 2018Q4 20183
SCHRODER INVESTMENT MANAGEMENT GROUP 330.00%0.04%0.09%Q1 2021Q3 20213
Global Retirement Partners, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
CoreCap Advisors, LLC 110.00%0.00%0.01%Q4 2021Q4 20223
Stonehearth Capital Management, LLC 330.34%0.35%0.37%Q1 2023Q3 20233
TD Waterhouse Canada Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
ENTERPRISE FINANCIAL SERVICES CORP 330.01%0.01%0.01%Q4 2020Q2 20213
Hilltop Holdings Inc. 330.15%0.21%0.26%Q2 2018Q4 20183
Optiver Holding B.V. 330.00%0.00%0.00%Q3 2021Q1 20223
Venturi Wealth Management, LLC 330.14%0.36%0.54%Q2 2018Q4 20183
Altshuler Shaham Ltd 220.12%0.23%0.34%Q2 2022Q3 20222
KINGS POINT CAPITAL MANAGEMENT 220.01%0.01%0.01%Q3 2021Q4 20212
Vestmark Advisory Solutions, Inc. 220.02%0.02%0.02%Q1 2021Q2 20212
JCSD Capital, LLC 222.92%3.11%3.30%Q1 2023Q2 20232
Realta Investment Advisors 220.00%0.00%0.00%Q2 2023Q3 20232
Valeo Financial Advisors, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
UBS ASSET MANAGEMENT AMERICAS INC 220.00%0.00%0.00%Q2 2018Q3 20182
Future Financial Wealth Managment LLC 220.06%0.06%0.06%Q4 2021Q1 20222
STEPHENS INC /AR/ 220.04%0.05%0.06%Q2 2023Q3 20232
TRUST CO OF VERMONT 220.00%0.00%0.00%Q2 2023Q3 20232
Masso Torrence Wealth Management Inc. 221.36%1.74%2.11%Q4 2022Q1 20232
COMMERCE BANK 220.00%0.00%0.00%Q2 2018Q3 20182
Cerity Partners LLC 220.00%0.00%0.00%Q1 2023Q2 20232
STRINGER ASSET MANAGEMENT, LLC 222.29%2.31%2.33%Q1 2021Q2 20212
MENORA MIVTACHIM HOLDINGS LTD. 220.75%1.08%1.40%Q2 2023Q3 20232
SEI INVESTMENTS CO 220.00%0.00%0.00%Q4 2018Q1 20192
GeoWealth Management, LLC 110.02%0.03%0.04%Q1 2022Q4 20222
Harvest Fund Management Co., Ltd 220.05%0.05%0.06%Q2 2023Q3 20232
ExodusPoint Capital Management, LP 220.00%0.03%0.05%Q3 2019Q4 20192
Nauset Wealth Management. LLC 223.61%4.06%4.52%Q4 2021Q1 20222
Headlands Technologies LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Penserra Capital Management LLC 110.01%0.07%0.13%Q4 2019Q2 20212
FARMERS TRUST CO 220.08%0.08%0.08%Q1 2021Q2 20212
Accuvest Global Advisors 220.72%0.73%0.74%Q2 2018Q3 20182
Equitable Holdings, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
OPPENHEIMER ASSET MANAGEMENT INC. 220.01%0.01%0.01%Q2 2018Q3 20182
Rooted Wealth Advisors, Inc. 220.38%0.58%0.78%Q4 2022Q1 20232
PARK AVENUE SECURITIES LLC 220.01%0.01%0.01%Q1 2021Q2 20212
Temasek Holdings (Private) Ltd 220.23%0.28%0.32%Q4 2021Q1 20222
BROWN ADVISORY INC 220.00%0.00%0.00%Q2 2018Q3 20182
TWIN FOCUS CAPITAL PARTNERS, LLC 220.71%0.76%0.80%Q2 2020Q3 20202
SG Americas Securities, LLC 110.02%0.03%0.04%Q1 2022Q2 20232
Magnus Financial Group LLC 220.03%0.06%0.10%Q4 2020Q1 20212
FIDUCIARY TRUST CO 220.03%0.03%0.03%Q2 2023Q3 20232
W.G. Shaheen & Associates DBA Whitney & Co 220.00%0.00%0.00%Q2 2018Q3 20182
LAKE STREET ADVISORS GROUP, LLC 220.06%0.06%0.06%Q1 2023Q2 20232
Buck Wealth Strategies, LLC 220.01%0.03%0.05%Q2 2023Q3 20232
PARTNERS CAPITAL INVESTMENT GROUP, LLP 220.04%0.09%0.15%Q1 2023Q2 20232
Source Financial Advisors LLC 110.07%0.14%0.20%Q1 2022Q4 20222
S.A. Mason LLC 220.01%0.01%0.01%Q4 2019Q1 20202
Clearshares LLC 222.04%2.24%2.45%Q2 2018Q3 20182
DEUTSCHE BANK AG\ 220.00%0.00%0.00%Q2 2020Q3 20202
Prospera Financial Services Inc 110.00%0.00%0.00%Q3 2020Q1 20222
Miracle Mile Advisors, LLC 220.41%0.41%0.41%Q2 2023Q3 20232
MONEY CONCEPTS CAPITAL CORP 110.01%0.01%0.01%Q1 2022Q4 20222
Almanack Investment Partners, LLC. 110.02%0.04%0.06%Q1 2022Q3 20222
Advanced Asset Management Advisors Inc 110.10%0.11%0.12%Q2 2018Q4 20182
Wealthspire Advisors, L.P. 220.01%0.01%0.01%Q2 2018Q3 20182
ACG Wealth 110.00%0.00%0.00%Q2 2022Q2 20221
Concord Wealth Partners 110.00%0.00%0.00%Q1 2022Q1 20221
Sowell Financial Services LLC 110.04%0.04%0.04%Q3 2019Q3 20191
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Eisler Capital (UK) Ltd. 110.00%0.00%0.00%Q1 2023Q1 20231
AXS Investments LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Signify Wealth 114.47%4.47%4.47%Q4 2021Q4 20211
Cornerstone Wealth Management, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Krilogy Financial LLC 110.08%0.08%0.08%Q2 2023Q2 20231
Ergoteles LLC 110.05%0.05%0.05%Q1 2022Q1 20221
Chevy Chase Trust Holdings, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Empowered Funds, LLC 112.89%2.89%2.89%Q4 2021Q4 20211
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q2 2023Q2 20231
BOOTHBAY FUND MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Advisory Alpha, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Capital Advisory Group Advisory Services, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
United Asset Strategies, Inc. 110.14%0.14%0.14%Q3 2021Q3 20211
Sculptor Capital LP 110.55%0.55%0.55%Q1 2022Q1 20221
Jaffetilchin Investment Partners, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
Mosaic Family Wealth, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 110.03%0.03%0.03%Q2 2020Q2 20201
BW Gestao de Investimentos Ltda. 111.53%1.53%1.53%Q3 2021Q3 20211
Householder Group Estate & Retirement Specialist, LLC 110.36%0.36%0.36%Q4 2021Q4 20211
CAPITAL GUARDIAN TRUST CO 110.00%0.00%0.00%Q3 2018Q3 20181
GoalVest Advisory LLC 111.24%1.24%1.24%Q1 2022Q1 20221
Ameritas Investment Company, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Wealthcare Advisory Partners LLC 110.00%0.00%0.00%Q2 2019Q2 20191
MARK SHEPTOFF FINANCIAL PLANNING, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
MGO ONE SEVEN LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Geller Advisors LLC 110.12%0.12%0.12%Q1 2023Q1 20231
Newbridge Financial Services Group, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Edge Advisors, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q4 20181
Schonfeld Strategic Advisors LLC 110.00%0.00%0.00%Q4 2022Q4 20221
CreativeOne Wealth, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
CITIZENS & NORTHERN CORP 110.10%0.10%0.10%Q2 2022Q2 20221
Cypress Wealth Services, LLC 110.07%0.07%0.07%Q2 2021Q2 20211
L2 Asset Management, LLC 110.63%0.63%0.63%Q1 2020Q1 20201
Safeguard Financial, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
WEXFORD CAPITAL LP 110.36%0.36%0.36%Q2 2023Q2 20231
Tiger Eye Capital LLC 110.56%0.56%0.56%Q2 2021Q2 20211
FFG RETIREMENT ADVISORS LLC 111.25%1.25%1.25%Q4 2022Q4 20221
RFG HOLDINGS, INC. 112.15%2.15%2.15%Q3 2023Q3 20231
Beacon Pointe Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Kistler-Tiffany Companies, LLC 110.09%0.09%0.09%Q2 2023Q2 20231
Navis Wealth Advisors, LLC 110.31%0.31%0.31%Q4 2020Q4 20201
Eschler Asset Management LLP 110.20%0.20%0.20%Q1 2023Q1 20231
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
BALYASNY ASSET MANAGEMENT L.P. 110.01%0.01%0.01%Q3 2022Q3 20221
QCM Cayman, Ltd. 110.97%0.97%0.97%Q3 2021Q3 20211
BILL & MELINDA GATES FOUNDATION TRUST 110.01%0.01%0.01%Q3 2023Q3 20231
Pinion Investment Advisors, LLC 110.31%0.31%0.31%Q1 2022Q1 20221
MOTCO 110.00%0.00%0.00%Q2 2021Q2 20211
LEUTHOLD GROUP, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Biltmore Family Office, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Kiwi Wealth Investments Limited Partnership 110.04%0.04%0.04%Q1 2021Q1 20211
Valley Brook Capital Group, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
SHAPIRO CAPITAL MANAGEMENT LLC 110.02%0.02%0.02%Q1 2020Q1 20201
Transamerica Financial Advisors, Inc. 110.00%0.00%0.00%Q2 2020Q2 20201
Bensler, LLC 111.01%1.01%1.01%Q1 2023Q1 20231
Stratos Wealth Partners, LTD. 110.00%0.00%0.00%Q3 2018Q3 20181
CENTAURUS FINANCIAL, INC. 110.00%0.00%0.00%Q2 2018Q2 20181
CIBC Private Wealth Group, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 110.03%0.03%0.03%Q3 2022Q3 20221
EQUITY INVESTMENT CORP 110.04%0.04%0.04%Q4 2020Q4 20201
Fortune 45 LLC 110.77%0.77%0.77%Q2 2022Q2 20221
Carmel Capital Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Pallas Capital Advisors LLC 110.17%0.17%0.17%Q4 2022Q4 20221
Highview Capital Management LLC/DE/ 110.13%0.13%0.13%Q4 2022Q4 20221
Vestcor Inc 110.29%0.29%0.29%Q1 2022Q1 20221
Birch Capital Management, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Creative Planning 110.00%0.00%0.00%Q3 2023Q3 20231
ROPES WEALTH ADVISORS LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Black Maple Capital Management LP 110.59%0.59%0.59%Q1 2023Q1 20231
CMC Financial Group 111.59%1.59%1.59%Q4 2021Q4 20211
Corient Private Wealth LLC 110.00%0.00%0.00%Q4 2022Q4 20221
CUMBERLAND ADVISORS INC 117.63%7.63%7.63%Q2 2018Q2 20181
Mirae Asset Global Investments Co., Ltd. 110.00%0.00%0.00%Q3 2021Q3 20211
Robertson Stephens Wealth Management, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
MATRIX PRIVATE CAPITAL GROUP LLC 110.14%0.14%0.14%Q2 2021Q2 20211
Dynamic Technology Lab Private Ltd 110.04%0.04%0.04%Q4 2021Q4 20211
Confluence Wealth Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 110.01%0.01%0.01%Q3 2021Q3 20211
Farther Finance Advisors, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q1 2022Q1 20221
CHOREO, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
LIBERTY WEALTH MANAGEMENT LLC 110.02%0.02%0.02%Q3 2021Q3 20211
CORDA Investment Management, LLC. 110.90%0.90%0.90%Q3 2020Q3 20201
Stone House Investment Management, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Paradigm, Strategies in Wealth Management, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
SHEETS SMITH WEALTH MANAGEMENT 110.00%0.00%0.00%Q3 2023Q3 20231
JD Financial Services Inc. 111.57%1.57%1.57%Q4 2021Q4 20211
Prosperity Wealth Management, Inc. 110.24%0.24%0.24%Q2 2023Q2 20231
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.