Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
ROYAL BANK OF CANADA | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
BANK OF AMERICA CORP /DE/ | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
LPL Financial LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
MORGAN STANLEY | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
WELLS FARGO & COMPANY/MN | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Geneos Wealth Management Inc. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Capital Investment Advisory Services, LLC | 21 | 21 | 0.04% | 0.07% | 0.10% | Q3 2018 | Q3 2023 | 21 |
UBS Group AG | 15 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 20 |
JANE STREET GROUP, LLC | 17 | 3 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 20 |
AMERIPRISE FINANCIAL INC | 10 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 19 |
Parallel Advisors, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
Citadel Advisors | 13 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 16 |
Bank of New York Mellon Corp | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2023 | 16 |
Larson Financial Group LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 16 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 16 |
Evensky & Katz LLC | 15 | 15 | 0.02% | 0.08% | 0.17% | Q3 2018 | Q1 2022 | 15 |
Carroll Financial Associates, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2021 | 15 |
AVANTAX ADVISORY SERVICES, INC. | 15 | 15 | 0.00% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
BENJAMIN EDWARDS INC | 12 | 2 | 0.00% | 0.37% | 1.16% | Q1 2019 | Q3 2023 | 14 |
FormulaFolio Investments, LLC | 13 | 13 | 0.08% | 0.49% | 1.06% | Q2 2018 | Q2 2021 | 13 |
Insight Advisors, LLC/ PA | 12 | 12 | 0.08% | 0.18% | 0.33% | Q4 2020 | Q3 2023 | 12 |
BANK OF MONTREAL /CAN/ | 10 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 12 |
DEARBORN PARTNERS LLC | 11 | 1 | 0.02% | 0.04% | 0.08% | Q2 2019 | Q2 2023 | 12 |
Prairiewood Capital, LLC | 12 | 12 | 0.79% | 0.97% | 1.16% | Q4 2020 | Q3 2023 | 12 |
IFP Advisors, Inc | 8 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2021 | 11 |
CWM, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2021 | 11 |
Invesco Ltd. | 6 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2022 | 11 |
Brookstone Capital Management | 10 | 10 | 0.01% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 10 |
LifePlan Financial Group, Inc | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2020 | 10 |
Syverson Strege & Co | 10 | 10 | 0.00% | 0.05% | 0.26% | Q4 2020 | Q1 2023 | 10 |
Patriot Financial Group Insurance Agency, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 10 |
ENTERPRISE FINANCIAL SERVICES CORP | 9 | 9 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2021 | 9 |
FLAGSHIP HARBOR ADVISORS, LLC | 5 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 9 |
Newbridge Financial Services Group, Inc. | 8 | 8 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Advisor Group, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 7 |
Rockefeller Capital Management L.P. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
WOLVERINE TRADING, LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2021 | 7 |
Sound Income Strategies, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 7 |
Cambridge Investment Research Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2019 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 6 |
AlphaStar Capital Management, LLC | 6 | 6 | 0.43% | 0.72% | 1.19% | Q3 2018 | Q4 2019 | 6 |
PFS INVESTMENTS INC. | 5 | 5 | 3.48% | 3.80% | 4.24% | Q2 2018 | Q2 2019 | 5 |
AE Wealth Management LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q1 2020 | 4 |
Equitable Holdings, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
OLD SECOND NATIONAL BANK OF AURORA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Advisors Preferred, LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2020 | Q3 2020 | 3 |
Ausdal Financial Partners, Inc. | 3 | 3 | 0.09% | 0.16% | 0.20% | Q2 2019 | Q4 2019 | 3 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.01% | 0.04% | 0.09% | Q1 2019 | Q1 2020 | 3 |
PNC FINANCIAL SERVICES GROUP, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
CIBC Private Wealth Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Castleview Partners, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 3 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 2 |
JAMES INVESTMENT RESEARCH INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
NewEdge Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Kestra Advisory Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Private Advisor Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Cetera Investment Advisers | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Advisory Alpha, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 2 |
SignalPoint Asset Management, LLC | 2 | 2 | 0.24% | 0.26% | 0.28% | Q2 2018 | Q3 2018 | 2 |
IHT Wealth Management, LLC | 2 | 2 | 0.11% | 0.28% | 0.46% | Q4 2022 | Q1 2023 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
Professional Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Breakwater Capital Group | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
ENVESTNET ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
TRUIST FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Bluefin Trading, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Peak Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
FIFTH THIRD BANCORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Steward Partners Investment Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
CreativeOne Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Trilogy Capital Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
Cetera Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
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.