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 12120.00%0.00%0.01%Q4 2020Q3 202334
Citadel Advisors 12120.00%0.00%0.00%Q4 2020Q3 202333
Cutler Group LLC / CA 11110.00%0.00%0.03%Q1 2021Q3 202330
CWM, LLC 1080.00%0.00%0.00%Q1 2019Q3 202318
JANE STREET GROUP, LLC 910.00%0.00%0.00%Q4 2020Q2 202316
Anchor Investment Management, LLC 13130.00%0.17%0.53%Q4 2020Q4 202313
OPTIMUM INVESTMENT ADVISORS 13130.00%0.00%0.01%Q4 2020Q4 202313
Raymond James Financial Services Advisors, Inc. 12120.01%0.11%0.27%Q4 2020Q3 202312
Safeguard Investment Advisory Group, LLC 12120.48%2.33%3.07%Q4 2020Q3 202312
COMMONWEALTH EQUITY SERVICES, LLC 12120.00%0.03%0.10%Q4 2020Q3 202312
D.A. DAVIDSON & CO. 12120.00%0.01%0.01%Q4 2020Q3 202312
ROYAL BANK OF CANADA 12120.00%0.00%0.01%Q4 2020Q3 202312
MORGAN STANLEY 12120.00%0.01%0.02%Q4 2020Q3 202312
MML INVESTORS SERVICES, LLC 12120.04%0.09%0.18%Q4 2020Q3 202312
ARTHUR M. COHEN & ASSOCIATES, LLC 12120.56%1.54%3.27%Q4 2020Q3 202312
FIRST FINANCIAL CORP /IN/ 12120.01%0.14%0.34%Q4 2020Q3 202312
Cetera Advisors LLC 12120.10%0.19%0.28%Q4 2020Q3 202312
Cambridge Investment Research Advisors, Inc. 12120.00%0.04%0.11%Q4 2020Q3 202312
OSAIC HOLDINGS, INC. 12120.04%0.22%0.53%Q4 2020Q3 202312
HOLLENCREST CAPITAL MANAGEMENT 12120.12%0.69%1.33%Q4 2020Q3 202312
Frank, Rimerman Advisors LLC 12120.97%6.65%15.24%Q4 2020Q3 202312
PNC FINANCIAL SERVICES GROUP, INC. 12120.00%0.00%0.00%Q4 2020Q3 202312
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 12120.00%0.00%0.00%Q4 2020Q3 202312
FMR LLC 12120.00%0.01%0.05%Q4 2020Q3 202312
Belpointe Asset Management LLC 12120.02%0.08%0.18%Q4 2020Q3 202312
Geneos Wealth Management Inc. 12120.00%0.01%0.05%Q4 2020Q3 202312
ENVESTNET ASSET MANAGEMENT INC 12120.00%0.06%0.22%Q4 2020Q3 202312
Prism Advisors, Inc. 12121.19%3.33%4.75%Q4 2020Q3 202312
HBW ADVISORY SERVICES LLC 11110.08%0.20%0.50%Q1 2021Q3 202311
HUNTINGTON NATIONAL BANK 11110.00%0.00%0.00%Q1 2021Q3 202311
BANK OF MONTREAL /CAN/ 920.00%0.00%0.02%Q4 2020Q3 202311
GPS Wealth Strategies Group, LLC 11110.42%0.97%1.59%Q1 2021Q3 202311
Congress Park Capital LLC 11110.13%0.45%1.41%Q1 2021Q3 202311
Rehmann Capital Advisory Group 11110.04%0.23%0.46%Q1 2021Q3 202311
Stockman Wealth Management, Inc. 11110.16%1.25%2.28%Q1 2021Q3 202311
AVANTAX ADVISORY SERVICES, INC. 11110.01%0.13%0.23%Q1 2021Q3 202311
LPL Financial LLC 11110.04%0.18%0.40%Q1 2021Q3 202311
Tower Research Capital LLC (TRC) 920.00%0.01%0.02%Q4 2020Q3 202311
US BANCORP \DE\ 11110.00%0.01%0.02%Q1 2021Q3 202311
Retirement Group, LLC 11110.00%0.01%0.01%Q1 2021Q3 202311
BANK OF AMERICA CORP /DE/ 10100.00%0.00%0.01%Q2 2021Q3 202311
THRIVENT FINANCIAL FOR LUTHERANS 11110.00%0.00%0.01%Q1 2021Q3 202311
AMERIPRISE FINANCIAL INC 11110.00%0.03%0.06%Q1 2021Q3 202311
Gerber Kawasaki Wealth & Investment Management 11110.31%3.48%6.28%Q1 2021Q3 202311
Invesco Ltd. 11110.00%0.09%0.23%Q1 2021Q3 202311
IFP Advisors, Inc 11110.00%0.07%0.14%Q1 2021Q3 202311
THOROUGHBRED FINANCIAL SERVICES, LLC 11110.07%0.47%0.98%Q1 2021Q3 202311
RAYMOND JAMES & ASSOCIATES 11110.00%0.01%0.03%Q1 2021Q3 202311
Private Advisor Group, LLC 11110.01%0.17%0.42%Q1 2021Q3 202311
Roble, Belko & Company, Inc 11110.00%0.00%0.00%Q1 2021Q3 202311
LINCOLN NATIONAL CORP 11110.02%0.13%0.28%Q1 2021Q3 202311
Kestra Advisory Services, LLC 730.00%0.04%0.19%Q1 2021Q3 202310
Global Retirement Partners, LLC 730.00%0.09%0.22%Q1 2021Q3 202310
Ranch Capital Advisors Inc. 730.02%0.34%0.67%Q1 2021Q3 202310
Colonial River Wealth Management, LLC 821.09%1.62%2.39%Q1 2021Q3 202310
IEQ CAPITAL, LLC 10100.01%0.34%0.64%Q2 2021Q3 202310
Truvestments Capital LLC 640.00%0.03%0.05%Q1 2021Q3 202310
Western Wealth Management, LLC 820.06%0.81%1.54%Q1 2021Q3 202310
WELLS FARGO & COMPANY/MN 10100.00%0.00%0.00%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.00%0.01%0.03%Q1 2021Q3 202310
Derbend Asset Management 10100.21%0.67%1.36%Q2 2021Q3 202310
Mirae Asset Global Investments Co., Ltd. 10100.02%0.31%0.58%Q2 2021Q3 202310
SRS Capital Advisors, Inc. 10100.00%1.28%3.51%Q2 2021Q3 202310
Aurora Private Wealth, Inc. 10100.14%0.26%0.49%Q1 2021Q2 202310
Leith Wheeler Investment Counsel Ltd. 10102.69%3.14%3.62%Q3 2021Q4 202310
Diversified, LLC 10103.60%9.05%13.02%Q2 2021Q3 202310
Good Life Advisors, LLC 10100.09%0.20%0.52%Q2 2021Q3 202310
Running Point Capital Advisors, LLC 730.13%0.83%1.87%Q1 2021Q3 202310
UBS Group AG 10100.00%0.00%0.01%Q2 2021Q3 202310
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 10100.00%0.06%0.25%Q2 2021Q3 202310
Cornerstone Wealth Management, LLC 730.05%0.20%0.30%Q1 2021Q3 202310
Stratos Wealth Partners, LTD. 630.01%0.25%0.57%Q2 2021Q3 20239
TD Capital Management LLC 990.04%0.09%0.14%Q3 2021Q3 20239
AdvisorNet Financial, Inc 990.00%0.02%0.11%Q3 2021Q3 20239
Beacon Pointe Advisors, LLC 990.00%0.01%0.02%Q3 2021Q3 20239
Column Capital Advisors, LLC 990.00%0.00%0.00%Q3 2021Q3 20239
Realta Investment Advisors 990.11%0.14%0.20%Q3 2021Q3 20239
Cetera Investment Advisers 990.01%0.06%0.21%Q3 2021Q3 20239
Newbridge Financial Services Group, Inc. 990.06%0.09%0.13%Q3 2021Q3 20239
SIMPLEX TRADING, LLC 510.00%0.00%0.01%Q4 2020Q3 20239
Jaffetilchin Investment Partners, LLC 990.03%0.14%0.41%Q3 2021Q3 20239
WC Walker & Associates, Inc. 990.88%1.39%1.80%Q4 2020Q4 20229
Essex Financial Services, Inc. 990.03%0.06%0.08%Q3 2021Q3 20239
SMITH SHELLNUT WILSON LLC /ADV 990.40%1.01%1.26%Q3 2021Q3 20239
NATIXIS 540.00%0.01%0.03%Q1 2021Q3 20239
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 990.03%0.05%0.07%Q3 2021Q3 20239
Cetera Advisor Networks LLC 990.01%0.09%0.29%Q3 2021Q3 20239
Rollins Financial 810.10%0.46%1.33%Q2 2021Q3 20239
GOLDMAN SACHS GROUP INC 720.00%0.00%0.01%Q4 2020Q3 20239
Meridian Wealth Management, LLC 990.06%0.18%0.29%Q3 2021Q3 20239
First Heartland Consultants, Inc. 990.04%0.20%0.39%Q3 2021Q3 20239
Apexium Financial, LP 880.13%0.50%1.55%Q4 2021Q3 20238
Whelan Financial 8815.57%17.34%19.46%Q4 2021Q3 20238
TRUIST FINANCIAL CORP 710.00%0.02%0.04%Q3 2021Q3 20238
WASHINGTON TRUST Co 710.00%0.00%0.00%Q2 2021Q3 20238
Patriot Financial Group Insurance Agency, LLC 620.01%0.02%0.04%Q1 2021Q3 20238
PCG Wealth Advisors, LLC 880.28%0.66%1.07%Q4 2021Q3 20238
WEST MICHIGAN ADVISORS, LLC 880.23%3.15%7.65%Q4 2021Q3 20238
Ancora Advisors LLC 880.17%0.27%0.34%Q4 2021Q3 20238
OneDigital Investment Advisors LLC 880.10%0.22%0.37%Q4 2021Q3 20238
STIFEL FINANCIAL CORP 880.00%0.01%0.01%Q4 2021Q3 20238
Equitable Holdings, Inc. 880.01%0.07%0.16%Q4 2021Q3 20238
Union Investments & Development Ltd. 8824.44%29.80%35.54%Q4 2021Q3 20238
Creative Planning 880.00%0.00%0.00%Q4 2021Q3 20238
BRANDYWINE OAK PRIVATE WEALTH LLC 880.10%0.12%0.15%Q4 2021Q3 20238
Verde Capital Management 883.80%7.11%9.72%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
City State Bank 880.25%0.28%0.32%Q4 2021Q3 20238
CAPSTONE WEALTH MANAGEMENT GROUP, LLC 880.37%0.43%0.50%Q4 2021Q3 20238
Key FInancial Inc 880.01%0.02%0.03%Q4 2021Q3 20238
DENVER WEALTH MANAGEMENT, INC. 616.78%10.63%12.63%Q1 2021Q3 20238
SIGNATUREFD, LLC 620.00%0.00%0.00%Q3 2021Q3 20238
Emerald Advisors, LLC 880.12%0.16%0.22%Q4 2021Q3 20238
WBH ADVISORY INC 530.47%0.54%0.66%Q3 2021Q3 20238
CREATIVE FINANCIAL DESIGNS INC /ADV 880.00%0.01%0.02%Q4 2021Q3 20238
PSI Advisors, LLC 880.00%0.16%0.83%Q4 2021Q3 20238
Bogart Wealth, LLC 880.00%0.07%0.13%Q4 2021Q3 20238
Financial Advocates Investment Management 880.01%0.07%0.15%Q4 2021Q3 20238
Sutton Wealth Advisors Inc. 880.07%0.09%0.11%Q4 2021Q3 20238
Horizon Wealth Management, LLC 880.94%5.55%12.29%Q4 2021Q3 20238
Round Rock Advisors, LLC 880.11%0.54%0.77%Q4 2021Q3 20238
Sandy Spring Bank 880.00%0.00%0.00%Q4 2021Q3 20238
Collaborative Wealth Managment Inc. 611.52%2.19%2.83%Q1 2021Q3 20238
Raleigh Capital Management Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
Baystate Wealth Management LLC 880.00%0.01%0.01%Q2 2021Q1 20238
VANCE WEALTH, INC. 882.17%5.88%10.93%Q4 2021Q3 20238
Keebeck Wealth Management, LLC 770.12%0.14%0.16%Q1 2022Q3 20237
Advisors Capital Management, LLC 430.07%0.09%0.11%Q4 2021Q3 20237
Steward Partners Investment Advisory, LLC 770.00%0.04%0.09%Q1 2022Q3 20237
Ameritas Advisory Services, LLC 610.01%0.05%0.07%Q4 2021Q3 20237
Biltmore Family Office, LLC 520.00%0.00%0.00%Q3 2021Q3 20237
Intrua Financial, LLC 770.49%1.26%1.91%Q3 2021Q1 20237
AE Wealth Management LLC 430.00%0.04%0.12%Q4 2021Q3 20237
Merit Financial Group, LLC 770.02%0.02%0.05%Q1 2022Q3 20237
Integrated Wealth Concepts LLC 770.02%0.02%0.02%Q1 2022Q3 20237
Archer Investment Corp 770.00%0.06%0.12%Q1 2022Q3 20237
HB Wealth Management, LLC 430.02%0.05%0.11%Q4 2021Q3 20237
IFG Advisory, LLC 510.03%0.07%0.09%Q1 2021Q3 20237
Marble Harbor Investment Counsel, LLC 430.03%0.07%0.10%Q4 2021Q3 20237
Capital Investment Advisory Services, LLC 770.00%0.09%0.14%Q1 2022Q3 20237
InterOcean Capital Group, LLC 770.33%0.41%0.51%Q1 2022Q3 20237
Eldridge Investment Advisors, Inc. 770.19%1.14%3.00%Q1 2022Q3 20237
PFG Advisors 770.13%0.17%0.21%Q1 2022Q3 20237
Advisory Services Network, LLC 510.00%0.03%0.09%Q4 2020Q3 20237
IHT Wealth Management, LLC 770.02%0.08%0.15%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.08%0.14%0.25%Q1 2022Q3 20237
Redwood Financial Network Corp 770.60%0.71%1.06%Q1 2022Q3 20237
Camarda Financial Advisors, LLC 770.36%1.53%4.51%Q1 2022Q3 20237
V Wealth Advisors LLC 770.49%0.52%0.57%Q4 2021Q2 20237
JANUS HENDERSON GROUP PLC 430.01%0.03%0.05%Q3 2021Q3 20237
First PREMIER Bank 770.00%0.01%0.02%Q2 2021Q4 20227
Main Management LLC 770.02%0.86%1.36%Q1 2022Q3 20237
NewEdge Advisors, LLC 770.00%0.05%0.11%Q1 2022Q3 20237
AAF Wealth Management, LLC 770.50%4.61%8.55%Q1 2022Q3 20237
TruWealth Advisors, LLC 771.19%1.52%2.25%Q1 2022Q3 20237
ICA Group Wealth Management, LLC 770.08%0.42%0.78%Q1 2022Q3 20237
Sterling Investment Counsel, LLC 771.74%4.75%6.22%Q1 2022Q3 20237
MARINER INDEPENDENT ADVISOR NETWORK, LLC 770.30%0.63%0.91%Q1 2021Q3 20227
FLOW TRADERS U.S. LLC 410.03%0.05%0.13%Q2 2021Q2 20237
NEIRG Wealth Management, LLC 770.31%0.34%0.37%Q4 2021Q2 20237
Brookstone Capital Management 770.01%0.08%0.21%Q1 2022Q3 20237
LOWERY THOMAS, LLC 770.30%1.83%3.98%Q1 2022Q3 20237
Core Wealth Advisors, Inc. 770.02%0.05%0.10%Q1 2022Q3 20237
MONEY CONCEPTS CAPITAL CORP 770.00%0.04%0.10%Q1 2022Q3 20237
Graves Light Lenhart Wealth, Inc. 770.00%0.00%0.00%Q4 2020Q2 20227
CAPTRUST FINANCIAL ADVISORS 770.00%0.00%0.00%Q4 2020Q2 20227
Aptus Capital Advisors, LLC 520.00%0.10%0.26%Q4 2021Q3 20237
Prosperity Consulting Group, LLC 770.21%1.30%2.29%Q1 2022Q3 20237
Tyler-Stone Wealth Management 520.11%0.17%0.31%Q4 2021Q3 20237
Spire Wealth Management 770.00%0.02%0.04%Q1 2022Q3 20237
RiverFront Investment Group, LLC 660.05%0.10%0.27%Q2 2022Q3 20236
Capstone Triton Financial Group, LLC 661.62%1.83%2.06%Q2 2022Q3 20236
TOBIAS FINANCIAL ADVISORS, INC. 663.99%5.16%6.26%Q2 2022Q3 20236
Silverleafe Capital Partners, LLC 410.10%0.23%0.44%Q4 2021Q4 20236
KENNICOTT CAPITAL MANAGEMENT LLC 660.58%2.59%10.24%Q2 2021Q3 20226
WJ Wealth Management, LLC 330.13%2.38%4.01%Q3 2021Q3 20236
Concord Wealth Partners 420.01%0.02%0.03%Q1 2022Q3 20236
TCI Wealth Advisors, Inc. 660.00%0.00%0.00%Q4 2021Q1 20236
Dynamic Advisor Solutions LLC 660.02%0.05%0.09%Q2 2022Q3 20236
Shoker Investment Counsel, Inc. 660.77%0.99%1.14%Q2 2022Q3 20236
Transamerica Financial Advisors, Inc. 660.54%0.68%1.01%Q2 2022Q3 20236
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 660.22%0.91%1.63%Q2 2022Q3 20236
ADAMSBROWN WEALTH CONSULTANTS LLC 660.28%2.34%6.50%Q2 2022Q3 20236
Larson Financial Group LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Modera Wealth Management, LLC 510.01%0.01%0.02%Q1 2022Q3 20236
Pitti Group Wealth Management, LLC 660.98%1.19%1.55%Q2 2022Q3 20236
CITIGROUP INC 420.00%0.00%0.00%Q1 2022Q3 20236
Tradition Wealth Management, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Resurgent Financial Advisors LLC 660.50%0.60%0.74%Q2 2022Q3 20236
CASTLE WEALTH MANAGEMENT LLC 661.42%1.99%2.64%Q2 2022Q3 20236
First Command Bank 660.00%0.01%0.03%Q1 2022Q2 20236
Aspire Wealth Management Corp 660.01%0.11%0.29%Q2 2022Q3 20236
Avion Wealth 660.00%0.00%0.00%Q2 2022Q3 20236
SFG Wealth Management, LLC. 420.36%1.81%2.91%Q4 2021Q3 20236
Apollon Wealth Management, LLC 660.04%0.08%0.14%Q2 2022Q3 20236
Janney Montgomery Scott LLC 660.00%0.01%0.01%Q2 2022Q3 20236
Perfromance Wealth Partners, LLC 660.05%0.06%0.07%Q2 2022Q3 20236
ASB Consultores, LLC 660.27%0.44%0.63%Q2 2022Q3 20236
Allworth Financial LP 330.00%0.00%0.00%Q2 2021Q3 20236
KING LUTHER CAPITAL MANAGEMENT CORP 660.00%0.00%0.01%Q2 2021Q3 20226
First Command Financial Services, Inc. 660.00%0.01%0.03%Q1 2022Q2 20236
Madison Wealth Partners, Inc 420.13%0.15%0.20%Q1 2022Q3 20236
Koshinski Asset Management, Inc. 510.00%0.04%0.07%Q4 2021Q3 20236
Sightline Wealth Advisors, LLC 660.30%0.76%0.96%Q2 2022Q3 20236
SOL Capital Management CO 660.29%0.72%0.95%Q2 2022Q3 20236
LexAurum Advisors, LLC 660.23%0.35%0.46%Q2 2022Q3 20236
B. Riley Wealth Advisors, Inc. 330.02%0.08%0.17%Q4 2021Q3 20236
PIER 88 INVESTMENT PARTNERS LLC 220.30%0.53%0.98%Q3 2021Q3 20236
J.P. Morgan Private Wealth Advisors LLC 550.00%0.00%0.01%Q3 2022Q3 20235
BLAIR WILLIAM & CO/IL 550.00%0.00%0.00%Q1 2021Q1 20225
PFS INVESTMENTS INC. 550.00%1.78%2.41%Q2 2022Q2 20235
Cerity Partners LLC 550.00%0.06%0.18%Q3 2022Q3 20235
Washington Trust Advisors, Inc. 550.01%0.03%0.07%Q4 2021Q4 20225
TOWNSQUARE CAPITAL LLC 410.01%0.02%0.05%Q2 2022Q3 20235
Clearstead Trust, LLC 550.01%0.04%0.06%Q3 2022Q3 20235
American Portfolios Advisors 550.00%0.01%0.02%Q3 2021Q3 20225
TrueWealth Advisors, LLC 550.11%0.26%0.34%Q3 2022Q3 20235
Fisher Asset Management, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
Bickling Financial Services, Inc. 550.22%0.25%0.27%Q4 2021Q4 20225
InTrack Investment Management Inc 550.48%0.54%0.62%Q4 2022Q4 20235
SOA Wealth Advisors, LLC. 550.00%0.00%0.01%Q3 2022Q3 20235
Hudock, Inc. 550.59%2.35%3.52%Q3 2022Q3 20235
Sharkey, Howes & Javer 550.06%1.08%1.42%Q3 2022Q3 20235
Gladstone Institutional Advisory LLC 410.24%1.62%2.52%Q2 2022Q3 20235
Kovack Advisors, Inc. 550.08%0.09%0.09%Q4 2020Q4 20215
SAX WEALTH ADVISORS, LLC 550.34%1.16%2.24%Q3 2022Q3 20235
Integrated Advisors Network LLC 550.41%0.44%0.48%Q3 2022Q3 20235
Renaissance Technologies 320.00%0.00%0.01%Q2 2021Q3 20225
Levy Wealth Management Group, LLC 556.63%7.49%8.26%Q3 2022Q3 20235
Westside Investment Management, Inc. 550.00%0.17%0.24%Q3 2022Q3 20235
Qube Research & Technologies Ltd 210.00%0.00%0.01%Q4 2021Q3 20235
Tennessee Valley Asset Management Partners 410.10%0.17%0.21%Q1 2021Q3 20235
BARCLAYS PLC 410.00%0.00%0.00%Q2 2022Q3 20235
One Capital Management, LLC 320.05%0.20%0.36%Q1 2022Q3 20235
Seneca House Advisors 550.28%10.88%18.32%Q2 2021Q2 20225
Modus Advisors, LLC 553.36%4.03%4.46%Q4 2022Q4 20235
Sanctuary Wealth Management, L.L.C. 210.01%10.06%17.06%Q1 2010Q3 20235
BlackDiamond Wealth Management, LLC 410.29%0.42%0.57%Q4 2021Q3 20235
CIBC WORLD MARKET INC. 550.00%0.00%0.00%Q3 2022Q3 20235
PRIVATE TRUST CO NA 410.00%0.03%0.07%Q2 2022Q3 20235
WADDELL & ASSOCIATES, LLC 553.26%3.78%4.28%Q3 2022Q3 20235
National Wealth Management Group, LLC 552.53%2.85%3.24%Q3 2022Q3 20235
MAI Capital Management 550.02%0.03%0.03%Q3 2022Q3 20235
Rockefeller Capital Management L.P. 410.00%0.00%0.01%Q4 2020Q4 20225
Clearview Wealth Advisors LLC 550.00%0.00%0.00%Q4 2021Q4 20225
Zhang Financial LLC 550.03%0.04%0.04%Q3 2022Q3 20235
JPMORGAN CHASE & CO 410.00%0.00%0.00%Q1 2022Q3 20235
WEDBUSH SECURITIES INC 550.01%0.02%0.02%Q3 2022Q3 20235
Golden State Wealth Management, LLC 440.50%0.56%0.60%Q2 2021Q1 20224
Betterment LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Advance Capital Management, Inc. 440.05%0.53%1.88%Q4 2022Q3 20234
TD Waterhouse Canada Inc. 440.00%0.00%0.00%Q4 2022Q3 20234
LEUTHOLD GROUP, LLC 440.03%0.03%0.03%Q3 2022Q2 20234
EXCHANGE TRADED CONCEPTS, LLC 211.22%4.82%9.55%Q4 2021Q4 20234
Robertson Stephens Wealth Management, LLC 440.02%0.05%0.09%Q4 2021Q3 20224
CFS Investment Advisory Services, LLC 440.14%0.17%0.18%Q4 2022Q3 20234
Luken Investment Analytics, LLC 440.86%2.13%4.13%Q4 2022Q3 20234
TAIYO LIFE INSURANCE CO 444.73%5.37%5.89%Q4 2022Q3 20234
SILVER OAK SECURITIES, INCORPORATED 310.05%0.18%0.26%Q3 2022Q3 20234
Richard W. Paul & Associates, LLC 440.00%0.13%0.53%Q4 2022Q3 20234
HRT FINANCIAL LP 210.01%0.02%0.04%Q1 2021Q4 20224
Parcion Private Wealth LLC 440.03%0.04%0.06%Q4 2022Q3 20234
Foundations Investment Advisors, LLC 220.02%0.11%0.18%Q4 2021Q3 20234
B&D White Capital Company, LLC 311.91%4.42%7.10%Q2 2022Q3 20234
Carnegie Capital Asset Management, LLC 440.02%0.08%0.11%Q4 2022Q3 20234
Invst, LLC 440.15%0.17%0.18%Q4 2022Q3 20234
FLAGSHIP HARBOR ADVISORS, LLC 440.05%0.21%0.41%Q4 2022Q3 20234
Whitaker-Myers Wealth Managers, LTD. 442.94%5.16%7.06%Q4 2022Q3 20234
Tradewinds Capital Management, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
Parkside Advisors LLC 441.38%4.24%5.33%Q1 2023Q4 20234
Mach-1 Financial Group, LLC 440.03%0.19%0.44%Q4 2021Q3 20224
TSFG, LLC 440.01%0.05%0.15%Q4 2022Q3 20234
Kaye Capital Management 440.79%0.85%0.89%Q4 2022Q3 20234
Trinity Wealth Management, LLC 440.18%0.29%0.42%Q4 2022Q3 20234
Total Clarity Wealth Management, Inc. 310.01%0.82%1.29%Q2 2022Q3 20234
Main Street Financial Solutions, LLC 310.31%0.57%0.84%Q4 2021Q3 20234
TRUSTCORE FINANCIAL SERVICES, LLC 440.00%0.00%0.00%Q1 2022Q4 20224
Syntegra Private Wealth Group, LLC 443.25%3.56%3.70%Q4 2022Q3 20234
CoreCap Advisors, LLC 310.00%0.03%0.12%Q4 2021Q4 20224
Goldstein Advisors, LLC 440.24%1.42%4.91%Q4 2022Q3 20234
Atlas Private Wealth Advisors 440.82%0.87%0.95%Q3 2022Q2 20234
SALEM INVESTMENT COUNSELORS INC 440.00%0.00%0.00%Q4 2022Q3 20234
Inscription Capital, LLC 310.15%0.15%0.16%Q1 2021Q1 20224
Mariner, LLC 440.06%0.09%0.12%Q4 2022Q3 20234
J.W. COLE ADVISORS, INC. 220.02%0.33%1.23%Q2 2021Q3 20234
RFG Advisory, LLC 310.02%0.48%1.85%Q2 2022Q3 20234
JOURNEY STRATEGIC WEALTH LLC 440.05%0.40%0.67%Q4 2022Q3 20234
LODESTAR PRIVATE ASSET MANAGEMENT LLC 442.11%2.70%2.98%Q4 2022Q3 20234
Future Financial Wealth Managment LLC 220.01%2.52%5.17%Q4 2021Q3 20234
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 440.08%0.11%0.12%Q4 2022Q3 20234
Fulcrum Equity Management 210.13%1.26%2.38%Q2 2021Q2 20234
Wealth Enhancement & Preservation of GA, LLC 443.35%5.52%6.60%Q3 2022Q2 20234
MEITAV INVESTMENT HOUSE LTD 441.00%2.18%3.01%Q4 2022Q3 20234
PEAK FINANCIAL ADVISORS LLC 440.18%0.28%0.40%Q4 2022Q3 20234
CRA Financial Services, LLC 440.06%0.06%0.07%Q4 2022Q3 20234
MONTAG A & ASSOCIATES INC 440.00%0.00%0.01%Q4 2022Q3 20234
HighTower Advisors, LLC 440.00%0.01%0.01%Q4 2022Q3 20234
SCOTIA CAPITAL INC. 440.00%0.01%0.02%Q3 2021Q2 20224
MILESTONE WEALTH, LLC 440.80%0.84%0.88%Q4 2021Q3 20224
Fusion Family Wealth LLC 440.28%0.35%0.51%Q4 2022Q3 20234
Altus Wealth Group LLC 440.17%0.20%0.23%Q4 2022Q3 20234
Sigma Planning Corp 440.01%0.06%0.09%Q4 2022Q3 20234
Echo45 Advisors LLC 440.35%8.08%11.18%Q4 2022Q3 20234
American Planning Services, Inc. 310.20%0.26%0.34%Q4 2021Q2 20234
OLIVER LAGORE VANVALIN INVESTMENT GROUP 440.00%0.23%0.94%Q4 2022Q3 20234
Compass Advisory Group LLC 440.24%0.27%0.28%Q4 2022Q3 20234
Sierra Capital LLC 440.05%0.06%0.06%Q4 2022Q3 20234
MERCER GLOBAL ADVISORS INC /ADV 330.00%0.00%0.00%Q1 2023Q3 20233
KESTRA PRIVATE WEALTH SERVICES, LLC 330.01%0.01%0.02%Q1 2023Q3 20233
VisionPoint Advisory Group, LLC 330.11%0.34%0.58%Q4 2022Q2 20233
Bank of New York Mellon Corp 330.00%0.01%0.03%Q1 2023Q3 20233
Orion Portfolio Solutions, LLC 330.64%0.64%0.65%Q1 2023Q3 20233
RITHOLTZ WEALTH MANAGEMENT 330.02%0.02%0.02%Q1 2023Q3 20233
CreativeOne Wealth, LLC 330.01%0.02%0.02%Q1 2023Q3 20233
SigFig Wealth Management, LLC 330.22%0.25%0.30%Q1 2023Q3 20233
Jacobi Capital Management LLC 330.03%0.04%0.04%Q1 2023Q3 20233
Strategic Blueprint, LLC 210.06%0.11%0.14%Q1 2022Q2 20233
EverSource Wealth Advisors, LLC 210.00%0.00%0.00%Q4 2022Q3 20233
Vontobel Holding Ltd. 330.02%0.02%0.02%Q1 2023Q3 20233
GREAT VALLEY ADVISOR GROUP, INC. 210.02%0.07%0.17%Q4 2022Q3 20233
Gradient Investments LLC 210.00%0.00%0.00%Q3 2022Q3 20233
Homrich & Berg 330.05%0.12%0.16%Q1 2021Q3 20213
GeoWealth Management, LLC 210.01%0.02%0.03%Q4 2021Q2 20233
Strategic Financial Concepts, LLC 330.23%0.51%0.84%Q1 2023Q3 20233
SMITH, MOORE & CO. 330.04%0.06%0.09%Q1 2023Q3 20233
Mid-American Wealth Advisory Group, Inc. 210.18%1.40%2.50%Q1 2022Q3 20233
Atria Investments, Inc 330.03%0.04%0.06%Q1 2023Q3 20233
Stratos Wealth Advisors, LLC 330.03%0.03%0.04%Q1 2023Q3 20233
Worth Asset Management, LLC 331.01%1.13%1.22%Q1 2023Q3 20233
OPPENHEIMER & CO INC 330.04%0.04%0.04%Q1 2023Q3 20233
Concorde Asset Management, LLC 330.33%0.35%0.36%Q1 2023Q3 20233
Clal Insurance Enterprises Holdings Ltd 335.20%5.95%6.97%Q1 2023Q3 20233
Onyx Bridge Wealth Group LLC 210.13%0.21%0.26%Q2 2022Q3 20233
Virtue Capital Management, LLC 330.04%0.35%0.50%Q1 2023Q3 20233
Farther Finance Advisors, LLC 330.00%0.02%0.03%Q1 2023Q3 20233
Pine Valley Investments Ltd Liability Co 330.36%0.42%0.51%Q1 2023Q3 20233
Cassaday & Co Wealth Management LLC 330.05%0.05%0.06%Q1 2023Q3 20233
Sowell Financial Services LLC 210.02%0.41%0.62%Q1 2021Q2 20233
Glass Jacobson Investment Advisors llc 210.00%0.00%0.00%Q4 2022Q3 20233
PARK AVENUE SECURITIES LLC 330.02%0.02%0.03%Q1 2023Q3 20233
JONES FINANCIAL COMPANIES LLLP 210.00%0.00%0.00%Q4 2021Q2 20233
Centennial Wealth Advisory LLC 331.99%2.13%2.22%Q1 2023Q3 20233
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 337.74%15.96%21.29%Q1 2023Q3 20233
IMC-Chicago, LLC 330.01%0.02%0.02%Q1 2022Q3 20223
PRELUDE CAPITAL MANAGEMENT, LLC 210.01%0.02%0.03%Q3 2021Q3 20223
ROVIN CAPITAL /UT/ /ADV 331.89%5.02%7.02%Q1 2023Q3 20233
CABANA LLC 216.04%8.63%11.58%Q4 2021Q2 20233
Next Capital Management LLC 330.11%0.12%0.13%Q1 2023Q3 20233
Trilogy Capital Inc. 330.01%0.02%0.02%Q1 2023Q3 20233
PRUDENTIAL FINANCIAL INC 330.00%0.00%0.00%Q1 2023Q3 20233
Carroll Financial Associates, Inc. 330.00%0.03%0.08%Q1 2021Q3 20213
Continuum Advisory, LLC 330.07%0.07%0.08%Q1 2023Q3 20233
HHM Wealth Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Cape Investment Advisory, Inc. 330.08%0.08%0.08%Q1 2023Q3 20233
Hutchens & Kramer Investment Management Group, LLC 330.98%1.05%1.12%Q1 2023Q3 20233
Atomi Financial Group, Inc. 330.31%0.34%0.38%Q1 2023Q3 20233
Hoover Financial Advisors, Inc. 330.24%0.87%1.22%Q4 2020Q2 20213
HSBC HOLDINGS PLC 330.00%0.00%0.00%Q1 2023Q3 20233
WCG Wealth Advisors LLC 210.04%0.13%0.31%Q2 2022Q3 20233
RIA Advisory Group LLC 330.09%0.10%0.10%Q1 2023Q3 20233
BlackRock Inc. 330.00%0.00%0.00%Q2 2022Q4 20223
Clark Capital Management Group, Inc. 331.52%1.56%1.63%Q1 2023Q3 20233
Paradigm Financial Partners, LLC 330.31%0.54%0.74%Q1 2023Q3 20233
Capital Analysts, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Founders Capital Management 330.03%0.04%0.06%Q2 2023Q4 20233
Prospera Financial Services Inc 210.02%0.03%0.03%Q4 2021Q3 20233
N.E.W. Advisory Services LLC 330.04%0.04%0.04%Q2 2022Q4 20223
Csenge Advisory Group 330.06%0.07%0.08%Q1 2023Q3 20233
GUARDIAN WEALTH ADVISORS, LLC / NC 330.06%0.06%0.06%Q1 2023Q3 20233
WOLVERINE TRADING, LLC 110.00%0.00%0.00%Q4 2022Q4 20223
WHITTIER TRUST CO OF NEVADA INC 330.00%0.00%0.00%Q1 2023Q3 20233
Sound Income Strategies, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Cassady Schiller Wealth Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
EisnerAmper Wealth Management Corporate Benefits, LLC 330.38%2.48%3.96%Q2 2023Q4 20233
Pacific Center for Financial Services 220.02%0.02%0.02%Q2 2023Q3 20232
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 220.06%0.07%0.09%Q4 2022Q1 20232
Oxler Private Wealth LLC 110.02%0.04%0.06%Q3 2022Q3 20222
VALLEY NATIONAL ADVISERS INC 220.00%0.00%0.00%Q2 2023Q3 20232
BOKF, NA 220.00%0.01%0.01%Q2 2023Q3 20232
Ameliora Wealth Management Ltd. 220.05%0.09%0.13%Q2 2023Q3 20232
Flagship Private Wealth, LLC 220.00%0.01%0.01%Q1 2021Q2 20212
Barnett & Company, Inc. 220.00%0.00%0.00%Q3 2021Q4 20212
Bleakley Financial Group, LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Ulland Investment Advisors, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Van Leeuwen & Company, LLC 220.39%0.42%0.46%Q3 2022Q4 20222
Disciplined Investments, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
VitalStone Financial, LLC 110.04%0.06%0.08%Q4 2022Q3 20232
HANCOCK WHITNEY CORP 110.01%0.01%0.01%Q1 2022Q1 20232
FIL Ltd 220.01%0.02%0.02%Q2 2023Q3 20232
TORONTO DOMINION BANK 110.00%0.00%0.00%Q1 2022Q3 20222
Activest Wealth Management 220.07%0.07%0.08%Q3 2022Q4 20222
Beacon Capital Management, Inc. 220.37%0.37%0.38%Q3 2022Q4 20222
Marcum Wealth, LLC 220.06%0.06%0.07%Q1 2022Q2 20222
Tranquility Partners, LLC 220.16%0.17%0.17%Q2 2022Q3 20222
Simplicity Solutions, LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Bartlett & Co. LLC 110.00%0.00%0.00%Q1 2023Q4 20232
D'Orazio & Associates, Inc. 220.10%0.73%1.37%Q2 2023Q3 20232
Visionary Wealth Advisors 220.07%0.08%0.08%Q2 2023Q3 20232
Capasso Planning Partners LLC 220.37%0.42%0.46%Q2 2023Q3 20232
Aveo Capital Partners, LLC 220.95%0.96%0.96%Q2 2023Q3 20232
NWAM LLC 220.06%0.07%0.08%Q2 2023Q3 20232
Sargent Bickham Lagudis LLC 220.00%0.00%0.00%Q3 2022Q4 20222
Y-Intercept (Hong Kong) Ltd 110.03%0.03%0.04%Q3 2021Q2 20222
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q4 2022Q3 20232
BMS Financial Advisors, LLC 222.39%3.36%4.33%Q1 2023Q2 20232
Financial Partners Group, Inc 222.45%2.72%3.00%Q2 2023Q3 20232
Global Wealth Strategies & Associates 222.97%5.10%7.24%Q3 2023Q4 20232
Northwest Capital Management Inc 220.01%0.01%0.01%Q2 2023Q3 20232
Executive Wealth Management, LLC 220.02%0.02%0.02%Q4 2021Q1 20222
Selective Wealth Management, Inc. 220.00%0.00%0.01%Q2 2022Q3 20222
Bank Julius Baer & Co. Ltd, Zurich 220.01%0.01%0.01%Q2 2022Q3 20222
Garrison Asset Management, LLC 110.12%0.13%0.13%Q1 2022Q1 20232
Johnson Financial Group, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
Regal Investment Advisors LLC 110.02%0.02%0.02%Q1 2022Q2 20232
Banco Santander, S.A. 221.30%1.32%1.34%Q2 2023Q3 20232
Parallel Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
MGO ONE SEVEN LLC 220.02%0.03%0.04%Q1 2023Q2 20232
Freedom Investment Management, Inc. 220.08%0.21%0.33%Q1 2023Q2 20232
FourThought Financial Partners, LLC 220.06%0.08%0.11%Q2 2023Q3 20232
Sanford Advisory Services, LLC 110.06%0.09%0.11%Q2 2022Q4 20222
CORNERCAP INVESTMENT COUNSEL INC 111.21%1.68%2.15%Q3 2021Q1 20222
Robbins Farley 220.00%0.00%0.00%Q2 2023Q3 20232
Cornerstone Planning Group LLC 220.03%0.03%0.03%Q2 2023Q3 20232
Clear Creek Financial Management, LLC 220.05%0.19%0.33%Q2 2023Q3 20232
HANSEATIC MANAGEMENT SERVICES INC 225.76%5.89%6.03%Q2 2023Q3 20232
NORTHERN TRUST CORP 220.00%0.00%0.00%Q2 2023Q3 20232
THEORY FINANCIAL LLC 222.04%2.04%2.05%Q2 2023Q3 20232
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.01%Q1 2023Q3 20232
WealthPLAN Partners, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
First Command Advisory Services, Inc. 229.73%12.92%16.12%Q2 2023Q3 20232
ASSETMARK, INC 110.00%0.00%0.00%Q1 2023Q3 20232
Waterloo Capital, L.P. 222.12%2.24%2.36%Q2 2023Q3 20232
CREDIT SUISSE AG/ 220.00%0.01%0.02%Q4 2020Q1 20212
RIDGECREST WEALTH PARTNERS, LLC 110.14%0.15%0.17%Q3 2022Q2 20232
MARSHALL WACE, LLP 110.00%0.01%0.01%Q3 2021Q3 20222
StoneX Group Inc. 220.28%0.47%0.66%Q2 2023Q3 20232
CITIZENS FINANCIAL GROUP INC/RI 220.01%0.01%0.01%Q2 2023Q3 20232
Impact Partnership Wealth, LLC 220.03%0.05%0.07%Q2 2023Q3 20232
Global Trust Asset Management, LLC 220.02%0.04%0.05%Q2 2023Q3 20232
Harvest Fund Management Co., Ltd 220.03%0.09%0.16%Q4 2021Q1 20222
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 220.86%1.14%1.41%Q2 2023Q3 20232
Intercontinental Wealth Advisors, LLC 220.09%0.10%0.10%Q3 2022Q4 20222
Focused Wealth Management, Inc 220.00%0.00%0.00%Q2 2023Q3 20232
CABOT WEALTH MANAGEMENT INC 220.06%0.06%0.06%Q2 2023Q3 20232
Bensler, LLC 220.20%0.22%0.24%Q2 2023Q3 20232
Root Financial Partners, LLC 220.18%0.25%0.31%Q2 2023Q3 20232
Teamwork Financial Advisors, LLC 220.53%0.56%0.59%Q2 2023Q3 20232
Black Swift Group, LLC 110.01%0.18%0.35%Q4 2020Q2 20212
BUCKINGHAM STRATEGIC WEALTH, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Greenwich Wealth Management LLC 220.02%0.04%0.05%Q2 2023Q3 20232
NOMURA ASSET MANAGEMENT CO LTD 220.02%0.03%0.04%Q2 2023Q3 20232
Sunbelt Securities, Inc. 220.00%0.00%0.01%Q2 2023Q3 20232
Carmichael Hill & Associates, Inc. 220.29%0.35%0.40%Q2 2023Q3 20232
Ahrens Investment Partners LLC 220.46%0.55%0.64%Q4 2022Q1 20232
Beacon Capital Management, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
SteelPeak Wealth, LLC 110.02%0.04%0.07%Q1 2022Q1 20232
NEXT Financial Group, Inc 220.05%0.05%0.06%Q3 2021Q4 20212
Independent Advisor Alliance 110.04%0.04%0.04%Q4 2021Q4 20211
Berkeley Capital Partners, LLC 110.12%0.12%0.12%Q4 2020Q4 20201
RMR Wealth Builders 110.01%0.01%0.01%Q1 2021Q1 20211
Soundwatch Capital LLC 110.04%0.04%0.04%Q3 2023Q3 20231
SWMG, LLC 110.27%0.27%0.27%Q1 2023Q1 20231
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Envestnet Portfolio Solutions, Inc. 110.05%0.05%0.05%Q3 2023Q3 20231
PATHSTONE FAMILY OFFICE, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Solano Wealth Management, Inc. 116.26%6.26%6.26%Q3 2023Q3 20231
Wealthcare Advisory Partners LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Retirement Planning Co of New England, Inc. 110.04%0.04%0.04%Q4 2021Q4 20211
Avestar Capital, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Mutual Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
BIP Wealth, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Well Done, LLC 110.19%0.19%0.19%Q4 2022Q4 20221
AlphaCentric Advisors LLC 111.94%1.94%1.94%Q1 2023Q1 20231
EATON VANCE MANAGEMENT 110.00%0.00%0.00%Q2 2021Q2 20211
Corbenic Partners LLC 110.01%0.01%0.01%Q2 2022Q2 20221
CPR Investments Inc. 110.85%0.85%0.85%Q1 2023Q1 20231
M Holdings Securities, Inc. 110.06%0.06%0.06%Q3 2022Q3 20221
Confluence Wealth Services, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
New England Investment & Retirement Group, Inc. 110.28%0.28%0.28%Q3 2021Q3 20211
PAYDEN & RYGEL 110.26%0.26%0.26%Q2 2023Q2 20231
PINNACLE ASSOCIATES LTD 110.01%0.01%0.01%Q1 2022Q1 20221
Cutter & CO Brokerage, Inc. 110.11%0.11%0.11%Q3 2023Q3 20231
ProVise Management Group, LLC 110.14%0.14%0.14%Q3 2023Q3 20231
Commonwealth Financial Services, LLC 111.99%1.99%1.99%Q3 2023Q3 20231
Moisand Fitzgerald Tamayo, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.44%0.44%0.44%Q3 2023Q3 20231
Sageworth Trust Co 110.01%0.01%0.01%Q1 2023Q1 20231
Cornerstone Wealth Group, LLC 112.22%2.22%2.22%Q2 2022Q2 20221
AFFINITY WEALTH MANAGEMENT LLC 110.06%0.06%0.06%Q3 2023Q3 20231
SageView Advisory Group, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Ameritas Investment Company, LLC 110.10%0.10%0.10%Q2 2021Q2 20211
VESTOR CAPITAL, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Cherry Tree Wealth Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Global Endowment Management, LP 110.63%0.63%0.63%Q3 2023Q3 20231
Avidian Wealth Solutions, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
GTS SECURITIES LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Eudaimonia Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Penserra Capital Management LLC 110.00%0.00%0.00%Q2 2023Q2 20231
SFMG, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Goodman Advisory Group, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Trexquant Investment LP 110.01%0.01%0.01%Q2 2023Q2 20231
Pinnacle Bancorp, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Bank of New Hampshire 110.50%0.50%0.50%Q3 2023Q3 20231
BENJAMIN EDWARDS INC 110.00%0.00%0.00%Q2 2023Q2 20231
RFP Financial Group LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Aspire Private Capital, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
American Trust 110.04%0.04%0.04%Q2 2022Q2 20221
DB Fitzpatrick & Co, Inc 110.00%0.00%0.00%Q3 2023Q3 20231
Clearstead Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Accurate Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Advisors Preferred, LLC 110.86%0.86%0.86%Q3 2023Q3 20231
LWM Advisory Services, LLC 110.61%0.61%0.61%Q3 2023Q3 20231
Urban Wealth Management, LLC 110.03%0.03%0.03%Q2 2022Q2 20221
BerganKDV Wealth Management, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
FinTrust Capital Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Mount Lucas Management LP 110.74%0.74%0.74%Q1 2023Q1 20231
Private Ocean, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Holloway Wealth Management, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
RAYMOND JAMES TRUST N.A. 110.05%0.05%0.05%Q4 2021Q4 20211
FLAGSTAR ADVISORS INC 110.02%0.02%0.02%Q3 2022Q3 20221
Dechtman Wealth Management, LLC 111.82%1.82%1.82%Q3 2023Q3 20231
Castleview Partners, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Enterprise Trust & Investment Co 110.01%0.01%0.01%Q1 2022Q1 20221
First Horizon Advisors, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
Fiduciary Alliance LLC 110.00%0.00%0.00%Q4 2022Q4 20221
HWG Holdings LP 110.00%0.00%0.00%Q1 2022Q1 20221
Advanced Asset Management Advisors Inc 110.00%0.00%0.00%Q4 2022Q4 20221
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 111.02%1.02%1.02%Q1 2023Q1 20231
Rooted Wealth Advisors, Inc. 111.30%1.30%1.30%Q3 2023Q3 20231
Mystic Asset Management, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Kaizen Financial Strategies 110.24%0.24%0.24%Q2 2022Q2 20221
KPP Advisory Services LLC 111.14%1.14%1.14%Q3 2023Q3 20231
OLD MISSION CAPITAL LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Southland Equity Partners LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Biltmore Capital Advisors LLC 110.10%0.10%0.10%Q4 2021Q4 20211
Sepio Capital, LP 110.02%0.02%0.02%Q4 2022Q4 20221
HEADINVEST, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
San Luis Wealth Advisors LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Imprint Wealth LLC 110.22%0.22%0.22%Q1 2023Q1 20231
SMITH CHAS P & ASSOCIATES PA CPAS 111.19%1.19%1.19%Q3 2023Q3 20231
Minot Wealth Management LLC 110.13%0.13%0.13%Q2 2021Q2 20211
Addison Advisors LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Weitzel Financial Services, Inc. 110.10%0.10%0.10%Q4 2020Q4 20201
Align Wealth Management, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Manchester Capital Management LLC 110.00%0.00%0.00%Q3 2023Q3 20231
PAYDEN & RYGEL INVESTMENT GROUP 110.30%0.30%0.30%Q3 2023Q3 20231
Morton Brown Family Wealth, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
Secure Asset Management, LLC 110.16%0.16%0.16%Q3 2023Q3 20231
Advisor Resource Council 110.05%0.05%0.05%Q4 2021Q4 20211
Hexagon Capital Partners LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Marshall Financial Group LLC 110.19%0.19%0.19%Q3 2023Q3 20231
Freedman Financial Associates, Inc. 110.02%0.02%0.02%Q1 2022Q1 20221
PrairieView Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Lebenthal Global Advisors, LLC 111.51%1.51%1.51%Q1 2021Q1 20211
Halpern Financial, Inc. 110.01%0.01%0.01%Q2 2022Q2 20221
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Main Management ETF Advisors, LLC 113.08%3.08%3.08%Q3 2022Q3 20221
Gould Capital, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Epic Trust Investment Advisors, LLC 110.52%0.52%0.52%Q4 2021Q4 20211
NORTHSTAR INVESTMENT ADVISORS LLC 110.09%0.09%0.09%Q2 2021Q2 20211
FREEDOM WEALTH ALLIANCE, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
MONECO Advisors, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
COOK WEALTH MANAGEMENT GROUP LLC 110.92%0.92%0.92%Q2 2022Q2 20221
Evensky & Katz LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Sage Mountain Advisors LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Money Design Co.,Ltd. 113.11%3.11%3.11%Q3 2023Q3 20231
KINGSWOOD WEALTH ADVISORS, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Gallagher Fiduciary Advisors, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
Annapolis Financial Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Summit Wealth Group, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
GUNN & Co INVESTMENT MANAGEMENT, INC. 111.00%1.00%1.00%Q3 2023Q3 20231
Rockbridge Investment Management, LCC 110.00%0.00%0.00%Q4 2021Q4 20211
Ground Swell Capital, LLC 113.02%3.02%3.02%Q4 2021Q4 20211
REGENTATLANTIC CAPITAL LLC 110.01%0.01%0.01%Q1 2022Q1 20221
EdgeRock Capital LLC 1113.73%13.73%13.73%Q3 2023Q3 20231
AJ WEALTH STRATEGIES, LLC 110.11%0.11%0.11%Q1 2022Q1 20221
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Eukles Asset Management 110.01%0.01%0.01%Q2 2023Q2 20231
MWA Asset Management 110.34%0.34%0.34%Q3 2023Q3 20231
CAROLINAS WEALTH CONSULTING LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Blue Trust, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Wick Capital Partners, LLC 110.13%0.13%0.13%Q1 2023Q1 20231
BESSEMER GROUP INC 110.00%0.00%0.00%Q3 2023Q3 20231
VONTOBEL ASSET MANAGEMENT INC 110.03%0.03%0.03%Q3 2023Q3 20231
MONUMENTAL FINANCIAL GROUP INC. 115.15%5.15%5.15%Q3 2023Q3 20231
AdvisorShares Investments LLC 119.05%9.05%9.05%Q4 2021Q4 20211
True Wealth Design, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Blue Edge Capital, LLC 110.71%0.71%0.71%Q3 2023Q3 20231
GHP Investment Advisors, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
MANCHESTER FINANCIAL INC 110.00%0.00%0.00%Q1 2021Q1 20211
Evanson Asset Management, LLC 110.16%0.16%0.16%Q4 2021Q4 20211
Laidlaw Wealth Management LLC 110.44%0.44%0.44%Q3 2023Q3 20231
Capital Asset Advisory Services LLC 110.00%0.00%0.00%Q1 2022Q1 20221
ONE PLUS ONE WEALTH MANAGEMENT, LLC 113.33%3.33%3.33%Q4 2022Q4 20221
FWL INVESTMENT MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Connectus Wealth, LLC 110.04%0.04%0.04%Q3 2023Q3 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.