INVESCO EXCH TRD SLF IDX FD shareholder history

Current and past INVESCO EXCH TRD SLF IDX FD shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 13130.00%0.00%0.00%Q3 2020Q3 202313
BUTENSKY & COHEN FINANCIAL SECURITY, INC 12120.17%0.39%0.46%Q4 2020Q3 202312
COOKSON PEIRCE & CO INC 12120.40%0.50%0.57%Q4 2020Q3 202312
ROYAL BANK OF CANADA 12120.00%0.00%0.00%Q4 2020Q3 202312
Asset Dedication, LLC 12120.02%0.25%0.40%Q4 2020Q3 202312
Ellevest, Inc. 12120.03%0.04%0.05%Q4 2020Q3 202312
Smithfield Trust Co 12120.00%0.00%0.00%Q4 2020Q3 202312
Ameritas Investment Partners, Inc. 11110.00%0.01%0.01%Q1 2021Q3 202311
WELLS FARGO & COMPANY/MN 11110.00%0.00%0.01%Q1 2021Q3 202311
JANE STREET GROUP, LLC 710.00%0.00%0.00%Q3 2020Q3 202311
MORGAN STANLEY 11110.00%0.00%0.00%Q1 2021Q3 202311
Vigilant Capital Management, LLC 11110.00%0.01%0.01%Q4 2020Q2 202311
Capital Investment Advisors, LLC 11110.01%0.01%0.01%Q2 2021Q4 202311
Apella Capital, LLC 730.01%0.04%0.08%Q2 2021Q4 202310
Knights of Columbus Asset Advisors LLC 10100.01%0.01%0.01%Q2 2021Q3 202310
BANK OF AMERICA CORP /DE/ 10100.00%0.00%0.00%Q2 2021Q3 202310
Citadel Advisors 730.00%0.00%0.00%Q3 2020Q3 202310
OSAIC HOLDINGS, INC. 10100.00%0.00%0.00%Q2 2021Q3 202310
EASTERN BANK 990.02%0.98%1.34%Q3 2021Q3 20239
First Command Bank 990.01%0.02%0.02%Q2 2021Q2 20239
First Command Financial Services, Inc. 990.01%0.02%0.02%Q2 2021Q2 20239
UBS Group AG 710.00%0.00%0.00%Q3 2021Q3 20238
Legacy Private Trust Co. 880.04%0.12%0.26%Q4 2021Q3 20238
Invesco Ltd. 880.00%0.00%0.00%Q4 2021Q3 20238
Janney Montgomery Scott LLC 770.02%0.03%0.04%Q1 2022Q3 20237
Raymond James Financial Services Advisors, Inc. 770.00%0.00%0.02%Q1 2022Q3 20237
Independence Bank of Kentucky 660.01%0.06%0.15%Q2 2022Q3 20236
SUSQUEHANNA INTERNATIONAL GROUP, LLP 660.00%0.00%0.00%Q1 2022Q2 20236
Bradley & Co. Private Wealth Management, LLC 550.05%0.23%0.30%Q1 2021Q1 20225
Aptus Capital Advisors, LLC 550.61%0.68%0.79%Q3 2022Q3 20235
Equitable Holdings, Inc. 550.01%0.02%0.02%Q3 2022Q3 20235
BENJAMIN F. EDWARDS & COMPANY, INC. 550.00%0.00%0.00%Q3 2022Q3 20235
West Branch Capital LLC 550.01%0.01%0.01%Q3 2022Q3 20235
TLWM 320.09%0.23%0.35%Q1 2022Q3 20235
SAWGRASS ASSET MANAGEMENT LLC 440.06%0.07%0.08%Q4 2022Q3 20234
STIFEL FINANCIAL CORP 440.00%0.00%0.00%Q4 2022Q3 20234
TRUIST FINANCIAL CORP 440.01%0.01%0.01%Q4 2022Q3 20234
Capital Analysts, LLC 440.00%0.01%0.01%Q4 2022Q3 20234
COMMONWEALTH EQUITY SERVICES, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
LPL Financial LLC 440.00%0.00%0.00%Q4 2022Q3 20234
COUNTRY CLUB BANK /GFN 440.10%0.23%0.33%Q4 2022Q3 20234
Timber Creek Capital Management LLC 440.24%0.26%0.27%Q4 2022Q3 20234
Steward Partners Investment Advisory, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Ancora Advisors LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Gradient Capital Advisors, LLC 440.08%0.09%0.09%Q4 2022Q3 20234
Forefront Analytics, LLC 440.38%0.41%0.43%Q4 2022Q3 20234
ENVESTNET ASSET MANAGEMENT INC 440.00%0.00%0.00%Q4 2022Q3 20234
NOVARE CAPITAL MANAGEMENT LLC 440.13%0.21%0.26%Q4 2022Q3 20234
Kohmann Bosshard Financial Services, LLC 440.03%0.04%0.04%Q4 2022Q3 20234
Addison Advisors LLC 330.05%0.32%0.65%Q1 2023Q3 20233
RAYMOND JAMES & ASSOCIATES 330.00%0.00%0.00%Q1 2023Q3 20233
Atlantic Union Bankshares Corp 330.89%1.00%1.10%Q1 2023Q3 20233
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 330.00%0.00%0.00%Q1 2023Q3 20233
Fountainhead AM, LLC 330.08%0.08%0.09%Q1 2023Q3 20233
CAPTRUST FINANCIAL ADVISORS 220.00%0.00%0.00%Q2 2023Q3 20232
HighTower Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
HUNTINGTON NATIONAL BANK 220.00%0.00%0.00%Q2 2023Q3 20232
Financial Advisory Group 220.04%0.05%0.06%Q2 2023Q3 20232
Sterling Financial Group, Inc. 220.17%0.17%0.17%Q2 2023Q3 20232
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 220.01%0.01%0.02%Q2 2023Q3 20232
Sigma Planning Corp 220.02%0.02%0.02%Q2 2023Q3 20232
AVANTAX ADVISORY SERVICES, INC. 220.00%0.00%0.00%Q2 2023Q3 20232
CALTON & ASSOCIATES, INC. 110.09%0.10%0.11%Q2 2022Q1 20232
Arkadios Wealth Advisors 220.00%0.00%0.00%Q1 2021Q2 20212
Colonial Trust Co / SC 220.00%0.00%0.00%Q2 2023Q3 20232
Colonial Trust Advisors 220.00%0.00%0.00%Q2 2023Q3 20232
PRIVATE TRUST CO NA 220.00%0.00%0.00%Q4 2022Q1 20232
Horizons Wealth Management 220.01%0.35%0.69%Q3 2023Q4 20232
IFP Advisors, Inc 220.00%0.00%0.00%Q2 2023Q3 20232
Strategic Financial Concepts, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
ROCKLAND TRUST CO 110.02%0.02%0.02%Q1 2022Q1 20221
NorthCrest Asset Manangement, LLC 110.18%0.18%0.18%Q3 2023Q3 20231
OLD MISSION CAPITAL LLC 110.02%0.02%0.02%Q4 2022Q4 20221
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
PNC FINANCIAL SERVICES GROUP, INC. 110.00%0.00%0.00%Q1 2021Q1 20211
First Capital Advisors Group, LLC. 110.05%0.05%0.05%Q2 2023Q2 20231
Tower Research Capital LLC (TRC) 110.00%0.00%0.00%Q4 2022Q4 20221
NewEdge Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Anchor Investment Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Stratos Wealth Partners, LTD. 110.00%0.00%0.00%Q3 2023Q3 20231
Dixon Hughes Goodman Wealth Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Comprehensive Financial Consultants Institutional, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Marietta Wealth Management, LLC 111.02%1.02%1.02%Q3 2023Q3 20231
Goepper Burkhardt LLC 110.14%0.14%0.14%Q3 2023Q3 20231
RVW Wealth, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
MML INVESTORS SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
SIGMA INVESTMENT COUNSELORS INC 110.08%0.08%0.08%Q3 2023Q3 20231
External links

This page lists all the filers that currently own INVESCO EXCH TRD SLF IDX FD or have owned INVESCO EXCH TRD SLF IDX FD in the past.