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. 17170.00%0.00%0.00%Q3 2019Q3 202317
JANE STREET GROUP, LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
Royal Harbor Partners, LLC 16160.23%0.42%0.67%Q4 2019Q3 202316
UBS Group AG 1320.00%0.00%0.00%Q4 2019Q3 202315
BANK OF AMERICA CORP /DE/ 15150.00%0.00%0.00%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 14140.00%0.00%0.00%Q2 2020Q3 202314
LPL Financial LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
MORGAN STANLEY 13130.00%0.00%0.00%Q3 2020Q3 202313
WELLS FARGO & COMPANY/MN 13130.00%0.00%0.00%Q3 2020Q3 202313
Asset Dedication, LLC 13130.02%0.05%0.11%Q3 2020Q3 202313
TLWM 840.06%0.14%0.18%Q3 2020Q3 202312
Key FInancial Inc 12120.07%0.13%0.32%Q4 2020Q3 202312
Creative Planning 10100.00%0.00%0.00%Q2 2021Q3 202310
ROYAL BANK OF CANADA 10100.00%0.00%0.00%Q2 2021Q3 202310
COOKSON PEIRCE & CO INC 720.01%0.02%0.02%Q2 2021Q3 20239
THRIVENT FINANCIAL FOR LUTHERANS 990.00%0.00%0.00%Q3 2020Q3 20229
CAPTRUST FINANCIAL ADVISORS 720.00%0.00%0.00%Q4 2020Q3 20239
Beaumont Financial Partners, LLC 880.15%0.29%0.70%Q3 2020Q2 20228
AdvisorNet Financial, Inc 770.00%0.00%0.00%Q1 2022Q3 20237
Horizons Wealth Management 770.16%0.20%0.23%Q2 2022Q4 20237
CGN Advisors LLC 770.24%0.27%0.32%Q2 2022Q4 20237
CWM, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
West Branch Capital LLC 660.01%0.01%0.01%Q2 2022Q3 20236
WEBSTER BANK, N. A. 660.00%0.01%0.02%Q2 2022Q3 20236
NewEdge Advisors, LLC 660.00%0.03%0.04%Q2 2022Q3 20236
BENJAMIN F. EDWARDS & COMPANY, INC. 660.01%0.01%0.01%Q2 2022Q3 20236
Freedom Investment Management, Inc. 550.02%0.02%0.03%Q3 2021Q3 20225
NorthCrest Asset Manangement, LLC 210.01%0.01%0.02%Q4 2021Q2 20235
Invesco Ltd. 550.00%0.00%0.00%Q3 2022Q3 20235
Barnett & Company, Inc. 550.01%0.01%0.02%Q1 2020Q1 20215
Citadel Advisors 550.00%0.00%0.00%Q3 2020Q3 20215
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 550.00%0.00%0.00%Q3 2022Q3 20235
Carnegie Capital Asset Management, LLC 550.01%0.01%0.01%Q3 2021Q3 20225
RAYMOND JAMES & ASSOCIATES 550.00%0.00%0.00%Q3 2022Q3 20235
IFP Advisors, Inc 440.00%0.00%0.00%Q4 2022Q3 20234
CONFLUENCE INVESTMENT MANAGEMENT LLC 440.09%0.09%0.10%Q4 2022Q3 20234
Atlantic Union Bankshares Corp 440.04%0.10%0.18%Q4 2022Q3 20234
Capital Analysts, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Sterling Financial Group, Inc. 441.60%1.73%1.89%Q4 2022Q3 20234
Paulson Wealth Management Inc. 440.16%0.19%0.24%Q4 2022Q3 20234
ENVESTNET ASSET MANAGEMENT INC 440.00%0.00%0.00%Q4 2022Q3 20234
Steward Partners Investment Advisory, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
STIFEL FINANCIAL CORP 440.00%0.00%0.00%Q4 2022Q3 20234
Claro Advisors LLC 440.08%0.12%0.14%Q2 2022Q1 20234
MGO ONE SEVEN LLC 210.01%0.02%0.02%Q4 2022Q3 20233
SUSQUEHANNA INTERNATIONAL GROUP, LLP 210.00%0.00%0.00%Q4 2022Q3 20233
COMMONWEALTH EQUITY SERVICES, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Savant Capital, LLC 330.01%0.02%0.02%Q1 2023Q3 20233
Avior Wealth Management, LLC 330.04%0.04%0.04%Q1 2023Q3 20233
MML INVESTORS SERVICES, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
COLONY GROUP LLC 210.00%0.01%0.01%Q4 2022Q3 20233
Koss-Olinger Consulting, LLC 220.03%0.04%0.04%Q2 2023Q3 20232
Equitable Holdings, Inc. 220.00%0.00%0.01%Q2 2023Q3 20232
Cambridge Investment Research Advisors, Inc. 220.00%0.00%0.00%Q1 2023Q2 20232
HUNTINGTON NATIONAL BANK 220.00%0.00%0.00%Q2 2023Q3 20232
Raymond James Financial Services Advisors, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
JPMORGAN CHASE & CO 220.00%0.00%0.00%Q2 2023Q3 20232
ORG Partners LLC 220.00%0.00%0.01%Q2 2023Q3 20232
Addison Advisors LLC 220.12%0.12%0.13%Q2 2023Q3 20232
InterOcean Capital Group, LLC 220.01%0.01%0.01%Q4 2020Q1 20212
Advisory Services Network, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
PRIVATE TRUST CO NA 220.01%0.01%0.01%Q2 2022Q3 20222
HARBOUR INVESTMENTS, INC. 110.00%0.00%0.00%Q3 2021Q3 20211
Bank of New York Mellon Corp 110.00%0.00%0.00%Q3 2023Q3 20231
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Krilogy Financial LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Tower Research Capital LLC (TRC) 110.00%0.00%0.00%Q2 2021Q2 20211
Tradition Wealth Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
S.C. Financial Services, Inc. 110.87%0.87%0.87%Q4 2022Q4 20221
Beacon Pointe Advisors, LLC 110.00%0.00%0.00%Q2 2023Q2 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.