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
Financial Advisory Group 22220.13%0.43%0.81%Q2 2018Q3 202322
Sutton Wealth Advisors Inc. 19190.05%0.08%0.13%Q1 2016Q3 202019
Anchor Investment Management, LLC 13130.05%0.27%0.63%Q3 2017Q3 202013
IFP Advisors, Inc 810.00%0.03%0.09%Q1 2016Q2 202113
Cribstone Capital Management, LLC 11110.01%1.14%1.60%Q2 2018Q4 202011
Gradient Investments LLC 11110.00%0.02%0.08%Q2 2018Q4 202011
LINCOLN NATIONAL CORP 10100.03%0.07%0.09%Q2 2018Q3 202010
Sound Income Strategies, LLC 10100.00%0.00%0.00%Q2 2018Q3 202010
Global Retirement Partners, LLC 10100.13%0.18%0.27%Q2 2018Q3 202010
FORVIS Wealth Advisors, LLC 10100.02%0.02%0.03%Q2 2018Q3 202010
Sigma Planning Corp 10100.06%0.07%0.10%Q2 2018Q3 202010
MORGAN STANLEY 10100.01%0.02%0.02%Q2 2018Q3 202010
MML INVESTORS SERVICES, LLC 10100.02%0.02%0.03%Q2 2018Q3 202010
Brookstone Capital Management 10100.03%2.26%3.67%Q2 2018Q3 202010
FCA CORP /TX 10100.39%1.86%2.70%Q2 2018Q3 202010
First Command Financial Services, Inc. 10100.18%2.74%5.18%Q2 2018Q3 202010
Whitegate Investment Counselors, Inc. 10100.07%0.09%0.12%Q2 2018Q3 202010
Financial Architects, Inc 10100.10%0.54%0.98%Q2 2018Q3 202010
Ironwood Financial, llc 10105.41%8.63%10.54%Q2 2018Q3 202010
Vigilant Capital Management, LLC 10100.04%0.06%0.08%Q2 2018Q3 202010
EASTERN BANK 10100.03%0.61%1.14%Q2 2018Q3 202010
COURIER CAPITAL LLC 10100.22%0.26%0.33%Q2 2018Q3 202010
1834 INVESTMENT ADVISORS CO 10100.66%2.02%2.88%Q2 2018Q3 202010
WELLS FARGO & COMPANY/MN 10100.01%0.01%0.02%Q2 2018Q3 202010
Fusion Family Wealth LLC 10100.20%3.97%5.38%Q2 2018Q3 202010
BENEDICT FINANCIAL ADVISORS INC 10100.48%1.44%2.33%Q2 2018Q3 202010
Avantax Planning Partners, Inc. 10100.01%0.02%0.02%Q2 2018Q3 202010
Asset Dedication, LLC 10102.47%3.82%5.30%Q2 2018Q3 202010
LPL Financial LLC 10100.02%0.03%0.04%Q2 2018Q3 202010
STIFEL FINANCIAL CORP 10100.00%0.00%0.00%Q2 2018Q3 202010
Baird Financial Group, Inc. 10100.00%0.01%0.01%Q2 2018Q3 202010
AMERIPRISE FINANCIAL INC 10100.00%0.01%0.02%Q2 2018Q3 202010
Eagle Capital Management, LLC 10100.85%1.48%2.38%Q2 2018Q3 202010
HighTower Advisors, LLC 10100.03%0.13%0.21%Q2 2018Q3 202010
RAYMOND JAMES & ASSOCIATES 10100.01%0.01%0.02%Q2 2018Q3 202010
Janney Montgomery Scott LLC 10100.04%0.04%0.05%Q2 2018Q3 202010
Carroll Financial Associates, Inc. 10100.00%0.00%0.00%Q2 2018Q3 202010
NewEdge Advisors, LLC 10100.02%0.03%0.04%Q2 2018Q3 202010
Sargent Bickham Lagudis LLC 810.14%0.18%0.24%Q1 2016Q3 202010
ATWOOD & PALMER INC 10100.89%1.08%1.23%Q2 2018Q3 202010
Linscomb & Williams, Inc. 10100.08%0.19%0.30%Q2 2018Q3 202010
Ameritas Investment Partners, Inc. 10100.00%0.01%0.01%Q2 2018Q3 202010
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 10100.18%0.29%0.40%Q2 2018Q3 202010
OPTIMUM INVESTMENT ADVISORS 10100.06%0.10%0.12%Q2 2018Q3 202010
UBS Group AG 10100.00%0.01%0.01%Q2 2018Q3 202010
Cetera Advisors LLC 10100.02%0.04%0.07%Q2 2018Q3 202010
Gs Investments, Inc. 10100.45%0.82%1.49%Q2 2018Q3 202010
CADENCE BANK NA 10100.09%0.15%0.20%Q2 2018Q3 202010
COLONY GROUP LLC 10100.02%0.14%0.25%Q2 2018Q3 202010
Barnett & Company, Inc. 10100.07%1.76%3.95%Q2 2018Q3 202010
UNITED CAPITAL FINANCIAL ADVISORS, LLC 10100.02%0.02%0.03%Q2 2018Q3 202010
Cambridge Investment Research Advisors, Inc. 10100.04%0.08%0.13%Q2 2018Q3 202010
IMA Wealth, Inc. 10100.48%2.13%2.84%Q2 2018Q3 202010
WINTRUST INVESTMENTS LLC 10100.16%0.32%0.56%Q2 2018Q3 202010
HENGEHOLD CAPITAL MANAGEMENT LLC 10100.12%1.12%2.18%Q2 2018Q3 202010
STEPHENS INC /AR/ 10100.01%0.01%0.04%Q2 2018Q3 202010
FCG ADVISORS, LLC 10101.33%2.13%2.77%Q2 2018Q3 202010
Valeo Financial Advisors, LLC 10100.00%0.00%0.00%Q2 2018Q3 202010
Well Done, LLC 10100.44%0.56%0.71%Q2 2018Q3 202010
D.A. DAVIDSON & CO. 10100.01%0.01%0.02%Q2 2018Q3 202010
New Potomac Partners, LLC 10100.35%0.60%0.78%Q2 2018Q3 202010
Trilogy Capital Inc. 10100.02%0.46%0.78%Q2 2018Q3 202010
VALLEY NATIONAL ADVISERS INC 10101.60%3.43%6.57%Q2 2018Q3 202010
Mirador Capital Partners LP 10100.94%2.55%4.05%Q2 2018Q3 202010
Ballew Advisors, Inc 10100.28%0.44%0.56%Q2 2018Q3 202010
American Portfolios Advisors 10100.00%0.06%0.19%Q2 2018Q3 202010
Integrated Wealth Concepts LLC 10100.15%0.43%0.72%Q2 2018Q3 202010
COMMONWEALTH EQUITY SERVICES, LLC 10100.03%0.06%0.08%Q2 2018Q3 202010
Cetera Advisor Networks LLC 10100.01%0.02%0.05%Q2 2018Q3 202010
ROYAL BANK OF CANADA 10100.00%0.00%0.01%Q2 2018Q3 202010
Parallel Advisors, LLC 10100.01%0.01%0.02%Q2 2018Q3 202010
AdvisorNet Financial, Inc 10100.03%0.07%0.11%Q2 2018Q3 202010
BANK OF AMERICA CORP /DE/ 10100.00%0.01%0.01%Q2 2018Q3 202010
Advisory Services Network, LLC 10100.01%0.01%0.02%Q2 2018Q3 202010
ADVISORS MANAGEMENT GROUP INC /ADV 10101.38%2.04%2.41%Q2 2018Q3 202010
Raymond James Financial Services Advisors, Inc. 10100.02%0.04%0.06%Q2 2018Q3 202010
Paulson Wealth Management Inc. 10100.73%2.18%2.74%Q2 2018Q3 202010
SFE Investment Counsel 10100.51%0.58%0.69%Q2 2018Q3 202010
First Command Bank 10100.18%3.64%5.18%Q2 2018Q3 202010
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.00%0.01%Q2 2018Q3 202010
Buffington Mohr McNeal 10100.35%0.43%0.48%Q2 2018Q3 202010
DAVENPORT & Co LLC 10100.21%0.25%0.30%Q2 2018Q3 202010
First Fiduciary Investment Counsel, Inc. 10100.34%0.65%3.05%Q2 2018Q3 202010
DAVIS R M INC 10100.08%0.19%0.34%Q2 2018Q3 202010
Ashfield Capital Partners, LLC 10100.08%0.11%0.14%Q2 2018Q3 202010
Marietta Wealth Management, LLC 10100.13%1.83%2.80%Q2 2018Q3 202010
SNS Financial Group, LLC 10101.47%2.67%3.20%Q2 2018Q3 202010
Legacy Private Trust Co. 10100.09%0.19%0.27%Q2 2018Q3 202010
Advisors Preferred, LLC 10101.21%2.84%5.39%Q2 2018Q3 202010
Tradewinds Capital Management, LLC 10100.01%0.01%0.04%Q2 2018Q3 202010
Motley Fool Wealth Management, LLC 10101.21%1.84%2.60%Q2 2018Q3 202010
JPMORGAN CHASE & CO 10100.00%0.00%0.00%Q2 2018Q3 202010
ARGI Investment Services, LLC 10100.01%0.03%0.04%Q2 2018Q3 202010
BerganKDV Wealth Management, LLC 10100.01%2.11%5.56%Q2 2018Q3 202010
Carnegie Capital Asset Management, LLC 10100.03%0.22%0.40%Q2 2018Q3 202010
Snowden Capital Advisors LLC 990.03%0.04%0.05%Q3 2018Q3 20209
ENVESTNET ASSET MANAGEMENT INC 990.00%0.00%0.00%Q3 2018Q3 20209
FMR LLC 990.00%0.00%0.00%Q3 2018Q3 20209
Private Vista, LLC 990.56%0.71%0.98%Q2 2018Q2 20209
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 990.00%0.00%0.00%Q3 2018Q3 20209
Private Advisor Group, LLC 720.01%0.04%0.05%Q2 2018Q3 20209
Vista Private Wealth Partners. LLC 990.16%2.99%4.54%Q3 2018Q3 20209
Certified Advisory Corp 990.01%0.02%0.03%Q2 2018Q2 20209
Cypress Capital Group 990.18%0.28%0.36%Q3 2018Q3 20209
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 990.02%0.03%0.04%Q3 2018Q3 20209
MARINER INDEPENDENT ADVISOR NETWORK, LLC 990.11%0.18%0.23%Q3 2018Q3 20209
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 990.00%0.00%0.00%Q3 2018Q3 20209
Neuberger Berman Group LLC 810.00%0.00%0.00%Q2 2018Q3 20209
NEXT Financial Group, Inc 990.03%0.04%0.06%Q3 2018Q3 20209
DEUTSCHE BANK AG\ 990.00%0.00%0.00%Q3 2018Q3 20209
SEIZERT CAPITAL PARTNERS, LLC 990.02%0.10%0.22%Q3 2018Q3 20209
Ferris Capital, LLC 990.11%0.94%1.35%Q3 2018Q3 20209
Beaumont Financial Partners, LLC 990.05%0.51%0.99%Q3 2018Q3 20209
Strategic Wealth Management Group, LLC 880.76%1.04%1.20%Q4 2018Q3 20208
Wealthspire Advisors, L.P. 880.02%0.03%0.04%Q2 2018Q1 20208
Stratos Wealth Partners, LTD. 530.01%0.08%0.23%Q3 2018Q3 20208
CX Institutional 880.01%0.02%0.02%Q4 2018Q3 20208
Valmark Advisers, Inc. 880.08%0.10%0.12%Q4 2018Q3 20208
Sullivan, Bruyette, Speros & Blaney, LLC 880.04%0.05%0.07%Q4 2018Q3 20208
US BANCORP \DE\ 880.00%0.00%0.00%Q4 2018Q3 20208
QUEST CAPITAL MANAGEMENT INC /ADV 880.34%0.40%0.48%Q4 2018Q3 20208
Ellevest, Inc. 880.00%0.05%0.09%Q4 2018Q3 20208
Chicago Partners Investment Group LLC 880.04%0.08%0.10%Q4 2018Q3 20208
Chesley Taft & Associates LLC 880.05%0.06%0.07%Q2 2018Q1 20208
FMA ADVISORY INC 880.30%0.34%0.39%Q2 2018Q1 20208
CAHILL FINANCIAL ADVISORS INC 880.15%0.46%0.80%Q4 2018Q3 20208
Intelligence Driven Advisers, LLC 880.06%1.00%1.74%Q4 2018Q3 20208
SHUFRO ROSE & CO LLC 880.02%1.39%2.22%Q3 2018Q2 20208
MONECO Advisors, LLC 880.60%1.39%2.01%Q4 2018Q3 20208
Independence Bank of Kentucky 880.01%0.01%0.01%Q4 2018Q3 20208
Renaissance Technologies 710.00%0.00%0.01%Q2 2018Q3 20208
FinTrust Capital Advisors, LLC 880.02%0.03%0.06%Q4 2018Q3 20208
Keel Point, LLC 880.02%0.04%0.07%Q4 2018Q3 20208
PFM Asset Management LLC 880.10%0.63%1.04%Q4 2018Q3 20208
TrinityPoint Wealth, LLC 880.36%0.55%0.85%Q4 2018Q3 20208
Laurel Wealth Advisors LLC 880.95%1.12%1.27%Q4 2018Q3 20208
Strategic Family Wealth Counselors, L.L.C. 887.96%11.52%14.40%Q4 2018Q3 20208
HM PAYSON & CO 880.34%0.40%0.51%Q4 2018Q3 20208
HHM Wealth Advisors, LLC 880.08%0.24%0.44%Q4 2018Q3 20208
PFG Advisors 880.05%0.11%0.17%Q3 2018Q2 20208
BENJAMIN F. EDWARDS & COMPANY, INC. 880.00%0.33%1.41%Q4 2018Q3 20208
MCF Advisors LLC 880.05%0.06%0.10%Q4 2018Q3 20208
Swaine & Leidel Wealth Services, LLC 880.26%0.30%0.34%Q4 2018Q3 20208
AlphaStar Capital Management, LLC 770.08%0.12%0.14%Q1 2019Q3 20207
Harborview Advisors, LLC 770.47%0.62%0.79%Q1 2019Q3 20207
SYNOVUS FINANCIAL CORP 770.02%0.02%0.02%Q2 2018Q4 20197
Marquette Asset Management, LLC 770.01%0.01%0.02%Q1 2019Q3 20207
Aspen Investment Management Inc 771.66%1.82%2.10%Q2 2018Q4 20197
AMI INVESTMENT MANAGEMENT INC 770.63%0.79%1.03%Q1 2019Q3 20207
CABOT WEALTH MANAGEMENT INC 770.05%0.07%0.08%Q4 2018Q2 20207
Global Financial Private Capital, Inc 770.00%0.01%0.04%Q2 2018Q4 20197
Lido Advisors, LLC 770.06%0.14%0.47%Q1 2019Q3 20207
RVW Wealth, LLC 770.16%0.36%0.51%Q1 2019Q3 20207
Evensky & Katz LLC 770.22%0.25%0.29%Q1 2019Q3 20207
Stonebridge Capital Advisors LLC 771.11%1.37%1.72%Q1 2019Q3 20207
CITIGROUP INC 410.00%0.00%0.00%Q2 2018Q3 20207
Advisor Group, Inc. 770.01%0.03%0.05%Q2 2018Q4 20197
MERCER GLOBAL ADVISORS INC /ADV 770.01%0.06%0.22%Q1 2019Q3 20207
Pacific Wealth Strategies Group, Inc. 770.78%1.20%1.46%Q2 2018Q4 20197
D.B. Root & Company, LLC 770.15%0.40%0.60%Q1 2019Q3 20207
Kessler Investment Group, LLC 770.45%1.28%2.08%Q1 2019Q3 20207
TSFG, LLC 770.01%0.01%0.04%Q1 2019Q3 20207
Homrich & Berg 770.01%0.27%0.38%Q1 2019Q3 20207
Rockefeller Capital Management L.P. 770.00%0.02%0.05%Q1 2019Q3 20207
EP Wealth Advisors, LLC 610.01%0.02%0.03%Q4 2018Q3 20207
WEALTHSOURCE PARTNERS, LLC 770.07%0.59%1.51%Q1 2019Q3 20207
Leicht Financial Planning & Wealth Management, Inc. 770.28%6.10%14.14%Q2 2018Q4 20197
Leisure Capital Management 770.82%0.96%1.07%Q2 2018Q4 20197
Edge Wealth Management LLC 660.01%0.22%1.25%Q2 2019Q3 20206
COOKSON PEIRCE & CO INC 660.45%0.54%0.73%Q2 2018Q3 20196
Exchange Capital Management, Inc. 660.07%0.16%0.32%Q2 2019Q3 20206
BB&T SECURITIES, LLC 660.03%0.03%0.04%Q2 2018Q3 20196
Advisors Asset Management, Inc. 660.00%0.00%0.00%Q2 2018Q3 20196
BOSTON ADVISORS LLC 660.02%0.05%0.06%Q2 2018Q3 20196
ProVise Management Group, LLC 660.11%0.20%0.25%Q2 2018Q3 20196
FIFTH THIRD BANCORP 660.00%0.00%0.00%Q2 2019Q3 20206
Quad-Cities Investment Group, LLC 660.01%0.03%0.04%Q2 2018Q3 20196
Steward Partners Investment Advisory, LLC 660.00%0.00%0.00%Q2 2019Q3 20206
JANE STREET GROUP, LLC 330.00%0.01%0.01%Q1 2019Q3 20206
SMITH CAPITAL MANAGEMENT INC /AR/ADV 660.31%0.34%0.38%Q2 2019Q3 20206
Prospera Financial Services Inc 660.05%0.07%0.08%Q2 2019Q3 20206
Alexandria Capital, LLC 510.03%0.16%0.31%Q2 2018Q3 20206
Bruderman Asset Management, LLC 510.01%0.20%0.32%Q1 2019Q3 20206
Carmichael Hill & Associates, Inc. 420.05%0.14%0.25%Q3 2018Q3 20206
CALTON & ASSOCIATES, INC. 660.10%0.11%0.14%Q2 2019Q3 20206
VAUGHAN DAVID INVESTMENTS LLC/IL 660.03%0.04%0.08%Q2 2019Q3 20206
LADENBURG THALMANN FINANCIAL SERVICES INC. 660.03%0.04%0.04%Q3 2018Q4 20196
Smithfield Trust Co 660.00%0.00%0.00%Q2 2018Q3 20196
Aptus Capital Advisors, LLC 660.07%1.91%5.36%Q2 2019Q3 20206
KANAWHA CAPITAL MANAGEMENT LLC 660.05%0.06%0.08%Q2 2019Q3 20206
MUFG Americas Holdings Corp 420.00%0.00%0.01%Q2 2018Q3 20206
VALICENTI ADVISORY SERVICES INC 220.09%0.34%0.90%Q3 2018Q3 20206
Western Wealth Management, LLC 660.07%0.16%0.39%Q4 2018Q1 20206
First Personal Financial Services 660.00%0.00%0.01%Q2 2018Q3 20196
Probity Advisors, Inc. 660.12%0.13%0.15%Q2 2019Q3 20206
Fortis Advisors, LLC 550.04%0.04%0.05%Q2 2018Q2 20195
Golden State Wealth Management, LLC 310.04%0.05%0.06%Q1 2019Q3 20205
IHT Wealth Management, LLC 550.12%0.15%0.17%Q4 2018Q4 20195
SUSQUEHANNA INTERNATIONAL GROUP, LLP 320.00%0.00%0.00%Q1 2019Q3 20205
HARVEST CAPITAL MANAGEMENT INC 550.06%0.08%0.09%Q2 2018Q2 20195
TimeScale Financial, Inc. 550.01%0.01%0.01%Q2 2019Q2 20205
Cresset Asset Management, LLC 320.00%0.34%0.91%Q1 2019Q3 20205
Argent Trust Co 550.02%0.02%0.03%Q2 2018Q2 20195
CAPTRUST FINANCIAL ADVISORS 550.03%0.04%0.05%Q3 2019Q3 20205
Sequoia Wealth Management, LLC 551.41%1.57%1.77%Q2 2018Q2 20195
WHITTIER TRUST CO OF NEVADA INC 550.00%0.00%0.00%Q3 2019Q3 20205
Omega Financial Group, LLC 551.20%4.32%5.53%Q4 2018Q4 20195
Citadel Advisors 320.00%0.00%0.01%Q2 2019Q3 20205
Sequoia Financial Advisors, LLC 410.01%0.02%0.02%Q3 2018Q4 20195
Parallax Volatility Advisers, L.P. 550.00%0.00%0.00%Q2 2018Q2 20195
AE Wealth Management LLC 550.01%0.01%0.02%Q1 2019Q1 20205
Squar Milner Financial Services LLC 550.02%0.03%0.03%Q2 2018Q2 20195
Belpointe Asset Management LLC 550.07%0.08%0.10%Q3 2019Q3 20205
CENTAURUS FINANCIAL, INC. 410.00%0.14%0.25%Q2 2018Q4 20195
RPg Family Wealth Advisory, LLC 210.08%0.46%1.90%Q2 2018Q3 20205
IFG Advisory, LLC 550.08%0.09%0.11%Q3 2019Q3 20205
Financial Gravity Asset Management, Inc. 320.01%0.01%0.02%Q2 2018Q3 20195
BUTENSKY & COHEN FINANCIAL SECURITY, INC 550.13%0.16%0.21%Q3 2019Q3 20205
Capital Advisors, Ltd. LLC 550.00%0.01%0.01%Q3 2019Q3 20205
First Horizon Advisors, Inc. 550.00%0.00%0.01%Q3 2019Q3 20205
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 440.32%0.33%0.36%Q4 2018Q3 20194
Red Spruce Capital, LLC 441.77%2.46%3.26%Q4 2019Q3 20204
American Institute for Advanced Investment Management, LLP 442.30%2.73%3.15%Q4 2019Q3 20204
BELLEVUE ASSET MANAGEMENT, LLC 440.00%0.01%0.02%Q4 2019Q3 20204
FAS Wealth Partners, Inc. 440.01%0.01%0.02%Q4 2019Q3 20204
TLWM 440.11%0.79%1.70%Q4 2019Q3 20204
Insight Wealth Partners, LLC 440.67%0.75%0.91%Q4 2019Q3 20204
Mariner, LLC 440.00%0.02%0.06%Q1 2019Q4 20194
TRUIST FINANCIAL CORP 440.00%0.00%0.00%Q4 2019Q3 20204
THRIVENT FINANCIAL FOR LUTHERANS 440.01%0.01%0.01%Q4 2019Q3 20204
SENTINEL PENSION ADVISORS INC 440.40%2.91%4.20%Q4 2019Q3 20204
Glenview Trust Co 440.04%0.05%0.05%Q4 2019Q3 20204
Royal Fund Management, LLC 310.01%0.03%0.08%Q3 2019Q3 20204
Merit Financial Group, LLC 440.23%0.28%0.30%Q1 2019Q4 20194
FIRST TRUST ADVISORS LP 440.00%0.00%0.00%Q1 2019Q4 20194
Steinberg Global Asset Management 440.92%1.00%1.11%Q2 2018Q1 20194
Key FInancial Inc 440.21%0.22%0.24%Q4 2019Q3 20204
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.09%0.55%1.01%Q4 2019Q3 20204
ARS Wealth Advisors, LLC 440.12%0.25%0.32%Q3 2018Q2 20194
WOLVERINE TRADING, LLC 110.00%0.00%0.00%Q3 2018Q3 20204
Disciplined Investments, LLC 440.02%0.02%0.04%Q4 2019Q3 20204
Sowell Financial Services LLC 440.00%0.00%0.01%Q4 2019Q3 20204
Alhambra Investment Management LLC 440.55%0.64%0.78%Q4 2019Q3 20204
Cornerstone Wealth Management, LLC 440.04%0.18%0.27%Q4 2019Q3 20204
Lantz Financial LLC 441.10%1.34%1.54%Q1 2019Q4 20194
RFG Advisory, LLC 440.15%0.17%0.21%Q4 2019Q3 20204
SlateStone Wealth, LLC 440.06%0.06%0.07%Q4 2019Q3 20204
BCS Wealth Management 446.39%6.92%7.73%Q4 2019Q3 20204
Jackson Financial Management 444.83%5.44%5.83%Q1 2019Q4 20194
Catalyst Capital Advisors LLC 330.00%0.01%0.01%Q2 2018Q4 20183
BANK OF MONTREAL /CAN/ 330.00%0.00%0.00%Q1 2020Q3 20203
WealthTrust-Arizona, LLC 333.92%4.47%5.35%Q2 2018Q4 20183
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 331.46%1.55%1.63%Q2 2019Q4 20193
Evanston Investments, Inc., dba Evanston Advisors 334.76%5.13%5.79%Q2 2018Q4 20183
OSAIC HOLDINGS, INC. 330.03%0.04%0.04%Q1 2020Q3 20203
WHITENER CAPITAL MANAGEMENT, INC. 330.02%0.02%0.02%Q1 2019Q3 20193
Executive Wealth Management, LLC 330.00%0.00%0.01%Q4 2018Q2 20193
FIRST NATIONAL CORP /MA/ /ADV 330.14%0.21%0.34%Q1 2020Q3 20203
CAPITAL ADVISORS INC/OK 331.66%1.83%2.05%Q2 2018Q4 20183
Atlantic Union Bankshares Corp 330.04%0.05%0.05%Q1 2020Q3 20203
BDO Wealth Advisors, LLC 330.12%0.26%0.38%Q1 2019Q3 20193
Atria Investments, Inc 330.01%0.03%0.04%Q2 2018Q4 20183
Raub Brock Capital Management LP 330.63%0.70%0.74%Q3 2018Q1 20193
Savior LLC 330.06%0.06%0.06%Q1 2020Q3 20203
LEVEL FOUR ADVISORY SERVICES, LLC 210.02%0.02%0.02%Q2 2019Q3 20203
Eudaimonia Partners, LLC 330.07%0.10%0.12%Q1 2020Q3 20203
Slow Capital, Inc. 210.06%0.08%0.09%Q4 2019Q3 20203
HC FINANCIAL ADVISORS INC 330.01%0.01%0.01%Q1 2020Q3 20203
Rehmann Capital Advisory Group 330.12%0.42%1.02%Q4 2018Q2 20193
Live Your Vision, LLC 210.00%0.00%0.00%Q2 2018Q1 20193
StoneX Group Inc. 330.12%0.15%0.21%Q1 2020Q3 20203
OLD MISSION CAPITAL LLC 210.05%0.11%0.21%Q2 2019Q3 20203
Apella Capital, LLC 330.53%0.64%0.78%Q1 2020Q3 20203
TCG Advisors, LP 210.08%0.10%0.14%Q1 2019Q4 20193
CONFLUENCE INVESTMENT MANAGEMENT LLC 330.09%0.10%0.10%Q2 2018Q4 20183
ASSETMARK, INC 330.00%0.00%0.00%Q2 2018Q4 20183
Personal Wealth Partners 330.23%0.24%0.24%Q1 2020Q3 20203
Perennial Investment Advisors, LLC 330.16%0.18%0.21%Q4 2019Q2 20203
BLAIR WILLIAM & CO/IL 330.00%0.00%0.00%Q4 2018Q2 20193
J.W. COLE ADVISORS, INC. 210.09%0.13%0.17%Q4 2019Q3 20203
Private Advisory Group LLC 330.18%0.47%0.72%Q3 2019Q1 20203
Monterey Private Wealth, Inc. 330.14%0.16%0.20%Q1 2020Q3 20203
Trek Financial, LLC 330.04%0.05%0.07%Q1 2020Q3 20203
AVANTAX ADVISORY SERVICES, INC. 210.01%0.01%0.01%Q4 2019Q3 20203
Wealth Quarterback LLC 220.09%0.13%0.17%Q4 2019Q1 20202
ATTICUS WEALTH MANAGEMENT, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
MANUFACTURERS LIFE INSURANCE COMPANY, THE 220.00%0.00%0.00%Q2 2018Q3 20182
Orion Portfolio Solutions, LLC 220.00%0.00%0.01%Q1 2020Q2 20202
VERUS CAPITAL PARTNERS, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
BRASADA CAPITAL MANAGEMENT, LP 220.49%1.16%1.83%Q2 2020Q3 20202
THOMPSON INVESTMENT MANAGEMENT, INC. 220.05%0.06%0.06%Q3 2019Q4 20192
Bank of New York Mellon Corp 220.00%0.00%0.00%Q3 2019Q4 20192
Atlas Private Wealth Advisors 220.07%0.07%0.08%Q2 2020Q3 20202
Vestpro Financial Partners, Inc. dba CPF Texas 220.05%0.05%0.05%Q2 2018Q3 20182
Lehman & Derafelo Financial Resources LLC 220.07%0.07%0.08%Q4 2018Q1 20192
Monument Capital Management 220.11%0.12%0.13%Q2 2018Q3 20182
Alpha Omega Wealth Management LLC 220.03%0.03%0.03%Q1 2019Q2 20192
Moisand Fitzgerald Tamayo, LLC 220.00%0.00%0.00%Q2 2020Q3 20202
Davis Capital Management 220.15%0.50%0.85%Q1 2020Q2 20202
Frontier Wealth Management LLC 220.08%0.08%0.09%Q2 2020Q3 20202
AlphaCore Capital LLC 222.01%2.36%2.71%Q4 2019Q1 20202
WESPAC Advisors, LLC 110.15%0.20%0.24%Q2 2019Q4 20192
ASSET MANAGEMENT CORP /IL/ /ADV 221.59%1.89%2.19%Q4 2019Q1 20202
First Capital Advisors Group, LLC. 220.73%0.81%0.90%Q3 2018Q4 20182
OneDigital Investment Advisors LLC 220.02%0.02%0.02%Q3 2019Q4 20192
Knights of Columbus Asset Advisors LLC 220.01%0.01%0.02%Q4 2019Q1 20202
Bluefin Trading, LLC 220.06%0.18%0.31%Q4 2018Q1 20192
MADISON INVESTMENT HOLDINGS INC 220.03%0.03%0.04%Q2 2018Q3 20182
Cypress Wealth Services, LLC 220.13%0.14%0.14%Q2 2020Q3 20202
NORTHWEST INVESTMENT COUNSELORS, LLC 110.01%0.02%0.03%Q3 2019Q3 20202
Tower Research Capital LLC (TRC) 220.00%0.00%0.00%Q1 2020Q2 20202
FLOW TRADERS U.S. LLC 220.01%0.01%0.01%Q4 2018Q1 20192
GREAT VALLEY ADVISOR GROUP, INC. 220.10%0.19%0.29%Q2 2020Q3 20202
MFA WEALTH ADVISORS, LLC 220.00%1.03%2.07%Q1 2020Q2 20202
Resonant Capital Advisors, LLC 220.58%0.60%0.61%Q4 2019Q1 20202
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 220.07%0.08%0.08%Q2 2020Q3 20202
Harfst & Associates, Inc. 220.20%0.20%0.20%Q2 2020Q3 20202
Trust Co 220.01%0.01%0.01%Q2 2018Q3 20182
Northwest Capital Management Inc 224.10%4.52%4.94%Q2 2018Q3 20182
LINCOLN CAPITAL CORP 220.47%0.48%0.48%Q2 2019Q3 20192
Genesee Capital Advisors, LLC 220.04%0.05%0.05%Q4 2018Q1 20192
Avior Wealth Management, LLC 220.00%0.01%0.01%Q2 2020Q3 20202
COMMERCE BANK 220.02%0.02%0.02%Q2 2020Q3 20202
Financial Advocates Investment Management 220.02%0.03%0.04%Q1 2020Q2 20202
PARK NATIONAL CORP /OH/ 220.02%0.03%0.05%Q2 2018Q3 20182
Rockbridge Investment Management, LCC 220.03%0.04%0.04%Q2 2020Q3 20202
WFA of San Diego, LLC 220.08%0.19%0.31%Q2 2020Q3 20202
Praetorian Wealth Management, Inc. 220.17%0.18%0.18%Q2 2020Q3 20202
Simplicity Solutions, LLC 220.07%0.11%0.15%Q4 2018Q1 20192
PNC FINANCIAL SERVICES GROUP, INC. 110.00%0.00%0.00%Q3 2018Q1 20202
Ironwood Wealth Management, LLC. 2216.48%16.48%16.48%Q2 2020Q3 20202
HARBOR INVESTMENT ADVISORY, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
SEI INVESTMENTS CO 110.00%0.00%0.00%Q2 2018Q2 20181
Reitz Capital Advisors LLC 112.67%2.67%2.67%Q4 2018Q4 20181
Kavar Capital Partners, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
CORRADO ADVISORS, LLC 110.28%0.28%0.28%Q4 2019Q4 20191
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 110.02%0.02%0.02%Q2 2018Q2 20181
Verity & Verity, LLC 110.04%0.04%0.04%Q2 2018Q2 20181
Moloney Securities Asset Management, LLC 110.06%0.06%0.06%Q4 2019Q4 20191
Truvestments Capital LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Bison Wealth, LLC 110.05%0.05%0.05%Q3 2020Q3 20201
Ledyard National Bank 110.01%0.01%0.01%Q2 2018Q2 20181
Willingdon Wealth Management 110.00%0.00%0.00%Q2 2019Q2 20191
TWO SIGMA SECURITIES, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Almanack Investment Partners, LLC. 110.04%0.04%0.04%Q3 2020Q3 20201
HOWE & RUSLING INC 110.00%0.00%0.00%Q4 2018Q4 20181
Greenwich Wealth Management LLC 110.06%0.06%0.06%Q1 2020Q1 20201
Perkins Coie Trust Co 110.01%0.01%0.01%Q1 2019Q1 20191
Crabel Capital Management, LLC 110.10%0.10%0.10%Q2 2018Q2 20181
EATON VANCE MANAGEMENT 110.00%0.00%0.00%Q2 2018Q2 20181
Ceros Financial Services Inc. 111.84%1.84%1.84%Q1 2019Q1 20191
Claybrook Capital, LLC 110.53%0.53%0.53%Q4 2018Q4 20181
CWM, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
First Allied Advisory Services, Inc. 110.00%0.00%0.00%Q3 2019Q3 20191
CNB Bank 110.01%0.01%0.01%Q1 2019Q1 20191
BUCKINGHAM STRATEGIC WEALTH, LLC 110.06%0.06%0.06%Q2 2018Q2 20181
Nalls Sherbakoff Group, LLC 110.09%0.09%0.09%Q4 2018Q4 20181
Meridian Wealth Management, LLC 110.15%0.15%0.15%Q4 2018Q4 20181
Financial Gravity Companies, Inc. 110.01%0.01%0.01%Q4 2018Q4 20181
Providence Wealth Advisors, LLC 110.29%0.29%0.29%Q2 2018Q2 20181
S.E.E.D. Planning Group LLC 114.40%4.40%4.40%Q4 2019Q4 20191
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q3 2019Q3 20191
Garrett Wealth Advisory Group, LLC 110.13%0.13%0.13%Q3 2019Q3 20191
Courage Miller Partners, LLC 110.21%0.21%0.21%Q1 2020Q1 20201
Robertson Stephens Wealth Management, LLC 110.06%0.06%0.06%Q3 2020Q3 20201
CMH Wealth Management LLC 113.71%3.71%3.71%Q4 2018Q4 20181
Beaton Management Co. Inc. 110.12%0.12%0.12%Q2 2018Q2 20181
Wealthspire Advisors, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
DERBY & COMPANY, INC 110.31%0.31%0.31%Q4 2019Q4 20191
PRING TURNER CAPITAL GROUP INC 110.82%0.82%0.82%Q2 2018Q2 20181
WASHINGTON TRUST Co 110.00%0.00%0.00%Q1 2020Q1 20201
Prostatis Group LLC 113.17%3.17%3.17%Q4 2019Q4 20191
Smith & Howard Wealth Management, LLC 110.28%0.28%0.28%Q3 2020Q3 20201
Capital Advantage, Inc. 110.06%0.06%0.06%Q1 2020Q1 20201
DWM Financial Group, Inc. 113.14%3.14%3.14%Q4 2019Q4 20191
YHB Investment Advisors, Inc. 110.12%0.12%0.12%Q3 2020Q3 20201
Measured Wealth Private Client Group, LLC 110.05%0.05%0.05%Q3 2018Q3 20181
First Heartland Consultants, Inc. 110.14%0.14%0.14%Q4 2018Q4 20181
Ameritas Investment Company, LLC 110.03%0.03%0.03%Q4 2018Q4 20181
OPPENHEIMER ASSET MANAGEMENT INC. 110.00%0.00%0.00%Q4 2018Q4 20181
FC Advisory LLC 110.13%0.13%0.13%Q3 2018Q3 20181
Tatro Capital, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
Oakworth Capital, Inc. 110.00%0.00%0.00%Q2 2018Q2 20181
KCS Wealth Advisory 110.00%0.00%0.00%Q3 2019Q3 20191
Ken Stern & Associates, Inc. 110.38%0.38%0.38%Q3 2018Q3 20181
MGO ONE SEVEN LLC 110.00%0.00%0.00%Q4 2018Q4 20181
WT Wealth Management 110.22%0.22%0.22%Q3 2019Q3 20191
RAYMOND JAMES TRUST N.A. 110.01%0.01%0.01%Q3 2020Q3 20201
Apriem Advisors 110.10%0.10%0.10%Q4 2019Q4 20191
Kestra Advisory Services, LLC 110.37%0.37%0.37%Q3 2020Q3 20201
D. SCOTT NEAL, INC. 110.30%0.30%0.30%Q2 2018Q2 20181
Independent Advisor Alliance 110.04%0.04%0.04%Q4 2019Q4 20191
Clearstead Advisors, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Bridgeworth, LLC 110.09%0.09%0.09%Q2 2018Q2 20181
JNBA Financial Advisors 110.00%0.00%0.00%Q2 2018Q2 20181
NEXT Financial Holdings 110.03%0.03%0.03%Q1 2019Q1 20191
Legacy Capital Partners, Inc. 110.09%0.09%0.09%Q1 2019Q1 20191
HNP Capital LLC 110.33%0.33%0.33%Q1 2020Q1 20201
Reliant Wealth Planning 1120.66%20.66%20.66%Q4 2019Q4 20191
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.