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
Royal Harbor Partners, LLC 16160.23%0.40%0.68%Q4 2019Q3 202316
UBS Group AG 16160.00%0.00%0.00%Q4 2019Q3 202316
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
BANK OF AMERICA CORP /DE/ 15150.00%0.00%0.00%Q1 2020Q3 202315
JANE STREET GROUP, LLC 610.00%0.00%0.00%Q3 2019Q3 202314
ROYAL BANK OF CANADA 14140.00%0.00%0.00%Q2 2020Q3 202314
AdvisorNet Financial, Inc 14140.00%0.00%0.01%Q2 2020Q3 202314
LPL Financial LLC 13130.00%0.00%0.01%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%0.10%0.22%Q3 2020Q3 202313
CAPTRUST FINANCIAL ADVISORS 12120.00%0.00%0.00%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
Key FInancial Inc 12120.07%0.16%0.45%Q4 2020Q3 202312
TLWM 740.07%0.17%0.26%Q4 2020Q3 202311
Carnegie Capital Asset Management, LLC 10100.01%0.02%0.04%Q2 2021Q3 202310
COOKSON PEIRCE & CO INC 720.01%0.02%0.02%Q2 2021Q3 20239
HighTower Advisors, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Beaumont Financial Partners, LLC 880.15%0.26%0.65%Q3 2020Q2 20228
Horizons Wealth Management 770.15%0.18%0.20%Q2 2022Q4 20237
CGN Advisors LLC 770.23%0.28%0.32%Q2 2022Q4 20237
THRIVENT FINANCIAL FOR LUTHERANS 770.00%0.00%0.00%Q3 2020Q1 20227
Geneos Wealth Management Inc. 770.00%0.00%0.00%Q4 2020Q2 20227
Raymond James Financial Services Advisors, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
CWM, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Equitable Holdings, Inc. 660.01%0.01%0.01%Q2 2022Q3 20236
NewEdge Advisors, LLC 660.00%0.03%0.04%Q2 2022Q3 20236
Invesco Ltd. 510.00%0.00%0.00%Q4 2021Q3 20236
FLOW TRADERS U.S. LLC 410.02%0.03%0.05%Q4 2019Q3 20236
WEBSTER BANK, N. A. 660.01%0.01%0.02%Q2 2022Q3 20236
FMA ADVISORY INC 660.10%0.13%0.18%Q4 2019Q1 20216
BENJAMIN F. EDWARDS & COMPANY, INC. 660.01%0.01%0.01%Q2 2022Q3 20236
Bill Few Associates, Inc. 660.11%0.12%0.14%Q2 2022Q3 20236
JPMORGAN CHASE & CO 420.00%0.00%0.00%Q3 2019Q3 20236
Resonant Capital Advisors, LLC 660.14%0.21%0.25%Q2 2022Q3 20236
Kohmann Bosshard Financial Services, LLC 660.04%0.05%0.05%Q2 2022Q3 20236
Cambridge Investment Research Advisors, Inc. 550.00%0.00%0.00%Q2 2022Q2 20235
NorthCrest Asset Manangement, LLC 210.01%0.01%0.02%Q4 2021Q2 20235
Freedom Investment Management, Inc. 550.02%0.02%0.03%Q3 2021Q3 20225
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 550.00%0.00%0.01%Q3 2022Q3 20235
Venture Visionary Partners LLC 550.05%0.06%0.07%Q3 2022Q3 20235
PRIVATE TRUST CO NA 550.01%0.05%0.07%Q3 2022Q3 20235
COMMONWEALTH EQUITY SERVICES, LLC 550.00%0.00%0.01%Q3 2022Q3 20235
Janney Montgomery Scott LLC 550.00%0.00%0.01%Q2 2022Q2 20235
RAYMOND JAMES & ASSOCIATES 550.00%0.00%0.00%Q3 2022Q3 20235
Claro Advisors LLC 550.05%0.14%0.17%Q2 2022Q2 20235
MONEY CONCEPTS CAPITAL CORP 440.00%0.00%0.00%Q1 2022Q4 20224
Barnett & Company, Inc. 440.01%0.01%0.01%Q2 2020Q1 20214
Atlantic Union Bankshares Corp 440.05%0.08%0.11%Q4 2022Q3 20234
Beacon Pointe Advisors, LLC 440.00%0.01%0.01%Q4 2022Q3 20234
Masso Torrence Wealth Management Inc. 440.18%0.19%0.21%Q4 2022Q3 20234
Gateway Wealth Partners, LLC 440.11%0.36%0.48%Q4 2022Q3 20234
IFP Advisors, Inc 440.00%0.00%0.00%Q4 2022Q3 20234
Sterling Financial Group, Inc. 440.33%0.38%0.45%Q4 2022Q3 20234
CONFLUENCE INVESTMENT MANAGEMENT LLC 440.08%0.08%0.09%Q4 2022Q3 20234
Integrated Wealth Concepts LLC 310.01%0.01%0.02%Q3 2022Q3 20234
ENVESTNET ASSET MANAGEMENT INC 440.00%0.00%0.00%Q4 2022Q3 20234
Paulson Wealth Management Inc. 440.16%0.19%0.23%Q4 2022Q3 20234
Citadel Advisors 310.00%0.00%0.00%Q4 2020Q4 20214
DENVER WEALTH MANAGEMENT, INC. 440.13%0.15%0.16%Q4 2022Q3 20234
COLONY GROUP LLC 440.00%0.01%0.01%Q4 2022Q3 20234
STIFEL FINANCIAL CORP 440.00%0.00%0.00%Q4 2022Q3 20234
GOLDMAN SACHS GROUP INC 440.00%0.00%0.00%Q3 2019Q2 20204
PFS INVESTMENTS INC. 330.03%0.03%0.03%Q4 2022Q2 20233
Levy Wealth Management Group, LLC 330.08%0.09%0.09%Q1 2023Q3 20233
Savant Capital, LLC 330.01%0.02%0.02%Q1 2023Q3 20233
OLD SECOND NATIONAL BANK OF AURORA 330.07%0.08%0.08%Q1 2023Q3 20233
MGO ONE SEVEN LLC 210.01%0.02%0.02%Q4 2022Q3 20233
Avior Wealth Management, LLC 330.04%0.04%0.04%Q1 2023Q3 20233
Fortress Wealth Management, Inc. 330.38%0.39%0.42%Q1 2023Q3 20233
Astoria Portfolio Advisors LLC. 330.26%0.32%0.41%Q1 2023Q3 20233
Legacy Private Trust Co. 330.04%0.07%0.11%Q1 2023Q3 20233
Koss-Olinger Consulting, LLC 330.02%0.03%0.04%Q1 2023Q3 20233
Capital Analysts, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
SENTINEL PENSION ADVISORS INC 220.05%0.06%0.07%Q2 2023Q3 20232
CITIGROUP INC 220.00%0.00%0.00%Q3 2019Q4 20192
ORG Partners LLC 220.00%0.00%0.01%Q2 2023Q3 20232
InterOcean Capital Group, LLC 220.01%0.01%0.01%Q4 2020Q1 20212
S.C. Financial Services, Inc. 220.59%0.73%0.87%Q3 2022Q4 20222
Steward Partners Investment Advisory, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
Advisory Services Network, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Addison Advisors LLC 220.11%0.12%0.12%Q2 2023Q3 20232
WESPAC Advisors, LLC 220.24%0.34%0.44%Q2 2023Q3 20232
Private Advisor Group, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
HUNTINGTON NATIONAL BANK 220.00%0.00%0.00%Q2 2023Q3 20232
MML INVESTORS SERVICES, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Lido Advisors, LLC 220.00%0.00%0.01%Q2 2023Q3 20232
STEPHENS INC /AR/ 220.01%0.01%0.01%Q1 2022Q2 20222
Bank of New York Mellon Corp 220.00%0.00%0.00%Q3 2019Q4 20192
PNC FINANCIAL SERVICES GROUP, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
HARBOUR INVESTMENTS, INC. 110.00%0.00%0.00%Q3 2021Q3 20211
TRANSCEND CAPITAL ADVISORS, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
SUSQUEHANNA INTERNATIONAL GROUP, LLP 110.00%0.00%0.00%Q1 2020Q1 20201
Stonebridge Capital Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Oder Investment Management, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Almanack Investment Partners, LLC. 110.01%0.01%0.01%Q3 2022Q3 20221
Crescent Capital Consulting, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
HERITAGE WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
BANK OF MONTREAL /CAN/ 110.00%0.00%0.00%Q2 2023Q2 20231
OLD MISSION CAPITAL LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Beacon Harbor Wealth Advisors, Inc. 110.08%0.08%0.08%Q4 2021Q4 20211
Wealthcare Advisory Partners LLC 110.07%0.07%0.07%Q4 2019Q4 20191
Latitude Advisors, LLC 110.16%0.16%0.16%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.