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. 20200.00%0.00%0.00%Q3 2019Q2 202420
UBS Group AG 19190.00%0.00%0.00%Q4 2019Q2 202419
Royal Harbor Partners, LLC 19190.18%0.37%0.68%Q4 2019Q2 202419
OSAIC HOLDINGS, INC. 18180.00%0.00%0.00%Q1 2020Q2 202418
BANK OF AMERICA CORP /DE/ 18180.00%0.00%0.00%Q1 2020Q2 202418
JANE STREET GROUP, LLC 910.00%0.00%0.00%Q3 2019Q2 202417
AdvisorNet Financial, Inc 17170.00%0.00%0.01%Q2 2020Q2 202417
ROYAL BANK OF CANADA 17170.00%0.00%0.00%Q2 2020Q2 202417
LPL Financial LLC 16160.00%0.00%0.01%Q3 2020Q2 202416
MORGAN STANLEY 16160.00%0.00%0.00%Q3 2020Q2 202416
WELLS FARGO & COMPANY/MN 16160.00%0.00%0.00%Q3 2020Q2 202416
Asset Dedication, LLC 16160.02%0.11%0.22%Q3 2020Q2 202416
CAPTRUST FINANCIAL ADVISORS 15150.00%0.00%0.00%Q4 2020Q2 202415
Key FInancial Inc 15150.07%0.19%0.45%Q4 2020Q2 202415
TLWM 770.07%0.16%0.26%Q4 2020Q2 202414
Carnegie Investment Counsel 13130.01%0.02%0.04%Q2 2021Q2 202413
Tradition Wealth Management, LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
HighTower Advisors, LLC 820.00%0.00%0.00%Q4 2021Q2 202410
WEBSTER BANK, N. A. 990.01%0.02%0.05%Q2 2022Q2 20249
BENJAMIN F. EDWARDS & COMPANY, INC. 990.01%0.01%0.01%Q2 2022Q2 20249
Resonant Capital Advisors, LLC 990.14%0.20%0.25%Q2 2022Q2 20249
Horizons Wealth Management 990.15%0.19%0.24%Q2 2022Q2 20249
NewEdge Advisors, LLC 990.00%0.03%0.04%Q2 2022Q2 20249
Raymond James Financial Services Advisors, Inc. 990.00%0.00%0.00%Q2 2022Q2 20249
CWM, LLC 990.00%0.00%0.00%Q2 2022Q2 20249
THRIVENT FINANCIAL FOR LUTHERANS 720.00%0.00%0.00%Q3 2020Q2 20249
Equitable Holdings, Inc. 990.00%0.01%0.01%Q2 2022Q2 20249
Bill Few Associates, Inc. 990.11%0.13%0.16%Q2 2022Q2 20249
Kohmann Bosshard Financial Services, LLC 990.03%0.04%0.05%Q2 2022Q2 20249
Invesco Ltd. 810.00%0.00%0.00%Q4 2021Q2 20249
COOKSON PEIRCE & CO INC 720.01%0.02%0.02%Q2 2021Q3 20239
CGN Advisors LLC 990.17%0.26%0.32%Q2 2022Q2 20249
RAYMOND JAMES & ASSOCIATES 880.00%0.00%0.00%Q3 2022Q2 20248
COMMONWEALTH EQUITY SERVICES, LLC 880.00%0.01%0.01%Q3 2022Q2 20248
PRIVATE TRUST CO NA 880.01%0.05%0.07%Q3 2022Q2 20248
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 880.00%0.00%0.01%Q3 2022Q2 20248
Beaumont Financial Partners, LLC 880.15%0.26%0.65%Q3 2020Q2 20228
Venture Visionary Partners LLC 880.02%0.05%0.07%Q3 2022Q2 20248
Paulson Wealth Management Inc. 770.16%0.20%0.23%Q4 2022Q2 20247
IFP Advisors, Inc 770.00%0.00%0.00%Q4 2022Q2 20247
ENVESTNET ASSET MANAGEMENT INC 770.00%0.00%0.00%Q4 2022Q2 20247
Sterling Financial Group, Inc. 770.17%0.33%0.45%Q4 2022Q2 20247
DENVER WEALTH MANAGEMENT, INC. 770.13%0.16%0.18%Q4 2022Q2 20247
Geneos Wealth Management Inc. 770.00%0.00%0.00%Q4 2020Q2 20227
Beacon Pointe Advisors, LLC 770.00%0.01%0.01%Q4 2022Q2 20247
Masso Torrence Wealth Management Inc. 770.16%0.19%0.21%Q4 2022Q2 20247
STIFEL FINANCIAL CORP 770.00%0.00%0.00%Q4 2022Q2 20247
JPMORGAN CHASE & CO 430.00%0.00%0.00%Q3 2019Q4 20237
Integrated Wealth Concepts LLC 430.01%0.01%0.02%Q3 2022Q2 20247
Atlantic Union Bankshares Corp 770.05%0.10%0.14%Q4 2022Q2 20247
Capital Analysts, LLC 660.01%0.01%0.01%Q1 2023Q2 20246
OLD SECOND NATIONAL BANK OF AURORA 660.05%0.06%0.08%Q1 2023Q2 20246
NorthCrest Asset Manangement, LLC 210.01%0.01%0.02%Q4 2021Q4 20236
Astoria Portfolio Advisors LLC. 660.26%0.33%0.41%Q1 2023Q2 20246
Avior Wealth Management, LLC 660.01%0.03%0.04%Q1 2023Q2 20246
Fortress Wealth Management, Inc. 660.31%0.36%0.42%Q1 2023Q2 20246
FLOW TRADERS U.S. LLC 410.02%0.03%0.05%Q4 2019Q3 20236
Savant Capital, LLC 660.01%0.01%0.02%Q1 2023Q2 20246
CONFLUENCE INVESTMENT MANAGEMENT LLC 420.08%0.08%0.09%Q4 2022Q2 20246
FMA ADVISORY INC 660.10%0.13%0.18%Q4 2019Q1 20216
Levy Wealth Management Group, LLC 660.07%0.08%0.09%Q1 2023Q2 20246
Legacy Private Trust Co. 660.04%0.10%0.13%Q1 2023Q2 20246
Cambridge Investment Research Advisors, Inc. 550.00%0.00%0.00%Q2 2022Q2 20235
Addison Advisors LLC 550.09%0.10%0.12%Q2 2023Q2 20245
MGO ONE SEVEN LLC 210.01%0.01%0.02%Q4 2022Q2 20245
Lido Advisors, LLC 550.00%0.00%0.01%Q2 2023Q2 20245
HUNTINGTON NATIONAL BANK 550.00%0.00%0.00%Q2 2023Q2 20245
Private Advisor Group, LLC 550.00%0.00%0.01%Q2 2023Q2 20245
MML INVESTORS SERVICES, LLC 550.00%0.00%0.00%Q2 2023Q2 20245
WESPAC Advisors, LLC 550.24%0.38%0.48%Q2 2023Q2 20245
SENTINEL PENSION ADVISORS INC. 550.05%0.09%0.14%Q2 2023Q2 20245
Freedom Investment Management, Inc. 550.02%0.02%0.03%Q3 2021Q3 20225
Claro Advisors LLC 550.05%0.14%0.17%Q2 2022Q2 20235
Janney Montgomery Scott LLC 550.00%0.00%0.01%Q2 2022Q2 20235
Citadel Advisors 310.00%0.00%0.00%Q4 2020Q4 20214
Latitude Advisors, LLC 440.13%0.14%0.16%Q3 2023Q2 20244
Barnett & Company, Inc. 440.01%0.01%0.01%Q2 2020Q1 20214
Advisory Services Network, LLC 210.00%0.00%0.00%Q4 2022Q2 20244
Gateway Wealth Partners, LLC 440.11%0.36%0.48%Q4 2022Q3 20234
MONEY CONCEPTS CAPITAL CORP 440.00%0.00%0.00%Q1 2022Q4 20224
PNC FINANCIAL SERVICES GROUP, INC. 440.00%0.00%0.00%Q3 2023Q2 20244
Koss-Olinger Consulting, LLC 440.02%0.03%0.04%Q1 2023Q4 20234
GOLDMAN SACHS GROUP INC 440.00%0.00%0.00%Q3 2019Q2 20204
COMERICA BANK 440.00%0.00%0.00%Q3 2023Q2 20244
ORG Partners LLC 310.00%0.00%0.01%Q2 2023Q2 20244
COLONY GROUP LLC 440.00%0.01%0.01%Q4 2022Q3 20234
PRECEDENT WEALTH PARTNERS, LLC 330.42%0.46%0.51%Q4 2023Q2 20243
Heritage Trust Co 330.03%0.04%0.04%Q4 2023Q2 20243
PFS INVESTMENTS INC. 330.03%0.03%0.03%Q4 2022Q2 20233
OneAscent Financial Services LLC 330.33%0.37%0.41%Q4 2023Q2 20243
Colony Group, LLC 330.01%0.01%0.02%Q4 2023Q2 20243
Cooksen Wealth, LLC 330.35%0.37%0.40%Q4 2023Q2 20243
Atria Investments, Inc 330.03%0.03%0.03%Q4 2023Q2 20243
Mariner, LLC 330.00%0.00%0.00%Q4 2023Q2 20243
Cornerstone Wealth Management, LLC 330.07%0.07%0.07%Q4 2023Q2 20243
MIDLAND WEALTH ADVISORS LLC 330.01%0.02%0.02%Q4 2023Q2 20243
MONECO Advisors, LLC 330.04%0.06%0.10%Q4 2023Q2 20243
HARBOUR INVESTMENTS, INC. 210.00%0.00%0.00%Q3 2021Q2 20243
PAX Financial Group, LLC 330.21%0.22%0.23%Q4 2023Q2 20243
Davis Capital Management 330.30%0.34%0.37%Q4 2023Q2 20243
AA Financial Advisors, LLC 330.18%0.21%0.26%Q4 2023Q2 20243
BROWN ADVISORY INC 330.00%0.00%0.00%Q4 2023Q2 20243
VOISARD ASSET MANAGEMENT GROUP, INC. 220.04%0.08%0.12%Q1 2024Q2 20242
SILVERLAKE WEALTH MANAGEMENT LLC 220.11%0.12%0.13%Q1 2024Q2 20242
Steward Partners Investment Advisory, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
CITIGROUP INC 220.00%0.00%0.00%Q3 2019Q4 20192
STEPHENS INC /AR/ 220.01%0.01%0.01%Q1 2022Q2 20222
Clear Harbor Asset Management, LLC 220.03%0.03%0.03%Q1 2024Q2 20242
Aptus Capital Advisors, LLC 220.02%0.02%0.02%Q1 2024Q2 20242
Vermillion & White Wealth Management Group, LLC 220.42%0.43%0.44%Q1 2024Q2 20242
Foundry Financial Group, Inc. 220.19%0.21%0.23%Q4 2023Q1 20242
First Command Advisory Services, Inc. 220.00%0.00%0.00%Q1 2024Q2 20242
Bank of New York Mellon Corp 220.00%0.00%0.00%Q3 2019Q4 20192
S.C. Financial Services, Inc. 220.59%0.73%0.87%Q3 2022Q4 20222
Meridian Wealth Management, LLC 110.02%0.05%0.08%Q4 2023Q2 20242
IHT Wealth Management, LLC 220.01%0.01%0.01%Q1 2024Q2 20242
AlphaStar Capital Management, LLC 220.08%0.08%0.09%Q1 2024Q2 20242
SIGNATUREFD, LLC 220.00%0.00%0.00%Q1 2024Q2 20242
Hobbs Group Advisors, LLC 110.32%0.33%0.35%Q4 2023Q2 20242
InterOcean Capital Group, LLC 220.01%0.01%0.01%Q4 2020Q1 20212
Chris Bulman Inc 110.01%0.01%0.01%Q2 2024Q2 20241
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q2 2024Q2 20241
Ashton Thomas Private Wealth, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Oder Investment Management, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
TRANSCEND CAPITAL ADVISORS, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Crescent Capital Consulting, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Oceanside Advisors LLC 110.29%0.29%0.29%Q4 2023Q4 20231
HERITAGE WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Waverly Advisors, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
OneDigital Investment Advisors LLC 110.01%0.01%0.01%Q2 2024Q2 20241
Wealthcare Advisory Partners LLC 110.07%0.07%0.07%Q4 2019Q4 20191
PRINCIPAL SECURITIES, INC. 110.00%0.00%0.00%Q2 2024Q2 20241
Jacobi Capital Management LLC 110.02%0.02%0.02%Q2 2024Q2 20241
Beacon Harbor Wealth Advisors, Inc. 110.08%0.08%0.08%Q4 2021Q4 20211
BANK OF MONTREAL /CAN/ 110.00%0.00%0.00%Q2 2023Q2 20231
River Street Advisors LLC 110.51%0.51%0.51%Q1 2024Q1 20241
SUSQUEHANNA INTERNATIONAL GROUP, LLP 110.00%0.00%0.00%Q1 2020Q1 20201
Kestra Advisory Services, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
OLD MISSION CAPITAL LLC 110.02%0.02%0.02%Q4 2021Q4 20211
CreativeOne Wealth, LLC 110.08%0.08%0.08%Q1 2024Q1 20241
Almanack Investment Partners, LLC. 110.01%0.01%0.01%Q3 2022Q3 20221
Stonebridge Capital Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
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.