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
Asset Dedication, LLC 16160.00%0.12%0.28%Q4 2019Q3 202316
LPL Financial LLC 15150.00%0.00%0.01%Q1 2020Q3 202315
BANK OF AMERICA CORP /DE/ 15150.00%0.00%0.00%Q1 2020Q3 202315
UBS Group AG 15150.00%0.00%0.00%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.01%Q1 2020Q3 202315
AdvisorNet Financial, Inc 14140.00%0.00%0.00%Q2 2020Q3 202314
MORGAN STANLEY 14140.00%0.00%0.00%Q2 2020Q3 202314
JANE STREET GROUP, LLC 610.00%0.00%0.00%Q3 2019Q3 202314
Carnegie Capital Asset Management, LLC 13130.04%0.06%0.08%Q3 2020Q3 202313
Key FInancial Inc 13130.12%0.23%0.51%Q3 2020Q3 202313
WELLS FARGO & COMPANY/MN 13130.00%0.00%0.00%Q3 2020Q3 202313
Stratos Wealth Partners, LTD. 12120.01%0.01%0.02%Q1 2020Q4 202212
CAPTRUST FINANCIAL ADVISORS 660.00%0.00%0.00%Q3 2020Q3 202312
HHM Wealth Advisors, LLC 11110.01%0.02%0.02%Q1 2020Q3 202211
COOKSON PEIRCE & CO INC 920.01%0.02%0.04%Q4 2020Q3 202311
THRIVENT FINANCIAL FOR LUTHERANS 740.00%0.00%0.00%Q3 2020Q3 202311
Cambridge Investment Research Advisors, Inc. 11110.00%0.00%0.01%Q1 2021Q3 202311
ROYAL BANK OF CANADA 10100.00%0.00%0.00%Q2 2021Q3 202310
STEPHENS INC /AR/ 880.01%0.01%0.02%Q2 2021Q1 20238
LEAVELL INVESTMENT MANAGEMENT, INC. 880.01%0.02%0.03%Q4 2021Q3 20238
Integrated Wealth Concepts LLC 880.02%0.04%0.07%Q4 2021Q3 20238
Geneos Wealth Management Inc. 770.00%0.00%0.00%Q4 2020Q2 20227
Cornerstone Wealth Management, LLC 430.04%0.07%0.09%Q4 2021Q3 20237
Invesco Ltd. 610.00%0.00%0.00%Q4 2021Q3 20237
RAYMOND JAMES & ASSOCIATES 770.00%0.00%0.00%Q1 2022Q3 20237
IFP Advisors, Inc 770.01%0.03%0.04%Q1 2022Q3 20237
Horizons Wealth Management 770.19%0.26%0.41%Q2 2022Q4 20237
Creative Planning 610.00%0.00%0.00%Q2 2021Q2 20237
CGN Advisors LLC 770.23%0.31%0.35%Q2 2022Q4 20237
Bill Few Associates, Inc. 660.11%0.13%0.14%Q2 2022Q3 20236
PRIVATE TRUST CO NA 660.00%0.06%0.10%Q2 2022Q3 20236
COMMONWEALTH EQUITY SERVICES, LLC 660.00%0.01%0.01%Q2 2022Q3 20236
Private Advisor Group, LLC 660.00%0.01%0.01%Q2 2022Q3 20236
HighTower Advisors, LLC 420.00%0.00%0.00%Q4 2021Q3 20236
NorthCrest Asset Manangement, LLC 310.01%0.01%0.02%Q4 2021Q3 20236
NewEdge Advisors, LLC 660.00%0.03%0.04%Q2 2022Q3 20236
WEBSTER BANK, N. A. 660.02%0.08%0.11%Q2 2022Q3 20236
Resonant Capital Advisors, LLC 660.27%1.11%1.64%Q2 2022Q3 20236
BENJAMIN F. EDWARDS & COMPANY, INC. 660.01%0.02%0.02%Q2 2022Q3 20236
Equitable Holdings, Inc. 660.01%0.01%0.01%Q2 2022Q3 20236
CWM, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Janney Montgomery Scott LLC 550.00%0.00%0.01%Q2 2022Q2 20235
Barnett & Company, Inc. 550.03%0.15%0.20%Q2 2020Q2 20215
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 550.00%0.00%0.01%Q3 2022Q3 20235
Masso Torrence Wealth Management Inc. 550.26%0.46%0.52%Q3 2022Q3 20235
JPMORGAN CHASE & CO 320.00%0.00%0.00%Q3 2019Q3 20235
MGO ONE SEVEN LLC 550.01%0.04%0.06%Q3 2022Q3 20235
Raymond James Financial Services Advisors, Inc. 550.00%0.00%0.00%Q3 2022Q3 20235
Koss-Olinger Consulting, LLC 550.04%0.04%0.05%Q3 2022Q3 20235
DENVER WEALTH MANAGEMENT, INC. 550.66%0.98%1.18%Q3 2022Q3 20235
Paulson Wealth Management Inc. 440.18%0.21%0.25%Q4 2022Q3 20234
COLONY GROUP LLC 440.00%0.01%0.01%Q4 2022Q3 20234
Astoria Portfolio Advisors LLC. 440.32%0.54%0.68%Q4 2022Q3 20234
Mariner, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
MONEY CONCEPTS CAPITAL CORP 440.00%0.00%0.00%Q1 2022Q4 20224
MML INVESTORS SERVICES, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Sterling Financial Group, Inc. 440.34%0.39%0.46%Q4 2022Q3 20234
OLD SECOND NATIONAL BANK OF AURORA 440.01%0.18%0.38%Q4 2022Q3 20234
SUSQUEHANNA INTERNATIONAL GROUP, LLP 310.00%0.00%0.00%Q4 2020Q1 20234
Claro Advisors LLC 440.13%0.14%0.15%Q4 2022Q3 20234
Beacon Pointe Advisors, LLC 440.00%0.01%0.01%Q4 2022Q3 20234
Capital Analysts, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
CONFLUENCE INVESTMENT MANAGEMENT LLC 440.08%0.09%0.10%Q4 2022Q3 20234
STIFEL FINANCIAL CORP 440.00%0.00%0.00%Q4 2022Q3 20234
Citadel Advisors 310.00%0.00%0.00%Q1 2021Q4 20224
Horan Securities, Inc. 440.01%0.01%0.01%Q3 2022Q2 20234
Gateway Wealth Partners, LLC 440.91%1.03%1.14%Q4 2022Q3 20234
Mirador Capital Partners LP 440.20%0.27%0.34%Q4 2022Q3 20234
Lantz Financial LLC 440.22%0.24%0.25%Q4 2022Q3 20234
Atlantic Union Bankshares Corp 440.05%0.08%0.12%Q4 2022Q3 20234
ENVESTNET ASSET MANAGEMENT INC 440.00%0.00%0.00%Q4 2022Q3 20234
WEALTHSOURCE PARTNERS, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
Clear Harbor Asset Management, LLC 440.04%0.06%0.07%Q2 2022Q1 20234
PNC FINANCIAL SERVICES GROUP, INC. 440.00%0.00%0.00%Q4 2022Q3 20234
Latitude Advisors, LLC 210.22%0.24%0.27%Q4 2022Q3 20233
S.C. Financial Services, Inc. 330.35%0.74%1.06%Q2 2022Q4 20223
Tyler-Stone Wealth Management 210.05%0.05%0.06%Q4 2022Q3 20233
WESPAC Advisors, LLC 330.26%0.34%0.46%Q1 2023Q3 20233
Savant Capital, LLC 330.03%0.03%0.03%Q1 2023Q3 20233
GOLDMAN SACHS GROUP INC 330.00%0.00%0.00%Q3 2019Q1 20203
Levy Wealth Management Group, LLC 330.09%0.09%0.10%Q1 2023Q3 20233
Nalls Sherbakoff Group, LLC 330.03%0.03%0.04%Q1 2023Q3 20233
HUNTINGTON NATIONAL BANK 210.00%0.00%0.00%Q3 2022Q3 20233
FLOW TRADERS U.S. LLC 210.02%0.03%0.04%Q4 2020Q3 20223
Avior Wealth Management, LLC 330.04%0.04%0.04%Q1 2023Q3 20233
J2 Capital Management Inc 330.33%0.40%0.45%Q3 2022Q1 20233
Heritage Trust Co 330.03%0.03%0.03%Q1 2023Q3 20233
Fortress Wealth Management, Inc. 330.40%0.42%0.44%Q1 2023Q3 20233
Bank of New York Mellon Corp 330.00%0.00%0.00%Q3 2019Q1 20203
Lido Advisors, LLC 220.01%0.02%0.04%Q2 2023Q3 20232
CITIGROUP INC 220.00%0.00%0.00%Q3 2019Q4 20192
Bison Wealth, LLC 220.01%0.01%0.01%Q4 2020Q1 20212
HERITAGE WEALTH MANAGEMENT, LLC 220.00%0.01%0.01%Q3 2022Q4 20222
CreativeOne Wealth, LLC 220.10%0.10%0.10%Q1 2023Q2 20232
Tradition Wealth Management, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
Tower Research Capital LLC (TRC) 110.00%0.00%0.00%Q1 2021Q2 20232
HARBOUR INVESTMENTS, INC. 220.00%0.00%0.00%Q2 2023Q3 20232
Kestra Advisory Services, LLC 110.01%0.01%0.01%Q4 2020Q3 20212
Advisory Services Network, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
SENTINEL PENSION ADVISORS INC 220.05%0.06%0.06%Q2 2023Q3 20232
Addison Advisors LLC 220.09%0.10%0.10%Q2 2023Q3 20232
LEO BROKERAGE, LLC 220.18%0.21%0.24%Q1 2023Q2 20232
DOVER ADVISORS, LLC 220.44%0.47%0.50%Q2 2023Q3 20232
Rede Wealth, LLC 220.11%0.11%0.11%Q2 2021Q3 20212
Farther Finance Advisors, LLC 220.06%0.07%0.08%Q2 2023Q3 20232
BCS Wealth Management 220.09%0.12%0.16%Q2 2023Q3 20232
InterOcean Capital Group, LLC 220.01%0.01%0.01%Q4 2020Q1 20212
Capital Advisory Group Advisory Services, LLC 220.01%0.01%0.01%Q2 2021Q3 20212
Oder Investment Management, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
Advisor Group, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
DWM Financial Group, Inc. 110.21%0.21%0.21%Q4 2019Q4 20191
StrategIQ Financial Group, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Stonebridge Capital Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Revolve Wealth Partners, LLC 110.07%0.07%0.07%Q4 2021Q4 20211
Crescent Capital Consulting, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Global Retirement Partners, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
TLWM 110.08%0.08%0.08%Q3 2023Q3 20231
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
FIRST NATIONAL CORP /MA/ /ADV 110.21%0.21%0.21%Q1 2020Q1 20201
Beacon Harbor Wealth Advisors, Inc. 110.08%0.08%0.08%Q4 2021Q4 20211
PFS INVESTMENTS INC. 110.04%0.04%0.04%Q4 2022Q4 20221
BANK OF MONTREAL /CAN/ 110.00%0.00%0.00%Q2 2023Q2 20231
Rockefeller Capital Management L.P. 110.00%0.00%0.00%Q4 2022Q4 20221
TRANSCEND CAPITAL ADVISORS, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
COLLECTIVE FAMILY OFFICE LLC 110.33%0.33%0.33%Q3 2023Q3 20231
OLD MISSION CAPITAL LLC 110.01%0.01%0.01%Q4 2021Q4 20211
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.