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
JANE STREET GROUP, LLC 19190.00%0.00%0.01%Q4 2019Q2 202419
Ellevest, Inc. 19190.03%0.06%0.09%Q4 2019Q2 202419
WELLS FARGO & COMPANY/MN 19190.00%0.00%0.01%Q4 2019Q2 202419
ROYAL BANK OF CANADA 19190.00%0.00%0.00%Q4 2019Q2 202419
Asset Dedication, LLC 19190.02%0.45%0.73%Q4 2019Q2 202419
BANK OF AMERICA CORP /DE/ 18180.00%0.00%0.00%Q1 2020Q2 202418
Exchange Capital Management, Inc. 18180.14%0.37%0.56%Q1 2020Q2 202418
UBS Group AG 18180.00%0.00%0.01%Q1 2020Q2 202418
Steward Partners Investment Advisory, LLC 17170.00%0.01%0.04%Q2 2020Q2 202417
MORGAN STANLEY 17170.00%0.00%0.01%Q2 2020Q2 202417
Apella Capital, LLC 1250.02%0.13%0.36%Q1 2020Q2 202417
GILL CAPITAL PARTNERS, LLC 17171.84%4.33%5.30%Q2 2020Q2 202417
BUTENSKY & COHEN FINANCIAL SECURITY, INC 17170.13%0.36%0.44%Q2 2020Q2 202417
OSAIC HOLDINGS, INC. 16160.00%0.00%0.01%Q3 2020Q2 202416
EASTERN BANK 16160.01%1.08%1.40%Q3 2020Q2 202416
LPL Financial LLC 970.00%0.00%0.01%Q1 2020Q2 202416
COOKSON PEIRCE & CO INC 15150.40%0.50%0.57%Q4 2020Q2 202415
Smithfield Trust Co 15150.00%0.00%0.00%Q4 2020Q2 202415
Oliver Luxxe Assets LLC 15150.08%0.19%0.39%Q4 2020Q2 202415
Motley Fool Wealth Management, LLC 15150.73%0.79%0.90%Q4 2020Q2 202415
RAYMOND JAMES & ASSOCIATES 860.00%0.00%0.02%Q1 2020Q2 202414
4Thought Financial Group Inc. 14140.49%0.62%0.71%Q1 2021Q2 202414
Invesco Ltd. 950.00%0.00%0.00%Q4 2020Q2 202414
Ameritas Investment Partners, Inc. 14140.00%0.01%0.01%Q1 2021Q2 202414
Janney Montgomery Scott LLC 14140.02%0.04%0.06%Q1 2021Q2 202414
STIFEL FINANCIAL CORP 13130.00%0.00%0.02%Q2 2021Q2 202413
HARBOUR INVESTMENTS, INC. 940.00%0.00%0.00%Q1 2021Q2 202413
Capital Investment Advisors, LLC 13130.01%0.01%0.01%Q2 2021Q2 202413
COLONY GROUP LLC 13130.01%0.05%0.10%Q3 2020Q3 202313
Vigilant Capital Management, LLC 12120.00%0.00%0.01%Q3 2020Q2 202312
Sargent Bickham Lagudis LLC 11110.01%0.01%0.01%Q2 2020Q4 202211
Key FInancial Inc 11110.01%0.02%0.05%Q4 2021Q2 202411
Financial Advisory Group 920.05%0.13%0.24%Q2 2021Q1 202411
Redwood Financial Network Corp 10100.19%0.24%0.36%Q1 2022Q2 202410
SAWGRASS ASSET MANAGEMENT LLC 10100.06%0.10%0.15%Q1 2022Q2 202410
Raymond James Financial Services Advisors, Inc. 10100.00%0.01%0.02%Q1 2022Q2 202410
SJS Investment Consulting Inc. 810.01%0.01%0.02%Q1 2022Q2 20249
Independence Bank of Kentucky 990.01%0.10%0.23%Q2 2022Q2 20249
Geneos Wealth Management Inc. 990.00%0.00%0.01%Q2 2022Q2 20249
SUSQUEHANNA INTERNATIONAL GROUP, LLP 410.00%0.00%0.00%Q2 2020Q4 20239
First Command Bank 990.01%0.02%0.02%Q2 2021Q2 20239
First Command Financial Services, Inc. 990.01%0.02%0.02%Q2 2021Q2 20239
Citadel Advisors 540.00%0.00%0.00%Q4 2021Q2 20249
Addison Advisors LLC 810.02%0.72%1.05%Q4 2020Q2 20249
TLWM 620.07%0.09%0.11%Q1 2022Q2 20248
COMMONWEALTH EQUITY SERVICES, LLC 710.00%0.00%0.00%Q2 2021Q2 20248
BENJAMIN F. EDWARDS & COMPANY, INC. 880.00%0.00%0.00%Q3 2022Q2 20248
Aptus Capital Advisors, LLC 880.34%0.59%0.84%Q3 2022Q2 20248
Horizons Wealth Management 770.38%1.45%2.54%Q4 2022Q2 20247
Matthew Goff Investment Advisor, LLC 770.37%0.47%0.63%Q4 2022Q2 20247
NOVARE CAPITAL MANAGEMENT LLC 770.18%0.25%0.28%Q4 2022Q2 20247
Kohmann Bosshard Financial Services, LLC 770.04%0.06%0.08%Q4 2022Q2 20247
ROVIN CAPITAL /UT/ /ADV 771.20%1.40%1.73%Q4 2022Q2 20247
AMERIPRISE FINANCIAL INC 770.00%0.00%0.00%Q4 2022Q2 20247
Straight Path Wealth Management 770.23%0.46%0.87%Q4 2022Q2 20247
DAVIS R M INC 770.01%0.02%0.05%Q4 2022Q2 20247
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 770.07%0.08%0.09%Q4 2022Q2 20247
Atlantic Union Bankshares Corp 770.32%0.70%0.92%Q4 2022Q2 20247
Marietta Wealth Management, LLC 770.90%1.00%1.11%Q4 2022Q2 20247
Bradley & Co. Private Wealth Management, LLC 770.15%0.26%0.39%Q1 2021Q3 20227
Legacy Private Trust Co. 770.02%0.03%0.05%Q1 2022Q3 20237
Avior Wealth Management, LLC 660.01%0.57%1.28%Q1 2023Q2 20246
Anchor Investment Management, LLC 660.00%0.31%0.48%Q3 2019Q4 20206
Capital Analysts, LLC 330.00%0.01%0.02%Q4 2022Q2 20246
Advisory Services Network, LLC 310.00%0.00%0.01%Q1 2020Q2 20246
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 660.00%0.00%0.00%Q1 2023Q2 20246
First Horizon Advisors, Inc. 660.01%0.01%0.02%Q1 2023Q2 20246
NewEdge Advisors, LLC 510.00%0.00%0.00%Q4 2022Q2 20246
Goepper Burkhardt LLC 660.22%1.38%2.29%Q1 2023Q2 20246
Ancora Advisors LLC 660.00%0.00%0.00%Q1 2023Q2 20246
Colonial Trust Co / SC 550.00%0.10%0.26%Q2 2023Q2 20245
MONECO Advisors, LLC 550.06%0.25%0.58%Q2 2023Q2 20245
Davis Capital Management 320.00%0.08%0.13%Q1 2020Q2 20245
Householder Group Estate & Retirement Specialist, LLC 410.00%0.00%0.00%Q1 2023Q2 20245
STEPHENS INC /AR/ 550.01%0.01%0.01%Q2 2023Q2 20245
Kestra Advisory Services, LLC 550.00%0.01%0.03%Q2 2023Q2 20245
Red Spruce Capital, LLC 550.24%0.28%0.33%Q2 2023Q2 20245
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 551.06%1.15%1.24%Q1 2023Q1 20245
HighTower Advisors, LLC 550.00%0.00%0.00%Q2 2023Q2 20245
Baird Financial Group, Inc. 550.00%0.00%0.00%Q2 2023Q2 20245
AVANTAX ADVISORY SERVICES, INC. 550.00%0.01%0.01%Q2 2023Q2 20245
ENVESTNET ASSET MANAGEMENT INC 550.00%0.00%0.01%Q2 2023Q2 20245
WOLVERINE TRADING, LLC 550.00%0.00%0.01%Q1 2020Q1 20215
Colonial Trust Advisors 550.00%0.08%0.29%Q2 2023Q2 20245
CAPTRUST FINANCIAL ADVISORS 550.00%0.00%0.00%Q2 2023Q2 20245
HUNTINGTON NATIONAL BANK 550.00%0.00%0.01%Q2 2023Q2 20245
US BANCORP \DE\ 440.00%0.00%0.00%Q3 2023Q2 20244
Segment Wealth Management, LLC 440.03%0.05%0.07%Q3 2023Q2 20244
Ironwood Financial, llc 440.10%0.35%0.45%Q3 2023Q2 20244
First Command Advisory Services, Inc. 440.00%0.00%0.00%Q3 2023Q2 20244
Cetera Advisors LLC 440.00%0.00%0.01%Q1 2023Q4 20234
COMERICA BANK 440.00%0.00%0.00%Q3 2023Q2 20244
Carnegie Investment Counsel 440.04%0.06%0.07%Q3 2023Q2 20244
Strategic Financial Concepts, LLC 440.10%0.17%0.23%Q3 2023Q2 20244
Equitable Holdings, Inc. 440.00%0.01%0.02%Q3 2023Q2 20244
BCS Wealth Management 310.08%0.45%1.03%Q1 2023Q2 20244
Sterling Financial Group, Inc. 440.10%0.16%0.18%Q2 2023Q1 20244
MML INVESTORS SERVICES, LLC 440.01%0.01%0.01%Q3 2023Q2 20244
SIGMA INVESTMENT COUNSELORS INC 440.02%0.04%0.09%Q3 2023Q2 20244
HANOVER ADVISORS INC 330.20%0.21%0.23%Q4 2023Q2 20243
Harfst & Associates, Inc. 330.15%0.20%0.23%Q3 2020Q1 20213
Marquette Asset Management, LLC 330.01%0.01%0.01%Q4 2023Q2 20243
Cambridge Investment Research Advisors, Inc. 330.00%0.00%0.00%Q4 2023Q2 20243
Aspect Partners, LLC 330.01%0.01%0.02%Q4 2023Q2 20243
Flaharty Asset Management, LLC 330.04%0.04%0.04%Q4 2023Q2 20243
Secure Asset Management, LLC 330.42%0.50%0.58%Q4 2023Q2 20243
OLD MISSION CAPITAL LLC 210.00%0.02%0.04%Q4 2022Q4 20233
TCG Advisory Services, LLC 330.27%0.31%0.34%Q4 2023Q2 20243
HB Wealth Management, LLC 330.00%0.00%0.01%Q4 2023Q2 20243
Colony Group, LLC 330.02%0.04%0.07%Q4 2023Q2 20243
Community Bank, N.A. 330.00%0.00%0.00%Q4 2023Q2 20243
Western Financial Corp/CA 330.54%0.54%0.55%Q4 2023Q2 20243
G2 CAPITAL MANAGEMENT, LLC / OH 330.45%0.47%0.49%Q4 2023Q2 20243
Private Advisor Group, LLC 330.00%0.01%0.02%Q4 2023Q2 20243
Integrated Wealth Concepts LLC 330.00%0.00%0.01%Q4 2023Q2 20243
Gradient Investments LLC 330.00%0.00%0.00%Q4 2023Q2 20243
IFP Advisors, Inc 220.00%0.00%0.00%Q1 2024Q2 20242
JPMORGAN CHASE & CO 220.00%0.00%0.00%Q1 2024Q2 20242
Darden Wealth Group Inc 220.16%0.18%0.20%Q4 2023Q1 20242
Vishria Bird Financial Group, LLC 223.51%3.57%3.62%Q1 2024Q2 20242
FAS Wealth Partners, Inc. 220.01%0.01%0.01%Q1 2024Q2 20242
Stratos Wealth Partners, LTD. 220.01%0.01%0.01%Q1 2024Q2 20242
SFE Investment Counsel 220.14%0.26%0.38%Q1 2024Q2 20242
CWM, LLC 220.04%0.05%0.05%Q1 2024Q2 20242
Sigma Planning Corp 220.01%0.01%0.01%Q1 2024Q2 20242
YHB Investment Advisors, Inc. 220.02%0.02%0.02%Q3 2021Q4 20212
Global Retirement Partners, LLC 220.00%0.00%0.00%Q1 2024Q2 20242
PRIVATE TRUST CO NA 220.00%0.00%0.00%Q4 2022Q1 20232
TRUIST FINANCIAL CORP 220.00%0.00%0.00%Q4 2023Q1 20242
RiverFront Investment Group, LLC 220.35%0.35%0.36%Q1 2024Q2 20242
Financial Network Wealth Management LLC 220.15%0.15%0.16%Q4 2021Q1 20222
Laurel Wealth Advisors LLC 220.00%0.00%0.00%Q1 2024Q2 20242
First PREMIER Bank 220.00%0.00%0.00%Q1 2024Q2 20242
Westside Investment Management, Inc. 220.02%0.02%0.03%Q1 2024Q2 20242
Hobbs Group Advisors, LLC 110.35%0.38%0.41%Q4 2023Q2 20242
Cetera Investment Advisers 220.00%0.00%0.00%Q4 2023Q1 20242
Arkadios Wealth Advisors 220.00%0.00%0.00%Q1 2021Q2 20212
Spire Wealth Management 220.00%0.00%0.00%Q1 2024Q2 20242
Cetera Advisor Networks LLC 110.00%0.00%0.00%Q2 2020Q4 20232
Alaska Wealth Advisors 220.01%0.01%0.01%Q1 2024Q2 20242
Stonebridge Capital Advisors LLC 220.00%0.00%0.00%Q2 2023Q3 20232
FLOW TRADERS U.S. LLC 110.01%0.01%0.01%Q3 2023Q2 20242
Source Financial Advisors LLC 220.06%0.06%0.06%Q1 2024Q2 20242
Advisors Capital Management, LLC 220.12%0.12%0.12%Q1 2024Q2 20242
Gladstone Institutional Advisory LLC 220.01%0.01%0.01%Q1 2024Q2 20242
Prospera Financial Services Inc 220.02%0.02%0.02%Q1 2024Q2 20242
CIBC WORLD MARKET INC. 220.00%0.00%0.00%Q1 2024Q2 20242
AA Financial Advisors, LLC 221.04%1.26%1.48%Q1 2024Q2 20242
ROCKLAND TRUST CO 220.01%0.02%0.02%Q1 2022Q2 20222
Legacy CG, LLC 220.91%1.32%1.73%Q1 2024Q2 20242
SHUFRO ROSE & CO LLC 220.08%0.15%0.22%Q1 2024Q2 20242
GeoWealth Management, LLC 220.01%0.01%0.01%Q1 2024Q2 20242
CALTON & ASSOCIATES, INC. 110.09%0.10%0.11%Q2 2022Q1 20232
RVW Wealth, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Comprehensive Financial Consultants Institutional, Inc. 110.04%0.04%0.04%Q4 2021Q4 20211
Allen Capital Group, LLC 110.03%0.03%0.03%Q2 2024Q2 20241
CRA Financial Services, LLC 110.05%0.05%0.05%Q2 2024Q2 20241
Kingsview Wealth Management, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
PNC FINANCIAL SERVICES GROUP, INC. 110.00%0.00%0.00%Q4 2023Q4 20231
Western Wealth Management, LLC 110.02%0.02%0.02%Q2 2024Q2 20241
DOVER ADVISORS, LLC 110.14%0.14%0.14%Q2 2024Q2 20241
Atria Investments, Inc 110.01%0.01%0.01%Q2 2024Q2 20241
PRINCIPAL SECURITIES, INC. 110.00%0.00%0.00%Q2 2024Q2 20241
MATHER GROUP, LLC. 110.00%0.00%0.00%Q1 2024Q1 20241
Level Financial Advisors 110.01%0.01%0.01%Q4 2022Q4 20221
Farther Finance Advisors, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
VAUGHAN DAVID INVESTMENTS LLC/IL 110.01%0.01%0.01%Q2 2024Q2 20241
Snowden Capital Advisors LLC 110.01%0.01%0.01%Q2 2024Q2 20241
Souders Financial Advisors 110.41%0.41%0.41%Q1 2024Q1 20241
Kades & Cheifetz LLC 110.14%0.14%0.14%Q2 2024Q2 20241
Tennessee Valley Asset Management Partners 110.01%0.01%0.01%Q4 2023Q4 20231
Heritage Trust Co 110.03%0.03%0.03%Q2 2024Q2 20241
GPM Growth Investors, Inc. 111.27%1.27%1.27%Q2 2024Q2 20241
Capital Investment Counsel, LLC 110.84%0.84%0.84%Q2 2024Q2 20241
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
AMJ Financial Wealth Management 111.58%1.58%1.58%Q2 2024Q2 20241
GHP Investment Advisors, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Clearstead Advisors, LLC 110.80%0.80%0.80%Q2 2024Q2 20241
Tyler-Stone Wealth Management 110.01%0.01%0.01%Q2 2024Q2 20241
Larson Financial Group LLC 110.01%0.01%0.01%Q2 2024Q2 20241
&PARTNERS 110.02%0.02%0.02%Q2 2024Q2 20241
SIGNATUREFD, LLC 110.00%0.00%0.00%Q1 2024Q1 20241
Lido Advisors, LLC 110.01%0.01%0.01%Q2 2024Q2 20241
Berger Financial Group, Inc 110.08%0.08%0.08%Q2 2024Q2 20241
Dynamic Advisor Solutions LLC 110.01%0.01%0.01%Q2 2024Q2 20241
Tower Research Capital LLC (TRC) 110.00%0.00%0.00%Q1 2022Q1 20221
Summit Investment Advisory Services, LLC 110.47%0.47%0.47%Q2 2024Q2 20241
Hills Bank & Trust Co 110.56%0.56%0.56%Q2 2024Q2 20241
Arlington Capital Management, Inc. 110.39%0.39%0.39%Q2 2023Q2 20231
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q2 2024Q2 20241
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Almanack Investment Partners, LLC. 110.00%0.00%0.00%Q3 2022Q3 20221
FIRST MANHATTAN CO. LLC. 110.00%0.00%0.00%Q4 2021Q4 20211
Ashton Thomas Private Wealth, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Cerity Partners LLC 110.00%0.00%0.00%Q2 2024Q2 20241
SAX WEALTH ADVISORS, LLC 110.03%0.03%0.03%Q2 2024Q2 20241
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
KIRR MARBACH & CO LLC /IN/ 110.06%0.06%0.06%Q1 2022Q1 20221
FMR LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Evolution Advisers, Inc. 110.00%0.00%0.00%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.