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
WELLS FARGO & COMPANY/MN 16160.00%0.00%0.00%Q4 2019Q3 202316
JANE STREET GROUP, LLC 1140.00%0.00%0.01%Q4 2019Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
MORGAN STANLEY 15150.00%0.00%0.00%Q1 2020Q3 202315
UBS Group AG 13130.00%0.00%0.00%Q3 2020Q3 202313
BANK OF AMERICA CORP /DE/ 1210.00%0.00%0.00%Q1 2020Q3 202313
WRAPMANAGER INC 12120.16%0.20%0.35%Q4 2019Q3 202212
Key FInancial Inc 12120.01%0.01%0.02%Q4 2020Q3 202312
4Thought Financial Group Inc. 11110.26%0.42%0.53%Q1 2021Q3 202311
BANTA ASSET MANAGEMENT LP 11110.92%2.20%4.88%Q1 2021Q3 202311
LPL Financial LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
Anchor Investment Management, LLC 640.00%0.02%0.04%Q1 2020Q4 202310
Cetera Advisors LLC 990.01%0.02%0.04%Q3 2021Q3 20239
Beaumont Financial Partners, LLC 880.03%0.03%0.04%Q4 2020Q3 20228
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 880.02%0.02%0.03%Q4 2021Q3 20238
FLOW TRADERS U.S. LLC 510.02%0.07%0.10%Q2 2020Q3 20227
Gradient Investments LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Horizons Wealth Management 770.02%0.03%0.03%Q2 2022Q4 20237
ENVESTNET ASSET MANAGEMENT INC 770.00%0.00%0.00%Q1 2022Q3 20237
Legacy Financial Group LLC 610.07%0.09%0.14%Q4 2021Q3 20237
MERCER GLOBAL ADVISORS INC /ADV 770.00%0.01%0.02%Q1 2022Q3 20237
NewEdge Advisors, LLC 660.00%0.01%0.02%Q2 2022Q3 20236
Invesco Ltd. 420.00%0.00%0.00%Q4 2020Q4 20226
PRIVATE TRUST CO NA 660.00%0.00%0.00%Q2 2022Q3 20236
SJS Investment Consulting Inc. 320.01%0.01%0.01%Q4 2021Q1 20235
Wealthcare Advisory Partners LLC 210.00%0.01%0.01%Q4 2019Q3 20235
Straight Path Wealth Management 550.30%0.38%0.49%Q4 2021Q4 20225
Advisory Alpha, LLC 440.17%0.20%0.22%Q4 2022Q3 20234
Prospera Financial Services Inc 440.05%0.05%0.05%Q4 2022Q3 20234
GPM Growth Investors, Inc. 441.00%1.49%2.02%Q4 2022Q3 20234
Wealth Advisory Solutions, LLC 440.34%0.53%0.64%Q4 2019Q3 20204
Brookstone Capital Management 440.01%0.01%0.02%Q4 2022Q3 20234
Robertson Stephens Wealth Management, LLC 440.02%0.04%0.05%Q4 2022Q3 20234
Ironwood Financial, llc 440.40%0.67%1.03%Q4 2022Q3 20234
Segment Wealth Management, LLC 440.04%0.04%0.05%Q4 2022Q3 20234
Carnegie Capital Asset Management, LLC 440.02%0.02%0.02%Q3 2022Q2 20234
MONECO Advisors, LLC 440.07%0.07%0.08%Q4 2022Q3 20234
STIFEL FINANCIAL CORP 440.00%0.00%0.00%Q4 2022Q3 20234
Steward Partners Investment Advisory, LLC 330.00%0.00%0.00%Q4 2020Q2 20213
Asset Dedication, LLC 330.00%0.00%0.00%Q2 2021Q4 20213
Ballew Advisors, Inc 330.45%0.49%0.56%Q1 2023Q3 20233
Carmel Capital Partners, LLC 330.01%0.05%0.12%Q1 2023Q3 20233
Global Retirement Partners, LLC 330.00%0.00%0.01%Q1 2023Q3 20233
TCG Advisory Services, LLC 330.07%0.08%0.10%Q1 2023Q3 20233
Kessler Investment Group, LLC 330.69%0.84%1.08%Q4 2022Q2 20233
Regal Investment Advisors LLC 330.02%0.03%0.03%Q2 2021Q4 20213
Virtue Capital Management, LLC 330.08%0.08%0.08%Q1 2023Q3 20233
AlphaStar Capital Management, LLC 330.03%0.04%0.04%Q1 2023Q3 20233
AdvisorNet Financial, Inc 330.00%0.00%0.00%Q1 2023Q3 20233
ROYAL BANK OF CANADA 330.00%0.00%0.00%Q1 2023Q3 20233
Private Advisory Group LLC 330.07%0.08%0.09%Q1 2023Q3 20233
BENJAMIN F. EDWARDS & COMPANY, INC. 330.00%0.00%0.00%Q2 2022Q4 20223
Harrison & Co Wealth Management, LLC 222.23%2.26%2.28%Q3 2022Q4 20222
Sowell Financial Services LLC 220.00%0.00%0.00%Q4 2020Q1 20212
OLD MISSION CAPITAL LLC 110.01%0.01%0.01%Q1 2023Q3 20232
IFP Advisors, Inc 220.00%0.00%0.00%Q3 2022Q4 20222
RAYMOND JAMES & ASSOCIATES 220.00%0.00%0.00%Q2 2023Q3 20232
ZACKS INVESTMENT MANAGEMENT 220.01%0.01%0.01%Q1 2023Q2 20232
Capital Analysts, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Stratos Wealth Partners, LTD. 220.01%0.01%0.01%Q1 2021Q2 20212
DENVER WEALTH MANAGEMENT, INC. 220.90%1.18%1.46%Q4 2022Q1 20232
Private Advisor Group, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Quad-Cities Investment Group, LLC 220.13%0.13%0.14%Q2 2023Q3 20232
Allworth Financial LP 220.00%0.00%0.00%Q2 2023Q3 20232
Equitable Holdings, Inc. 220.01%0.01%0.02%Q2 2023Q3 20232
B. Riley Wealth Advisors, Inc. 220.01%0.01%0.01%Q2 2023Q3 20232
Geneos Wealth Management Inc. 110.00%0.00%0.00%Q2 2021Q3 20232
Citadel Advisors 110.00%0.00%0.00%Q3 2021Q1 20222
FMR LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Almanack Investment Partners, LLC. 110.00%0.00%0.00%Q3 2022Q3 20221
IMA Wealth, Inc. 110.14%0.14%0.14%Q3 2023Q3 20231
Integrated Wealth Concepts LLC 110.00%0.00%0.00%Q3 2023Q3 20231
SHEETS SMITH WEALTH MANAGEMENT 110.01%0.01%0.01%Q3 2023Q3 20231
Financial Gravity Asset Management, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
AMERIPRISE FINANCIAL INC 110.00%0.00%0.00%Q3 2023Q3 20231
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
OPTIMUM INVESTMENT ADVISORS 110.00%0.00%0.00%Q3 2022Q3 20221
Nalls Sherbakoff Group, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Beaumont Financial Advisors, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
Gladstone Institutional Advisory LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
SFE Investment Counsel 111.30%1.30%1.30%Q3 2023Q3 20231
Hennion & Walsh Asset Management, Inc. 110.03%0.03%0.03%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.