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
WELLS FARGO & COMPANY/MN 19190.00%0.00%0.00%Q4 2019Q2 202419
OSAIC HOLDINGS, INC. 18180.00%0.00%0.00%Q1 2020Q2 202418
JANE STREET GROUP, LLC 1440.00%0.00%0.01%Q4 2019Q2 202418
MORGAN STANLEY 18180.00%0.00%0.00%Q1 2020Q2 202418
UBS Group AG 16160.00%0.00%0.00%Q3 2020Q2 202416
BANK OF AMERICA CORP /DE/ 1510.00%0.00%0.00%Q1 2020Q2 202416
Key FInancial Inc 15150.01%0.02%0.08%Q4 2020Q2 202415
4Thought Financial Group Inc. 14140.26%0.39%0.53%Q1 2021Q2 202414
LPL Financial LLC 13130.00%0.00%0.01%Q2 2021Q2 202413
WRAPMANAGER INC 12120.16%0.20%0.35%Q4 2019Q3 202212
BANTA ASSET MANAGEMENT LP 12120.92%2.43%5.02%Q1 2021Q4 202312
Anchor Investment Management, LLC 650.00%0.02%0.04%Q1 2020Q1 202411
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 11110.02%0.02%0.03%Q4 2021Q2 202411
MERCER GLOBAL ADVISORS INC /ADV 10100.00%0.01%0.02%Q1 2022Q2 202410
Gradient Investments LLC 10100.00%0.00%0.00%Q1 2022Q2 202410
ENVESTNET ASSET MANAGEMENT INC 10100.00%0.00%0.00%Q1 2022Q2 202410
Cetera Advisors LLC 10100.01%0.03%0.06%Q3 2021Q4 202310
Legacy Financial Group LLC 610.07%0.10%0.21%Q4 2021Q2 20249
FLOW TRADERS U.S. LLC 510.02%0.07%0.10%Q2 2020Q1 20249
PRIVATE TRUST CO NA 990.00%0.00%0.01%Q2 2022Q2 20249
Horizons Wealth Management 990.02%0.03%0.06%Q2 2022Q2 20249
NewEdge Advisors, LLC 990.00%0.01%0.02%Q2 2022Q2 20249
Beaumont Financial Partners, LLC 880.03%0.03%0.04%Q4 2020Q3 20228
Prospera Financial Services Inc 770.05%0.05%0.06%Q4 2022Q2 20247
Brookstone Capital Management 770.01%0.01%0.02%Q4 2022Q2 20247
Segment Wealth Management, LLC 770.04%0.06%0.09%Q4 2022Q2 20247
Robertson Stephens Wealth Management, LLC 770.02%0.04%0.05%Q4 2022Q2 20247
STIFEL FINANCIAL CORP 770.00%0.00%0.00%Q4 2022Q2 20247
MONECO Advisors, LLC 770.04%0.06%0.08%Q4 2022Q2 20247
Ironwood Financial, llc 770.40%0.84%1.14%Q4 2022Q2 20247
AlphaStar Capital Management, LLC 660.03%0.04%0.04%Q1 2023Q2 20246
TCG Advisory Services, LLC 660.03%0.07%0.10%Q1 2023Q2 20246
BENJAMIN F. EDWARDS & COMPANY, INC. 330.00%0.00%0.00%Q2 2022Q2 20246
Invesco Ltd. 420.00%0.00%0.00%Q4 2020Q4 20226
Private Advisory Group LLC 660.06%0.07%0.09%Q1 2023Q2 20246
Ballew Advisors, Inc 660.22%0.47%0.59%Q1 2023Q2 20246
GPM Growth Investors, Inc. 511.00%1.62%2.02%Q4 2022Q2 20246
Wealthcare Advisory Partners LLC 310.00%0.01%0.01%Q4 2019Q4 20236
Advisory Alpha, LLC 660.16%0.19%0.22%Q4 2022Q1 20246
Global Retirement Partners, LLC 660.00%0.00%0.01%Q1 2023Q2 20246
ROYAL BANK OF CANADA 660.00%0.00%0.00%Q1 2023Q2 20246
AdvisorNet Financial, Inc 660.00%0.00%0.00%Q1 2023Q2 20246
B. Riley Wealth Advisors, Inc. 550.01%0.01%0.01%Q2 2023Q2 20245
Geneos Wealth Management Inc. 410.00%0.00%0.00%Q2 2021Q2 20245
Private Advisor Group, LLC 550.00%0.00%0.01%Q2 2023Q2 20245
Straight Path Wealth Management 550.30%0.38%0.49%Q4 2021Q4 20225
RAYMOND JAMES & ASSOCIATES 550.00%0.00%0.00%Q2 2023Q2 20245
Steward Partners Investment Advisory, LLC 320.00%0.00%0.00%Q4 2020Q2 20245
SJS Investment Consulting Inc. 320.01%0.01%0.01%Q4 2021Q1 20235
Allworth Financial LP 550.00%0.00%0.00%Q2 2023Q2 20245
Quad-Cities Investment Group, LLC 550.13%0.14%0.16%Q2 2023Q2 20245
Capital Analysts, LLC 550.00%0.00%0.01%Q2 2023Q2 20245
Equitable Holdings, Inc. 550.01%0.02%0.03%Q2 2023Q2 20245
Wealth Advisory Solutions, LLC 440.34%0.53%0.64%Q4 2019Q3 20204
Hennion & Walsh Asset Management, Inc. 440.03%0.05%0.06%Q3 2023Q2 20244
OLD MISSION CAPITAL LLC 310.00%0.02%0.04%Q1 2023Q1 20244
COMERICA BANK 440.00%0.00%0.00%Q3 2023Q2 20244
IMA Advisory Services, Inc. 440.14%0.92%1.82%Q3 2023Q2 20244
Carnegie Investment Counsel 440.02%0.02%0.02%Q3 2022Q2 20234
SFE Investment Counsel 441.18%1.33%1.50%Q3 2023Q2 20244
Integrated Wealth Concepts LLC 440.00%0.01%0.01%Q3 2023Q2 20244
AMERIPRISE FINANCIAL INC 440.00%0.00%0.00%Q3 2023Q2 20244
Tyler-Stone Wealth Management 330.02%0.03%0.04%Q4 2023Q2 20243
COMMONWEALTH EQUITY SERVICES, LLC 330.00%0.00%0.00%Q4 2023Q2 20243
Orion Portfolio Solutions, LLC 330.01%0.01%0.02%Q4 2023Q2 20243
ROVIN CAPITAL /UT/ /ADV 331.22%1.27%1.35%Q4 2023Q2 20243
Asset Dedication, LLC 330.00%0.00%0.00%Q2 2021Q4 20213
Citadel Advisors 110.00%0.00%0.00%Q3 2021Q2 20243
Sound Stewardship, LLC 330.14%0.46%0.63%Q4 2023Q2 20243
Oder Investment Management, LLC 330.93%1.07%1.31%Q4 2023Q2 20243
Carmel Capital Partners, LLC 330.01%0.05%0.12%Q1 2023Q3 20233
Aspect Partners, LLC 330.00%0.00%0.01%Q4 2023Q2 20243
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
Financial Gravity Asset Management, Inc. 110.00%0.00%0.00%Q2 2023Q1 20242
CoreCap Advisors, LLC 220.00%0.00%0.01%Q1 2024Q2 20242
S.E.E.D. Planning Group LLC 220.69%0.70%0.70%Q1 2024Q2 20242
Larson Financial Group LLC 220.00%0.00%0.01%Q1 2024Q2 20242
Arete Wealth Advisors, LLC 220.02%0.02%0.02%Q1 2024Q2 20242
Paradiem, LLC 220.59%0.59%0.60%Q1 2024Q2 20242
IFP Advisors, Inc 220.00%0.00%0.00%Q3 2022Q4 20222
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
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
ZACKS INVESTMENT MANAGEMENT 220.01%0.01%0.01%Q1 2023Q2 20232
CBIZ Investment Advisory Services, LLC 220.00%0.00%0.00%Q1 2024Q2 20242
Nalls Sherbakoff Group, LLC 220.01%0.02%0.04%Q3 2023Q4 20232
JPMORGAN CHASE & CO 110.00%0.00%0.00%Q2 2024Q2 20241
Householder Group Estate & Retirement Specialist, LLC 110.01%0.01%0.01%Q2 2024Q2 20241
FMR LLC 110.00%0.00%0.00%Q2 2023Q2 20231
SALEM INVESTMENT COUNSELORS INC 110.00%0.00%0.00%Q4 2023Q4 20231
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Raymond James Financial Services Advisors, Inc. 110.00%0.00%0.00%Q2 2024Q2 20241
IFG Advisory, LLC 110.03%0.03%0.03%Q4 2023Q4 20231
PRINCIPAL SECURITIES, INC. 110.00%0.00%0.00%Q2 2024Q2 20241
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q2 2024Q2 20241
Koss-Olinger Consulting, LLC 110.03%0.03%0.03%Q2 2024Q2 20241
SHEETS SMITH WEALTH MANAGEMENT 110.01%0.01%0.01%Q3 2023Q3 20231
GAMMA Investing LLC 110.05%0.05%0.05%Q2 2024Q2 20241
HARBOUR INVESTMENTS, INC. 110.00%0.00%0.00%Q2 2024Q2 20241
Ancora Advisors LLC 110.00%0.00%0.00%Q1 2024Q1 20241
Kestra Advisory Services, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
BROWN ADVISORY INC 110.00%0.00%0.00%Q2 2024Q2 20241
Atomi Financial Group, Inc. 110.05%0.05%0.05%Q2 2024Q2 20241
OPTIMUM INVESTMENT ADVISORS 110.00%0.00%0.00%Q3 2022Q3 20221
WESPAC Advisors, LLC 110.18%0.18%0.18%Q4 2023Q4 20231
Cetera Investment Advisers 110.01%0.01%0.01%Q1 2024Q1 20241
BKM Wealth Management, LLC 110.00%0.00%0.00%Q4 2023Q4 20231
Cetera Advisor Networks LLC 110.00%0.00%0.00%Q4 2023Q4 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
ASHTON THOMAS SECURITIES, LLC 110.49%0.49%0.49%Q2 2024Q2 20241
Altrius Capital Management Inc 110.12%0.12%0.12%Q2 2024Q2 20241
Almanack Investment Partners, LLC. 110.00%0.00%0.00%Q3 2022Q3 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.