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. 18180.00%0.00%0.00%Q2 2019Q3 202318
AVANTAX ADVISORY SERVICES, INC. 17170.00%0.02%0.03%Q3 2019Q3 202317
Invesco Ltd. 16160.01%0.01%0.02%Q4 2019Q3 202316
LPL Financial LLC 15150.00%0.01%0.04%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 1220.00%0.02%0.03%Q1 2020Q3 202314
ROYAL BANK OF CANADA 610.00%0.00%0.00%Q2 2019Q3 202314
American Portfolios Advisors 14140.00%0.00%0.00%Q2 2019Q3 202214
TRUIST FINANCIAL CORP 11110.00%0.00%0.01%Q1 2021Q3 202311
UBS Group AG 920.00%0.00%0.00%Q2 2020Q3 202311
BANK OF AMERICA CORP /DE/ 11110.00%0.00%0.00%Q1 2021Q3 202311
Dynamic Advisor Solutions LLC 10100.01%0.10%0.18%Q2 2021Q3 202310
Raymond James Financial Services Advisors, Inc. 10100.00%0.02%0.08%Q2 2021Q3 202310
GeoWealth Management, LLC 990.38%0.94%1.27%Q3 2021Q3 20239
Apella Capital, LLC 630.03%0.14%0.56%Q3 2021Q4 20239
Aspire Private Capital, LLC 990.02%0.02%0.02%Q3 2021Q3 20239
ERn Financial, LLC 880.10%0.14%0.19%Q4 2021Q3 20238
Collaborative Wealth Managment Inc. 610.24%1.00%1.92%Q1 2021Q3 20238
Private Advisor Group, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
IAG Wealth Partners, LLC 880.26%0.61%0.99%Q4 2021Q3 20238
SEARCY FINANCIAL SERVICES INC /ADV 7710.12%10.56%11.12%Q1 2022Q3 20237
BlackRock Inc. 770.00%0.00%0.00%Q2 2021Q4 20227
Stratos Wealth Partners, LTD. 430.01%0.02%0.04%Q4 2021Q3 20237
Steward Partners Investment Advisory, LLC 770.03%0.04%0.05%Q1 2022Q3 20237
COMMONWEALTH EQUITY SERVICES, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Atlas Private Wealth Advisors 660.11%0.91%3.08%Q3 2021Q4 20226
IFG Advisory, LLC 660.04%0.06%0.07%Q2 2022Q3 20236
Global Retirement Partners, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
ENVESTNET ASSET MANAGEMENT INC 410.00%0.00%0.00%Q2 2021Q3 20235
MGO ONE SEVEN LLC 550.33%0.53%0.97%Q3 2022Q3 20235
HARBOUR INVESTMENTS, INC. 440.00%0.00%0.00%Q4 2022Q3 20234
IFP Advisors, Inc 440.00%0.00%0.00%Q1 2022Q4 20224
Cambridge Investment Research Advisors, Inc. 440.00%0.00%0.00%Q1 2021Q4 20214
FLOW TRADERS U.S. LLC 440.00%0.03%0.04%Q1 2021Q4 20214
MML INVESTORS SERVICES, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
WELLS FARGO & COMPANY/MN 310.00%0.00%0.00%Q2 2020Q4 20224
MARINER INDEPENDENT ADVISOR NETWORK, LLC 310.07%0.07%0.08%Q3 2021Q3 20224
JPMORGAN CHASE & CO 310.00%0.00%0.00%Q4 2021Q3 20234
Mariner, LLC 440.04%0.04%0.04%Q4 2022Q3 20234
Milestone Investment Advisors LLC 440.03%0.08%0.11%Q4 2022Q3 20234
Equitable Holdings, Inc. 440.01%0.01%0.01%Q4 2022Q3 20234
SUSQUEHANNA INTERNATIONAL GROUP, LLP 440.00%0.00%0.00%Q4 2022Q3 20234
Snowden Capital Advisors LLC 210.00%0.16%0.24%Q1 2021Q4 20213
CreativeOne Wealth, LLC 330.02%0.02%0.02%Q3 2021Q1 20223
SIGNATUREFD, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
Householder Group Estate & Retirement Specialist, LLC 110.01%0.01%0.02%Q3 2022Q3 20233
Ameritas Advisory Services, LLC 330.00%0.14%0.34%Q1 2023Q3 20233
Advisor Resource Council 110.09%0.11%0.14%Q2 2021Q2 20223
Solano Wealth Management, Inc. 339.54%9.97%10.68%Q1 2023Q3 20233
MORGAN STANLEY 210.00%0.00%0.00%Q3 2021Q3 20233
AJ WEALTH STRATEGIES, LLC 330.03%0.05%0.08%Q4 2022Q2 20233
Kalos Management, Inc. 220.15%0.18%0.21%Q1 2021Q2 20212
SRS Capital Advisors, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
CAPTRUST FINANCIAL ADVISORS 220.00%0.00%0.00%Q1 2022Q2 20222
ORG Partners LLC 220.00%0.00%0.01%Q2 2023Q3 20232
THOROUGHBRED FINANCIAL SERVICES, LLC 110.03%0.04%0.05%Q1 2022Q3 20232
AdvisorNet Financial, Inc 220.00%0.00%0.00%Q2 2023Q3 20232
Lionsbridge Wealth Management LLC 220.67%0.68%0.68%Q2 2023Q3 20232
PFS INVESTMENTS INC. 220.49%0.50%0.51%Q1 2023Q2 20232
FMR LLC 110.00%0.00%0.00%Q1 2023Q3 20232
LWM Advisory Services, LLC 221.01%1.14%1.28%Q4 2021Q1 20222
NewSquare Capital LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Avestar Capital, LLC 220.05%0.11%0.17%Q2 2023Q3 20232
Holloway Wealth Management, LLC 220.00%0.00%0.00%Q2 2021Q3 20212
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 110.00%0.00%0.00%Q2 2023Q2 20231
First Heartland Consultants, Inc. 110.27%0.27%0.27%Q1 2023Q1 20231
Citadel Advisors 110.00%0.00%0.00%Q3 2022Q3 20221
Cetera Investment Advisers 110.01%0.01%0.01%Q1 2021Q1 20211
Herold Advisors, Inc. 110.06%0.06%0.06%Q3 2021Q3 20211
First Command Financial Services, Inc. 110.46%0.46%0.46%Q2 2023Q2 20231
HUNTINGTON NATIONAL BANK 110.00%0.00%0.00%Q1 2023Q1 20231
PNC FINANCIAL SERVICES GROUP, INC. 110.00%0.00%0.00%Q3 2022Q3 20221
Prospera Financial Services Inc 110.00%0.00%0.00%Q1 2022Q1 20221
DENVER WEALTH MANAGEMENT, INC. 110.19%0.19%0.19%Q3 2023Q3 20231
Capital Investment Advisory Services, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
First Command Advisory Services, Inc. 110.10%0.10%0.10%Q3 2023Q3 20231
TWO SIGMA INVESTMENTS, LP 110.00%0.00%0.00%Q3 2023Q3 20231
CoreCap Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
First Command Bank 110.46%0.46%0.46%Q2 2023Q2 20231
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q2 2023Q2 20231
ASSETMARK, INC 110.00%0.00%0.00%Q3 2023Q3 20231
WOLFF WIESE MAGANA LLC 110.00%0.00%0.00%Q3 2023Q3 20231
PRIVATE TRUST CO NA 110.00%0.00%0.00%Q3 2023Q3 20231
LADENBURG THALMANN FINANCIAL SERVICES INC. 110.00%0.00%0.00%Q4 2019Q4 20191
Parallel Advisors, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
LEAVELL INVESTMENT MANAGEMENT, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
Cerity Partners LLC 110.00%0.00%0.00%Q3 2023Q3 20231
CREATIVE FINANCIAL DESIGNS INC /ADV 110.00%0.00%0.00%Q3 2023Q3 20231
Integrated Wealth Concepts LLC 110.01%0.01%0.01%Q3 2023Q3 20231
JANE STREET GROUP, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Bank of New York Mellon Corp 110.01%0.01%0.01%Q3 2023Q3 20231
RVW Wealth, LLC 110.02%0.02%0.02%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.