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. 21210.00%0.00%0.00%Q3 2018Q3 202321
BANK OF AMERICA CORP /DE/ 20200.00%0.00%0.00%Q4 2018Q3 202320
WELLS FARGO & COMPANY/MN 19190.00%0.00%0.00%Q1 2019Q3 202319
ROYAL BANK OF CANADA 19190.00%0.00%0.00%Q1 2019Q3 202319
Anchor Investment Management, LLC 1080.00%0.02%0.05%Q1 2019Q4 202318
JANE STREET GROUP, LLC 1530.00%0.00%0.02%Q1 2019Q3 202318
MORGAN STANLEY 17170.00%0.00%0.00%Q3 2019Q3 202317
Cetera Advisors LLC 16160.02%0.09%0.14%Q4 2019Q3 202316
UBS Group AG 16160.00%0.00%0.01%Q4 2019Q3 202316
Cambridge Investment Research Advisors, Inc. 1150.00%0.00%0.00%Q3 2019Q3 202316
WRAPMANAGER INC 16160.16%0.25%0.40%Q4 2018Q3 202216
Geneos Wealth Management Inc. 16160.00%0.01%0.02%Q4 2019Q3 202316
ENVESTNET ASSET MANAGEMENT INC 1050.00%0.00%0.01%Q4 2019Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.01%Q1 2020Q3 202315
LPL Financial LLC 15150.00%0.00%0.01%Q1 2020Q3 202315
Camelot Portfolios, LLC 14141.31%1.76%2.19%Q2 2020Q3 202314
Key FInancial Inc 1210.01%0.02%0.03%Q1 2020Q3 202313
Integrated Wealth Concepts LLC 13130.02%0.10%0.21%Q3 2020Q3 202313
Ironwood Financial, llc 13130.01%2.06%2.86%Q3 2020Q3 202313
Citadel Advisors 12120.00%0.00%0.00%Q4 2019Q3 202212
FLOW TRADERS U.S. LLC 410.01%0.09%0.34%Q4 2019Q3 202312
Steward Partners Investment Advisory, LLC 12120.00%0.01%0.08%Q4 2020Q3 202312
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 12120.02%0.03%0.04%Q4 2020Q3 202312
4Thought Financial Group Inc. 11110.30%0.45%0.57%Q1 2021Q3 202311
Gradient Investments LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
BANTA ASSET MANAGEMENT LP 11111.42%2.59%5.32%Q1 2021Q3 202311
Segment Wealth Management, LLC 640.02%0.04%0.08%Q1 2021Q3 202310
SFE Investment Counsel 10100.18%1.18%2.11%Q2 2021Q3 202310
Legacy Financial Group LLC 910.10%2.48%3.23%Q1 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.00%0.01%0.01%Q1 2021Q3 202310
STEPHENS INC /AR/ 990.00%0.01%0.01%Q3 2021Q3 20239
Carnegie Capital Asset Management, LLC 990.04%0.10%0.14%Q3 2021Q3 20239
IRON Financial LLC 990.17%0.47%0.59%Q3 2021Q3 20239
STIFEL FINANCIAL CORP 990.00%0.00%0.00%Q3 2021Q3 20239
Advisory Alpha, LLC 880.19%0.22%0.26%Q4 2021Q3 20238
Spire Wealth Management 880.00%0.00%0.00%Q1 2021Q4 20228
Beaumont Financial Partners, LLC 880.03%0.03%0.04%Q4 2020Q3 20228
AlphaStar Capital Management, LLC 880.03%0.04%0.05%Q4 2021Q3 20238
Prospera Financial Services Inc 880.03%0.09%0.11%Q4 2021Q3 20238
Quad-Cities Investment Group, LLC 880.14%0.20%0.25%Q4 2021Q3 20238
ATWOOD & PALMER INC 880.01%0.04%0.06%Q4 2021Q3 20238
NewEdge Advisors, LLC 880.00%0.01%0.02%Q4 2021Q3 20238
Private Advisory Group LLC 770.06%0.08%0.08%Q1 2022Q3 20237
Brookstone Capital Management 770.02%0.02%0.02%Q1 2022Q3 20237
IHT Wealth Management, LLC 770.13%0.18%0.26%Q1 2022Q3 20237
MML INVESTORS SERVICES, LLC 770.00%0.00%0.01%Q1 2022Q3 20237
Horizons Wealth Management 770.06%0.07%0.08%Q2 2022Q4 20237
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 310.00%0.00%0.00%Q2 2021Q3 20237
MERCER GLOBAL ADVISORS INC /ADV 770.00%0.01%0.02%Q1 2022Q3 20237
CWM, LLC 660.00%0.02%0.04%Q2 2022Q3 20236
PRIVATE TRUST CO NA 660.00%0.01%0.01%Q2 2022Q3 20236
Independence Bank of Kentucky 660.00%0.00%0.00%Q2 2022Q3 20236
Ellevest, Inc. 660.01%0.01%0.02%Q4 2018Q1 20206
Wealthcare Advisory Partners LLC 310.00%0.01%0.01%Q4 2019Q3 20236
BENJAMIN F. EDWARDS & COMPANY, INC. 660.00%0.00%0.00%Q2 2022Q3 20236
Asset Dedication, LLC 510.00%0.00%0.00%Q2 2021Q4 20226
Straight Path Wealth Management 550.29%0.42%0.55%Q4 2021Q4 20225
Hennion & Walsh Asset Management, Inc. 550.03%0.07%0.10%Q3 2022Q3 20235
Invesco Ltd. 210.00%0.00%0.00%Q4 2020Q1 20235
SJS Investment Consulting Inc. 320.01%0.01%0.01%Q4 2021Q1 20235
W.H. Cornerstone Investments Inc. 550.19%0.23%0.26%Q3 2022Q3 20235
MONECO Advisors, LLC 550.32%0.41%0.53%Q3 2022Q3 20235
Oder Investment Management, LLC 410.05%0.67%0.88%Q4 2020Q3 20235
IFP Advisors, Inc 550.01%0.02%0.02%Q3 2022Q3 20235
Harrison & Co Wealth Management, LLC 551.97%2.15%2.28%Q4 2021Q4 20225
Enterprise Trust & Investment Co 550.02%0.02%0.02%Q2 2021Q2 20225
MEITAV INVESTMENT HOUSE LTD 550.00%0.00%0.01%Q3 2022Q3 20235
UNITED CAPITAL FINANCIAL ADVISORS, LLC 440.00%0.06%0.09%Q4 2019Q3 20204
Sound Stewardship, LLC 441.41%1.43%1.49%Q4 2022Q3 20234
Private Advisor Group, LLC 440.00%0.01%0.01%Q4 2022Q3 20234
Capital Analysts, LLC 440.00%0.01%0.03%Q4 2022Q3 20234
AdvisorNet Financial, Inc 310.00%0.00%0.00%Q3 2021Q3 20234
Nalls Sherbakoff Group, LLC 310.02%0.03%0.03%Q4 2018Q3 20234
Regal Investment Advisors LLC 310.02%0.03%0.03%Q4 2020Q4 20214
Insight Wealth Partners, LLC 442.60%4.22%8.13%Q4 2022Q3 20234
Werba Rubin Papier Wealth Management 440.08%0.09%0.10%Q4 2022Q3 20234
Wealth Advisory Solutions, LLC 440.38%0.47%0.52%Q4 2019Q3 20204
CoreCap Advisors, LLC 310.00%0.01%0.01%Q4 2021Q4 20224
RPg Family Wealth Advisory, LLC 441.05%1.37%1.76%Q4 2022Q3 20234
S.E.E.D. Planning Group LLC 440.15%1.23%1.83%Q4 2022Q3 20234
GPM Growth Investors, Inc. 442.74%2.87%3.02%Q4 2022Q3 20234
AMERIPRISE FINANCIAL INC 440.00%0.00%0.00%Q4 2022Q3 20234
Virtue Capital Management, LLC 330.08%0.08%0.08%Q1 2023Q3 20233
SUSQUEHANNA INTERNATIONAL GROUP, LLP 330.00%0.00%0.00%Q3 2019Q1 20203
FMR LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Equitable Holdings, Inc. 330.00%0.02%0.03%Q1 2023Q3 20233
Global Retirement Partners, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Orion Portfolio Solutions, LLC 210.00%0.02%0.04%Q2 2020Q3 20233
Chicago Partners Investment Group LLC 330.03%0.03%0.03%Q1 2019Q3 20193
Robertson Stephens Wealth Management, LLC 330.03%0.03%0.04%Q4 2022Q2 20233
Atria Wealth Solutions, Inc. 330.00%0.00%0.01%Q1 2023Q3 20233
Stratos Wealth Partners, LTD. 330.01%0.01%0.01%Q4 2020Q2 20213
Carmel Capital Partners, LLC 330.30%0.50%0.64%Q3 2022Q1 20233
Janney Montgomery Scott LLC 330.00%0.00%0.00%Q1 2023Q3 20233
RAYMOND JAMES & ASSOCIATES 330.00%0.00%0.00%Q1 2023Q3 20233
Ballew Advisors, Inc 330.46%0.51%0.60%Q1 2023Q3 20233
Financial Gravity Asset Management, Inc. 110.00%0.01%0.03%Q4 2021Q2 20233
WHITENER CAPITAL MANAGEMENT, INC. 330.03%0.03%0.03%Q1 2019Q3 20193
TCG Advisory Services, LLC 330.15%0.17%0.21%Q1 2023Q3 20233
Financial Architects, Inc 220.00%0.00%0.00%Q4 2019Q1 20202
Ameritas Investment Company, LLC 110.01%0.01%0.01%Q1 2020Q1 20212
WESPAC Advisors, LLC 220.23%0.24%0.25%Q2 2023Q3 20232
Sowell Financial Services LLC 220.00%0.00%0.00%Q4 2020Q1 20212
FCA CORP /TX 220.33%0.33%0.34%Q2 2023Q3 20232
OLD MISSION CAPITAL LLC 110.01%0.01%0.01%Q2 2022Q3 20232
HighTower Advisors, LLC 220.01%0.01%0.01%Q3 2022Q4 20222
Altrius Capital Management Inc 220.08%0.10%0.11%Q2 2023Q3 20232
Mariner, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
DENVER WEALTH MANAGEMENT, INC. 221.32%1.46%1.59%Q4 2022Q1 20232
Advisor Group, Inc. 220.00%0.00%0.00%Q3 2019Q4 20192
ZACKS INVESTMENT MANAGEMENT 220.01%0.01%0.01%Q1 2023Q2 20232
BROWN ADVISORY INC 220.00%0.00%0.00%Q2 2023Q3 20232
Raymond James Financial Services Advisors, Inc. 220.00%0.00%0.00%Q2 2022Q3 20222
Beacon Capital Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Allworth Financial LP 220.01%0.01%0.01%Q2 2023Q3 20232
Sigma Planning Corp 220.04%0.04%0.04%Q2 2023Q3 20232
Northwest Bancshares, Inc. 220.06%0.06%0.06%Q2 2020Q3 20202
Koss-Olinger Consulting, LLC 220.03%0.04%0.04%Q2 2023Q3 20232
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
COMMONWEALTH EQUITY SERVICES, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
SHUFRO ROSE & CO LLC 220.02%0.02%0.02%Q2 2023Q3 20232
THRIVENT FINANCIAL FOR LUTHERANS 220.00%0.00%0.00%Q4 2020Q1 20212
JPMORGAN CHASE & CO 110.00%0.00%0.00%Q1 2023Q3 20232
First Capital Advisors Group, LLC. 110.09%0.09%0.09%Q2 2023Q2 20231
Almanack Investment Partners, LLC. 110.00%0.00%0.00%Q3 2022Q3 20221
WFA of San Diego, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
REBALANCE, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
FIRST MANHATTAN CO. LLC. 110.00%0.00%0.00%Q3 2023Q3 20231
LADENBURG THALMANN FINANCIAL SERVICES INC. 110.00%0.00%0.00%Q4 2019Q4 20191
Renasant Bank 110.14%0.14%0.14%Q1 2022Q1 20221
MBE Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Freedom Investment Management, Inc. 110.08%0.08%0.08%Q4 2021Q4 20211
1ST SOURCE BANK 110.02%0.02%0.02%Q4 2020Q4 20201
Cetera Advisor Networks LLC 110.00%0.00%0.00%Q3 2023Q3 20231
DIVIDEND ASSETS CAPITAL, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Arlington Capital Management, Inc. 110.32%0.32%0.32%Q3 2023Q3 20231
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Beaumont Financial Advisors, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
Avestar Capital, LLC 110.30%0.30%0.30%Q1 2022Q1 20221
WOLFF WIESE MAGANA LLC 110.01%0.01%0.01%Q3 2023Q3 20231
TRANSCEND CAPITAL ADVISORS, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Tyler-Stone Wealth Management 110.10%0.10%0.10%Q3 2023Q3 20231
Glass Jacobson Investment Advisors llc 110.04%0.04%0.04%Q4 2022Q4 20221
Rockefeller Capital Management L.P. 110.00%0.00%0.00%Q2 2022Q2 20221
RETIREMENT GUYS FORMULA LLC 110.16%0.16%0.16%Q1 2022Q1 20221
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
OPTIMUM INVESTMENT ADVISORS 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.