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
BANK OF AMERICA CORP /DE/ 21210.00%0.00%0.00%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
Independence Bank of Kentucky 20200.05%0.08%0.20%Q4 2018Q3 202320
ROYAL BANK OF CANADA 20200.00%0.00%0.00%Q4 2018Q3 202320
Ellevest, Inc. 20200.00%0.05%0.09%Q4 2018Q3 202320
WELLS FARGO & COMPANY/MN 20200.00%0.00%0.01%Q4 2018Q3 202320
Anchor Investment Management, LLC 1640.00%0.19%0.62%Q4 2018Q4 202320
Asset Dedication, LLC 19190.04%0.49%0.90%Q1 2019Q3 202319
UBS Group AG 19190.00%0.00%0.00%Q1 2019Q3 202319
Exchange Capital Management, Inc. 18180.07%0.29%0.40%Q2 2019Q3 202318
RAYMOND JAMES & ASSOCIATES 18180.00%0.00%0.00%Q2 2019Q3 202318
JANE STREET GROUP, LLC 1110.00%0.00%0.02%Q3 2018Q3 202318
Capital Investment Advisors, LLC 18180.02%0.03%0.06%Q3 2019Q4 202318
MORGAN STANLEY 17170.00%0.00%0.01%Q3 2019Q3 202317
COOKSON PEIRCE & CO INC 16160.34%0.48%0.57%Q4 2019Q3 202316
Motley Fool Wealth Management, LLC 16160.95%1.32%1.72%Q4 2019Q3 202316
Ameritas Investment Partners, Inc. 16160.00%0.01%0.02%Q4 2019Q3 202316
Smithfield Trust Co 16160.00%0.00%0.00%Q4 2019Q3 202316
Janney Montgomery Scott LLC 16160.01%0.02%0.03%Q4 2019Q3 202316
OSAIC HOLDINGS, INC. 15150.00%0.00%0.02%Q1 2020Q3 202315
Apella Capital, LLC 1230.04%0.22%0.65%Q1 2020Q4 202315
Raymond James Financial Services Advisors, Inc. 15150.00%0.02%0.03%Q1 2020Q3 202315
LPL Financial LLC 15150.00%0.00%0.01%Q1 2020Q3 202315
EASTERN BANK 15151.10%1.29%1.48%Q1 2020Q3 202315
Steward Partners Investment Advisory, LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
BUTENSKY & COHEN FINANCIAL SECURITY, INC 14140.21%0.35%0.41%Q2 2020Q3 202314
Oliver Luxxe Assets LLC 13130.49%0.61%0.79%Q3 2020Q3 202313
Capital Investment Advisory Services, LLC 13130.01%0.02%0.03%Q3 2020Q3 202313
Key FInancial Inc 1210.00%0.01%0.12%Q1 2020Q3 202313
COLONY GROUP LLC 850.01%0.07%0.14%Q2 2020Q3 202313
STIFEL FINANCIAL CORP 13130.00%0.00%0.01%Q3 2020Q3 202313
HighTower Advisors, LLC 540.00%0.01%0.04%Q1 2019Q3 202313
Cambridge Investment Research Advisors, Inc. 750.00%0.00%0.00%Q1 2020Q3 202312
Mendel Money Management 930.11%0.26%0.47%Q2 2019Q2 202212
Segment Wealth Management, LLC 11110.02%0.06%0.11%Q1 2021Q3 202311
4Thought Financial Group Inc. 11110.57%0.65%0.71%Q1 2021Q3 202311
FRANKLIN RESOURCES INC 11110.00%0.00%0.00%Q1 2021Q3 202311
DAVIS R M INC 11110.01%0.02%0.04%Q1 2021Q3 202311
COMMONWEALTH EQUITY SERVICES, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Newport Capital Group, LLC 910.11%0.19%0.22%Q4 2020Q2 202310
Carnegie Capital Asset Management, LLC 10100.01%0.07%0.14%Q2 2021Q3 202310
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 10100.04%0.04%0.06%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.00%Q1 2021Q3 202310
TLWM 640.14%2.31%5.82%Q1 2021Q3 202310
Camelot Portfolios, LLC 10101.39%1.79%1.93%Q2 2021Q3 202310
Gs Investments, Inc. 10100.05%0.06%0.14%Q2 2021Q3 202310
First Command Bank 990.02%0.03%0.04%Q2 2021Q2 20239
SUSQUEHANNA INTERNATIONAL GROUP, LLP 210.00%0.00%0.00%Q4 2018Q2 20239
Newbridge Financial Services Group, Inc. 990.14%0.18%0.23%Q3 2021Q3 20239
First Command Financial Services, Inc. 990.02%0.03%0.04%Q2 2021Q2 20239
Flaharty Asset Management, LLC 990.04%0.04%0.06%Q3 2021Q3 20239
Chicago Partners Investment Group LLC 990.02%0.04%0.06%Q4 2018Q4 20209
Geneos Wealth Management Inc. 990.00%0.01%0.06%Q3 2021Q3 20239
Sargent Bickham Lagudis LLC 990.01%0.04%0.10%Q4 2020Q4 20229
Advisory Services Network, LLC 610.00%0.00%0.01%Q4 2018Q1 20239
FMR LLC 620.00%0.00%0.00%Q1 2021Q2 20238
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 880.05%0.08%0.09%Q4 2021Q3 20238
Stonebridge Capital Advisors LLC 880.29%0.34%0.46%Q4 2021Q3 20238
Citadel Advisors 410.00%0.00%0.00%Q1 2020Q1 20238
Straight Path Wealth Management 880.30%0.54%0.75%Q4 2021Q3 20238
AdvisorNet Financial, Inc 880.00%0.00%0.00%Q4 2021Q3 20238
AMERIPRISE FINANCIAL INC 880.00%0.00%0.00%Q4 2021Q3 20238
Invesco Ltd. 880.00%0.00%0.00%Q4 2021Q3 20238
Comprehensive Financial Consultants Institutional, Inc. 880.16%0.19%0.21%Q4 2021Q3 20238
Legacy Private Trust Co. 880.22%0.65%0.80%Q4 2021Q3 20238
FinTrust Capital Advisors, LLC 770.01%0.01%0.02%Q4 2018Q2 20207
Redwood Financial Network Corp 770.77%0.87%1.04%Q1 2022Q3 20237
SAWGRASS ASSET MANAGEMENT LLC 770.06%0.11%0.14%Q1 2022Q3 20237
Vigilant Capital Management, LLC 770.00%0.00%0.00%Q4 2021Q2 20237
ENVESTNET ASSET MANAGEMENT INC 520.00%0.00%0.00%Q3 2020Q3 20237
KIRR MARBACH & CO LLC /IN/ 770.21%0.36%0.55%Q1 2022Q3 20237
SJS Investment Consulting Inc. 520.01%0.01%0.02%Q4 2021Q3 20237
Horizons Wealth Management 770.05%1.62%2.60%Q2 2022Q4 20237
HC FINANCIAL ADVISORS INC 660.01%0.01%0.01%Q1 2020Q2 20216
Addison Advisors LLC 510.02%0.61%1.05%Q4 2020Q3 20236
Aptus Capital Advisors, LLC 660.16%0.57%0.84%Q2 2022Q3 20236
STEPHENS INC /AR/ 320.00%0.02%0.05%Q4 2021Q3 20235
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 550.94%1.05%1.18%Q3 2022Q3 20235
Souders Financial Advisors 550.40%0.43%0.46%Q3 2022Q3 20235
Financial Architects, Inc 550.00%0.00%0.00%Q2 2019Q2 20205
Iowa State Bank 550.08%0.18%0.28%Q4 2020Q4 20215
TRUIST FINANCIAL CORP 550.00%0.00%0.00%Q3 2022Q3 20235
BENJAMIN F. EDWARDS & COMPANY, INC. 550.00%0.00%0.00%Q3 2022Q3 20235
WOLVERINE TRADING, LLC 550.00%0.00%0.00%Q1 2020Q1 20215
YHB Investment Advisors, Inc. 550.02%0.04%0.06%Q1 2021Q1 20225
Financial Network Wealth Management LLC 550.17%0.20%0.23%Q1 2021Q1 20225
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 550.00%0.00%0.00%Q3 2022Q3 20235
Cetera Advisors LLC 320.00%0.00%0.01%Q3 2021Q1 20235
Carmel Capital Partners, LLC 550.24%0.61%0.96%Q3 2022Q3 20235
Western Financial Corp/CA 440.57%0.66%0.71%Q4 2022Q3 20234
NOVARE CAPITAL MANAGEMENT LLC 440.28%0.29%0.32%Q4 2022Q3 20234
Capital Analysts, LLC 440.00%0.01%0.01%Q4 2022Q3 20234
Kohmann Bosshard Financial Services, LLC 440.05%0.06%0.08%Q4 2022Q3 20234
Ironwood Financial, llc 440.20%0.95%2.22%Q4 2022Q3 20234
ROVIN CAPITAL /UT/ /ADV 441.35%1.56%1.82%Q4 2022Q3 20234
Colonial Trust Co / SC 440.01%0.08%0.17%Q4 2022Q3 20234
TruWealth Advisors, LLC 440.79%1.74%2.38%Q4 2022Q3 20234
Secure Asset Management, LLC 440.61%0.73%0.86%Q4 2022Q3 20234
G2 CAPITAL MANAGEMENT, LLC / OH 440.51%0.59%0.63%Q4 2022Q3 20234
Red Spruce Capital, LLC 440.19%1.22%2.47%Q1 2023Q4 20234
Timber Creek Capital Management LLC 440.25%0.26%0.28%Q4 2022Q3 20234
Ancora Advisors LLC 440.01%0.01%0.01%Q4 2022Q3 20234
West Branch Capital LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Moisand Fitzgerald Tamayo, LLC 440.00%0.00%0.00%Q2 2020Q1 20214
NewEdge Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
NOTTINGHAM ADVISORS, INC. 440.11%0.15%0.22%Q4 2022Q3 20234
Matthew Goff Investment Advisor, LLC 440.42%0.44%0.48%Q4 2022Q3 20234
Bruderman Asset Management, LLC 220.25%0.49%0.73%Q4 2020Q4 20214
Marietta Wealth Management, LLC 441.01%1.05%1.10%Q4 2022Q3 20234
SFE Investment Counsel 440.23%0.36%0.50%Q4 2022Q3 20234
CWM, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Goepper Burkhardt LLC 440.74%1.37%2.20%Q4 2022Q3 20234
PRIVATE TRUST CO NA 440.00%0.00%0.00%Q4 2022Q3 20234
Robertson Stephens Wealth Management, LLC 440.02%0.02%0.03%Q4 2022Q3 20234
IFP Advisors, Inc 440.01%0.04%0.05%Q4 2022Q3 20234
American Portfolios Advisors 440.01%0.01%0.01%Q4 2018Q3 20194
VISTA INVESTMENT MANAGEMENT 440.14%1.57%2.95%Q4 2022Q3 20234
COUNTRY CLUB BANK /GFN 440.10%0.24%0.34%Q4 2022Q3 20234
Snowden Capital Advisors LLC 330.01%0.02%0.02%Q1 2023Q3 20233
Leisure Capital Management 330.37%0.41%0.44%Q1 2023Q3 20233
Atria Wealth Solutions, Inc. 330.00%0.00%0.01%Q1 2023Q3 20233
COMERICA BANK 210.00%0.00%0.00%Q3 2020Q3 20233
TCG Advisory Services, LLC 330.87%1.01%1.21%Q1 2023Q3 20233
Lido Advisors, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Private Advisor Group, LLC 210.00%0.01%0.01%Q2 2020Q3 20233
Harfst & Associates, Inc. 330.10%0.12%0.14%Q3 2020Q1 20213
WHITENER CAPITAL MANAGEMENT, INC. 330.05%0.06%0.06%Q1 2019Q3 20193
Kades & Cheifetz LLC 330.20%0.20%0.21%Q1 2023Q3 20233
Householder Group Estate & Retirement Specialist, LLC 110.01%0.02%0.02%Q3 2022Q3 20233
Advisor Group, Inc. 210.00%0.00%0.00%Q1 2019Q4 20193
GILL CAPITAL PARTNERS, LLC 330.14%0.50%0.72%Q2 2023Q4 20233
Colonial Trust Advisors 330.00%0.10%0.15%Q1 2023Q3 20233
Altus Wealth Group LLC 332.09%2.15%2.26%Q1 2023Q3 20233
Glass Jacobson Investment Advisors llc 210.03%0.03%0.04%Q4 2022Q3 20233
Avior Wealth Management, LLC 330.01%0.03%0.05%Q1 2023Q3 20233
Atlantic Union Bankshares Corp 330.02%0.02%0.02%Q1 2023Q3 20233
LINCOLN CAPITAL CORP 210.35%0.37%0.39%Q3 2020Q2 20213
Community Bank, N.A. 330.00%0.00%0.00%Q4 2022Q2 20233
Wealthcare Advisory Partners LLC 210.00%0.00%0.00%Q4 2019Q1 20213
SILVERLAKE WEALTH MANAGEMENT LLC 220.13%0.13%0.13%Q4 2021Q1 20222
Hilltop Holdings Inc. 220.06%0.06%0.07%Q1 2020Q2 20202
Davis Capital Management 220.10%0.11%0.12%Q1 2020Q2 20202
LADENBURG THALMANN FINANCIAL SERVICES INC. 220.00%0.00%0.00%Q3 2019Q4 20192
CAPTRUST FINANCIAL ADVISORS 220.00%0.00%0.00%Q2 2023Q3 20232
MONECO Advisors, LLC 220.16%0.19%0.23%Q2 2023Q3 20232
Missouri Trust & Investment Co 220.00%0.00%0.00%Q2 2023Q3 20232
Sutton Wealth Advisors Inc. 220.02%0.02%0.02%Q2 2023Q3 20232
Koss-Olinger Consulting, LLC 220.05%0.05%0.06%Q2 2023Q3 20232
Integrated Wealth Concepts LLC 220.06%0.06%0.06%Q2 2023Q3 20232
Bradley & Co. Private Wealth Management, LLC 220.05%0.13%0.21%Q4 2021Q1 20222
Arkadios Wealth Advisors 220.00%0.00%0.00%Q1 2021Q2 20212
Kingsview Wealth Management, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
AVANTAX ADVISORY SERVICES, INC. 220.00%0.01%0.01%Q2 2023Q3 20232
Global Retirement Partners, LLC 110.00%0.00%0.00%Q1 2023Q3 20232
Baird Financial Group, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
BAINCO INTERNATIONAL INVESTORS 110.00%0.01%0.01%Q1 2020Q4 20202
Cetera Advisor Networks LLC 110.00%0.00%0.00%Q2 2020Q3 20232
HUNTINGTON NATIONAL BANK 220.01%0.01%0.01%Q2 2023Q3 20232
OLD MISSION CAPITAL LLC 220.01%0.03%0.05%Q2 2022Q3 20222
Sterling Financial Group, Inc. 220.17%0.17%0.18%Q2 2023Q3 20232
MML INVESTORS SERVICES, LLC 220.00%0.01%0.01%Q2 2023Q3 20232
Insight Wealth Partners, LLC 220.14%0.15%0.17%Q2 2023Q3 20232
Private Vista, LLC 221.31%1.49%1.66%Q1 2020Q2 20202
Equitable Holdings, Inc. 220.00%0.02%0.04%Q2 2023Q3 20232
Evolution Advisers, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Legacy Financial Group LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Stratos Wealth Partners, LTD. 110.02%0.02%0.02%Q3 2023Q3 20231
Level Financial Advisors 110.01%0.01%0.01%Q4 2022Q4 20221
BCS Wealth Management 110.11%0.11%0.11%Q1 2023Q1 20231
ROCKLAND TRUST CO 110.03%0.03%0.03%Q1 2022Q1 20221
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
J.W. COLE ADVISORS, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
US BANCORP \DE\ 110.00%0.00%0.00%Q3 2023Q3 20231
CGN Advisors LLC 110.05%0.05%0.05%Q1 2022Q1 20221
Advisors Capital Management, LLC 110.21%0.21%0.21%Q3 2023Q3 20231
IMA Wealth, Inc. 111.36%1.36%1.36%Q3 2023Q3 20231
SHUFRO ROSE & CO LLC 116.58%6.58%6.58%Q2 2021Q2 20211
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Almanack Investment Partners, LLC. 110.00%0.00%0.00%Q3 2022Q3 20221
Phoenix Holdings Ltd. 110.02%0.02%0.02%Q3 2023Q3 20231
SIGMA INVESTMENT COUNSELORS INC 110.02%0.02%0.02%Q3 2023Q3 20231
JPMORGAN CHASE & CO 110.00%0.00%0.00%Q1 2023Q1 20231
Western Wealth Management, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
CENTRAL TRUST Co 110.00%0.00%0.00%Q4 2022Q4 20221
RVW Wealth, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
First Capital Advisors Group, LLC. 110.04%0.04%0.04%Q2 2023Q2 20231
RAYMOND JAMES TRUST N.A. 110.01%0.01%0.01%Q4 2021Q4 20211
GHP Investment Advisors, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
NORTHWEST INVESTMENT COUNSELORS, LLC 110.02%0.02%0.02%Q3 2019Q3 20191
Strategic Financial Concepts, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
DIVIDEND ASSETS CAPITAL, LLC 110.00%0.00%0.00%Q2 2021Q2 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.