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/ 22220.00%0.00%0.00%Q2 2018Q3 202322
LPL Financial LLC 22220.01%0.01%0.02%Q2 2018Q3 202322
ROYAL BANK OF CANADA 22220.00%0.00%0.00%Q2 2018Q3 202322
UBS Group AG 22220.00%0.00%0.00%Q2 2018Q3 202322
MORGAN STANLEY 22220.00%0.00%0.00%Q2 2018Q3 202322
Cambridge Investment Research Advisors, Inc. 22220.00%0.02%0.03%Q2 2018Q3 202322
WELLS FARGO & COMPANY/MN 22220.00%0.00%0.00%Q2 2018Q3 202322
COMMONWEALTH EQUITY SERVICES, LLC 22220.01%0.02%0.04%Q2 2018Q3 202322
Raymond James Financial Services Advisors, Inc. 1830.00%0.00%0.00%Q2 2018Q3 202321
BerganKDV Wealth Management, LLC 21211.07%2.06%4.09%Q2 2018Q2 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
MONECO Advisors, LLC 20200.13%0.26%0.42%Q4 2018Q3 202320
Cascade Investment Advisors, Inc. 20200.10%0.26%0.46%Q4 2018Q3 202320
ENVESTNET ASSET MANAGEMENT INC 20200.00%0.00%0.01%Q4 2018Q3 202320
Trek Financial, LLC 20200.06%0.08%0.12%Q4 2018Q3 202320
NewEdge Advisors, LLC 20200.00%0.08%0.24%Q4 2018Q3 202320
Janney Montgomery Scott LLC 19190.00%0.00%0.00%Q4 2018Q2 202319
FMR LLC 19190.00%0.00%0.00%Q1 2019Q3 202319
CWM, LLC 1180.00%0.00%0.01%Q4 2018Q3 202319
IFP Advisors, Inc 1720.00%0.00%0.02%Q3 2018Q3 202319
PNC FINANCIAL SERVICES GROUP, INC. 18180.00%0.00%0.00%Q2 2018Q3 202218
Connecticut Wealth Management, LLC 18180.02%0.70%1.00%Q2 2019Q3 202318
American Portfolios Advisors 18180.00%0.00%0.00%Q2 2018Q3 202218
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 17170.00%0.00%0.00%Q3 2019Q3 202317
Cetera Advisors LLC 1610.01%0.03%0.12%Q1 2019Q3 202317
AlphaStar Capital Management, LLC 17170.02%0.05%0.07%Q2 2018Q2 202217
SUSQUEHANNA INTERNATIONAL GROUP, LLP 810.00%0.00%0.00%Q2 2018Q3 202317
US BANCORP \DE\ 16160.00%0.00%0.01%Q4 2018Q3 202216
AVANTAX ADVISORY SERVICES, INC. 16160.01%0.01%0.01%Q4 2019Q3 202316
OSAIC HOLDINGS, INC. 15150.00%0.01%0.01%Q1 2020Q3 202315
AdvisorNet Financial, Inc 15150.02%0.05%0.10%Q2 2018Q4 202115
Caprock Group, LLC 15150.07%0.13%0.22%Q1 2020Q3 202315
MML INVESTORS SERVICES, LLC 810.00%0.01%0.02%Q1 2019Q2 202314
PACIFIC SUN FINANCIAL CORP 610.93%1.22%1.56%Q2 2018Q2 202314
Rockefeller Capital Management L.P. 14140.00%0.00%0.01%Q1 2020Q2 202314
LEVEL FOUR ADVISORY SERVICES, LLC 14140.03%0.04%0.07%Q2 2020Q3 202314
Carroll Financial Associates, Inc. 14140.05%0.06%0.07%Q2 2018Q3 202114
QUEST CAPITAL MANAGEMENT INC /ADV 13130.06%0.10%0.13%Q4 2018Q4 202113
Citadel Advisors 610.00%0.00%0.00%Q4 2018Q3 202313
Kestra Advisory Services, LLC 13130.03%0.05%0.07%Q3 2020Q3 202313
Jaffetilchin Investment Partners, LLC 13130.11%0.21%0.39%Q3 2020Q3 202313
Capital Investment Advisory Services, LLC 13130.02%0.10%0.18%Q3 2020Q3 202313
S.A. Mason LLC 1120.02%0.04%0.07%Q4 2019Q3 202313
Private Advisor Group, LLC 630.00%0.00%0.01%Q4 2019Q3 202312
Arkadios Wealth Advisors 810.01%0.02%0.03%Q4 2019Q2 202312
MERCER GLOBAL ADVISORS INC /ADV 910.04%0.15%0.36%Q1 2020Q3 202312
Joseph P. Lucia & Associates, LLC 620.02%0.04%0.07%Q1 2019Q2 202212
AE Wealth Management LLC 840.00%0.01%0.03%Q2 2020Q3 202312
Financial Enhancement Group LLC 12120.00%1.07%2.76%Q4 2019Q3 202212
1900 WEALTH MANAGEMENT LLC 12120.56%1.01%3.45%Q4 2020Q3 202312
IMA Wealth, Inc. 11110.00%0.33%0.60%Q2 2018Q4 202011
Stonebridge Capital Advisors LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
GOLDMAN SACHS GROUP INC 650.00%0.00%0.00%Q1 2020Q3 202311
Geneos Wealth Management Inc. 11110.00%0.00%0.00%Q3 2019Q1 202211
AMERIPRISE FINANCIAL INC 11110.00%0.00%0.00%Q2 2018Q4 202011
Belpointe Asset Management LLC 10100.03%0.04%0.05%Q4 2020Q1 202310
ETRADE Capital Management LLC 10100.01%0.01%0.01%Q2 2018Q3 202010
BCS Wealth Management 510.08%0.10%0.16%Q4 2019Q3 202310
Advisory Alpha, LLC 10100.02%0.03%0.04%Q2 2021Q3 202310
First Allied Advisory Services, Inc. 10100.01%0.02%0.02%Q2 2018Q3 202010
Delos Wealth Advisors, LLC 993.33%3.84%5.16%Q3 2021Q3 20239
VALICENTI ADVISORY SERVICES INC 990.07%1.39%2.20%Q2 2019Q2 20219
Global Retirement Partners, LLC 720.01%0.01%0.01%Q2 2021Q3 20239
Insight Advisors, LLC/ PA 990.08%0.15%0.27%Q4 2020Q4 20229
Solstein Capital, LLC 990.40%0.87%1.25%Q3 2021Q3 20239
HighTower Advisors, LLC 990.00%0.00%0.00%Q3 2021Q3 20239
Financial Architects, Inc 990.00%0.00%0.00%Q2 2018Q2 20209
Ameritas Investment Company, LLC 410.01%0.02%0.04%Q4 2018Q3 20218
Fiera Capital Corp 880.00%0.00%0.00%Q1 2019Q4 20208
Reitz Capital Advisors LLC 880.23%0.35%0.46%Q1 2019Q4 20208
Lido Advisors, LLC 880.03%0.05%0.08%Q2 2018Q1 20208
Fluent Financial, LLC 881.01%1.27%1.76%Q4 2018Q3 20208
CITIGROUP INC 410.00%0.00%0.00%Q2 2018Q3 20238
Stephens Consulting, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Avant Capital LLC 881.16%1.24%1.33%Q4 2021Q3 20238
Financial Services Advisory Inc 410.10%0.20%0.33%Q3 2018Q3 20238
Asset Dedication, LLC 880.00%0.00%0.00%Q1 2020Q4 20218
Tower Research Capital LLC (TRC) 710.00%0.01%0.03%Q3 2021Q3 20238
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 437.89%8.61%9.11%Q3 2018Q2 20217
Advisor Group, Inc. 770.00%0.01%0.01%Q2 2018Q4 20197
GUARDIAN WEALTH ADVISORS, LLC / NC 770.00%0.00%0.00%Q1 2022Q3 20237
Aptus Capital Advisors, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
FLOW TRADERS U.S. LLC 520.01%0.04%0.08%Q4 2020Q2 20237
Jackson Financial Management 774.99%8.95%12.46%Q2 2018Q4 20197
Sandy Spring Bank 770.00%0.00%0.00%Q1 2021Q3 20227
NATIONAL BANK OF CANADA /FI/ 770.00%0.00%0.00%Q1 2022Q3 20237
Providence Capital Advisors, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.01%0.01%0.02%Q1 2022Q3 20237
PRIVATE TRUST CO NA 660.00%0.00%0.00%Q2 2022Q3 20236
PRELUDE CAPITAL MANAGEMENT, LLC 660.01%0.01%0.02%Q3 2021Q4 20226
LADENBURG THALMANN FINANCIAL SERVICES INC. 660.01%0.01%0.01%Q3 2018Q4 20196
Bruderman Asset Management, LLC 660.41%0.72%1.07%Q2 2019Q3 20206
Litman Gregory Wealth Management LLC 660.00%0.00%0.00%Q3 2018Q4 20196
HORIZON FINANCIAL SERVICES, LLC 660.12%1.19%2.08%Q3 2020Q4 20216
Ameritas Advisory Services, LLC 420.01%0.01%0.03%Q4 2021Q3 20236
Wealthcare Advisory Partners LLC 510.01%0.01%0.01%Q1 2022Q3 20236
CASTLE WEALTH MANAGEMENT LLC 660.21%0.25%0.30%Q2 2022Q3 20236
Parallel Advisors, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
JANE STREET GROUP, LLC 210.00%0.00%0.00%Q2 2018Q1 20205
ATLAS CAPITAL ADVISORS LLC 550.04%0.04%0.05%Q2 2019Q2 20205
Parallax Volatility Advisers, L.P. 550.00%0.00%0.00%Q2 2018Q2 20195
IMC-Chicago, LLC 410.00%0.00%0.00%Q1 2020Q2 20225
SeaCrest Wealth Management, LLC 410.01%0.02%0.03%Q2 2018Q2 20225
ALERUS FINANCIAL NA 550.04%0.04%0.04%Q1 2019Q1 20205
CENTAURUS FINANCIAL, INC. 550.03%0.03%0.04%Q2 2018Q2 20195
SRS Capital Advisors, Inc. 410.00%0.00%0.00%Q1 2020Q2 20235
Sigma Planning Corp 550.01%0.01%0.02%Q3 2021Q3 20225
Cetera Advisor Networks LLC 210.00%0.02%0.06%Q4 2018Q1 20224
RAYMOND JAMES & ASSOCIATES 210.00%0.00%0.00%Q1 2020Q1 20234
G2 CAPITAL MANAGEMENT, LLC / OH 440.70%1.37%1.69%Q2 2022Q1 20234
Realta Investment Advisors 310.00%0.01%0.02%Q2 2019Q3 20224
Wagner Wealth Management, LLC 220.00%0.02%0.02%Q3 2021Q3 20224
CoreCap Advisors, LLC 310.00%0.03%0.06%Q4 2021Q4 20224
D.A. DAVIDSON & CO. 310.00%0.01%0.01%Q1 2020Q1 20224
Mariner, LLC 440.00%0.01%0.01%Q4 2022Q3 20234
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 310.01%0.01%0.01%Q3 2018Q4 20194
MONEY CONCEPTS CAPITAL CORP 220.00%0.01%0.01%Q4 2021Q1 20234
B. Riley Wealth Advisors, Inc. 440.03%0.03%0.03%Q2 2018Q1 20194
MinichMacGregor Wealth Management, LLC 210.00%0.00%0.01%Q2 2018Q4 20223
Advisory Services Network, LLC 210.00%0.00%0.00%Q2 2021Q1 20233
Brendel Financial Advisors LLC 330.45%0.46%0.48%Q2 2019Q4 20193
Creative Planning 210.00%0.00%0.01%Q2 2022Q3 20233
Almanack Investment Partners, LLC. 330.04%0.12%0.28%Q2 2019Q4 20193
FIFTH THIRD BANCORP 330.00%0.00%0.00%Q4 2022Q2 20233
Bison Wealth, LLC 330.00%0.00%0.00%Q3 2020Q1 20213
REGIONS FINANCIAL CORP 330.00%0.00%0.00%Q3 2018Q1 20193
PIERSHALE FINANCIAL GROUP, INC. 330.01%0.01%0.02%Q4 2022Q2 20233
HARBOUR INVESTMENTS, INC. 330.00%0.00%0.00%Q1 2021Q3 20213
FLAGSHIP HARBOR ADVISORS, LLC 210.01%0.08%0.13%Q1 2020Q3 20233
Mach-1 Financial Group, LLC 210.05%0.20%0.48%Q2 2022Q1 20233
Centric Wealth Management 330.47%0.49%0.50%Q1 2022Q3 20223
Koshinski Asset Management, Inc. 330.01%0.01%0.01%Q3 2021Q1 20223
Newbridge Financial Services Group, Inc. 330.00%0.00%0.00%Q4 2022Q2 20233
JPMORGAN CHASE & CO 210.00%0.00%0.00%Q1 2019Q1 20233
River Wealth Advisors LLC 330.01%0.01%0.01%Q2 2018Q4 20183
Simplicity Solutions, LLC 330.01%0.01%0.01%Q2 2020Q4 20203
COLUMBIA ADVISORY PARTNERS LLC 330.40%0.42%0.43%Q2 2022Q4 20223
Stratos Wealth Partners, LTD. 210.00%0.06%0.16%Q3 2018Q4 20223
BANK OF MONTREAL /CAN/ 210.00%0.00%0.00%Q3 2022Q3 20233
Jacobi Capital Management LLC 220.00%0.00%0.00%Q4 2020Q1 20212
Orion Portfolio Solutions, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
Cornerstone Wealth Management, LLC 110.01%0.04%0.06%Q2 2018Q1 20202
CALTON & ASSOCIATES, INC. 220.09%0.09%0.10%Q1 2023Q2 20232
Stratos Wealth Advisors, LLC 220.13%0.18%0.22%Q3 2021Q4 20212
MANUFACTURERS LIFE INSURANCE COMPANY, THE 220.00%0.00%0.00%Q2 2018Q3 20182
Hilltop Holdings Inc. 110.08%0.42%0.76%Q3 2021Q3 20232
Amundi 220.00%0.01%0.01%Q3 2022Q4 20222
Proficio Capital Partners LLC 220.05%0.11%0.17%Q3 2022Q4 20222
Cetera Investment Advisers 220.01%0.01%0.01%Q4 2020Q1 20212
BEL AIR INVESTMENT ADVISORS LLC 220.01%0.01%0.01%Q1 2021Q2 20212
TWO SIGMA SECURITIES, LLC 220.00%0.01%0.01%Q4 2019Q1 20202
Asset Planning Services, Ltd. 110.00%0.00%0.00%Q4 2018Q2 20192
TCG Advisors, LP 220.04%0.05%0.06%Q1 2019Q2 20192
Baird Financial Group, Inc. 110.00%0.00%0.00%Q2 2018Q2 20181
MFA WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
JNBA Financial Advisors 110.00%0.00%0.00%Q2 2018Q2 20181
Ellevest, Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
SFG Wealth Management, LLC. 110.50%0.50%0.50%Q4 2022Q4 20221
Transamerica Financial Advisors, Inc. 110.02%0.02%0.02%Q2 2019Q2 20191
Weaver Consulting Group 110.01%0.01%0.01%Q3 2020Q3 20201
CIBC Private Wealth Group, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Sound Income Strategies, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
BENJAMIN F. EDWARDS & COMPANY, INC. 110.00%0.00%0.00%Q4 2022Q4 20221
Hudock, Inc. 110.02%0.02%0.02%Q3 2018Q3 20181
SMITH SHELLNUT WILSON LLC /ADV 110.00%0.00%0.00%Q3 2021Q3 20211
Blue Sky Asset Management, LLC 110.56%0.56%0.56%Q4 2019Q4 20191
SEAVIEW INVESTMENT MANAGERS LLC 111.16%1.16%1.16%Q2 2022Q2 20221
Prime Capital Investment Advisors, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
TRUIST FINANCIAL CORP 110.00%0.00%0.00%Q4 2022Q4 20221
Rooted Wealth Advisors, Inc. 111.43%1.43%1.43%Q4 2022Q4 20221
FIRST AMERICAN TRUST, FSB 110.03%0.03%0.03%Q1 2022Q1 20221
Diversified, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
JAMES INVESTMENT RESEARCH INC 110.00%0.00%0.00%Q4 2021Q4 20211
Vigilant Capital Management, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Iron Horse Wealth Management, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
McElhenny Sheffield Capital Management, LLC 110.08%0.08%0.08%Q4 2022Q4 20221
Archer Investment Corp 110.00%0.00%0.00%Q3 2023Q3 20231
Financial Engines Advisors L.L.C. 110.03%0.03%0.03%Q1 2023Q1 20231
STIFEL FINANCIAL CORP 110.00%0.00%0.00%Q2 2023Q2 20231
TFG Advisers LLC 110.03%0.03%0.03%Q4 2019Q4 20191
CREDIT SUISSE AG/ 110.00%0.00%0.00%Q3 2023Q3 20231
Financial Gravity Asset Management, Inc. 110.01%0.01%0.01%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.