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
Anchor Investment Management, LLC 26260.01%0.50%1.56%Q3 2017Q4 202326
1834 INVESTMENT ADVISORS CO 22220.00%0.47%1.64%Q2 2018Q3 202322
Ameritas Investment Partners, Inc. 22220.00%0.01%0.02%Q2 2018Q3 202322
Asset Dedication, LLC 22220.35%1.19%2.90%Q2 2018Q3 202322
UBS Group AG 22220.00%0.00%0.02%Q2 2018Q3 202322
WELLS FARGO & COMPANY/MN 22220.00%0.01%0.03%Q2 2018Q3 202322
ROYAL BANK OF CANADA 22220.00%0.00%0.01%Q2 2018Q3 202322
NORTHWEST INVESTMENT COUNSELORS, LLC 22220.09%0.14%0.21%Q2 2018Q3 202322
Sound Income Strategies, LLC 22220.00%0.00%0.00%Q2 2018Q3 202322
BANK OF AMERICA CORP /DE/ 22220.00%0.00%0.01%Q2 2018Q3 202322
MORGAN STANLEY 22220.00%0.00%0.01%Q2 2018Q3 202322
Janney Montgomery Scott LLC 1560.02%0.03%0.05%Q2 2018Q3 202321
RAYMOND JAMES & ASSOCIATES 21210.00%0.01%0.01%Q3 2018Q3 202321
Global Retirement Partners, LLC 1470.00%0.01%0.03%Q2 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.05%Q3 2018Q3 202321
Oliver Luxxe Assets LLC 21210.17%0.33%0.48%Q3 2018Q3 202321
Raymond James Financial Services Advisors, Inc. 21210.00%0.03%0.09%Q3 2018Q3 202321
Independence Bank of Kentucky 21210.03%0.05%0.11%Q3 2018Q3 202321
LPL Financial LLC 20200.00%0.01%0.03%Q4 2018Q3 202320
FinTrust Capital Advisors, LLC 20200.01%0.07%0.13%Q4 2018Q3 202320
JANE STREET GROUP, LLC 1220.00%0.00%0.02%Q2 2018Q3 202320
Ellevest, Inc. 20200.00%0.05%0.09%Q4 2018Q3 202320
COOKSON PEIRCE & CO INC 20200.25%0.44%0.58%Q4 2018Q3 202320
Smithfield Trust Co 20200.00%0.00%0.00%Q4 2018Q3 202320
STIFEL FINANCIAL CORP 19190.00%0.01%0.03%Q1 2019Q3 202319
Sutton Wealth Advisors Inc. 19190.03%0.06%0.08%Q1 2019Q3 202319
CAPTRUST FINANCIAL ADVISORS 1710.00%0.01%0.04%Q4 2018Q3 202318
Capital Investment Advisors, LLC 18180.02%0.03%0.06%Q3 2019Q4 202318
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 1710.00%0.52%1.16%Q3 2018Q3 202318
Geneos Wealth Management Inc. 17170.00%0.02%0.06%Q3 2019Q3 202317
Financial Advisory Group 17170.10%0.37%0.46%Q3 2019Q3 202317
Exchange Capital Management, Inc. 17170.06%0.24%0.42%Q3 2019Q3 202317
Cambridge Investment Research Advisors, Inc. 17170.00%0.01%0.02%Q3 2019Q3 202317
DAVIS R M INC 16160.02%0.15%0.36%Q4 2019Q3 202316
Segment Wealth Management, LLC 16160.04%0.11%0.15%Q4 2019Q3 202316
Knights of Columbus Asset Advisors LLC 16160.01%0.01%0.01%Q4 2019Q3 202316
Stonebridge Capital Advisors LLC 1150.00%0.13%0.46%Q2 2019Q3 202316
First Command Bank 970.02%0.64%3.09%Q2 2018Q2 202316
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 16160.09%0.11%0.15%Q4 2019Q3 202316
AdvisorNet Financial, Inc 16160.00%0.00%0.01%Q4 2019Q3 202316
First Command Financial Services, Inc. 970.02%0.32%3.09%Q2 2018Q2 202316
BUTENSKY & COHEN FINANCIAL SECURITY, INC 16160.15%0.27%0.32%Q4 2019Q3 202316
D.A. DAVIDSON & CO. 16160.00%0.00%0.01%Q4 2019Q3 202316
COLONY GROUP LLC 1050.07%0.18%0.26%Q4 2019Q3 202315
Gs Investments, Inc. 15150.27%0.49%0.92%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.01%Q1 2020Q3 202315
MML INVESTORS SERVICES, LLC 1410.00%0.01%0.03%Q4 2019Q3 202315
EASTERN BANK 15151.12%1.28%1.49%Q1 2020Q3 202315
NOVARE CAPITAL MANAGEMENT LLC 15150.04%0.44%0.72%Q1 2020Q3 202315
Apella Capital, LLC 1230.05%0.23%0.68%Q1 2020Q4 202315
Red Spruce Capital, LLC 15150.21%3.09%4.54%Q2 2020Q4 202315
ENVESTNET ASSET MANAGEMENT INC 1310.00%0.00%0.00%Q4 2019Q3 202314
Vigilant Capital Management, LLC 14140.00%0.01%0.02%Q1 2020Q2 202314
Cetera Advisor Networks LLC 860.00%0.01%0.01%Q3 2018Q3 202314
Capital Directions Investment Advisors, LLC 710.07%0.12%0.19%Q4 2018Q4 202214
Motley Fool Wealth Management, LLC 14141.23%1.54%2.32%Q2 2020Q3 202314
Cypress Wealth Services, LLC 14140.12%0.16%0.25%Q2 2020Q3 202314
Steward Partners Investment Advisory, LLC 14140.00%0.09%0.22%Q2 2020Q3 202314
Citadel Advisors 320.00%0.00%0.00%Q1 2019Q3 202313
COMMONWEALTH EQUITY SERVICES, LLC 13130.00%0.00%0.01%Q3 2020Q3 202313
Key FInancial Inc 1210.01%0.04%0.14%Q1 2020Q3 202313
Private Advisor Group, LLC 620.00%0.03%0.12%Q4 2019Q3 202313
YHB Investment Advisors, Inc. 13130.03%0.14%0.33%Q3 2020Q3 202313
CABOT WEALTH MANAGEMENT INC 13130.07%0.10%0.13%Q3 2020Q3 202313
Iowa State Bank 13130.07%0.20%0.55%Q3 2020Q3 202313
TLWM 12120.09%3.87%6.77%Q4 2020Q3 202312
Carnegie Capital Asset Management, LLC 12120.02%0.26%0.41%Q4 2020Q3 202312
Goepper Burkhardt LLC 12121.19%2.24%3.12%Q4 2020Q3 202312
Brookstone Capital Management 12120.04%0.54%0.86%Q4 2020Q3 202312
MONTAG A & ASSOCIATES INC 12120.02%0.08%0.32%Q4 2020Q3 202312
Sargent Bickham Lagudis LLC 12120.00%0.01%0.03%Q1 2020Q4 202212
Ironwood Financial, llc 12120.02%2.28%2.88%Q4 2020Q3 202312
Clean Yield Group 710.00%0.00%0.02%Q2 2019Q1 202312
STEPHENS INC /AR/ 12120.01%0.05%0.17%Q4 2020Q3 202312
RPg Family Wealth Advisory, LLC 930.08%0.11%0.14%Q2 2020Q2 202312
Gradient Investments LLC 1110.00%0.00%0.01%Q2 2018Q3 202312
GILL CAPITAL PARTNERS, LLC 12123.19%4.11%4.67%Q1 2021Q4 202312
TCG Advisory Services, LLC 12120.83%1.10%1.79%Q4 2020Q3 202312
Retirement Solution Inc. 12120.06%0.11%0.17%Q4 2020Q3 202312
Bruderman Asset Management, LLC 920.01%0.32%0.64%Q1 2019Q4 202111
New Potomac Partners, LLC 11110.58%1.36%1.73%Q1 2021Q3 202311
Newport Capital Group, LLC 920.16%0.25%0.34%Q4 2020Q3 202311
CHATHAM CAPITAL GROUP, INC. 11110.46%0.94%1.25%Q1 2021Q3 202311
FRANKLIN RESOURCES INC 11110.00%0.00%0.00%Q1 2021Q3 202311
4Thought Financial Group Inc. 11110.56%0.65%0.71%Q1 2021Q3 202311
Beaumont Financial Partners, LLC 11110.02%0.22%0.86%Q1 2020Q3 202211
Cetera Advisors LLC 1010.01%0.02%0.03%Q1 2019Q3 202311
AMERIPRISE FINANCIAL INC 11110.00%0.00%0.01%Q1 2021Q3 202311
Marietta Wealth Management, LLC 10101.04%1.70%2.44%Q2 2021Q3 202310
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 10100.04%0.05%0.06%Q2 2021Q3 202310
Souders Financial Advisors 10100.46%0.60%0.76%Q2 2021Q3 202310
HighTower Advisors, LLC 640.00%0.01%0.01%Q1 2019Q3 202310
Western Wealth Management, LLC 730.01%0.06%0.09%Q2 2020Q3 202310
First Fiduciary Investment Counsel, Inc. 10100.01%0.05%0.06%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.00%0.01%0.01%Q1 2021Q3 202310
Rockefeller Capital Management L.P. 10100.00%0.00%0.00%Q1 2021Q2 202310
Laurel Wealth Advisors LLC 10100.09%0.36%0.49%Q2 2021Q3 202310
Wealth Quarterback LLC 620.03%0.12%0.22%Q4 2019Q3 202310
Chicago Partners Investment Group LLC 10100.02%0.07%0.09%Q4 2018Q1 202110
Kestra Advisory Services, LLC 610.00%0.02%0.05%Q3 2020Q3 202310
Creative Planning 10100.00%0.00%0.00%Q2 2021Q3 202310
West Branch Capital LLC 10100.01%0.01%0.01%Q2 2021Q3 202310
LifePlan Financial Group, Inc 10100.05%0.05%0.06%Q2 2018Q3 202010
Lineweaver Wealth Advisors, LLC 610.06%0.10%0.18%Q1 2020Q3 202310
Freedom Investment Management, Inc. 990.03%0.05%0.06%Q3 2021Q3 20239
Mariner, LLC 990.00%0.00%0.01%Q3 2021Q3 20239
Flaharty Asset Management, LLC 990.04%0.11%0.24%Q3 2021Q3 20239
Kingsview Wealth Management, LLC 630.02%0.02%0.02%Q2 2021Q3 20239
Beacon Pointe Advisors, LLC 990.00%0.01%0.01%Q3 2021Q3 20239
Apollon Wealth Management, LLC 990.01%0.02%0.03%Q3 2021Q3 20239
True Link Financial Advisors, LLC 540.01%1.17%3.04%Q4 2020Q1 20239
Advisory Services Network, LLC 610.00%0.00%0.01%Q4 2018Q1 20239
RVW Wealth, LLC 990.11%0.58%1.72%Q4 2021Q4 20239
Invesco Ltd. 880.00%0.00%0.00%Q4 2021Q3 20238
Kaydan Wealth Management, Inc. 880.12%0.14%0.16%Q4 2021Q3 20238
Legacy Private Trust Co. 880.30%0.81%1.00%Q4 2021Q3 20238
SFE Investment Counsel 880.07%0.42%0.83%Q4 2021Q3 20238
Straight Path Wealth Management 880.27%1.84%3.71%Q4 2021Q3 20238
SILVERLAKE WEALTH MANAGEMENT LLC 880.35%0.44%0.50%Q4 2021Q3 20238
Integrated Wealth Concepts LLC 880.03%0.04%0.05%Q4 2021Q3 20238
ATWOOD & PALMER INC 880.00%0.01%0.02%Q3 2021Q2 20238
Addison Advisors LLC 710.20%0.84%1.17%Q4 2020Q3 20238
AlphaStar Capital Management, LLC 880.04%0.06%0.11%Q4 2021Q3 20238
Hennion & Walsh Asset Management, Inc. 880.01%0.05%0.11%Q4 2021Q3 20238
NewEdge Advisors, LLC 880.00%0.04%0.06%Q4 2021Q3 20238
US BANCORP \DE\ 710.00%0.00%0.00%Q2 2021Q3 20238
KIRR MARBACH & CO LLC /IN/ 710.05%1.41%2.04%Q4 2018Q3 20238
Valmark Advisers, Inc. 880.00%0.00%0.01%Q4 2021Q3 20238
Comprehensive Financial Consultants Institutional, Inc. 880.40%0.45%0.50%Q4 2021Q3 20238
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 530.00%0.01%0.03%Q2 2021Q3 20238
SUSQUEHANNA INTERNATIONAL GROUP, LLP 310.00%0.00%0.00%Q2 2018Q2 20238
WOODMONT INVESTMENT COUNSEL LLC 770.03%0.07%0.15%Q1 2022Q3 20237
Virginia National Bank 770.84%2.27%3.38%Q1 2022Q3 20237
SJS Investment Consulting Inc. 520.01%0.02%0.02%Q4 2021Q3 20237
HERITAGE WEALTH MANAGEMENT, LLC 430.00%0.02%0.04%Q1 2021Q4 20227
Horizons Wealth Management 772.45%2.70%2.84%Q2 2022Q4 20237
Redwood Financial Network Corp 770.97%1.34%1.56%Q1 2022Q3 20237
WOLVERINE TRADING, LLC 520.00%0.00%0.01%Q2 2019Q1 20217
IFP Advisors, Inc 770.00%0.02%0.05%Q1 2022Q3 20237
American Portfolios Advisors 770.00%0.00%0.00%Q2 2018Q4 20197
TCWP LLC 770.04%1.29%3.97%Q4 2021Q2 20237
MANCHESTER FINANCIAL INC 430.09%3.74%7.18%Q1 2021Q4 20227
AVANTAX ADVISORY SERVICES, INC. 770.00%0.02%0.04%Q1 2022Q3 20237
Heritage Trust Co 770.04%0.06%0.07%Q1 2022Q3 20237
IHT Wealth Management, LLC 770.05%0.09%0.15%Q1 2022Q3 20237
Ballew Advisors, Inc 520.02%0.40%0.88%Q2 2018Q3 20237
WEALTHSOURCE PARTNERS, LLC 770.16%0.21%0.27%Q1 2022Q3 20237
VALLEY NATIONAL ADVISERS INC 770.00%0.00%0.01%Q2 2020Q4 20217
SHUFRO ROSE & CO LLC 770.03%4.22%8.22%Q1 2022Q3 20237
Snowden Capital Advisors LLC 770.02%0.02%0.02%Q1 2022Q3 20237
GHE, LLC 520.15%0.19%0.24%Q4 2021Q3 20237
Cribstone Capital Management, LLC 430.01%0.52%1.62%Q3 2019Q4 20227
VAUGHAN DAVID INVESTMENTS LLC/IL 770.01%0.10%0.15%Q1 2022Q3 20237
Advisor Group, Inc. 770.00%0.00%0.01%Q2 2018Q4 20197
Vista Private Wealth Partners. LLC 610.03%0.35%0.47%Q3 2019Q3 20227
FMR LLC 310.00%0.00%0.00%Q4 2020Q3 20237
FCA CORP /TX 770.12%0.98%2.01%Q1 2022Q3 20237
HC FINANCIAL ADVISORS INC 770.00%0.01%0.01%Q1 2020Q3 20217
J.W. COLE ADVISORS, INC. 610.02%0.07%0.34%Q3 2021Q3 20237
Prospera Financial Services Inc 770.04%0.05%0.06%Q1 2022Q3 20237
SAWGRASS ASSET MANAGEMENT LLC 770.10%0.15%0.18%Q1 2022Q3 20237
Equitable Holdings, Inc. 660.02%0.04%0.10%Q2 2022Q3 20236
Kohmann Bosshard Financial Services, LLC 660.09%0.18%0.28%Q2 2022Q3 20236
Fusion Family Wealth LLC 420.68%3.56%4.80%Q1 2022Q3 20236
Advisors Capital Management, LLC 660.44%0.50%0.68%Q2 2022Q3 20236
Secure Asset Management, LLC 660.34%0.56%0.68%Q2 2022Q3 20236
OLD MISSION CAPITAL LLC 310.01%0.06%0.15%Q3 2021Q2 20236
Community Bank, N.A. 660.00%0.02%0.06%Q2 2022Q3 20236
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 660.01%0.01%0.01%Q2 2022Q3 20236
Aptus Capital Advisors, LLC 661.43%2.53%4.03%Q2 2022Q3 20236
Financial Network Wealth Management LLC 660.17%0.20%0.27%Q4 2020Q1 20226
FSM Wealth Advisors, LLC 660.14%0.20%0.29%Q2 2022Q3 20236
NORTHCAPE WEALTH MANAGEMENT, LLC 511.83%2.20%2.81%Q4 2021Q3 20236
Certified Advisory Corp 660.10%0.35%1.49%Q2 2022Q3 20236
BOSTON ADVISORS LLC 660.02%0.03%0.04%Q2 2018Q3 20196
ProVise Management Group, LLC 660.06%0.22%0.30%Q2 2022Q3 20236
NOTTINGHAM ADVISORS, INC. 660.18%0.83%2.20%Q2 2022Q3 20236
LADENBURG THALMANN FINANCIAL SERVICES INC. 660.00%0.00%0.00%Q3 2018Q4 20196
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 510.00%0.01%0.01%Q4 2021Q3 20236
Householder Group Estate & Retirement Specialist, LLC 410.15%0.28%0.40%Q4 2021Q3 20236
CWM, LLC 660.00%0.00%0.01%Q2 2022Q3 20236
Good Life Advisors, LLC 660.73%0.81%0.87%Q2 2022Q3 20236
PRIVATE TRUST CO NA 660.02%0.03%0.06%Q2 2022Q3 20236
Prosperity Planning, Inc. 660.03%0.04%0.05%Q1 2021Q2 20226
Blue Barn Wealth, LLC 660.38%0.61%0.78%Q2 2022Q3 20236
DENVER WEALTH MANAGEMENT, INC. 660.76%1.08%1.40%Q2 2022Q3 20236
AE Wealth Management LLC 660.00%0.00%0.00%Q2 2022Q3 20236
TRUIST FINANCIAL CORP 550.00%0.00%0.00%Q3 2022Q3 20235
SYNOVUS FINANCIAL CORP 550.02%0.02%0.02%Q3 2022Q3 20235
RAYMOND JAMES TRUST N.A. 550.01%0.01%0.01%Q4 2021Q4 20225
TCG Advisors, LP 550.56%1.19%1.90%Q2 2019Q2 20205
TimeScale Financial, Inc. 550.00%0.00%0.01%Q2 2019Q2 20205
BCS Wealth Management 550.12%2.21%4.22%Q3 2022Q3 20235
Apeiron RIA LLC 550.29%0.32%0.36%Q3 2022Q3 20235
Legacy CG, LLC 551.71%1.84%2.00%Q3 2022Q3 20235
BANTA ASSET MANAGEMENT LP 550.16%0.71%1.21%Q1 2021Q1 20225
Hilltop Holdings Inc. 320.03%0.05%0.07%Q1 2020Q3 20225
Lido Advisors, LLC 550.05%0.16%0.29%Q3 2022Q3 20235
HM PAYSON & CO 550.01%0.28%0.38%Q3 2022Q3 20235
Carmel Capital Partners, LLC 550.26%0.66%1.01%Q3 2022Q3 20235
Gladstone Institutional Advisory LLC 550.12%0.14%0.16%Q3 2022Q3 20235
InterOcean Capital Group, LLC 550.23%0.38%0.50%Q3 2022Q3 20235
Kessler Investment Group, LLC 550.87%1.21%1.78%Q3 2022Q3 20235
Berkshire Money Management, Inc. 550.04%0.05%0.06%Q3 2022Q3 20235
Colonial Trust Co / SC 550.20%0.23%0.26%Q3 2022Q3 20235
TPG Financial Advisors, LLC 551.80%2.32%2.60%Q3 2022Q3 20235
Oder Investment Management, LLC 410.16%0.31%0.38%Q4 2020Q3 20235
MONEY CONCEPTS CAPITAL CORP 550.01%0.01%0.01%Q4 2021Q4 20225
Financial Futures Ltd Liability Co. 550.16%1.21%1.64%Q3 2022Q3 20235
3D/L Capital Management, LLC 550.05%0.06%0.07%Q1 2022Q1 20235
Capital Investment Advisory Services, LLC 550.02%0.03%0.03%Q3 2022Q3 20235
BENJAMIN F. EDWARDS & COMPANY, INC. 550.00%0.01%0.01%Q3 2022Q3 20235
Financial Architects, Inc 550.00%0.00%0.00%Q2 2019Q2 20205
Avior Wealth Management, LLC 320.00%0.03%0.07%Q3 2020Q3 20235
Colonial Trust Advisors 550.22%0.25%0.28%Q3 2022Q3 20235
Arkadios Wealth Advisors 320.00%0.02%0.03%Q1 2021Q3 20235
MGO ONE SEVEN LLC 550.19%0.54%1.54%Q3 2022Q3 20235
BEACON FINANCIAL GROUP 550.36%0.87%2.02%Q3 2022Q3 20235
W.H. Cornerstone Investments Inc. 550.50%0.62%0.72%Q3 2022Q3 20235
Berger Financial Group, Inc 550.05%0.12%0.25%Q3 2022Q3 20235
HENGEHOLD CAPITAL MANAGEMENT LLC 550.07%0.41%0.64%Q3 2022Q3 20235
Sound Stewardship, LLC 441.58%3.34%4.17%Q4 2022Q3 20234
Wealthstreet Investment Advisors, LLC 440.03%0.04%0.04%Q2 2020Q1 20214
Atria Investments, Inc 220.03%0.05%0.06%Q2 2022Q3 20234
Raub Brock Capital Management LP 440.56%0.61%0.64%Q1 2019Q4 20194
CALTON & ASSOCIATES, INC. 310.06%0.10%0.13%Q1 2021Q1 20224
GPM Growth Investors, Inc. 442.07%2.49%3.52%Q4 2022Q3 20234
COUNTRY CLUB BANK /GFN 440.10%0.24%0.34%Q4 2022Q3 20234
Sugarloaf Wealth Management, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Western Financial Corp/CA 440.38%0.42%0.44%Q4 2022Q3 20234
Harborview Advisors, LLC 440.62%0.65%0.67%Q1 2019Q4 20194
MONECO Advisors, LLC 440.07%0.12%0.20%Q4 2022Q3 20234
Masso Torrence Wealth Management Inc. 440.61%0.66%0.71%Q4 2022Q3 20234
Matthew Goff Investment Advisor, LLC 440.07%0.07%0.09%Q4 2022Q3 20234
CAPSTONE WEALTH MANAGEMENT GROUP, LLC 449.82%12.59%14.20%Q4 2022Q3 20234
Northeast Financial Group, Inc. 440.20%0.37%0.47%Q3 2022Q2 20234
ETF Store, Inc. 440.22%0.22%0.23%Q4 2022Q3 20234
S.E.E.D. Planning Group LLC 440.24%2.46%3.92%Q4 2022Q3 20234
Atlantic Union Bankshares Corp 440.34%0.61%0.78%Q4 2022Q3 20234
LEAVELL INVESTMENT MANAGEMENT, INC. 440.03%0.09%0.14%Q4 2022Q3 20234
Strid Group, LLC 440.06%0.10%0.11%Q4 2022Q3 20234
Corient Private Wealth LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Genesee Capital Advisors, LLC 440.55%0.60%0.65%Q4 2022Q3 20234
Cerity Partners LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Larson Financial Group LLC 440.00%0.01%0.01%Q4 2022Q3 20234
STEEL GROVE CAPITAL ADVISORS, LLC 440.38%0.52%0.74%Q4 2022Q3 20234
ARMSTRONG ADVISORY GROUP, INC 440.02%0.02%0.02%Q4 2022Q3 20234
Stonebridge Financial Planning Group, LLC 440.01%0.01%0.02%Q1 2021Q4 20214
Ancora Advisors LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Sigma Planning Corp 440.01%0.06%0.11%Q4 2022Q3 20234
Atria Wealth Solutions, Inc. 440.00%0.01%0.01%Q4 2022Q3 20234
Capital Analysts, LLC 440.01%0.01%0.03%Q4 2022Q3 20234
SIGMA INVESTMENT COUNSELORS INC 440.02%0.02%0.02%Q4 2022Q3 20234
Nalls Sherbakoff Group, LLC 310.05%0.06%0.07%Q4 2018Q3 20234
Whitegate Investment Counselors, Inc. 440.04%0.04%0.06%Q4 2020Q3 20214
Sterling Financial Group, Inc. 446.36%7.89%8.94%Q4 2022Q3 20234
Old Port Advisors 310.63%1.10%1.41%Q3 2022Q3 20234
THRIVENT FINANCIAL FOR LUTHERANS 310.00%0.00%0.00%Q4 2020Q4 20214
Waycross Investment Management Co 440.25%0.29%0.31%Q4 2022Q3 20234
Harfst & Associates, Inc. 441.04%1.34%1.73%Q2 2020Q1 20214
Robertson Stephens Wealth Management, LLC 440.02%0.02%0.03%Q4 2022Q3 20234
Koss-Olinger Consulting, LLC 440.03%0.05%0.10%Q4 2022Q3 20234
Astoria Portfolio Advisors LLC. 440.09%0.35%0.54%Q4 2022Q3 20234
G2 CAPITAL MANAGEMENT, LLC / OH 440.61%0.71%0.76%Q4 2022Q3 20234
Mirador Capital Partners LP 310.06%0.76%1.14%Q2 2018Q1 20214
Trilogy Capital Inc. 440.37%0.38%0.39%Q4 2022Q3 20234
REBALANCE, LLC 440.25%0.30%0.32%Q4 2022Q3 20234
SENTINEL PENSION ADVISORS INC 442.66%2.83%2.99%Q4 2022Q3 20234
Beaumont Financial Advisors, LLC 440.17%0.19%0.20%Q4 2022Q3 20234
Ashfield Capital Partners, LLC 440.03%0.05%0.06%Q4 2021Q3 20224
Savant Capital, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
WHITENER CAPITAL MANAGEMENT, INC. 330.05%0.06%0.06%Q1 2019Q3 20193
Altus Wealth Group LLC 332.13%2.19%2.30%Q1 2023Q3 20233
Wealthcare Advisory Partners LLC 210.00%0.00%0.00%Q4 2019Q1 20213
JPMORGAN CHASE & CO 210.00%0.00%0.00%Q4 2022Q3 20233
EP Wealth Advisors, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
LINCOLN NATIONAL CORP 330.01%0.01%0.01%Q2 2022Q4 20223
Baldrige Asset Management LLC 330.01%0.01%0.01%Q2 2021Q4 20213
CreativeOne Wealth, LLC 210.04%0.06%0.07%Q4 2021Q2 20233
Orion Capital Management LLC 210.01%0.01%0.02%Q4 2020Q4 20213
Levy Wealth Management Group, LLC 330.09%0.09%0.09%Q1 2023Q3 20233
VANGUARD GROUP INC 330.00%0.00%0.00%Q1 2023Q3 20233
CX Institutional 330.02%0.02%0.02%Q1 2022Q3 20223
Keel Point, LLC 330.03%0.04%0.04%Q1 2023Q3 20233
River Street Advisors LLC 331.31%1.34%1.39%Q1 2023Q3 20233
FC Advisory LLC 330.09%0.16%0.21%Q2 2023Q4 20233
Barnett & Company, Inc. 330.02%0.02%0.02%Q1 2020Q3 20203
ASSETMARK, INC 330.00%0.00%0.00%Q2 2018Q4 20183
WEBSTER BANK, N. A. 330.12%0.12%0.12%Q1 2023Q3 20233
COMERICA BANK 210.00%0.00%0.00%Q3 2020Q3 20233
Personal Wealth Partners 210.01%0.01%0.01%Q3 2019Q2 20213
ORG Partners LLC 330.05%0.07%0.10%Q1 2023Q3 20233
Main Management LLC 330.01%0.01%0.01%Q1 2021Q3 20213
Lokken Investment Group LLC 330.17%1.73%2.56%Q1 2023Q3 20233
Roundview Capital LLC 330.04%0.04%0.05%Q1 2023Q3 20233
Glass Jacobson Investment Advisors llc 210.03%0.03%0.03%Q4 2022Q3 20233
Engrave Wealth Partners LLC 335.28%6.20%6.66%Q1 2023Q3 20233
BENEDICT FINANCIAL ADVISORS INC 330.07%0.59%1.61%Q1 2022Q3 20223
OLD SECOND NATIONAL BANK OF AURORA 331.36%1.39%1.41%Q1 2023Q3 20233
WESTERN FINANCIAL Corp 330.27%0.31%0.35%Q1 2022Q3 20223
Curbstone Financial Management Corp 330.08%0.08%0.08%Q3 2021Q1 20223
Beaird Harris Wealth Management, LLC 330.02%0.02%0.02%Q4 2021Q2 20223
JMG Financial Group, Ltd. 220.01%0.01%0.01%Q2 2023Q3 20232
Financial Gravity Asset Management, Inc. 110.01%0.02%0.03%Q4 2022Q2 20232
Fortitude Advisory Group L.L.C. 220.20%0.21%0.22%Q4 2022Q1 20232
CGN Advisors LLC 110.03%0.05%0.06%Q1 2022Q4 20232
Tradewinds Capital Management, LLC 220.01%0.29%0.57%Q2 2023Q3 20232
WealthShield Partners, LLC 220.04%0.04%0.04%Q1 2021Q2 20212
Newbridge Financial Services Group, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
SNS Financial Group, LLC 110.03%0.04%0.06%Q3 2022Q3 20232
AlphaCore Capital LLC 220.02%0.02%0.02%Q4 2019Q1 20202
Solitude Financial Services 220.31%0.33%0.35%Q2 2023Q3 20232
Ameritas Investment Company, LLC 110.00%0.00%0.01%Q4 2018Q1 20212
Lehman & Derafelo Financial Resources LLC 220.04%0.05%0.05%Q4 2018Q1 20192
Renaissance Technologies 110.00%0.00%0.00%Q1 2023Q3 20232
Estate Counselors, LLC 220.25%0.26%0.26%Q1 2020Q2 20202
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
LEO BROKERAGE, LLC 220.12%0.14%0.16%Q1 2023Q2 20232
MFA WEALTH ADVISORS, LLC 223.26%6.29%9.32%Q2 2023Q3 20232
Avidian Wealth Solutions, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Tatro Capital, LLC 220.24%0.26%0.27%Q2 2021Q3 20212
WESPAC Advisors, LLC 220.19%0.20%0.21%Q2 2023Q3 20232
PECAUT & CO. 220.05%0.06%0.06%Q4 2022Q1 20232
BDO Wealth Advisors, LLC 220.01%0.01%0.01%Q3 2019Q4 20192
Cape Investment Advisory, Inc. 220.01%0.01%0.01%Q2 2023Q3 20232
Baird Financial Group, Inc. 220.00%0.00%0.01%Q2 2023Q3 20232
VALICENTI ADVISORY SERVICES INC 220.50%0.56%0.61%Q2 2022Q3 20222
BlackRock Inc. 220.00%0.00%0.00%Q1 2023Q2 20232
HUNTINGTON NATIONAL BANK 220.01%0.01%0.01%Q2 2023Q3 20232
CIBC WORLD MARKET INC. 220.00%0.00%0.00%Q2 2023Q3 20232
LINCOLN CAPITAL CORP 110.58%0.66%0.73%Q4 2019Q2 20202
Insight Wealth Partners, LLC 220.14%0.16%0.17%Q2 2023Q3 20232
ROCKLAND TRUST CO 220.01%0.02%0.03%Q1 2022Q2 20222
Davis Capital Management 220.07%0.07%0.07%Q1 2020Q2 20202
Prentice Wealth Management LLC 110.01%0.01%0.01%Q3 2021Q2 20222
BROWN ADVISORY INC 220.00%0.00%0.00%Q2 2023Q3 20232
IMA Wealth, Inc. 221.68%1.70%1.72%Q2 2023Q3 20232
American Institute for Advanced Investment Management, LLP 220.17%0.21%0.26%Q2 2023Q3 20232
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
SageView Advisory Group, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Latitude Advisors, LLC 110.19%0.19%0.19%Q3 2023Q3 20231
PNC FINANCIAL SERVICES GROUP, INC. 110.00%0.00%0.00%Q1 2020Q1 20201
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
GHP Investment Advisors, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
SHEETS SMITH WEALTH MANAGEMENT 110.02%0.02%0.02%Q3 2023Q3 20231
First Capital Advisors Group, LLC. 110.04%0.04%0.04%Q2 2023Q2 20231
OPTIMUM INVESTMENT ADVISORS 110.00%0.00%0.00%Q3 2022Q3 20221
MEITAV INVESTMENT HOUSE LTD 110.00%0.00%0.00%Q2 2023Q2 20231
KICKSTAND VENTURES, LLC. 115.81%5.81%5.81%Q3 2023Q3 20231
CAPITAL ADVISORS INC/OK 110.60%0.60%0.60%Q3 2022Q3 20221
CENTRAL TRUST Co 110.00%0.00%0.00%Q4 2022Q4 20221
Wealthspire Advisors, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Divergent Wealth Advisors 110.09%0.09%0.09%Q3 2023Q3 20231
Strategic Financial Concepts, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
Lansing Street Advisors 110.00%0.00%0.00%Q2 2023Q2 20231
Impact Partnership Wealth, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
CENTAURUS FINANCIAL, INC. 110.00%0.00%0.00%Q2 2018Q2 20181
Evolution Advisers, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
PARK AVENUE SECURITIES LLC 110.02%0.02%0.02%Q2 2021Q2 20211
TRUST CO OF VERMONT 110.00%0.00%0.00%Q2 2021Q2 20211
Fiduciary Alliance LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Hills Bank & Trust Co 112.33%2.33%2.33%Q3 2023Q3 20231
HRT FINANCIAL LP 110.00%0.00%0.00%Q2 2023Q2 20231
Almanack Investment Partners, LLC. 110.00%0.00%0.00%Q3 2022Q3 20221
Level Financial Advisors 110.01%0.01%0.01%Q4 2022Q4 20221
FIRST MANHATTAN CO. LLC. 110.00%0.00%0.00%Q4 2021Q4 20211
Legacy Financial Group LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Heartwood Wealth Advisors LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Stratos Wealth Partners, LTD. 110.01%0.01%0.01%Q3 2023Q3 20231
FINANCIAL COUNSELORS INC 110.01%0.01%0.01%Q3 2023Q3 20231
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
McElhenny Sheffield Capital Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
REFRAME WEALTH, LLC 110.10%0.10%0.10%Q4 2022Q4 20221
SouthState Corp 110.01%0.01%0.01%Q2 2022Q2 20221
Arlington Capital Management, Inc. 110.47%0.47%0.47%Q3 2023Q3 20231
Allworth Financial LP 110.00%0.00%0.00%Q1 2023Q1 20231
FLOW TRADERS U.S. LLC 110.02%0.02%0.02%Q3 2023Q3 20231
CNB Bank 110.01%0.01%0.01%Q1 2019Q1 20191
Cornerstone Planning Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
OneDigital Investment Advisors LLC 110.01%0.01%0.01%Q3 2023Q3 20231
FormulaFolio Investments, LLC 110.05%0.05%0.05%Q4 2020Q4 20201
S.C. Financial Services, Inc. 110.33%0.33%0.33%Q4 2022Q4 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.