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 26260.03%0.73%1.95%Q3 2017Q4 202326
Carnegie Capital Asset Management, LLC 22220.01%0.31%0.63%Q2 2018Q3 202322
BANK OF AMERICA CORP /DE/ 22220.00%0.01%0.01%Q2 2018Q3 202322
UBS Group AG 22220.00%0.01%0.01%Q2 2018Q3 202322
1834 INVESTMENT ADVISORS CO 22220.14%0.76%1.93%Q2 2018Q3 202322
Asset Dedication, LLC 22220.62%1.62%3.43%Q2 2018Q3 202322
ROYAL BANK OF CANADA 22220.00%0.00%0.01%Q2 2018Q3 202322
WELLS FARGO & COMPANY/MN 22220.00%0.01%0.03%Q2 2018Q3 202322
CONFLUENCE INVESTMENT MANAGEMENT LLC 22220.06%0.17%0.26%Q2 2018Q3 202322
Sound Income Strategies, LLC 22220.00%0.00%0.00%Q2 2018Q3 202322
Janney Montgomery Scott LLC 22220.06%0.08%0.10%Q2 2018Q3 202322
RAYMOND JAMES & ASSOCIATES 22220.00%0.01%0.02%Q2 2018Q3 202322
Ameritas Investment Partners, Inc. 22220.00%0.01%0.02%Q2 2018Q3 202322
Baird Financial Group, Inc. 22220.00%0.01%0.01%Q2 2018Q3 202322
MORGAN STANLEY 22220.00%0.01%0.01%Q2 2018Q3 202322
STIFEL FINANCIAL CORP 22220.00%0.01%0.03%Q2 2018Q3 202322
Ironwood Financial, llc 21210.18%1.71%3.14%Q3 2018Q3 202321
Private Advisor Group, LLC 1920.00%0.03%0.14%Q2 2018Q3 202321
Mirador Capital Partners LP 1830.09%0.72%1.48%Q2 2018Q3 202321
Vigilant Capital Management, LLC 21210.01%0.02%0.04%Q2 2018Q2 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
Independence Bank of Kentucky 21210.02%0.04%0.10%Q3 2018Q3 202321
JANE STREET GROUP, LLC 1920.00%0.00%0.02%Q2 2018Q3 202321
LPL Financial LLC 21210.00%0.02%0.06%Q3 2018Q3 202321
Global Retirement Partners, LLC 1470.01%0.02%0.05%Q2 2018Q3 202321
Oliver Luxxe Assets LLC 21210.49%0.73%1.17%Q3 2018Q3 202321
Laurel Wealth Advisors LLC 20200.42%0.54%0.62%Q4 2018Q3 202320
Raymond James Financial Services Advisors, Inc. 20200.02%0.04%0.06%Q4 2018Q3 202320
COOKSON PEIRCE & CO INC 20200.25%0.45%0.58%Q4 2018Q3 202320
Smithfield Trust Co 20200.00%0.00%0.00%Q4 2018Q3 202320
Ellevest, Inc. 20200.00%0.06%0.10%Q4 2018Q3 202320
FinTrust Capital Advisors, LLC 20200.01%0.08%0.13%Q4 2018Q3 202320
Sutton Wealth Advisors Inc. 19190.03%0.06%0.08%Q1 2019Q3 202319
Chesley Taft & Associates LLC 19190.01%0.02%0.03%Q1 2019Q3 202319
Tradewinds Capital Management, LLC 19190.00%0.24%2.91%Q1 2019Q3 202319
COMMONWEALTH EQUITY SERVICES, LLC 19190.00%0.01%0.02%Q1 2019Q3 202319
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 19190.10%0.14%0.23%Q1 2019Q3 202319
Cetera Advisor Networks LLC 1180.01%0.02%0.02%Q3 2018Q3 202319
Financial Advisory Group 19190.06%0.42%0.57%Q1 2019Q3 202319
EASTERN BANK 19191.03%1.15%1.37%Q1 2019Q3 202319
Cambridge Investment Research Advisors, Inc. 19190.00%0.02%0.05%Q1 2019Q3 202319
Capital Investment Advisors, LLC 18180.01%0.03%0.06%Q3 2019Q4 202318
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 1710.00%0.42%1.21%Q3 2018Q3 202318
HOWE & RUSLING INC 18180.00%0.17%0.41%Q2 2018Q3 202218
Cribstone Capital Management, LLC 990.01%0.52%2.35%Q2 2018Q4 202218
Exchange Capital Management, Inc. 18180.06%0.44%0.75%Q2 2019Q3 202318
Stonebridge Capital Advisors LLC 18180.03%0.68%1.24%Q2 2019Q3 202318
Geneos Wealth Management Inc. 18180.00%0.03%0.07%Q2 2019Q3 202318
BUTENSKY & COHEN FINANCIAL SECURITY, INC 17170.13%0.25%0.31%Q3 2019Q3 202317
First Command Financial Services, Inc. 1070.01%1.06%4.10%Q2 2018Q2 202317
Segment Wealth Management, LLC 17170.06%0.12%0.15%Q3 2019Q3 202317
CAPTRUST FINANCIAL ADVISORS 1510.00%0.00%0.04%Q4 2018Q3 202317
AMERIPRISE FINANCIAL INC 17170.00%0.00%0.02%Q3 2019Q3 202317
NOVARE CAPITAL MANAGEMENT LLC 17170.08%0.91%2.03%Q3 2019Q3 202317
Red Spruce Capital, LLC 17170.35%2.66%4.41%Q4 2019Q4 202317
AdvisorNet Financial, Inc 17170.01%0.01%0.01%Q3 2019Q3 202317
Rockefeller Capital Management L.P. 17170.00%0.00%0.00%Q4 2018Q4 202217
First Command Bank 1070.01%1.48%4.11%Q2 2018Q2 202317
Camelot Portfolios, LLC 17171.15%1.81%2.39%Q3 2019Q3 202317
AlphaStar Capital Management, LLC 16160.05%0.10%0.15%Q4 2019Q3 202316
TLWM 16160.25%2.25%4.04%Q4 2019Q3 202316
COLONY GROUP LLC 1150.08%0.19%0.28%Q3 2019Q3 202316
Lineweaver Wealth Advisors, LLC 16160.06%0.11%0.20%Q4 2019Q3 202316
ENVESTNET ASSET MANAGEMENT INC 16160.00%0.00%0.00%Q4 2019Q3 202316
Kessler Investment Group, LLC 16160.01%0.18%0.51%Q4 2019Q3 202316
Sargent Bickham Lagudis LLC 16160.02%0.04%0.07%Q1 2019Q4 202216
RVW Wealth, LLC 16160.12%0.31%1.63%Q1 2020Q4 202316
DAVIS R M INC 16160.03%0.24%0.45%Q4 2019Q3 202316
MML INVESTORS SERVICES, LLC 16160.00%0.01%0.03%Q4 2019Q3 202316
FCA CORP /TX 16161.37%1.79%2.42%Q4 2019Q3 202316
Gs Investments, Inc. 1510.02%0.68%1.59%Q3 2019Q3 202316
Apella Capital, LLC 1230.05%0.23%0.70%Q1 2020Q4 202315
Gradient Investments LLC 1410.00%0.12%0.47%Q2 2018Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.01%0.02%Q1 2020Q3 202315
RPg Family Wealth Advisory, LLC 1010.03%0.14%0.26%Q3 2019Q3 202315
STEPHENS INC /AR/ 15150.01%0.06%0.19%Q1 2020Q3 202315
VAUGHAN DAVID INVESTMENTS LLC/IL 15150.02%0.09%0.20%Q1 2020Q3 202315
New Potomac Partners, LLC 14140.02%1.12%1.67%Q2 2020Q3 202314
ATWOOD & PALMER INC 14140.00%0.16%0.30%Q2 2020Q3 202314
Iowa State Bank 14140.06%0.19%0.48%Q2 2020Q3 202314
Souders Financial Advisors 14140.44%0.58%0.71%Q2 2020Q3 202314
VALLEY NATIONAL ADVISERS INC 14140.01%0.27%2.18%Q2 2020Q3 202314
Curbstone Financial Management Corp 14140.10%0.22%0.29%Q3 2020Q4 202314
Laffer Tengler Investments, Inc. 14140.00%0.04%0.09%Q2 2020Q3 202314
Strategic Family Wealth Counselors, L.L.C. 14140.08%0.26%0.46%Q2 2020Q3 202314
First Fiduciary Investment Counsel, Inc. 14140.02%0.14%0.20%Q2 2020Q3 202314
Advisory Services Network, LLC 1110.00%0.01%0.02%Q2 2018Q1 202314
Motley Fool Wealth Management, LLC 14141.13%1.77%2.34%Q2 2020Q3 202314
Cetera Advisors LLC 1310.00%0.02%0.04%Q1 2019Q3 202314
Steward Partners Investment Advisory, LLC 14140.02%0.12%0.31%Q2 2020Q3 202314
Cypress Wealth Services, LLC 14140.12%0.17%0.25%Q2 2020Q3 202314
Citadel Advisors 1210.00%0.00%0.01%Q3 2018Q3 202214
Key FInancial Inc 1210.04%0.07%0.17%Q1 2020Q3 202313
OPTIMUM INVESTMENT ADVISORS 13130.01%0.03%0.06%Q4 2020Q4 202313
Brookstone Capital Management 13130.02%0.88%2.22%Q3 2020Q3 202313
Atlantic Union Bankshares Corp 13130.03%0.22%0.82%Q3 2020Q3 202313
NewEdge Advisors, LLC 13130.00%0.04%0.08%Q3 2020Q3 202313
SFE Investment Counsel 13130.14%0.56%0.85%Q3 2020Q3 202313
Stratos Wealth Partners, LTD. 1030.01%0.03%0.05%Q2 2020Q3 202313
Marietta Wealth Management, LLC 13131.04%1.96%2.85%Q3 2020Q3 202313
THRIVENT FINANCIAL FOR LUTHERANS 1110.00%0.00%0.00%Q4 2019Q3 202313
CABOT WEALTH MANAGEMENT INC 13130.06%0.12%0.16%Q2 2020Q2 202313
Hilltop Holdings Inc. 13130.03%0.07%0.13%Q4 2019Q4 202213
YHB Investment Advisors, Inc. 13130.04%0.46%1.17%Q3 2020Q3 202313
Financial Architects, Inc 940.00%0.02%0.11%Q2 2018Q2 202313
American Portfolios Advisors 13130.00%0.00%0.01%Q2 2018Q2 202113
Valeo Financial Advisors, LLC 12120.00%0.00%0.00%Q2 2018Q1 202112
Solitude Financial Services 12120.22%0.74%2.11%Q4 2020Q3 202312
Kingsview Wealth Management, LLC 660.02%0.02%0.03%Q3 2020Q3 202312
FAS Wealth Partners, Inc. 12120.01%0.01%0.02%Q4 2019Q3 202212
HighTower Advisors, LLC 12120.01%0.02%0.02%Q4 2020Q3 202312
MONTAG A & ASSOCIATES INC 12120.06%0.19%0.54%Q4 2020Q3 202312
TCG Advisory Services, LLC 12120.85%1.22%2.37%Q4 2020Q3 202312
WEBSTER BANK, N. A. 12120.01%0.13%0.49%Q4 2020Q3 202312
Kestra Advisory Services, LLC 660.00%0.08%0.23%Q3 2020Q3 202312
GILL CAPITAL PARTNERS, LLC 12120.76%1.22%2.16%Q1 2021Q4 202312
Sigma Planning Corp 12120.08%0.12%0.17%Q4 2020Q3 202312
3D/L Capital Management, LLC 12120.00%0.48%0.60%Q4 2020Q3 202312
CMH Wealth Management LLC 1110.63%0.80%1.12%Q2 2018Q3 202112
Insight Wealth Partners, LLC 12120.06%0.16%0.30%Q4 2020Q3 202312
Bray Capital Advisors 12120.01%0.01%0.01%Q4 2020Q3 202312
Goepper Burkhardt LLC 12122.82%3.34%4.00%Q4 2020Q3 202312
Retirement Solution Inc. 12120.08%0.19%0.28%Q4 2020Q3 202312
HM PAYSON & CO 12120.03%0.69%0.93%Q4 2020Q3 202312
D.A. DAVIDSON & CO. 12120.00%0.01%0.01%Q4 2019Q3 202212
FIRST NATIONAL CORP /MA/ /ADV 1020.01%0.04%0.06%Q4 2018Q1 202312
RAYMOND JAMES TRUST N.A. 11110.01%0.01%0.02%Q2 2020Q4 202211
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 510.00%0.01%0.02%Q1 2019Q3 202311
True Link Financial Advisors, LLC 650.01%1.38%3.06%Q4 2020Q3 202311
Freedom Investment Management, Inc. 11110.03%0.05%0.06%Q1 2021Q3 202311
S.E.E.D. Planning Group LLC 11112.82%4.34%5.99%Q1 2021Q3 202311
Harfst & Associates, Inc. 11110.15%0.61%1.53%Q2 2020Q4 202211
Orion Capital Management LLC 1010.01%0.01%0.02%Q4 2020Q3 202311
Bradley & Co. Private Wealth Management, LLC 11110.01%0.02%0.04%Q1 2021Q3 202311
BENEDICT FINANCIAL ADVISORS INC 11110.07%0.19%0.80%Q1 2021Q3 202311
NORTHWEST INVESTMENT COUNSELORS, LLC 810.01%0.01%0.02%Q3 2019Q3 202311
Prospera Financial Services Inc 11110.04%0.05%0.07%Q1 2021Q3 202311
Bruderman Asset Management, LLC 920.01%0.35%0.68%Q1 2019Q4 202111
4Thought Financial Group Inc. 11110.57%0.65%0.71%Q1 2021Q3 202311
Snowden Capital Advisors LLC 830.01%0.02%0.02%Q4 2020Q3 202311
Addison Advisors LLC 1010.99%1.62%2.00%Q4 2020Q3 202311
Beaumont Financial Partners, LLC 11110.02%0.32%0.92%Q1 2020Q3 202211
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 10100.04%0.05%0.06%Q2 2021Q3 202310
Lido Advisors, LLC 910.01%1.21%5.64%Q4 2020Q3 202310
Gladstone Institutional Advisory LLC 10100.03%0.07%0.17%Q2 2021Q3 202310
Newport Capital Group, LLC 910.19%0.27%0.40%Q4 2020Q2 202310
Chicago Partners Investment Group LLC 10100.02%0.07%0.09%Q4 2018Q1 202110
AE Wealth Management LLC 730.00%0.00%0.01%Q3 2019Q3 202310
LifePlan Financial Group, Inc 10100.04%0.05%0.06%Q2 2018Q3 202010
HARBOUR INVESTMENTS, INC. 640.01%0.01%0.02%Q1 2021Q3 202310
Creative Planning 10100.00%0.00%0.00%Q2 2021Q3 202310
3D ASSET MANAGEMENT, INC 10100.17%0.24%0.34%Q2 2018Q3 202010
HHM Wealth Advisors, LLC 10100.01%0.01%0.02%Q2 2021Q3 202310
RETIREMENT INCOME SOLUTIONS, INC 10100.10%0.22%0.37%Q3 2020Q4 202210
FMR LLC 410.00%0.00%0.00%Q1 2019Q3 202310
BENJAMIN F. EDWARDS & COMPANY, INC. 550.00%0.02%0.04%Q3 2019Q3 202310
Integrated Wealth Concepts LLC 10100.01%0.05%0.07%Q2 2021Q3 202310
West Branch Capital LLC 10100.01%0.01%0.01%Q2 2021Q3 202310
Vista Private Wealth Partners. LLC 990.23%0.38%0.75%Q3 2020Q3 20229
Hennion & Walsh Asset Management, Inc. 810.03%0.07%0.10%Q1 2021Q3 20239
Flaharty Asset Management, LLC 990.05%0.17%0.19%Q3 2021Q3 20239
Valmark Advisers, Inc. 990.01%0.01%0.01%Q3 2021Q3 20239
DAVENPORT & Co LLC 990.00%0.00%0.00%Q2 2020Q2 20229
Mariner, LLC 990.00%0.01%0.02%Q3 2021Q3 20239
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 810.00%0.01%0.02%Q1 2021Q3 20239
GREATMARK INVESTMENT PARTNERS, INC. 990.04%0.04%0.05%Q3 2021Q3 20239
Wealth Quarterback LLC 520.03%0.12%0.23%Q4 2019Q2 20239
Apollon Wealth Management, LLC 990.02%0.03%0.05%Q3 2021Q3 20239
HUNTINGTON NATIONAL BANK 990.00%0.00%0.01%Q3 2021Q3 20239
Beacon Pointe Advisors, LLC 990.01%0.01%0.02%Q3 2021Q3 20239
KIRR MARBACH & CO LLC /IN/ 710.06%2.18%3.28%Q4 2018Q3 20238
Straight Path Wealth Management 880.55%2.16%3.98%Q4 2021Q3 20238
NORTHCAPE WEALTH MANAGEMENT, LLC 882.24%3.01%3.95%Q4 2021Q3 20238
Aspen Investment Management Inc 880.51%1.10%1.61%Q4 2021Q3 20238
MONEY CONCEPTS CAPITAL CORP 620.01%0.01%0.01%Q4 2020Q1 20238
SUSQUEHANNA INTERNATIONAL GROUP, LLP 310.00%0.00%0.00%Q3 2018Q4 20228
Trilogy Capital Inc. 880.34%0.38%0.43%Q4 2021Q3 20238
Kaydan Wealth Management, Inc. 880.12%0.14%0.17%Q4 2021Q3 20238
Blue Barn Wealth, LLC 880.28%0.84%1.19%Q4 2021Q3 20238
ETF Store, Inc. 880.30%1.18%2.32%Q4 2021Q3 20238
Comprehensive Financial Consultants Institutional, Inc. 880.43%0.48%0.53%Q4 2021Q3 20238
Fusion Family Wealth LLC 880.03%0.05%0.09%Q2 2018Q1 20208
Invesco Ltd. 880.00%0.01%0.04%Q4 2021Q3 20238
Oder Investment Management, LLC 710.75%1.30%1.74%Q4 2020Q3 20238
COZAD ASSET MANAGEMENT INC 880.05%0.06%0.07%Q4 2021Q3 20238
SILVERLAKE WEALTH MANAGEMENT LLC 880.60%0.73%0.83%Q4 2021Q3 20238
J.W. COLE ADVISORS, INC. 880.01%0.02%0.03%Q4 2021Q3 20238
ProVise Management Group, LLC 880.27%0.35%0.39%Q4 2021Q3 20238
RFG Advisory, LLC 880.01%0.02%0.05%Q2 2021Q1 20238
Cypress Capital Group 880.03%0.08%0.12%Q4 2020Q3 20228
Heritage Trust Co 770.03%0.04%0.04%Q1 2022Q3 20237
Klingman & Associates, LLC 770.12%0.34%0.63%Q4 2018Q2 20207
WOODMONT INVESTMENT COUNSEL LLC 770.06%0.09%0.19%Q1 2022Q3 20237
Virginia National Bank 772.31%4.16%5.64%Q1 2022Q3 20237
COLTON GROOME FINANCIAL ADVISORS, LLC 770.29%1.07%1.58%Q1 2022Q3 20237
IFP Advisors, Inc 770.00%0.00%0.01%Q1 2022Q3 20237
MCF Advisors LLC 770.00%0.00%0.00%Q2 2018Q4 20197
AVANTAX ADVISORY SERVICES, INC. 770.01%0.04%0.05%Q1 2022Q3 20237
Avior Wealth Management, LLC 520.00%0.41%1.06%Q3 2020Q3 20237
Meridian Financial Partners LLC 610.14%0.23%0.34%Q3 2021Q3 20237
MACROVIEW INVESTMENT MANAGEMENT LLC 770.03%0.29%0.50%Q2 2018Q4 20197
SYNOVUS FINANCIAL CORP 770.02%0.02%0.02%Q1 2022Q3 20237
Rede Wealth, LLC 770.11%0.14%0.17%Q4 2020Q2 20227
SAWGRASS ASSET MANAGEMENT LLC 770.19%0.23%0.26%Q1 2022Q3 20237
Heron Bay Capital Management 520.11%0.15%0.25%Q2 2021Q1 20237
Legacy Private Trust Co. 770.06%0.52%0.93%Q1 2022Q3 20237
HC FINANCIAL ADVISORS INC 770.00%0.01%0.01%Q1 2020Q3 20217
CreativeOne Wealth, LLC 770.06%0.10%0.12%Q4 2021Q2 20237
Leisure Capital Management 770.29%0.34%0.40%Q1 2022Q3 20237
Advisor Group, Inc. 770.00%0.00%0.00%Q2 2018Q4 20197
Barnett & Company, Inc. 520.02%0.05%0.14%Q1 2020Q4 20217
SJS Investment Consulting Inc. 520.01%0.02%0.02%Q4 2021Q3 20237
Coastwise Capital Group, LLC 770.26%0.30%0.35%Q1 2022Q3 20237
WEALTHSOURCE PARTNERS, LLC 770.21%0.25%0.29%Q1 2022Q3 20237
Redwood Financial Network Corp 771.38%1.82%2.16%Q1 2022Q3 20237
Horizons Wealth Management 772.56%2.76%2.90%Q2 2022Q4 20237
CWM, LLC 660.00%0.02%0.04%Q2 2022Q3 20236
Private Vista, LLC 665.03%7.93%12.06%Q1 2019Q2 20206
Atlas Private Wealth Advisors 660.00%0.01%0.01%Q2 2020Q3 20216
BANTA ASSET MANAGEMENT LP 660.14%0.64%1.25%Q4 2020Q1 20226
PRIVATE TRUST CO NA 660.03%0.04%0.06%Q2 2022Q3 20236
SNS Financial Group, LLC 660.03%1.25%3.65%Q2 2022Q3 20236
FIFTH THIRD BANCORP 660.00%0.00%0.00%Q2 2022Q3 20236
Resonant Capital Advisors, LLC 660.09%0.13%0.17%Q2 2022Q3 20236
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 660.01%0.01%0.01%Q2 2022Q3 20236
Certified Advisory Corp 660.93%1.19%1.49%Q2 2022Q3 20236
TCG Advisors, LP 660.12%1.35%2.54%Q1 2019Q2 20206
CX Institutional 660.02%0.02%0.02%Q2 2021Q3 20226
SHUFRO ROSE & CO LLC 660.76%0.88%0.96%Q2 2022Q3 20236
Patriot Financial Group Insurance Agency, LLC 660.00%0.00%0.01%Q2 2020Q3 20216
Equitable Holdings, Inc. 660.02%0.04%0.08%Q2 2022Q3 20236
Secure Asset Management, LLC 660.34%0.56%0.68%Q2 2022Q3 20236
Financial Network Wealth Management LLC 660.16%0.20%0.27%Q4 2020Q1 20226
TRUIST FINANCIAL CORP 660.00%0.00%0.00%Q2 2022Q3 20236
Keel Point, LLC 660.04%0.08%0.13%Q2 2022Q3 20236
Aptus Capital Advisors, LLC 661.27%2.48%4.04%Q2 2022Q3 20236
GUARDIAN WEALTH ADVISORS, LLC / NC 660.01%0.02%0.02%Q2 2022Q3 20236
Revolve Wealth Partners, LLC 330.07%0.09%0.11%Q4 2021Q3 20236
Prosperity Planning, Inc. 660.03%0.04%0.05%Q1 2021Q2 20226
HENGEHOLD CAPITAL MANAGEMENT LLC 660.06%0.46%0.71%Q2 2022Q3 20236
LEAVELL INVESTMENT MANAGEMENT, INC. 660.06%0.11%0.15%Q2 2022Q3 20236
DENVER WEALTH MANAGEMENT, INC. 660.82%1.66%2.31%Q2 2022Q3 20236
Paradiem, LLC 330.07%0.61%0.83%Q3 2021Q3 20236
First Horizon Advisors, Inc. 660.01%0.02%0.02%Q2 2022Q3 20236
Kohmann Bosshard Financial Services, LLC 660.17%0.24%0.30%Q2 2022Q3 20236
WOLVERINE TRADING, LLC 510.00%0.00%0.01%Q3 2019Q1 20216
Whitegate Investment Counselors, Inc. 660.09%0.13%0.21%Q2 2020Q3 20216
Rosenberg Matthew Hamilton 660.01%0.01%0.02%Q2 2022Q3 20236
Householder Group Estate & Retirement Specialist, LLC 410.18%0.32%0.44%Q4 2021Q3 20236
LADENBURG THALMANN FINANCIAL SERVICES INC. 660.00%0.00%0.00%Q3 2018Q4 20196
Good Life Advisors, LLC 660.73%0.82%0.88%Q2 2022Q3 20236
Sullivan, Bruyette, Speros & Blaney, LLC 550.01%0.01%0.01%Q1 2020Q1 20215
OPPENHEIMER ASSET MANAGEMENT INC. 550.00%0.00%0.00%Q4 2018Q4 20195
Cornerstone Wealth Management, LLC 320.07%0.59%0.95%Q2 2022Q3 20235
Ancora Advisors LLC 550.00%0.00%0.00%Q3 2021Q3 20225
Capital Investment Advisory Services, LLC 550.00%0.01%0.01%Q3 2022Q3 20235
WHITENER CAPITAL MANAGEMENT, INC. 320.07%0.08%0.10%Q1 2019Q2 20235
CALTON & ASSOCIATES, INC. 410.06%0.11%0.14%Q1 2021Q2 20225
Koss-Olinger Consulting, LLC 550.06%0.07%0.10%Q3 2022Q3 20235
Avidian Wealth Solutions, LLC 320.02%0.02%0.02%Q4 2021Q3 20235
JPMORGAN CHASE & CO 410.00%0.00%0.00%Q1 2022Q2 20235
OLD SECOND NATIONAL BANK OF AURORA 550.76%1.00%1.10%Q3 2022Q3 20235
TPG Financial Advisors, LLC 551.90%2.39%2.66%Q3 2022Q3 20235
Hudson Capital Management LLC 554.26%4.94%6.28%Q3 2022Q3 20235
PARK AVENUE SECURITIES LLC 550.02%0.04%0.08%Q1 2020Q1 20215
Colonial Trust Advisors 550.23%0.26%0.29%Q3 2022Q3 20235
BCS Wealth Management 550.36%3.09%5.79%Q3 2022Q3 20235
MGO ONE SEVEN LLC 550.31%0.42%0.49%Q3 2022Q3 20235
BEACON FINANCIAL GROUP 550.61%1.72%2.21%Q3 2022Q3 20235
Migdal Insurance & Financial Holdings Ltd. 550.00%0.03%0.07%Q3 2022Q3 20235
TRANSCEND CAPITAL ADVISORS, LLC 550.02%0.03%0.04%Q3 2022Q3 20235
Crescent Capital Consulting, LLC 550.03%0.37%1.65%Q4 2020Q4 20215
Campbell Wealth Management 552.40%2.70%3.61%Q3 2022Q3 20235
Apeiron RIA LLC 550.28%0.31%0.37%Q3 2022Q3 20235
Colonial Trust Co / SC 550.21%0.24%0.27%Q3 2022Q3 20235
Ballew Advisors, Inc 320.03%0.44%0.89%Q2 2018Q3 20235
Western Wealth Management, LLC 550.04%0.05%0.05%Q3 2022Q3 20235
TruWealth Advisors, LLC 550.78%1.01%1.36%Q3 2022Q3 20235
Renaissance Technologies 210.00%0.00%0.00%Q4 2021Q3 20235
Arkadios Wealth Advisors 320.00%0.02%0.03%Q1 2021Q3 20235
Berger Financial Group, Inc 550.06%0.15%0.31%Q3 2022Q3 20235
Estate Counselors, LLC 550.01%0.06%0.10%Q4 2020Q4 20215
TCWP LLC 410.05%0.47%2.04%Q4 2021Q2 20235
OLD MISSION CAPITAL LLC 210.01%0.03%0.05%Q3 2020Q3 20235
Legacy Financial Group LLC 410.01%0.09%0.14%Q4 2020Q3 20235
W.H. Cornerstone Investments Inc. 550.56%0.70%0.78%Q3 2022Q3 20235
NOTTINGHAM ADVISORS, INC. 550.18%0.22%0.28%Q3 2022Q3 20235
CGN Advisors LLC 410.04%0.05%0.06%Q1 2022Q4 20235
Legacy CG, LLC 551.71%1.84%1.99%Q3 2022Q3 20235
WESPAC Advisors, LLC 440.48%0.50%0.51%Q4 2022Q3 20234
US BANCORP \DE\ 310.00%0.00%0.00%Q1 2022Q3 20234
BROWN ADVISORY INC 440.00%0.00%0.00%Q4 2022Q3 20234
Strid Group, LLC 440.25%0.26%0.29%Q4 2022Q3 20234
Larson Financial Group LLC 440.00%0.01%0.01%Q4 2022Q3 20234
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Ameritas Advisory Services, LLC 310.01%0.01%0.01%Q4 2021Q1 20234
Stonebridge Financial Planning Group, LLC 440.01%0.01%0.02%Q1 2021Q4 20214
REBALANCE, LLC 440.46%0.48%0.50%Q4 2022Q3 20234
River Street Advisors LLC 441.32%1.37%1.47%Q4 2022Q3 20234
Mascoma Wealth Management LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Bank of New York Mellon Corp 310.00%0.00%0.00%Q1 2019Q4 20204
O'ROURKE & COMPANY, Inc 440.18%0.20%0.21%Q4 2022Q3 20234
Bridgeworth, LLC 440.03%0.04%0.05%Q4 2022Q3 20234
FC Advisory LLC 440.10%0.18%0.24%Q1 2023Q4 20234
Matthew Goff Investment Advisor, LLC 440.28%0.30%0.32%Q4 2022Q3 20234
Capital Analysts, LLC 440.02%0.04%0.05%Q4 2022Q3 20234
LINCOLN NATIONAL CORP 440.00%0.01%0.01%Q1 2022Q4 20224
Financial Futures Ltd Liability Co. 440.77%0.88%1.00%Q3 2022Q2 20234
Blossom Wealth Management 442.14%2.46%2.70%Q4 2022Q3 20234
Atria Investments, Inc 220.03%0.05%0.06%Q2 2022Q3 20234
Sound Stewardship, LLC 444.45%4.51%4.61%Q4 2022Q3 20234
ARMSTRONG ADVISORY GROUP, INC 440.01%0.01%0.01%Q4 2022Q3 20234
Kaye Capital Management 442.71%4.81%6.33%Q4 2022Q3 20234
Nikulski Financial, Inc. 440.30%0.32%0.34%Q4 2022Q3 20234
Community Bank, N.A. 440.00%0.00%0.00%Q3 2022Q2 20234
Astoria Portfolio Advisors LLC. 440.10%0.34%0.52%Q4 2022Q3 20234
Beaumont Financial Advisors, LLC 440.17%0.19%0.20%Q4 2022Q3 20234
Archer Investment Corp 440.03%0.03%0.03%Q4 2022Q3 20234
Waycross Investment Management Co 445.18%5.41%5.52%Q4 2022Q3 20234
SENTINEL PENSION ADVISORS INC 443.03%3.20%3.49%Q4 2022Q3 20234
FOUNDERS FINANCIAL SECURITIES LLC 440.03%0.03%0.04%Q4 2022Q3 20234
Meridian Wealth Management, LLC 440.02%0.04%0.11%Q2 2022Q1 20234
Old Port Advisors 310.10%0.16%0.20%Q3 2022Q3 20234
Wealthstreet Investment Advisors, LLC 440.06%0.06%0.07%Q2 2020Q1 20214
Ameritas Investment Company, LLC 110.00%0.00%0.01%Q4 2018Q3 20214
GPM Growth Investors, Inc. 446.93%7.43%7.90%Q4 2022Q3 20234
Well Done, LLC 440.13%0.13%0.14%Q4 2022Q3 20234
Genesee Capital Advisors, LLC 440.63%0.78%0.92%Q4 2022Q3 20234
Western Financial Corp/CA 440.38%0.41%0.42%Q4 2022Q3 20234
G2 CAPITAL MANAGEMENT, LLC / OH 440.89%1.04%1.12%Q4 2022Q3 20234
FCG ADVISORS, LLC 440.10%0.26%0.35%Q4 2019Q3 20204
Nalls Sherbakoff Group, LLC 310.11%0.28%0.35%Q4 2018Q3 20234
Roundview Capital LLC 440.03%0.04%0.05%Q4 2022Q3 20234
Atria Wealth Solutions, Inc. 440.02%0.04%0.05%Q4 2022Q3 20234
Sugarloaf Wealth Management, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Sculati Wealth Management, LLC 330.12%0.13%0.15%Q1 2023Q3 20233
Consolidated Portfolio Review Corp 330.38%0.38%0.39%Q1 2023Q3 20233
COMERICA BANK 210.00%0.00%0.00%Q3 2020Q3 20233
ORG Partners LLC 330.05%0.07%0.10%Q1 2023Q3 20233
Financial Gravity Asset Management, Inc. 110.01%0.02%0.03%Q2 2021Q2 20233
American Institute for Advanced Investment Management, LLP 330.39%0.43%0.45%Q1 2023Q3 20233
EP Wealth Advisors, LLC 330.00%0.01%0.02%Q1 2023Q3 20233
Golden State Wealth Management, LLC 110.05%0.05%0.06%Q3 2019Q3 20203
MONECO Advisors, LLC 330.08%0.15%0.22%Q1 2023Q3 20233
Advisors Preferred, LLC 330.42%0.75%1.38%Q4 2021Q2 20223
Strategic Financial Concepts, LLC 330.09%0.14%0.18%Q1 2023Q3 20233
Main Management LLC 330.01%0.01%0.01%Q1 2021Q3 20213
Tyler-Stone Wealth Management 210.32%0.34%0.36%Q4 2022Q3 20233
Krilogy Financial LLC 330.35%0.47%0.55%Q1 2023Q3 20233
OXFORD FINANCIAL GROUP, LTD. LLC 210.02%0.02%0.02%Q4 2020Q1 20223
Proficio Capital Partners LLC 330.07%0.08%0.09%Q1 2023Q3 20233
Glass Jacobson Investment Advisors llc 210.01%0.02%0.04%Q4 2022Q3 20233
RFP Financial Group LLC 210.02%0.03%0.04%Q4 2022Q3 20233
WESTERN FINANCIAL Corp 330.27%0.31%0.34%Q1 2022Q3 20223
FOCUS Wealth Advisors, LLC 330.18%0.18%0.19%Q1 2023Q3 20233
PNC FINANCIAL SERVICES GROUP, INC. 110.00%0.00%0.00%Q1 2020Q2 20223
Raub Brock Capital Management LP 330.55%0.59%0.62%Q2 2019Q4 20193
LEVEL FOUR ADVISORY SERVICES, LLC 330.13%0.15%0.19%Q1 2023Q3 20233
Savant Capital, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Farther Finance Advisors, LLC 330.01%0.10%0.16%Q1 2023Q3 20233
Better Money Decisions, LLC 330.01%0.02%0.02%Q1 2021Q3 20213
Sowell Financial Services LLC 330.00%0.00%0.00%Q4 2019Q2 20203
Cape Investment Advisory, Inc. 330.03%0.03%0.04%Q1 2023Q3 20233
BROWN BROTHERS HARRIMAN & CO 330.00%0.00%0.00%Q2 2022Q4 20223
Parkside Financial Bank & Trust 330.00%0.00%0.00%Q1 2023Q3 20233
Atomi Financial Group, Inc. 330.11%0.15%0.19%Q1 2023Q3 20233
Levy Wealth Management Group, LLC 330.09%0.09%0.09%Q1 2023Q3 20233
OneDigital Investment Advisors LLC 330.01%0.01%0.02%Q1 2023Q3 20233
ASSETMARK, INC 330.00%0.00%0.00%Q2 2018Q4 20183
Carmichael Hill & Associates, Inc. 330.01%0.01%0.01%Q3 2022Q1 20233
CIBC WORLD MARKET INC. 330.00%0.00%0.00%Q1 2023Q3 20233
Wealthcare Advisory Partners LLC 210.00%0.02%0.03%Q1 2021Q3 20233
Koshinski Asset Management, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
VANGUARD GROUP INC 330.00%0.00%0.00%Q1 2023Q3 20233
Rockbridge Investment Management, LCC 330.01%0.01%0.01%Q2 2021Q4 20213
Pacific Wealth Strategies Group, Inc. 330.36%0.53%0.78%Q1 2023Q3 20233
Carmel Capital Partners, LLC 330.43%0.61%0.74%Q2 2022Q4 20223
Altus Wealth Group LLC 220.90%0.90%0.91%Q2 2023Q3 20232
Transparent Wealth Partners LLC 220.16%0.16%0.17%Q4 2022Q1 20232
Masso Torrence Wealth Management Inc. 110.07%0.17%0.27%Q4 2021Q3 20222
Alpha Omega Wealth Management LLC 220.02%0.02%0.02%Q1 2019Q2 20192
Sterling Financial Group, Inc. 220.19%0.19%0.20%Q2 2023Q3 20232
Capital Directions Investment Advisors, LLC 220.11%0.12%0.12%Q3 2022Q4 20222
BlackRock Inc. 220.00%0.00%0.00%Q1 2023Q2 20232
ROCKLAND TRUST CO 220.02%0.02%0.03%Q1 2022Q2 20222
ABSOLUTE CAPITAL MANAGEMENT, LLC 220.29%0.34%0.39%Q2 2023Q3 20232
St. Louis Financial Planners Asset Management, LLC 222.58%2.87%3.16%Q3 2023Q4 20232
Lehman & Derafelo Financial Resources LLC 220.04%0.05%0.05%Q4 2018Q1 20192
CULLEN/FROST BANKERS, INC. 220.00%0.00%0.00%Q2 2023Q3 20232
AlphaCore Capital LLC 220.02%0.02%0.03%Q4 2019Q1 20202
Heartwood Wealth Advisors LLC 110.01%0.25%0.50%Q2 2020Q1 20222
Redhawk Wealth Advisors, Inc. 221.21%1.66%2.11%Q1 2019Q2 20192
WealthShield Partners, LLC 220.04%0.04%0.04%Q1 2021Q2 20212
S.C. Financial Services, Inc. 220.32%0.33%0.34%Q3 2022Q4 20222
LEO BROKERAGE, LLC 220.30%0.34%0.39%Q1 2023Q2 20232
Davis Capital Management 220.08%0.09%0.09%Q1 2020Q2 20202
Livingston Group Asset Management CO (operating as Southport Capital Management) 220.15%0.21%0.26%Q4 2021Q1 20222
SPRENG CAPITAL MANAGEMENT, INC. 110.14%0.16%0.19%Q3 2020Q1 20212
Harrison & Co Wealth Management, LLC 221.32%1.36%1.40%Q3 2022Q4 20222
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
BDO Wealth Advisors, LLC 220.01%0.03%0.04%Q3 2019Q4 20192
Allworth Financial LP 110.00%0.00%0.00%Q1 2023Q3 20232
MERCER GLOBAL ADVISORS INC /ADV 220.00%0.00%0.01%Q2 2023Q3 20232
CARY STREET PARTNERS ASSET MANAGEMENT LLC 220.02%0.02%0.02%Q4 2022Q1 20232
SMI Advisory Services, LLC 110.21%0.22%0.23%Q1 2023Q3 20232
WCG Wealth Advisors LLC 220.02%0.02%0.03%Q2 2023Q3 20232
GODSEY & GIBB, INC 110.00%0.00%0.00%Q4 2021Q4 20222
Prentice Wealth Management LLC 110.01%0.01%0.01%Q3 2021Q2 20222
MEITAV INVESTMENT HOUSE LTD 220.00%0.00%0.00%Q1 2023Q2 20232
IMA Wealth, Inc. 221.52%1.56%1.60%Q2 2023Q3 20232
BAINCO INTERNATIONAL INVESTORS 110.00%0.00%0.01%Q1 2020Q4 20202
Lansing Street Advisors 220.00%0.02%0.04%Q1 2023Q2 20232
Tradition Wealth Management, LLC 220.05%0.05%0.05%Q4 2020Q1 20212
PECAUT & CO. 220.05%0.06%0.06%Q4 2022Q1 20232
AMJ Financial Wealth Management 224.30%4.50%4.70%Q2 2023Q3 20232
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Clean Yield Group 110.02%0.02%0.02%Q1 2023Q1 20231
BESSEMER GROUP INC 110.00%0.00%0.00%Q1 2021Q1 20211
SOA Wealth Advisors, LLC. 110.00%0.00%0.00%Q3 2022Q3 20221
TRUST CO OF VERMONT 110.00%0.00%0.00%Q2 2021Q2 20211
Cornerstone Planning Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
FINANCIAL COUNSELORS INC 110.01%0.01%0.01%Q3 2023Q3 20231
Vertex Planning Partners, LLC 110.09%0.09%0.09%Q4 2022Q4 20221
Castleview Partners, LLC 110.32%0.32%0.32%Q3 2023Q3 20231
Ranch Capital Advisors Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
Hudock, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
PSI Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Kades & Cheifetz LLC 110.21%0.21%0.21%Q3 2023Q3 20231
InterOcean Capital Group, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.03%0.03%0.03%Q2 2023Q2 20231
Almanack Investment Partners, LLC. 110.01%0.01%0.01%Q3 2022Q3 20221
Realta Investment Advisors 110.02%0.02%0.02%Q3 2022Q3 20221
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
KICKSTAND VENTURES, LLC. 113.21%3.21%3.21%Q3 2023Q3 20231
Marshall Financial Group LLC 110.16%0.16%0.16%Q4 2021Q4 20211
Johnson Financial Group, Inc. 110.01%0.01%0.01%Q1 2022Q1 20221
RITHOLTZ WEALTH MANAGEMENT 110.06%0.06%0.06%Q2 2023Q2 20231
VERUS CAPITAL PARTNERS, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
SHEETS SMITH WEALTH MANAGEMENT 110.01%0.01%0.01%Q3 2023Q3 20231
Guardian Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
MEEDER ASSET MANAGEMENT INC 110.00%0.00%0.00%Q2 2020Q2 20201
Wealthspire Advisors, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Impact Partnership Wealth, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Carroll Financial Associates, Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
SHAYNE & JACOBS, LLC 110.18%0.18%0.18%Q3 2023Q3 20231
AXXCESS WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Fiduciary Alliance LLC 110.00%0.00%0.00%Q2 2023Q2 20231
RETIREMENT GUYS FORMULA LLC 110.21%0.21%0.21%Q4 2021Q4 20211
Ironwood Wealth Management, LLC. 114.69%4.69%4.69%Q3 2023Q3 20231
Tower Research Capital LLC (TRC) 110.00%0.00%0.00%Q4 2021Q4 20211
BENJAMIN EDWARDS INC 110.00%0.00%0.00%Q3 2022Q3 20221
CENTRAL TRUST Co 110.00%0.00%0.00%Q4 2022Q4 20221
WINTRUST INVESTMENTS LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Orion Portfolio Solutions, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
UNITED CAPITAL FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Penserra Capital Management LLC 110.01%0.01%0.01%Q2 2019Q2 20191
SouthState Corp 110.01%0.01%0.01%Q2 2022Q2 20221
TOTH FINANCIAL ADVISORY CORP 110.00%0.00%0.00%Q2 2023Q2 20231
Reby Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
HOEY INVESTMENTS, INC 110.01%0.01%0.01%Q1 2021Q1 20211
REFRAME WEALTH, LLC 110.12%0.12%0.12%Q4 2022Q4 20221
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Evolution Advisers, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 110.18%0.18%0.18%Q3 2023Q3 20231
KESTRA PRIVATE WEALTH SERVICES, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
DIVIDEND ASSETS CAPITAL, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
COURIER CAPITAL LLC 110.02%0.02%0.02%Q1 2022Q1 20221
BNP PARIBAS FINANCIAL MARKETS 110.00%0.00%0.00%Q1 2022Q1 20221
Bluefin Trading, LLC 110.36%0.36%0.36%Q3 2019Q3 20191
TWO SIGMA SECURITIES, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Level Financial Advisors 110.01%0.01%0.01%Q4 2022Q4 20221
Divergent Wealth Advisors 110.09%0.09%0.09%Q3 2023Q3 20231
McElhenny Sheffield Capital Management, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Bartlett & Co. LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Squarepoint Ops LLC 110.00%0.00%0.00%Q3 2023Q3 20231
FormulaFolio Investments, LLC 110.94%0.94%0.94%Q4 2020Q4 20201
GHP Investment Advisors, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Newbridge Financial Services Group, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
Latitude Advisors, LLC 110.14%0.14%0.14%Q3 2023Q3 20231
MILESTONE ASSET MANAGEMENT, LLC 110.12%0.12%0.12%Q4 2022Q4 20221
Farmer Steven Patrick 110.14%0.14%0.14%Q2 2022Q2 20221
Verdence Capital Advisors LLC 110.05%0.05%0.05%Q3 2021Q3 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.