Invesco Exch TRD SLF IDX FD

Q3 2022 vs Q4 2022

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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IFP Advisors, Inc

NEW

Shares400

Change+400

Value$10

Filed 2023-02-07

LPL Financial LLC

CLOSED

Shares0 from 385,621

Change-385,621 (-100%)

Value$0 (-$9.7K)

Filed 2023-02-07

Jane Street Group, LLC

CLOSED

Shares0 from 293,292

Change-293,292 (-100%)

Value$0 (-$7.4K)

Filed 2023-02-15

Asset Dedication, LLC

CLOSED

Shares0 from 185,906

Change-185,906 (-100%)

Value$0 (-$4.7K)

Filed 2023-01-19

BCS Wealth Management

CLOSED

Shares0 from 176,259

Change-176,259 (-100%)

Value$0 (-$4.5K)

Filed 2023-01-10

Morgan Stanley

CLOSED

Shares0 from 171,416

Change-171,416 (-100%)

Value$0 (-$4.3K)

Filed 2023-02-14

Bank of America Corp

CLOSED

Shares0 from 147,771

Change-147,771 (-100%)

Value$0 (-$3.7K)

Filed 2023-02-10

CreativeOne Wealth, LLC

CLOSED

Shares0 from 79,082

Change-79,082 (-100%)

Value$0 (-$2.0K)

Filed 2023-02-15

Osaic Holdings, Inc.

CLOSED

Shares0 from 73,547

Change-73,547 (-100%)

Value$0 (-$1.9K)

Filed 2023-02-10

Wells Fargo & Company

CLOSED

Shares0 from 70,641

Change-70,641 (-100%)

Value$0 (-$1.8K)

Filed 2023-02-13

UBS Group AG

CLOSED

Shares0 from 46,412

Change-46,412 (-100%)

Value$0 (-$1.2K)

Filed 2023-02-08

Invesco Ltd.

CLOSED

Shares0 from 39,783

Change-39,783 (-100%)

Value$0 (-$1.0K)

Filed 2023-02-13

Vista Finance, LLC

CLOSED

Shares0 from 38,517

Change-38,517 (-100%)

Value$0 (-$974)

Filed 2023-02-10

Cambridge Investment Research Advisors, Inc.

CLOSED

Shares0 from 37,938

Change-37,938 (-100%)

Value$0 (-$959)

Filed 2023-02-08

Apollon Wealth Management, LLC

CLOSED

Shares0 from 37,730

Change-37,730 (-100%)

Value$0 (-$954)

Filed 2023-02-15

Flow Traders U.S. LLC

CLOSED

Shares0 from 37,268

Change-37,268 (-100%)

Value$0 (-$942)

Filed 2023-02-14

Clear Harbor Asset Management, LLC

CLOSED

Shares0 from 36,300

Change-36,300 (-100%)

Value$0 (-$918)

Filed 2023-01-20

Cetera Advisors LLC

CLOSED

Shares0 from 26,292

Change-26,292 (-100%)

Value$0 (-$665)

Filed 2023-02-14

Raymond James & Associates

CLOSED

Shares0 from 25,272

Change-25,272 (-100%)

Value$0 (-$639)

Filed 2023-02-08

Captrust Financial Advisors

CLOSED

Shares0 from 24,025

Change-24,025 (-100%)

Value$0 (-$607)

Filed 2023-02-15

Stephens Inc

CLOSED

Shares0 from 21,325

Change-21,325 (-100%)

Value$0 (-$539)

Filed 2023-02-14

Integrated Wealth Concepts LLC

CLOSED

Shares0 from 21,014

Change-21,014 (-100%)

Value$0 (-$531)

Filed 2023-02-13

S.C. Financial Services, Inc.

CLOSED

Shares0 from 18,338

Change-18,338 (-100%)

Value$0 (-$464)

Filed 2023-01-20

Northwestern Mutual Wealth Management Co

CLOSED

Shares0 from 16,803

Change-16,803 (-100%)

Value$0 (-$425)

Filed 2023-02-21

Key FInancial Inc

CLOSED

Shares0 from 16,239

Change-16,239 (-100%)

Value$0 (-$411)

Filed 2023-01-26

MGO One Seven LLC

CLOSED

Shares0 from 16,216

Change-16,216 (-100%)

Value$0 (-$336)

Filed 2023-01-25

Royal Bank of Canada

CLOSED

Shares0 from 14,624

Change-14,624 (-100%)

Value$0 (-$370)

Filed 2023-02-14

Commonwealth Equity Services, LLC

CLOSED

Shares0 from 14,094

Change-14,094 (-100%)

Value$0 (-$356)

Filed 2023-02-07

Susquehanna International Group, LLP

CLOSED

Shares0 from 13,831

Change-13,831 (-100%)

Value$0 (-$350)

Filed 2023-02-14

Envestnet Asset Management Inc

CLOSED

Shares0 from 13,231

Change-13,231 (-100%)

Value$0 (-$334)

Filed 2023-02-07

H D Vest Advisory Services

CLOSED

Shares0 from 13,082

Change-13,082 (-100%)

Value$0 (-$331)

Filed 2023-02-13

Mirador Capital Partners LP

CLOSED

Shares0 from 12,380

Change-12,380 (-100%)

Value$0 (-$313)

Filed 2023-02-10

Tlwm

CLOSED

Shares0 from 10,984

Change-10,984 (-100%)

Value$0 (-$229)

Filed 2023-02-10

Koss-Olinger Consulting, LLC

CLOSED

Shares0 from 10,907

Change-10,907 (-100%)

Value$0 (-$276)

Filed 2023-02-14

J2 Capital Management Inc

CLOSED

Shares0 from 9,724

Change-9,724 (-100%)

Value$0 (-$246)

Filed 2023-01-17

American Institute for Advanced Investment Management, LLP

CLOSED

Shares0 from 9,625

Change-9,625 (-100%)

Value$0 (-$243)

Filed 2023-02-28

Carnegie Investment Counsel

CLOSED

Shares0 from 9,616

Change-9,616 (-100%)

Value$0 (-$243)

Filed 2023-01-24

Masso Torrence Wealth Management Inc.

CLOSED

Shares0 from 8,890

Change-8,890 (-100%)

Value$0 (-$225)

Filed 2023-02-14

Benjamin F. Edwards & Company, Inc.

CLOSED

Shares0 from 3,048

Change-3,048 (-100%)

Value$0 (-$77)

Filed 2023-02-07

HHM Wealth Advisors, LLC

CLOSED

Shares0 from 2,975

Change-2,975 (-100%)

Value$0 (-$75)

Filed 2023-01-19

Private Trust Co NA

CLOSED

Shares0 from 1,332

Change-1,332 (-100%)

Value$0 (-$34)

Filed 2023-01-18

Steward Partners Investment Advisory, LLC

CLOSED

Shares0 from 1,178

Change-1,178 (-100%)

Value$0 (-$30)

Filed 2023-02-15

Global Retirement Partners, LLC

CLOSED

Shares0 from 1,119

Change-1,119 (-100%)

Value$0 (-$28)

Filed 2023-02-13

Money Concepts Capital Corp

CLOSED

Shares0 from 1,022

Change-1,022 (-100%)

Value$0 (-$26)

Filed 2023-02-14

Horan Securities, Inc.

CLOSED

Shares0 from 790

Change-790 (-100%)

Value$0 (-$20)

Filed 2023-01-17

Huntington National Bank

CLOSED

Shares0 from 379

Change-379 (-100%)

Value$0 (-$10)

Filed 2023-02-09

Proequities, Inc.

CLOSED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2023-01-30

	Status
IFP Advisors, Inc	NEW	400	—	+400	—	—	$10	—	2023-02-07
LPL Financial LLC	CLOSED	0	385,621	-385,621	-100%	$9.7K	$0	-$9.7K	2023-02-07
Jane Street Group, LLC	CLOSED	0	293,292	-293,292	-100%	$7.4K	$0	-$7.4K	2023-02-15
Asset Dedication, LLC	CLOSED	0	185,906	-185,906	-100%	$4.7K	$0	-$4.7K	2023-01-19
BCS Wealth Management	CLOSED	0	176,259	-176,259	-100%	$4.5K	$0	-$4.5K	2023-01-10
Morgan Stanley	CLOSED	0	171,416	-171,416	-100%	$4.3K	$0	-$4.3K	2023-02-14
Bank of America Corp	CLOSED	0	147,771	-147,771	-100%	$3.7K	$0	-$3.7K	2023-02-10
CreativeOne Wealth, LLC	CLOSED	0	79,082	-79,082	-100%	$2.0K	$0	-$2.0K	2023-02-15
Osaic Holdings, Inc.	CLOSED	0	73,547	-73,547	-100%	$1.9K	$0	-$1.9K	2023-02-10
Wells Fargo & Company	CLOSED	0	70,641	-70,641	-100%	$1.8K	$0	-$1.8K	2023-02-13
UBS Group AG	CLOSED	0	46,412	-46,412	-100%	$1.2K	$0	-$1.2K	2023-02-08
Invesco Ltd.	CLOSED	0	39,783	-39,783	-100%	$1.0K	$0	-$1.0K	2023-02-13
Vista Finance, LLC	CLOSED	0	38,517	-38,517	-100%	$974	$0	-$974	2023-02-10
Cambridge Investment Research Advisors, Inc.	CLOSED	0	37,938	-37,938	-100%	$959	$0	-$959	2023-02-08
Apollon Wealth Management, LLC	CLOSED	0	37,730	-37,730	-100%	$954	$0	-$954	2023-02-15
Flow Traders U.S. LLC	CLOSED	0	37,268	-37,268	-100%	$942	$0	-$942	2023-02-14
Clear Harbor Asset Management, LLC	CLOSED	0	36,300	-36,300	-100%	$918	$0	-$918	2023-01-20
Cetera Advisors LLC	CLOSED	0	26,292	-26,292	-100%	$665	$0	-$665	2023-02-14
Raymond James & Associates	CLOSED	0	25,272	-25,272	-100%	$639	$0	-$639	2023-02-08
Captrust Financial Advisors	CLOSED	0	24,025	-24,025	-100%	$607	$0	-$607	2023-02-15
Stephens Inc	CLOSED	0	21,325	-21,325	-100%	$539	$0	-$539	2023-02-14
Integrated Wealth Concepts LLC	CLOSED	0	21,014	-21,014	-100%	$531	$0	-$531	2023-02-13
S.C. Financial Services, Inc.	CLOSED	0	18,338	-18,338	-100%	$464	$0	-$464	2023-01-20
Northwestern Mutual Wealth Management Co	CLOSED	0	16,803	-16,803	-100%	$425	$0	-$425	2023-02-21
Key FInancial Inc	CLOSED	0	16,239	-16,239	-100%	$411	$0	-$411	2023-01-26
MGO One Seven LLC	CLOSED	0	16,216	-16,216	-100%	$336	$0	-$336	2023-01-25
Royal Bank of Canada	CLOSED	0	14,624	-14,624	-100%	$370	$0	-$370	2023-02-14
Commonwealth Equity Services, LLC	CLOSED	0	14,094	-14,094	-100%	$356	$0	-$356	2023-02-07
Susquehanna International Group, LLP	CLOSED	0	13,831	-13,831	-100%	$350	$0	-$350	2023-02-14
Envestnet Asset Management Inc	CLOSED	0	13,231	-13,231	-100%	$334	$0	-$334	2023-02-07
H D Vest Advisory Services	CLOSED	0	13,082	-13,082	-100%	$331	$0	-$331	2023-02-13
Mirador Capital Partners LP	CLOSED	0	12,380	-12,380	-100%	$313	$0	-$313	2023-02-10
Tlwm	CLOSED	0	10,984	-10,984	-100%	$229	$0	-$229	2023-02-10
Koss-Olinger Consulting, LLC	CLOSED	0	10,907	-10,907	-100%	$276	$0	-$276	2023-02-14
J2 Capital Management Inc	CLOSED	0	9,724	-9,724	-100%	$246	$0	-$246	2023-01-17
American Institute for Advanced Investment Management, LLP	CLOSED	0	9,625	-9,625	-100%	$243	$0	-$243	2023-02-28
Carnegie Investment Counsel	CLOSED	0	9,616	-9,616	-100%	$243	$0	-$243	2023-01-24
Masso Torrence Wealth Management Inc.	CLOSED	0	8,890	-8,890	-100%	$225	$0	-$225	2023-02-14
Benjamin F. Edwards & Company, Inc.	CLOSED	0	3,048	-3,048	-100%	$77	$0	-$77	2023-02-07
HHM Wealth Advisors, LLC	CLOSED	0	2,975	-2,975	-100%	$75	$0	-$75	2023-01-19
Private Trust Co NA	CLOSED	0	1,332	-1,332	-100%	$34	$0	-$34	2023-01-18
Steward Partners Investment Advisory, LLC	CLOSED	0	1,178	-1,178	-100%	$30	$0	-$30	2023-02-15
Global Retirement Partners, LLC	CLOSED	0	1,119	-1,119	-100%	$28	$0	-$28	2023-02-13
Money Concepts Capital Corp	CLOSED	0	1,022	-1,022	-100%	$26	$0	-$26	2023-02-14
Horan Securities, Inc.	CLOSED	0	790	-790	-100%	$20	$0	-$20	2023-01-17
Huntington National Bank	CLOSED	0	379	-379	-100%	$10	$0	-$10	2023-02-09
Proequities, Inc.	CLOSED	0	0	0	—	$0	$0	$0	2023-01-30

Showing 47 of 47 institutions