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Invesco Exch TRD SLF IDX FD

Q3 2022 vs Q2 2026

Comparing institutional holders between quarters

Quarters

Q2 2026Q3 2022Q2 2022Q1 2022Q4 2021
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Envision Financial Transparency, LLC
NEW
Shares88,539
Change+88,539
Value$1.8M
Filed 2026-08-21
Iron Financial LLC
CLOSED
Shares0 from 96,994
Change-96,994 (-100%)
Value$0 (-$2.3K)
Filed 2026-07-22
Jane Street Group, LLC
CLOSED
Shares0 from 40,054
Change-40,054 (-100%)
Value$0 (-$957)
Filed 2026-08-14
Sigma Planning Corp
CLOSED
Shares0 from 33,560
Change-33,560 (-100%)
Value$0 (-$802)
Filed 2026-08-07
Susquehanna International Group, LLP
CLOSED
Shares0 from 17,896
Change-17,896 (-100%)
Value$0 (-$428)
Filed 2026-08-14
Koss-Olinger Consulting, LLC
CLOSED
Shares0 from 9,681
Change-9,681 (-100%)
Value$0 (-$231)
Filed 2026-08-10
Osaic Holdings, Inc.
CLOSED
Shares0 from 2,532
Change-2,532 (-100%)
Value$0 (-$61)
Filed 2026-08-14
Bank of America Corp
CLOSED
Shares0 from 2,016
Change-2,016 (-100%)
Value$0 (-$48)
Filed 2026-08-14
Gradient Investments LLC
CLOSED
Shares0 from 1,453
Change-1,453 (-100%)
Value$0 (-$35)
Filed 2026-07-08
Tower Research Capital LLC (TRC)
CLOSED
Shares0 from 140
Change-140 (-100%)
Value$0 (-$3)
Filed 2026-08-11
UBS Group AG
CLOSED
Shares0 from 80
Change-80 (-100%)
Value$0 (-$2)
Filed 2026-08-13
North Star Investment Management Corp.
CLOSED
Shares0 from 19
Change-19 (-100%)
Value$0 ($0)
Filed 2026-07-28
Morgan Stanley
CLOSED
Shares0 from 16
Change-16 (-100%)
Value$0 ($0)
Filed 2026-08-13
Wells Fargo & Company
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 ($0)
Filed 2026-08-14
Cetera Advisors LLC
N/A
Shares— from 21,298
Change-21,298 (-100%)
Value—
Raymond James Financial Services Advisors, Inc.
N/A
Shares— from 11,470
Change-11,470 (-100%)
Value—
Optimum Investment Advisors
N/A
Shares— from 96
Change-96 (-100%)
Value—
Proequities, Inc.
N/A
Shares— from 0
Change0
Value—
Status
Envision Financial Transparency, LLC
NEW88,539—+88,539——$1.8M—2026-08-21
Iron Financial LLC
CLOSED096,994-96,994-100%$2.3K$0-$2.3K2026-07-22
Jane Street Group, LLC
CLOSED040,054-40,054-100%$957$0-$9572026-08-14
Sigma Planning Corp
CLOSED033,560-33,560-100%$802$0-$8022026-08-07
Susquehanna International Group, LLP
CLOSED017,896-17,896-100%$428$0-$4282026-08-14
Koss-Olinger Consulting, LLC
CLOSED09,681-9,681-100%$231$0-$2312026-08-10
Osaic Holdings, Inc.
CLOSED02,532-2,532-100%$61$0-$612026-08-14
Bank of America Corp
CLOSED02,016-2,016-100%$48$0-$482026-08-14
Gradient Investments LLC
CLOSED01,453-1,453-100%$35$0-$352026-07-08
Tower Research Capital LLC (TRC)
CLOSED0140-140-100%$3$0-$32026-08-11
UBS Group AG
CLOSED080-80-100%$2$0-$22026-08-13
North Star Investment Management Corp.
CLOSED019-19-100%$0$0$02026-07-28
Morgan Stanley
CLOSED016-16-100%$0$0$02026-08-13
Wells Fargo & Company
CLOSED01-1-100%$0$0$02026-08-14
Cetera Advisors LLC
N/A—21,298-21,298-100%$509———
Raymond James Financial Services Advisors, Inc.
N/A—11,470-11,470-100%$274———
Optimum Investment Advisors
N/A—96-96-100%$2———
Proequities, Inc.
N/A—00—$0———
Showing 18 of 18 institutions