INVESCO EXCHANGETRAD
(46137V357)
Funds Reporting Holdings of INVESCO EXCHANGETRAD according to 13F filings
Firm Name | Shares Held / Principal Amount | Market Value | Option | Report Period | Effectiveness Date |
---|---|---|---|---|---|
Mader & Shannon Wealth Management Inc | 18,290 | $1,971,662k | Jun 30, 2019 | Aug 13, 2019 | |
GS Investments Inc | 2,263 | $243,967k | Jun 30, 2019 | Aug 9, 2019 | |
LBMC Investment Advisors LLC | 1,265,720 | $136,445k | Jun 30, 2019 | Jul 18, 2019 | |
SPC Financial Inc | 710,423 | $76,584k | Jun 30, 2019 | Aug 1, 2019 | |
Annex Advisory Services LLC | 544,432 | $58,690k | Jun 30, 2019 | Jul 18, 2019 | |
Hengehold Capital Management LLC | 403,162 | $43,461k | Jun 30, 2019 | Jul 23, 2019 | |
Harvest Capital Management Inc | 373,458 | $40,258k | Jun 30, 2019 | Aug 7, 2019 | |
Mountain Capital Investment Advisors Inc | 300,857 | $31,783k | Jun 30, 2019 | Aug 14, 2019 | |
Cambridge Investment Research Advisors Inc | 294,383 | $31,734k | Jun 30, 2019 | Aug 15, 2019 | |
Cobiz Wealth LLC | 291,574 | $31,432k | Jun 30, 2019 | Jul 8, 2019 | |
Dedora Capital Inc | 270,513 | $29,161k | Jun 30, 2019 | Aug 8, 2019 | |
Choate Investment Advisors LLC | 247,863 | $26,720k | Jun 30, 2019 | Aug 14, 2019 | |
Wescap Management Group Inc | 225,020 | $24,257k | Jun 30, 2019 | Aug 6, 2019 | |
HIGH Falls Advisors Inc | 176,983 | $19,079k | Jun 30, 2019 | Aug 15, 2019 | |
Youngs Advisory Group Inc | 168,671 | $18,183k | Jun 30, 2019 | Jul 16, 2019 | |
Jackson Grant Investment Advisers Inc | 137,279 | $14,799k | Jun 30, 2019 | Aug 13, 2019 | |
Mcadam LLC | 135,085 | $14,562k | Jun 30, 2019 | Jul 30, 2019 | |
Port Capital LLC | 129,514 | $13,962k | Jun 30, 2019 | Aug 14, 2019 | |
New England Private Wealth Advisors LLC | 125,384 | $13,516k | Jun 30, 2019 | Aug 8, 2019 | |
Glovista Investments LLC | 122,404 | $13,195k | Jun 30, 2019 | Aug 14, 2019 | |
TLWM LLC | 115,458 | $12,437k | Jun 30, 2019 | Jul 12, 2019 | |
Sequoia Wealth Management LLC | 103,402 | $11,209k | Jun 30, 2019 | Aug 6, 2019 | |
NTV Asset Management LLC | 100,942 | $10,882k | Jun 30, 2019 | Jul 29, 2019 | |
Baltimore-Washington Financial Advisors Inc | 90,762 | $9,784k | Jun 30, 2019 | Jul 25, 2019 | |
Financial Services Advisory Inc | 90,190 | $9,722k | Jun 30, 2019 | Jul 23, 2019 | |
Paragon Wealth Strategies LLC | 89,827 | $9,683k | Jun 30, 2019 | Jul 17, 2019 | |
Greenhaven Associates Inc | 77,500 | $8,355k | Jun 30, 2019 | Aug 7, 2019 | |
Transamerica Financial Advisors Inc | 74,727 | $8,056k | Jun 30, 2019 | Aug 21, 2019 | |
Abbrea Capital LLC | 63,577 | $6,854k | Jun 30, 2019 | Jul 31, 2019 | |
Brown Advisory Securities LLC | 51,787 | $5,585k | Jun 30, 2019 | Aug 12, 2019 | |
Osborne Partners Capital Management LLC | 48,737 | $5,254k | Jun 30, 2019 | Jul 18, 2019 | |
Minichmacgregor Wealth Management LLC | 47,749 | $5,184k | Jun 30, 2019 | Aug 5, 2019 | |
Founders Financial Securities LLC | 47,355 | $5,105k | Jun 30, 2019 | Jul 22, 2019 | |
Baker Ellis Asset Management LLC | 46,310 | $4,992k | Jun 30, 2019 | Aug 12, 2019 | |
Merriman Wealth Management LLC | 4,570 | $4,962k | Jun 30, 2019 | Jul 31, 2019 | |
Ashfield Capital Partners LLC | 41,457 | $4,469k | Jun 30, 2019 | Jul 29, 2019 | |
Summit Financial Group Inc | 39,207 | $4,227k | Jun 30, 2019 | Jul 3, 2019 | |
Summit Financial LLC | 39,207 | $4,227k | Jun 30, 2019 | Jul 3, 2019 | |
Prelude Capital Management LLC | 37,230 | $4,013k | Jun 30, 2019 | Aug 14, 2019 | |
Curbstone Financial Management Corporation | 36,844 | $3,972k | Jun 30, 2019 | Jul 9, 2019 | |
Northstar Investment Advisors LLC | 34,845 | $3,756k | Jun 30, 2019 | Jul 17, 2019 | |
Northstar Financial Advisors LLC | 34,845 | $3,756k | Jun 30, 2019 | Jul 17, 2019 | |
Marietta Wealth Management LLC | 31,938 | $3,443k | Jun 30, 2019 | Aug 14, 2019 | |
Adviceperiod LLC | 28,999 | $3,126k | Jun 30, 2019 | Jul 22, 2019 | |
Estate Counselors LLC | 27,350 | $2,948k | Jun 30, 2019 | Aug 7, 2019 | |
Emerald Investment Partners LLC | 23,108 | $2,491k | Jun 30, 2019 | Aug 12, 2019 | |
Connecticut Wealth Management LLC | 22,838 | $2,462k | Jun 30, 2019 | Jul 29, 2019 | |
Bruderman Asset Management LLC | 21,252 | $2,291k | Jun 30, 2019 | Aug 12, 2019 | |
Lakeview Capital Partners LLC | 20,933 | $2,257k | Jun 30, 2019 | Aug 5, 2019 | |
Conservest Capital Advisors Inc | 20,118 | $2,169k | Jun 30, 2019 | Jul 10, 2019 | |
Pinnacle Family Advisors LLC | 19,902 | $2,145k | Jun 30, 2019 | Aug 14, 2019 | |
Jaffetilchin Investment Partners LLC | 18,272 | $1,970k | Jun 30, 2019 | Aug 13, 2019 | |
Somerset Group LLC | 17,134 | $1,847k | Jun 30, 2019 | Aug 12, 2019 | |
WSFS Capital Management LLC | 17,012 | $1,834k | Jun 30, 2019 | Aug 14, 2019 | |
Optimum Investment Advisors LLC | 16,609 | $1,790k | Jun 30, 2019 | Jul 29, 2019 | |
Peak Asset Management LLC | 16,367 | $1,764k | Jun 30, 2019 | Aug 15, 2019 | |
PFG Advisors LLC | 15,061 | $1,657k | Jun 30, 2019 | Aug 5, 2019 | |
Stelac Advisory Services LLC | 13,610 | $1,467k | Jun 30, 2019 | Jul 29, 2019 | |
Harwood Advisory Group LLC | 12,615 | $1,360k | Jun 30, 2019 | Aug 7, 2019 | |
GFS Advisors LLC | 12,232 | $1,319k | Jun 30, 2019 | Aug 1, 2019 | |
Newport Wealth Strategies Inc | 11,023 | $1,196k | Jun 30, 2019 | Jul 22, 2019 | |
Shoker Investment Counsel Inc | 10,364 | $1,117k | Jun 30, 2019 | Aug 9, 2019 | |
Peterson Wealth Advisors LLC | 9,947 | $1,072k | Jun 30, 2019 | Jul 15, 2019 | |
Marco Investment Management LLC | 9,850 | $1,062k | Jun 30, 2019 | Aug 6, 2019 | |
Aspiriant LLC | 9,319 | $1,005k | Jun 30, 2019 | Aug 6, 2019 | |
Santori & Peters Inc | 8,981 | $968k | Jun 30, 2019 | Jul 30, 2019 | |
Triangle Securities Wealth Management | 8,404 | $914k | Jun 30, 2019 | Jul 10, 2019 | |
Gator Capital Management LLC | 9,428 | $862k | Dec 31, 2018 | Jan 31, 2019 | |
Patton Albertson Miller Group LLC | 7,900 | $835k | Jun 30, 2019 | Aug 12, 2019 | |
Paulson Wealth Management Inc | 7,454 | $816k | Jun 30, 2019 | Jul 30, 2019 | |
Toroso Investments LLC | 7,439 | $801k | Jun 30, 2019 | Aug 15, 2019 | |
West Oak Capital LLC | 7,175 | $773k | Jun 30, 2019 | Jul 12, 2019 | |
RAUB Brock Capital Management LP | 6,880 | $742k | Jun 30, 2019 | Jul 23, 2019 | |
Cambridge Advisors Inc | 6,844 | $738k | Jun 30, 2019 | Jul 26, 2019 | |
Cambridge Advisors LLC | 6,844 | $738k | Jun 30, 2019 | Jul 26, 2019 | |
Financial Advisory Service Inc | 6,714 | $724k | Jun 30, 2019 | Jul 25, 2019 | |
The WEIL Company | 6,413 | $691k | Jun 30, 2019 | Aug 12, 2019 | |
Wespac Advisors Socal LLC | 6,215 | $669k | Jun 30, 2019 | Jul 30, 2019 | |
Epstein and White Financial LLC | 5,655 | $613k | Jun 30, 2019 | Jul 19, 2019 | |
Signet Financial Management LLC | 5,553 | $611k | Jun 30, 2019 | Aug 13, 2019 | |
Good Life Advisors LLC | 5,176 | $556k | Jun 30, 2019 | Aug 6, 2019 | |
LLBH Private Wealth Management LLC | 5,085 | $548k | Jun 30, 2019 | Aug 13, 2019 | |
Gratus Capital LLC | 5,046 | $544k | Jun 30, 2019 | Aug 7, 2019 | |
Birinyi Associates Inc | 4,264 | $460k | Jun 30, 2019 | Aug 5, 2019 | |
Vista Private Wealth Partners LLC | 4,314 | $452k | Jun 30, 2019 | Aug 27, 2019 | |
Valmark Advisers Inc | 4,130 | $445k | Jun 30, 2019 | Aug 7, 2019 | |
Foothills Asset Management Ltd | 4,092 | $441k | Jun 30, 2019 | Jul 17, 2019 | |
Carret Asset Management LLC | 4,000 | $431k | Jun 30, 2019 | Aug 12, 2019 | |
Meridian Investment Counsel Inc | 3,823 | $412k | Jun 30, 2019 | Aug 13, 2019 | |
Intercontinental Wealth Advisors LLC | 3,775 | $407k | Jun 30, 2019 | Aug 2, 2019 | |
Goelzer Investment Management Inc | 3,728 | $402k | Jun 30, 2019 | Jul 29, 2019 | |
DT Investment Partners LLC | 3,566 | $384k | Jun 30, 2019 | Jul 30, 2019 | |
RFG Advisory LLC | 3,402 | $367k | Jun 30, 2019 | Aug 23, 2019 | |
Klingman and Associates LLC | 3,250 | $350k | Jun 30, 2019 | Jul 24, 2019 | |
Kingfisher Capital LLC | 2,903 | $313k | Jun 30, 2019 | Aug 14, 2019 | |
F3Logic LLC | 2,884 | $310k | Jun 30, 2019 | Aug 2, 2019 | |
Segment Wealth Management LLC | 2,844 | $307k | Jun 30, 2019 | Jul 29, 2019 | |
Shepherd Financial Partners LLC | 2,813 | $303k | Jun 30, 2019 | Aug 5, 2019 | |
Mirador Capital Partners LP | 2,802 | $302k | Jun 30, 2019 | Aug 6, 2019 | |
Andesa Financial Management Inc | 2,723 | $293k | Jun 30, 2019 | Jul 30, 2019 | |
Twin Focus Capital Partners LLC | 2,532 | $273k | Jun 30, 2019 | Aug 14, 2019 | |
Strategic Financial Group LLC | 2,500 | $270k | Jun 30, 2019 | Jul 29, 2019 | |
Strategic International Limited | 2,500 | $270k | Jun 30, 2019 | Jul 29, 2019 | |
Pagnatokarp Partners LLC | 2,384 | $257k | Jun 30, 2019 | Aug 8, 2019 | |
REDW Stanley Financial Advisors LLC | 2,348 | $253k | Jun 30, 2019 | Aug 9, 2019 | |
Interocean Capital LLC | 2,340 | $252k | Jun 30, 2019 | Aug 13, 2019 | |
HT Partners LLC | 2,327 | $251k | Jun 30, 2019 | Jul 9, 2019 | |
Deroy & Devereaux Private Investment Counsel Inc | 2,274 | $245k | Jun 30, 2019 | Jul 22, 2019 | |
IRON Financial LLC | 2,237 | $234k | Jun 30, 2019 | Aug 2, 2019 | |
America First Investment Advisors LLC | 2,144 | $231k | Jun 30, 2019 | Jul 29, 2019 | |
Sadoff Investment Management LLC | 2,114 | $228k | Jun 30, 2019 | Aug 7, 2019 | |
Leicht Financial Planning and Wealth Management Inc | 2,108 | $227k | Jun 30, 2019 | Aug 2, 2019 | |
Quantum Capital Management LLC | 2,065 | $223k | Jun 30, 2019 | Aug 14, 2019 | |
Lucia Wealth Services LLC | 2,048 | $221k | Jun 30, 2019 | Jul 23, 2019 | |
MRAZ Amerine & Associates Inc | 2,032 | $219k | Jun 30, 2019 | Aug 2, 2019 | |
First Heartland Consultants Inc | 1,893 | $204k | Jun 30, 2019 | Aug 12, 2019 | |
AFT Forsyth and Company Inc | 1,862 | $201k | Jun 30, 2019 | Jul 29, 2019 | |
First Manhattan Co | 1,715 | $184k | Jun 30, 2019 | Aug 16, 2019 | |
Bedel Financial Consulting Inc | 1,627 | $175k | Jun 30, 2019 | Aug 1, 2019 | |
New Potomac Partners LLC | 1,597 | $172k | Jun 30, 2019 | Jul 26, 2019 | |
CLS Investments LLC | 1,324 | $143k | Jun 30, 2019 | Aug 14, 2019 | |
Evensky & KATZ LLC | 1,363 | $142k | Mar 31, 2019 | Aug 6, 2019 | |
Biltmore Family Office LLC | 815 | $88k | Jun 30, 2019 | Jul 31, 2019 | |
Contravisory Investment Management Inc | 18 | $2k | Jun 30, 2019 | Jul 9, 2019 |