Filing Research | INVESCO EXCH TRADED FD TR II Institutional Holdings

Snapshot holdings

50 / 54 loaded

#		Instrument	quantity
1	Systelligence, LLC	Shares	601.8KSH	$27.3M
2	Wealthcare Advisory Partners LLC	Shares	151.6KSH	$6.9M
3	Purus Wealth Management, LLC	Shares	140.5KSH	$6.4M
4	Brookwood Investment Group LLC	Shares	69.2KSH	$3.1M
5	GUIDANCE CAPITAL, INC	Shares	67.0KSH	$3.0M
6	NOVEM GROUP	Shares	63.6KSH	$2.9M
7	Brookstone Capital Management	Shares	33.4KSH	$1.5M
8	Greenline Wealth Management LLC	Shares	27.9KSH	$1.3M
9	Mirae Asset Global Investments Co., Ltd.	Shares	26.9KSH	$1.2M
10	Prospera Financial Services Inc	Shares	25.7KSH	$1.2M
11	Global View Capital Management LLC	Shares	17.8KSH	$809.6K
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	16.8KSH	$757.7K
13	LRI Investments, LLC	Shares	562.7KSH	$562.7K
14	Capital Investment Advisory Services, LLC	Shares	11.6KSH	$526.1K
15	RMR Wealth Builders	Shares	11.1KSH	$504.8K
16	Sequoia Financial Advisors, LLC	Shares	5.6KSH	$253.2K
17	City Center Advisors, LLC	Shares	5.6KSH	$252.8K
18	Runnymede Capital Advisors, Inc.	Shares	5.5KSH	$248.7K
19	INDEPENDENT FINANCIAL GROUP, LLC	Shares	5.3KSH	$241.0K
20	Finward Bancorp	Shares	5.2KSH	$235.4K
21	BRANDYWINE OAK PRIVATE WEALTH LLC	Shares	5.2KSH	$234.0K
22	Congress Park Capital LLC	Shares	5.0KSH	$226.7K
23	Goldstein Advisors, LLC	Shares	4.5KSH	$205.7K
24	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	4.2KSH	$192.6K
25	Bogart Wealth, LLC	Shares	3.9KSH	$178.9K
26	JFS WEALTH ADVISORS, LLC	Shares	3.8KSH	$172.1K
27	Investment Research & Advisory Group, Inc.	Shares	1.3KSH	$60.6K
28	IFP Advisors, Inc	Shares	1.1KSH	$50.9K
29	EVOLUTION WEALTH MANAGEMENT INC.	Shares	632SH	$28.7K
30	Aventura Private Wealth, LLC	Shares	450SH	$20.4K
31	SBI Securities Co., Ltd.	Shares	425SH	$19.3K
32	GAMMA Investing LLC	Shares	401SH	$18.2K
33	MassMutual Private Wealth & Trust, FSB	Shares	400SH	$18.2K
34	Farther Finance Advisors, LLC	Shares	338SH	$15.4K
35	Key FInancial Inc	Shares	335SH	$15.2K
36	HHM Wealth Advisors, LLC	Shares	309SH	$14.0K
37	Crews Bank & Trust	Shares	240SH	$10.9K
38	HIGHLINE WEALTH PARTNERS LLC	Shares	216SH	$9.8K
39	AdvisorNet Financial, Inc	Shares	213SH	$9.7K
40	DiNuzzo Private Wealth, Inc.	Shares	175SH	$8.0K
41	BEACON INVESTMENT ADVISORY SERVICES, INC.	Shares	130SH	$5.9K
42	SALEM INVESTMENT COUNSELORS INC	Shares	129SH	$5.9K
43	ST GERMAIN D J CO INC	Shares	103SH	$4.7K
44	Cape Investment Advisory, Inc.	Shares	85SH	$3.9K
45	Quest 10 Wealth Builders, Inc.	Shares	70SH	$3.2K
46	EverSource Wealth Advisors, LLC	Shares	59SH	$2.7K
47	Mountain Hill Investment Partners Corp.	Shares	52SH	$2.4K
48	SJS Investment Consulting Inc.	Shares	20SH	$911
49	Financial Life Planners	Shares	18SH	$822
50	DHJJ Financial Advisors, Ltd.	Shares	14SH	$637

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Manager changes2026-06-30 vs 2026-03-31

50 / 56 loaded

#		Instrument
1	Systelligence, LLC added	Shares	+11.1K	+$6.0M	$27.3M
2	Purus Wealth Management, LLC added	Shares	+8.3K	+$1.6M	$6.4M
3	Greenline Wealth Management LLC new	Shares	+27.9K	+$1.3M	$1.3M
4	Wealthcare Advisory Partners LLC trimmed	Shares	-5.0K	+$1.2M	$6.9M
5	NOVEM GROUP added	Shares	+700	+$612.8K	$2.9M
6	Prospera Financial Services Inc added	Shares	+8.3K	+$537.0K	$1.2M
7	GUIDANCE CAPITAL, INC added	Shares	+4.9K	+$398.3K	$3.0M
8	Brookstone Capital Management added	Shares	+1.5K	+$363.2K	$1.5M
9	Brookwood Investment Group LLC trimmed	Shares	-9.1K	+$308.3K	$3.1M
10	City Center Advisors, LLC new	Shares	+5.6K	+$252.8K	$252.8K
11	Runnymede Capital Advisors, Inc. new	Shares	+5.5K	+$248.7K	$248.7K
12	Mirae Asset Global Investments Co., Ltd. unchanged	Shares	0	+$247.9K	$1.2M
13	INDEPENDENT FINANCIAL GROUP, LLC new	Shares	+5.3K	+$241.0K	$241.0K
14	Finward Bancorp new	Shares	+5.2K	+$235.4K	$235.4K
15	BRANDYWINE OAK PRIVATE WEALTH LLC new	Shares	+5.2K	+$234.0K	$234.0K
16	Congress Park Capital LLC new	Shares	+5.0K	+$226.7K	$226.7K
17	Goldstein Advisors, LLC new	Shares	+4.5K	+$205.7K	$205.7K
18	Global View Capital Management LLC added	Shares	+111	+$168.5K	$809.6K
19	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+2.8K	+$138.2K	$192.6K
20	Capital Investment Advisory Services, LLC trimmed	Shares	-50	+$105.1K	$526.1K
21	RMR Wealth Builders trimmed	Shares	-255	+$93.3K	$504.8K
22	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-1.4K	+$81.9K	$757.7K
23	Sequoia Financial Advisors, LLC added	Shares	+1	+$51.5K	$253.2K
24	IFP Advisors, Inc added	Shares	+905	+$43.1K	$50.9K
25	Bogart Wealth, LLC unchanged	Shares	0	+$36.3K	$178.9K
26	JFS WEALTH ADVISORS, LLC unchanged	Shares	0	+$35.0K	$172.1K
27	EVOLUTION WEALTH MANAGEMENT INC. new	Shares	+632	+$28.7K	$28.7K
28	Investment Research & Advisory Group, Inc. unchanged	Shares	0	+$12.3K	$60.6K
29	HIGHLINE WEALTH PARTNERS LLC new	Shares	+216	+$9.8K	$9.8K
30	SBI Securities Co., Ltd. added	Shares	+24	+$4.8K	$19.3K
31	Cape Investment Advisory, Inc. new	Shares	+85	+$3.9K	$3.9K
32	GAMMA Investing LLC unchanged	Shares	0	+$3.7K	$18.2K
33	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$3.7K	$18.2K
34	Key FInancial Inc unchanged	Shares	0	+$3.1K	$15.2K
35	HHM Wealth Advisors, LLC unchanged	Shares	0	+$2.9K	$14.0K
36	Crews Bank & Trust unchanged	Shares	0	+$2.2K	$10.9K
37	AdvisorNet Financial, Inc unchanged	Shares	0	+$2.0K	$9.7K
38	DiNuzzo Private Wealth, Inc. unchanged	Shares	0	+$1.6K	$8.0K
39	BEACON INVESTMENT ADVISORY SERVICES, INC. unchanged	Shares	0	+$1.2K	$5.9K
40	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	+$1.2K	$5.9K
41	ST GERMAIN D J CO INC unchanged	Shares	0	+$954	$4.7K
42	Quest 10 Wealth Builders, Inc. unchanged	Shares	0	+$646	$3.2K
43	EverSource Wealth Advisors, LLC unchanged	Shares	0	+$547	$2.7K
44	Mountain Hill Investment Partners Corp. unchanged	Shares	0	+$482	$2.4K
45	SJS Investment Consulting Inc. unchanged	Shares	0	+$185	$911
46	Financial Life Planners unchanged	Shares	0	+$167	$822
47	DHJJ Financial Advisors, Ltd. unchanged	Shares	0	+$130	$637
48	RED REEF ADVISORS LLC unchanged	Shares	0	+$74	$364
49	SIMS INVESTMENT MANAGEMENT, LLC new	Shares	+1	+$47	$47
50	Hughes Financial Services, LLC unchanged	Shares	0	+$37	$182

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