Filing Research | INVESCO EXCHANGE TRADED FD T Institutional Holdings

Snapshot holdings

50 / 62 loaded

#		Instrument	quantity
1	ACT WEALTH MANAGEMENT, LLC	Shares	215.2KSH	$36.3M
2	Cornerstone Wealth Management, LLC	Shares	124.3KSH	$20.9M
3	Capital Investment Counsel, LLC	Shares	90.8KSH	$15.3M
4	StoneCrest Wealth Management, Inc.	Shares	53.9KSH	$9.1M
5	Welch Financial Planning, LLC	Shares	53.4KSH	$9.0M
6	Dynamic Advisor Solutions LLC	Shares	45.2KSH	$7.6M
7	Spire Wealth Management	Shares	34.6KSH	$5.8M
8	FIRETHORN WEALTH PARTNERS, LLC	Shares	28.9KSH	$4.9M
9	Merit Financial Group, LLC	Shares	19.5KSH	$3.3M
10	TITLEIST ASSET MANAGEMENT, LLC	Shares	17.8KSH	$3.0M
11	Farther Finance Advisors, LLC	Shares	16.9KSH	$2.9M
12	Wealthcare Advisory Partners LLC	Shares	16.8KSH	$2.8M
13	RiverTree Advisors, LLC	Shares	14.4KSH	$2.4M
14	Prism Advisors, Inc.	Shares	13.8KSH	$2.3M
15	Post Resch Tallon Group Inc.	Shares	13.6KSH	$2.3M
16	Investors Research Corp	Shares	13.0KSH	$2.2M
17	Apollon Wealth Management, LLC	Shares	12.1KSH	$2.0M
18	Focus Financial Network, Inc.	Shares	11.5KSH	$1.9M
19	FIFTH THIRD SECURITIES, INC.	Shares	11.3KSH	$1.9M
20	Fiscal Wisdom Wealth Management, LLC	Shares	10.9KSH	$1.8M
21	IFP Advisors, Inc	Shares	10.4KSH	$1.7M
22	PFG Investments, LLC	Shares	8.6KSH	$1.5M
23	Prospera Financial Services Inc	Shares	8.2KSH	$1.4M
24	Secure Asset Management, LLC	Shares	7.8KSH	$1.3M
25	RFG Advisory, LLC	Shares	7.1KSH	$1.2M
26	HARMONY ASSET MANAGEMENT LLC	Shares	6.6KSH	$1.1M
27	BENJAMIN EDWARDS INC	Shares	6.5KSH	$1.1M
28	Armbruster Capital Management, Inc.	Shares	6.4KSH	$1.1M
29	Covenant Asset Management, LLC	Shares	5.8KSH	$983.5K
30	FLAGSHIP HARBOR ADVISORS, LLC	Shares	5.5KSH	$927.1K
31	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	5.2KSH	$850.8K
32	J. M. Brown & Associates Inc.	Shares	4.2KSH	$714.9K
33	Darwin Wealth Management, LLC	Shares	4.0KSH	$673.8K
34	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	3.8KSH	$636.9K
35	Total Clarity Wealth Management, Inc.	Shares	3.2KSH	$542.9K
36	Harbor Asset Planning, Inc.	Shares	3.2KSH	$533.1K
37	IAM Advisory, LLC	Shares	3.1KSH	$516.3K
38	Urban Wealth Management, LLC	Shares	2.9KSH	$492.2K
39	EverSource Wealth Advisors, LLC	Shares	2.5KSH	$426.7K
40	Verum Partners LLC	Shares	2.3KSH	$390.5K
41	Centurion Wealth Management LLC	Shares	2.3KSH	$388.1K
42	B. Riley Wealth Advisors, Inc.	Shares	2.0KSH	$327.1K
43	BFSG, LLC	Shares	1.9KSH	$316.7K
44	PFG Advisors	Shares	1.8KSH	$305.4K
45	Intrua Financial, LLC	Shares	1.7KSH	$288.9K
46	Balance Wealth Partners LLC	Shares	1.6KSH	$272.3K
47	Key FInancial Inc	Shares	1.5KSH	$250.2K
48	Opal Wealth Advisors, LLC	Shares	1.2KSH	$202.3K
49	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	1.1KSH	$176.2K
50	Rosenberg Matthew Hamilton	Shares	1.0KSH	$170.5K

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

50 / 63 loaded

#		Instrument
1	ACT WEALTH MANAGEMENT, LLC added	Shares	+3.0K	+$9.5M	$36.3M
2	StoneCrest Wealth Management, Inc. new	Shares	+53.9K	+$9.1M	$9.1M
3	Welch Financial Planning, LLC new	Shares	+53.4K	+$9.0M	$9.0M
4	Cornerstone Wealth Management, LLC added	Shares	+19.0K	+$7.7M	$20.9M
5	Capital Investment Counsel, LLC trimmed	Shares	-55	+$3.9M	$15.3M
6	FIRETHORN WEALTH PARTNERS, LLC added	Shares	+8.5K	+$2.3M	$4.9M
7	IFP Advisors, Inc new	Shares	+10.4K	+$1.7M	$1.7M
8	Dynamic Advisor Solutions LLC trimmed	Shares	-1.5K	+$1.7M	$7.6M
9	Spire Wealth Management added	Shares	+1.3K	+$1.6M	$5.8M
10	Post Resch Tallon Group Inc. added	Shares	+6.3K	+$1.4M	$2.3M
11	TITLEIST ASSET MANAGEMENT, LLC added	Shares	+2.8K	+$1.1M	$3.0M
12	PFG Investments, LLC added	Shares	+4.9K	+$988.7K	$1.5M
13	Merit Financial Group, LLC trimmed	Shares	-608	+$751.8K	$3.3M
14	FIFTH THIRD SECURITIES, INC. added	Shares	+1.9K	+$727.3K	$1.9M
15	Wealthcare Advisory Partners LLC unchanged	Shares	0	+$714.4K	$2.8M
16	Farther Finance Advisors, LLC trimmed	Shares	-269	+$650.8K	$2.9M
17	Investors Research Corp added	Shares	+45	+$560.6K	$2.2M
18	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+2.9K	+$553.7K	$850.8K
19	Prism Advisors, Inc. trimmed	Shares	-542	+$517.3K	$2.3M
20	Focus Financial Network, Inc. added	Shares	+204	+$515.1K	$1.9M
21	Urban Wealth Management, LLC new	Shares	+2.9K	+$492.2K	$492.2K
22	Apollon Wealth Management, LLC trimmed	Shares	-279	+$480.2K	$2.0M
23	Fiscal Wisdom Wealth Management, LLC unchanged	Shares	0	+$464.0K	$1.8M
24	Prospera Financial Services Inc trimmed	Shares	-81	+$337.6K	$1.4M
25	PFG Advisors new	Shares	+1.8K	+$305.4K	$305.4K
26	HARMONY ASSET MANAGEMENT LLC added	Shares	+86	+$289.7K	$1.1M
27	Total Clarity Wealth Management, Inc. added	Shares	+1.2K	+$288.2K	$542.9K
28	BENJAMIN EDWARDS INC unchanged	Shares	0	+$278.6K	$1.1M
29	Secure Asset Management, LLC trimmed	Shares	-450	+$274.0K	$1.3M
30	Armbruster Capital Management, Inc. unchanged	Shares	0	+$270.9K	$1.1M
31	Covenant Asset Management, LLC added	Shares	+13	+$249.9K	$983.5K
32	FLAGSHIP HARBOR ADVISORS, LLC unchanged	Shares	0	+$234.1K	$927.1K
33	Harbor Asset Planning, Inc. added	Shares	+595	+$209.5K	$533.1K
34	RiverTree Advisors, LLC trimmed	Shares	-3.3K	+$191.9K	$2.4M
35	Darwin Wealth Management, LLC unchanged	Shares	0	+$170.1K	$673.8K
36	NATIONS FINANCIAL GROUP INC, /IA/ /ADV unchanged	Shares	0	+$160.8K	$636.9K
37	Opal Wealth Advisors, LLC added	Shares	+728	+$142.8K	$202.3K
38	IAM Advisory, LLC unchanged	Shares	0	+$130.3K	$516.3K
39	Verum Partners LLC unchanged	Shares	0	+$98.6K	$390.5K
40	Centurion Wealth Management LLC unchanged	Shares	0	+$98.0K	$388.1K
41	B. Riley Wealth Advisors, Inc. trimmed	Shares	-17	+$84.3K	$327.1K
42	BFSG, LLC unchanged	Shares	0	+$80.0K	$316.7K
43	Intrua Financial, LLC unchanged	Shares	0	+$72.9K	$288.9K
44	EverSource Wealth Advisors, LLC trimmed	Shares	-310	+$68.7K	$426.7K
45	Balance Wealth Partners LLC trimmed	Shares	-9	+$67.6K	$272.3K
46	Key FInancial Inc unchanged	Shares	0	+$63.2K	$250.2K
47	Rosenberg Matthew Hamilton unchanged	Shares	0	+$43.0K	$170.5K
48	EASTERN BANK unchanged	Shares	0	+$42.5K	$168.5K
49	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$38.4K	$176.2K
50	PFS Partners, LLC unchanged	Shares	0	+$27.6K	$109.5K

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