Filing Research | INVESCO EXCHANGE TRADED FD T Institutional Holdings

Snapshot holdings

50 / 170 loaded

#		Instrument	quantity
1	MEITAV INVESTMENT HOUSE LTD	Shares	257.0KSH	$45.4M
2	Composition Wealth, LLC	Shares	129.2KSH	$22.8M
3	Presidio Capital Management, LLC	Shares	117.6KSH	$20.8M
4	SEARCY FINANCIAL SERVICES INC /ADV	Shares	104.8KSH	$18.5M
5	J.W. COLE ADVISORS, INC.	Shares	99.5KSH	$17.6M
6	Pachira Investments Inc.	Shares	59.7KSH	$10.6M
7	KPP Advisory Services LLC	Shares	51.0KSH	$9.0M
8	INVESTMENT MANAGEMENT CORP /VA/ /ADV	Shares	49.3KSH	$8.7M
9	CMH Wealth Management LLC	Shares	43.0KSH	$7.6M
10	WT Wealth Management	Shares	36.0KSH	$6.4M
11	Sowell Financial Services LLC	Shares	33.2KSH	$5.9M
12	Financial Partners Group, Inc	Shares	33.1KSH	$5.8M
13	FLAGSHIP HARBOR ADVISORS, LLC	Shares	32.7KSH	$5.8M
14	McNaughton Wealth Management, LLC	Shares	28.9KSH	$5.1M
15	Brookstone Capital Management	Shares	28.8KSH	$5.1M
16	FISCHER INVESTMENT STRATEGIES, LLC	Shares	28.4KSH	$5.0M
17	JUNCTURE WEALTH STRATEGIES, LLC	Shares	27.9KSH	$4.9M
18	LexAurum Advisors, LLC	Shares	26.6KSH	$4.7M
19	Merit Financial Group, LLC	Shares	25.8KSH	$4.6M
20	Golden State Wealth Management, LLC	Shares	23.7KSH	$4.2M
21	Prospera Financial Services Inc	Shares	23.4KSH	$4.1M
22	Green Ridge Wealth Planning LLC	Shares	22.8KSH	$4.0M
23	McCollum Christoferson Group LLC	Shares	21.0KSH	$3.7M
24	INDEPENDENT FINANCIAL GROUP, LLC	Shares	20.5KSH	$3.6M
25	Focus Financial Network, Inc.	Shares	20.0KSH	$3.5M
26	Ferguson Shapiro LLC	Shares	18.7KSH	$3.3M
27	Spire Wealth Management	Shares	16.2KSH	$2.9M
28	American Institute for Advanced Investment Management, LLP	Shares	15.0KSH	$2.7M
29	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	13.0KSH	$2.3M
30	HBW ADVISORY SERVICES LLC	Shares	11.6KSH	$2.0M
31	First Heartland Consultants, Inc.	Shares	10.4KSH	$1.8M
32	Dynamic Advisor Solutions LLC	Shares	10.2KSH	$1.8M
33	FIRST CITIZENS BANK & TRUST CO	Shares	10.1KSH	$1.8M
34	Avior Wealth Management, LLC	Shares	10.1KSH	$1.8M
35	Nilsine Partners, LLC	Shares	10.0KSH	$1.8M
36	Guardian Asset Advisors, LLC	Shares	10.0KSH	$1.8M
37	CoreCap Advisors, LLC	Shares	9.9KSH	$1.8M
38	NORTHBRIDGE FINANCIAL GROUP, LLC	Shares	9.9KSH	$1.7M
39	EverSource Wealth Advisors, LLC	Shares	9.5KSH	$1.7M
40	Allied Private Wealth LLC	Shares	9.2KSH	$1.6M
41	Cadent Capital Advisors, LLC	Shares	8.9KSH	$1.6M
42	Nova Wealth Management, Inc.	Shares	8.9KSH	$1.6M
43	SOA Wealth Advisors, LLC.	Shares	8.6KSH	$1.5M
44	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	8.4KSH	$1.5M
45	Acropolis Investment Management, LLC	Shares	8.4KSH	$1.5M
46	Capital Investment Advisory Services, LLC	Shares	8.1KSH	$1.4M
47	Wealthcare Advisory Partners LLC	Shares	7.2KSH	$1.3M
48	Accurate Wealth Management, LLC	Shares	7.1KSH	$1.2M
49	Systelligence, LLC	Shares	6.8KSH	$1.2M
50	Aprio Wealth Management, LLC	Shares	6.7KSH	$1.2M

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

50 / 185 loaded

#		Instrument
1	Presidio Capital Management, LLC added	Shares	+32.2K	+$6.6M	$20.8M
2	LexAurum Advisors, LLC added	Shares	+24.7K	+$4.4M	$4.7M
3	Pachira Investments Inc. added	Shares	+16.7K	+$3.4M	$10.6M
4	Ferguson Shapiro LLC new	Shares	+18.7K	+$3.3M	$3.3M
5	J.W. COLE ADVISORS, INC. added	Shares	+4.4K	+$1.8M	$17.6M
6	KPP Advisory Services LLC added	Shares	+7.1K	+$1.7M	$9.0M
7	Systelligence, LLC new	Shares	+6.8K	+$1.2M	$1.2M
8	WT Wealth Management added	Shares	+4.3K	+$1.1M	$6.4M
9	McNaughton Wealth Management, LLC added	Shares	+4.1K	+$1.0M	$5.1M
10	SEARCY FINANCIAL SERVICES INC /ADV trimmed	Shares	-1.0K	+$975.0K	$18.5M
11	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+3.3K	+$771.7K	$3.6M
12	CMH Wealth Management LLC added	Shares	+1.5K	+$721.1K	$7.6M
13	Sowell Financial Services LLC added	Shares	+2.1K	+$711.3K	$5.9M
14	JUNCTURE WEALTH STRATEGIES, LLC added	Shares	+2.3K	+$692.5K	$4.9M
15	Merit Financial Group, LLC added	Shares	+1.6K	+$544.5K	$4.6M
16	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+2.2K	+$439.7K	$1.5M
17	Spire Wealth Management added	Shares	+1.5K	+$421.0K	$2.9M
18	McCollum Christoferson Group LLC added	Shares	+1.1K	+$419.5K	$3.7M
19	EverSource Wealth Advisors, LLC added	Shares	+1.7K	+$384.1K	$1.7M
20	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+1.8K	+$360.0K	$2.3M
21	Integras Partners LLC new	Shares	+2.0K	+$352.8K	$352.8K
22	Focus Financial Network, Inc. added	Shares	+686	+$333.2K	$3.5M
23	Nova Wealth Management, Inc. added	Shares	+1.4K	+$324.4K	$1.6M
24	Prospera Financial Services Inc added	Shares	+356	+$314.5K	$4.1M
25	BLUEDOOR PRIVATE WEALTH, LLC added	Shares	+1.4K	+$302.6K	$1.1M
26	IFP Advisors, Inc added	Shares	+1.3K	+$283.0K	$1.1M
27	CoreCap Advisors, LLC added	Shares	+991	+$272.8K	$1.8M
28	American Institute for Advanced Investment Management, LLP added	Shares	+455	+$240.0K	$2.7M
29	Secure Asset Management, LLC new	Shares	+1.3K	+$222.0K	$222.0K
30	QRG CAPITAL MANAGEMENT, INC. new	Shares	+1.2K	+$219.0K	$219.0K
31	HBW ADVISORY SERVICES LLC added	Shares	+534	+$215.1K	$2.0M
32	Acropolis Investment Management, LLC added	Shares	+721	+$211.4K	$1.5M
33	Accurate Wealth Management, LLC added	Shares	+1.1K	+$195.7K	$1.2M
34	Brookstone Capital Management trimmed	Shares	-729	+$194.1K	$5.1M
35	First Heartland Consultants, Inc. added	Shares	+346	+$171.3K	$1.8M
36	Golden State Wealth Management, LLC trimmed	Shares	-623	+$156.5K	$4.2M
37	Sound Income Strategies, LLC added	Shares	+756	+$151.9K	$596.8K
38	Blue Trust, Inc. added	Shares	+801	+$143.3K	$170.8K
39	ARQ WEALTH ADVISORS, LLC added	Shares	+633	+$135.2K	$1.1M
40	Nilsine Partners, LLC added	Shares	+136	+$131.4K	$1.8M
41	Fortis Group Advisors, LLC added	Shares	+396	+$118.7K	$1.0M
42	Dynamic Advisor Solutions LLC added	Shares	+34	+$117.3K	$1.8M
43	Hennion & Walsh Asset Management, Inc. added	Shares	+330	+$114.1K	$958.3K
44	SOA Wealth Advisors, LLC. added	Shares	+119	+$114.0K	$1.5M
45	Financial Partners Group, Inc trimmed	Shares	-1.5K	+$112.9K	$5.8M
46	Connecticut Capital Management Group, LLC added	Shares	+549	+$111.2K	$326.0K
47	FIRST CITIZENS BANK & TRUST CO unchanged	Shares	0	+$110.7K	$1.8M
48	Henrickson Nauta Wealth Advisors, Inc. added	Shares	+434	+$100.0K	$452.9K
49	Wealthcare Advisory Partners LLC added	Shares	+112	+$97.6K	$1.3M
50	Capital Investment Advisory Services, LLC added	Shares	+47	+$97.0K	$1.4M

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