Filing Research | INVESCO EXCHANGE TRADED FUND T S&P MDCP 400 REV ET Institutional Holdings

Snapshot holdings

31 / 31 loaded

#		Instrument	quantity
1	RVW Wealth, LLC	Shares	128.5KSH	$18.8M
2	EverSource Wealth Advisors, LLC	Shares	47.6KSH	$7.0M
3	NWAM LLC	Shares	39.3KSH	$5.8M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	39.1KSH	$5.7M
5	Marshall & Sterling Wealth Advisors Inc.	Shares	35.0KSH	$5.1M
6	GHP Investment Advisors, Inc.	Shares	24.1KSH	$3.5M
7	Patriot Financial Group Insurance Agency, LLC	Shares	15.2KSH	$2.2M
8	Prism Advisors, Inc.	Shares	7.3KSH	$1.1M
9	Marshall Financial Group, LLC	Shares	7.0KSH	$1.0M
10	Keystone Financial Services, LLC	Shares	6.2KSH	$910.2K
11	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	5.7KSH	$831.1K
12	J.W. COLE ADVISORS, INC.	Shares	5.1KSH	$747.3K
13	Investors Research Corp	Shares	4.1KSH	$599.5K
14	WILLNER & HELLER, LLC	Shares	3.8KSH	$550.7K
15	Independent Wealth Network Inc.	Shares	3.7KSH	$548.2K
16	BAM Wealth Management, LLC	Shares	3.4KSH	$493.0K
17	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	3.1KSH	$450.5K
18	IFP Advisors, Inc	Shares	2.6KSH	$377.9K
19	Colonial River Investments, LLC	Shares	2.5KSH	$370.4K
20	GUIDANCE CAPITAL, INC	Shares	2.2KSH	$323.7K
21	PARSONS CAPITAL MANAGEMENT INC/RI	Shares	2.2KSH	$318.1K
22	Dynamic Advisor Solutions LLC	Shares	2.2KSH	$314.5K
23	FIRST FINANCIAL CORP /IN/	Shares	1.9KSH	$275.1K
24	Crewe Advisors LLC	Shares	881SH	$128.9K
25	Farther Finance Advisors, LLC	Shares	491SH	$71.8K
26	HM PAYSON & CO	Shares	410SH	$60.0K
27	Financial Life Planners	Shares	178SH	$26.0K
28	Key FInancial Inc	Shares	168SH	$24.6K
29	Spire Wealth Management	Shares	86SH	$12.5K
30	Richardson Capital Management LLC	Shares	16SH	$2.4K
31	Capital Investment Advisory Services, LLC	Shares	2SH	$313

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

35 / 35 loaded

#		Instrument
1	RVW Wealth, LLC added	Shares	+10.9K	+$3.7M	$18.8M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+1.5K	+$864.3K	$5.7M
3	EverSource Wealth Advisors, LLC trimmed	Shares	-260	+$823.4K	$7.0M
4	Marshall & Sterling Wealth Advisors Inc. added	Shares	+1.0K	+$758.3K	$5.1M
5	Keystone Financial Services, LLC added	Shares	+4.6K	+$703.7K	$910.2K
6	NWAM LLC trimmed	Shares	-447	+$650.8K	$5.8M
7	GHP Investment Advisors, Inc. trimmed	Shares	-708	+$342.4K	$3.5M
8	GUIDANCE CAPITAL, INC new	Shares	+2.2K	+$323.7K	$323.7K
9	Marshall Financial Group, LLC added	Shares	+1	+$126.7K	$1.0M
10	Prism Advisors, Inc. trimmed	Shares	-61	+$122.9K	$1.1M
11	J.W. COLE ADVISORS, INC. added	Shares	+118	+$107.1K	$747.3K
12	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added	Shares	+11	+$103.8K	$831.1K
13	NATIONS FINANCIAL GROUP INC, /IA/ /ADV added	Shares	+131	+$72.2K	$450.5K
14	WILLNER & HELLER, LLC added	Shares	+8	+$68.8K	$550.7K
15	BAM Wealth Management, LLC added	Shares	+32	+$64.8K	$493.0K
16	IFP Advisors, Inc unchanged	Shares	0	+$46.5K	$377.9K
17	PARSONS CAPITAL MANAGEMENT INC/RI unchanged	Shares	0	+$39.1K	$318.1K
18	FIRST FINANCIAL CORP /IN/ unchanged	Shares	0	+$33.9K	$275.1K
19	Independent Wealth Network Inc. trimmed	Shares	-331	+$25.0K	$548.2K
20	Colonial River Investments, LLC trimmed	Shares	-232	+$15.9K	$370.4K
21	Crewe Advisors LLC unchanged	Shares	0	+$15.9K	$128.9K
22	HM PAYSON & CO unchanged	Shares	0	+$7.4K	$60.0K
23	Financial Life Planners added	Shares	+1	+$3.3K	$26.0K
24	Key FInancial Inc unchanged	Shares	0	+$3.0K	$24.6K
25	Farther Finance Advisors, LLC trimmed	Shares	-43	+$2.7K	$71.8K
26	Spire Wealth Management unchanged	Shares	0	+$1.5K	$12.5K
27	Richardson Capital Management LLC unchanged	Shares	0	+$300	$2.4K
28	Physician Wealth Advisors, Inc. exited	Shares	-4	-$528	$0
29	Capital Investment Advisory Services, LLC trimmed	Shares	-15	-$1.9K	$313
30	Dynamic Advisor Solutions LLC trimmed	Shares	-355	-$6.9K	$314.5K
31	ALBION FINANCIAL GROUP /UT exited	Shares	-235	-$30.1K	$0
32	YANKCOM Partnership exited	Shares	-290	-$37.2K	$0
33	Investors Research Corp trimmed	Shares	-21.1K	-$413.5K	$599.5K
34	RFG Advisory, LLC exited	Shares	-5.3K	-$678.4K	$0
35	Patriot Financial Group Insurance Agency, LLC trimmed	Shares	-12.6K	-$1.3M	$2.2M