Filing Research | INVESCO S&P 500 EQUAL WEIGHT CONSUMER DISCRETIONARY ETF Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

14 / 14 loaded

#		Instrument	quantity
1	Farther Finance Advisors, LLC	Shares	53.0KSH	$3.0M
2	PRECEDENT WEALTH PARTNERS, LLC	Shares	44.5KSH	$2.5M
3	Yoder Wealth Management, Inc.	Shares	34.5KSH	$1.9M
4	Friedenthal Financial	Shares	28.1KSH	$1.6M
5	Legacy Private Trust Co.	Shares	26.9KSH	$1.5M
6	Walker Asset Management, LLC	Shares	22.9KSH	$1.3M
7	JAMES INVESTMENT RESEARCH, INC.	Shares	4.5KSH	$249.4K
8	Tradewinds Capital Management, LLC	Shares	3.3KSH	$186.5K
9	CoreCap Advisors, LLC	Shares	3.0KSH	$169.4K
10	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	600SH	$33.6K
11	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	Shares	34SH	$1.9K
12	TRUST CO OF TOLEDO NA /OH/	Shares	17SH	$952
13	PARK AVENUE SECURITIES LLC	Shares	12.2KSH	$682
14	CX Institutional	Shares	1.3KSH	$71

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

16 / 16 loaded

#		Instrument
1	Yoder Wealth Management, Inc. added	Shares	+1.5K	+$163.3K	$1.9M
2	Friedenthal Financial added	Shares	+1.4K	+$143.5K	$1.6M
3	Walker Asset Management, LLC added	Shares	+1.0K	+$111.9K	$1.3M
4	Farther Finance Advisors, LLC trimmed	Shares	-193	+$109.7K	$3.0M
5	PRECEDENT WEALTH PARTNERS, LLC trimmed	Shares	-108	+$104.4K	$2.5M
6	JAMES INVESTMENT RESEARCH, INC. unchanged	Shares	0	+$11.0K	$249.4K
7	Tradewinds Capital Management, LLC added	Shares	+6	+$8.5K	$186.5K
8	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$1.4K	$33.6K
9	TRUST CO OF TOLEDO NA /OH/ unchanged	Shares	0	+$42	$952
10	CX Institutional trimmed	Shares	-7.8K	-$412	$71
11	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. trimmed	Shares	-36	-$1.8K	$1.9K
12	PARK AVENUE SECURITIES LLC trimmed	Shares	-57.6K	-$3.1K	$682
13	CoreCap Advisors, LLC trimmed	Shares	-319	-$9.6K	$169.4K
14	Hickory Point Bank & Trust exited	Shares	-181	-$9.7K	$0
15	Sound Income Strategies, LLC exited	Shares	-1.2K	-$64.2K	$0
16	Legacy Private Trust Co. trimmed	Shares	-4.6K	-$180.8K	$1.5M

Filing Research | INVESCO S&P 500 EQUAL WEIGHT CONSUMER DISCRETIONARY ETF Institutional Holdings