Filing Research | INVESCO EXCHANGE TRADED FD T Institutional Holdings

Snapshot holdings

33 / 33 loaded

#		Instrument	quantity
1	Focus Financial Network, Inc.	Shares	113.6KSH	$6.3M
2	CPC Advisors, LLC	Shares	49.8KSH	$2.8M
3	NESTEGG ADVISORS, INC.	Shares	49.3KSH	$2.7M
4	Flaharty Asset Management, LLC	Shares	47.1KSH	$2.6M
5	J.W. COLE ADVISORS, INC.	Shares	32.3KSH	$1.8M
6	INDEPENDENT FINANCIAL GROUP, LLC	Shares	23.6KSH	$1.3M
7	Composition Wealth, LLC	Shares	18.7KSH	$1.0M
8	CFS Investment Advisory Services, LLC	Shares	18.3KSH	$1.0M
9	Merit Financial Group, LLC	Shares	16.2KSH	$896.6K
10	FLAGSHIP HARBOR ADVISORS, LLC	Shares	16.2KSH	$896.5K
11	Bond & Devick Financial Network, Inc.	Shares	13.6KSH	$752.0K
12	EASTERN BANK	Shares	12.6KSH	$697.0K
13	Accurate Wealth Management, LLC	Shares	5.9KSH	$331.1K
14	Rodgers & Associates, LTD	Shares	5.9KSH	$326.8K
15	Financial Guidance Group, Inc.	Shares	5.1KSH	$283.9K
16	Revisor Wealth Management LLC	Shares	4.7KSH	$258.6K
17	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	4.2KSH	$232.6K
18	Farther Finance Advisors, LLC	Shares	3.8KSH	$209.9K
19	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	2.4KSH	$134.3K
20	Nova Wealth Management, Inc.	Shares	2.3KSH	$125.2K
21	Capital Investment Advisory Services, LLC	Shares	1.9KSH	$108.1K
22	LANARK FINANCIAL, INC.	Shares	1.6KSH	$91.5K
23	CITY HOLDING CO	Shares	1.0KSH	$57.9K
24	Advanced Asset Management Advisors Inc	Shares	690SH	$38.3K
25	Spire Wealth Management	Shares	688SH	$38.1K
26	Golden State Wealth Management, LLC	Shares	591SH	$32.8K
27	WEBSTER BANK, N. A.	Shares	570SH	$31.6K
28	LGT Financial Advisors LLC	Shares	500SH	$27.7K
29	BEACON INVESTMENT ADVISORY SERVICES, INC.	Shares	225SH	$12.5K
30	BFSG, LLC	Shares	148SH	$8.2K
31	Blue Trust, Inc.	Shares	38SH	$2.1K
32	Wagner Wealth Management, LLC	Shares	18SH	$998
33	TSFG, LLC	Shares	1.2KSH	$68

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

36 / 36 loaded

#		Instrument
1	CPC Advisors, LLC new	Shares	+49.8K	+$2.8M	$2.8M
2	Focus Financial Network, Inc. added	Shares	+326	+$512.2K	$6.3M
3	EASTERN BANK added	Shares	+7.1K	+$415.9K	$697.0K
4	Accurate Wealth Management, LLC new	Shares	+5.9K	+$331.1K	$331.1K
5	NESTEGG ADVISORS, INC. trimmed	Shares	-298	+$199.8K	$2.7M
6	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+917	+$149.9K	$1.3M
7	J.W. COLE ADVISORS, INC. added	Shares	+10	+$141.4K	$1.8M
8	FLAGSHIP HARBOR ADVISORS, LLC added	Shares	+901	+$116.5K	$896.5K
9	Merit Financial Group, LLC trimmed	Shares	-31	+$69.0K	$896.6K
10	Bond & Devick Financial Network, Inc. unchanged	Shares	0	+$59.2K	$752.0K
11	CITY HOLDING CO new	Shares	+1.0K	+$57.9K	$57.9K
12	Rodgers & Associates, LTD unchanged	Shares	0	+$25.7K	$326.8K
13	CFS Investment Advisory Services, LLC trimmed	Shares	-245	+$25.7K	$1.0M
14	Financial Guidance Group, Inc. unchanged	Shares	0	+$22.3K	$283.9K
15	Revisor Wealth Management LLC unchanged	Shares	0	+$20.3K	$258.6K
16	Farther Finance Advisors, LLC unchanged	Shares	0	+$16.1K	$209.9K
17	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-146	+$12.1K	$232.6K
18	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$10.1K	$134.3K
19	Nova Wealth Management, Inc. unchanged	Shares	0	+$9.8K	$125.2K
20	Capital Investment Advisory Services, LLC unchanged	Shares	0	+$8.5K	$108.1K
21	LANARK FINANCIAL, INC. unchanged	Shares	0	+$7.2K	$91.5K
22	Spire Wealth Management added	Shares	+2	+$3.1K	$38.1K
23	Advanced Asset Management Advisors Inc unchanged	Shares	0	+$3.0K	$38.3K
24	WEBSTER BANK, N. A. unchanged	Shares	0	+$2.5K	$31.6K
25	LGT Financial Advisors LLC unchanged	Shares	0	+$2.2K	$27.7K
26	Blue Trust, Inc. new	Shares	+38	+$2.1K	$2.1K
27	BEACON INVESTMENT ADVISORY SERVICES, INC. unchanged	Shares	0	+$982	$12.5K
28	Wagner Wealth Management, LLC unchanged	Shares	0	+$78	$998
29	TSFG, LLC added	Shares	+4	+$5	$68
30	Main Street Group, LTD exited	Shares	-102	-$5.2K	$0
31	BFSG, LLC trimmed	Shares	-145	-$6.8K	$8.2K
32	Golden State Wealth Management, LLC trimmed	Shares	-462	-$21.0K	$32.8K
33	Sound Income Strategies, LLC exited	Shares	-1.1K	-$57.1K	$0
34	Composition Wealth, LLC trimmed	Shares	-3.8K	-$110.9K	$1.0M
35	SteelPeak Wealth, LLC exited	Shares	-53.9K	-$2.8M	$0
36	Flaharty Asset Management, LLC trimmed	Shares	-452.9K	-$22.9M	$2.6M