Filing Research | INVESCO EXCH TRD SLF IDX FD Institutional Holdings

Snapshot holdings

50 / 148 loaded

#		Instrument	quantity
1	Avior Wealth Management, LLC	Shares	2.2MSH	$42.5M
2	Brookstone Capital Management	Shares	1.4MSH	$28.1M
3	TLWM	Shares	1.3MSH	$26.4M
4	Clark Asset Management, LLC	Shares	1.3MSH	$25.6M
5	Cornerstone Wealth Management, LLC	Shares	882.0KSH	$17.3M
6	Financial Solutions Advisory Group, Inc.	Shares	828.7KSH	$16.3M
7	OLD SECOND NATIONAL BANK OF AURORA	Shares	771.9KSH	$15.1M
8	KIRR MARBACH & CO LLC /IN/	Shares	755.0KSH	$14.8M
9	WLTH Capital Management, LLC	Shares	652.4KSH	$12.8M
10	COOKSON PEIRCE & CO INC	Shares	570.7KSH	$11.2M
11	AA Financial Advisors, LLC	Shares	566.7KSH	$11.1M
12	Ledgewood Wealth Advisors, LLC	Shares	549.6KSH	$10.8M
13	CENTRAL VALLEY ADVISORS, LLC	Shares	548.2KSH	$10.8M
14	Legacy Private Trust Co.	Shares	521.5KSH	$10.2M
15	Red Spruce Capital, LLC	Shares	519.5KSH	$10.2M
16	Ironwood Financial, llc	Shares	511.9KSH	$10.1M
17	CHATHAM CAPITAL GROUP, INC.	Shares	511.9KSH	$10.0M
18	HENGEHOLD CAPITAL MANAGEMENT LLC	Shares	502.6KSH	$9.9M
19	Sound Stewardship, LLC	Shares	445.7KSH	$8.7M
20	Lantz Financial LLC	Shares	413.8KSH	$8.1M
21	BCS Wealth Management	Shares	409.0KSH	$8.0M
22	Matthew Goff Investment Advisor, LLC	Shares	393.8KSH	$7.7M
23	Meriwether Wealth & Planning, LLC	Shares	385.4KSH	$7.6M
24	River Street Advisors LLC	Shares	342.6KSH	$6.7M
25	Carroll Advisory Group, LLC	Shares	338.7KSH	$6.6M
26	Laurel Wealth Advisors LLC	Shares	312.7KSH	$6.1M
27	Farnam Financial LLC	Shares	310.1KSH	$6.1M
28	HOWARD WEALTH MANAGEMENT, LLC	Shares	302.4KSH	$5.9M
29	Paradiem, LLC	Shares	287.1KSH	$5.6M
30	NorthAvenue LLC	Shares	263.1KSH	$5.2M
31	WEBSTER BANK, N. A.	Shares	252.3KSH	$4.9M
32	Trilogy Capital Inc.	Shares	246.6KSH	$4.8M
33	CRA Financial Services, LLC	Shares	219.5KSH	$4.3M
34	Old Port Advisors	Shares	194.0KSH	$3.8M
35	Prospera Financial Services Inc	Shares	192.2KSH	$3.8M
36	Infinity Wealth Counsel, LLC	Shares	188.2KSH	$3.7M
37	Pacific Wealth Strategies Group, Inc.	Shares	186.8KSH	$3.7M
38	Tenon Financial LLC	Shares	181.4KSH	$3.6M
39	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	175.4KSH	$3.4M
40	J.W. COLE ADVISORS, INC.	Shares	148.3KSH	$2.9M
41	Milestones Private Investment Advisors LLC	Shares	129.7KSH	$2.5M
42	Key FInancial Inc	Shares	114.4KSH	$2.2M
43	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	109.9KSH	$2.2M
44	MISSION WEALTH MANAGEMENT, LP	Shares	108.4KSH	$2.1M
45	SEMITAM BONAM LLC	Shares	100.3KSH	$2.0M
46	Accurate Wealth Management, LLC	Shares	88.5KSH	$1.7M
47	Wilkins Miller Wealth Management, LLC	Shares	86.5KSH	$1.7M
48	Newport Capital Group, LLC	Shares	82.4KSH	$1.6M
49	CONTINUUM WEALTH ADVISORS, LLC	Shares	81.4KSH	$1.6M
50	BUTENSKY & COHEN FINANCIAL SECURITY, INC	Shares	80.9KSH	$1.6M

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

50 / 160 loaded

#		Instrument
1	WLTH Capital Management, LLC new	Shares	+652.4K	+$12.8M	$12.8M
2	Matthew Goff Investment Advisor, LLC new	Shares	+393.8K	+$7.7M	$7.7M
3	J.W. COLE ADVISORS, INC. new	Shares	+148.3K	+$2.9M	$2.9M
4	Clark Asset Management, LLC added	Shares	+118.8K	+$2.3M	$25.6M
5	Carroll Advisory Group, LLC added	Shares	+57.5K	+$1.1M	$6.6M
6	Legacy Private Trust Co. added	Shares	+46.4K	+$905.5K	$10.2M
7	TLWM added	Shares	+32.5K	+$623.8K	$26.4M
8	Cornerstone Wealth Management, LLC added	Shares	+31.6K	+$611.4K	$17.3M
9	AA Financial Advisors, LLC added	Shares	+30.5K	+$592.7K	$11.1M
10	Pacific Wealth Strategies Group, Inc. added	Shares	+28.9K	+$564.3K	$3.7M
11	Wedmont Private Capital new	Shares	+27.9K	+$548.1K	$548.1K
12	River Street Advisors LLC added	Shares	+26.5K	+$516.2K	$6.7M
13	HENGEHOLD CAPITAL MANAGEMENT LLC added	Shares	+24.1K	+$467.6K	$9.9M
14	Farnam Financial LLC added	Shares	+24.0K	+$467.4K	$6.1M
15	SteelPeak Wealth, LLC new	Shares	+20.0K	+$391.9K	$391.9K
16	Lantz Financial LLC added	Shares	+19.6K	+$379.7K	$8.1M
17	BCS Wealth Management added	Shares	+18.2K	+$352.4K	$8.0M
18	Opus Financial Solutions LLC added	Shares	+17.0K	+$333.8K	$1.4M
19	IRON Financial LLC new	Shares	+16.7K	+$327.5K	$327.5K
20	McElhenny Sheffield Capital Management, LLC new	Shares	+14.5K	+$284.1K	$284.1K
21	HOWARD WEALTH MANAGEMENT, LLC added	Shares	+14.3K	+$276.8K	$5.9M
22	Sound Stewardship, LLC added	Shares	+13.8K	+$266.4K	$8.7M
23	WEBSTER BANK, N. A. added	Shares	+13.2K	+$257.3K	$4.9M
24	SJS Investment Consulting Inc. added	Shares	+12.7K	+$249.0K	$874.5K
25	FC Advisory LLC new	Shares	+11.2K	+$220.0K	$220.0K
26	D.A. DAVIDSON & CO. new	Shares	+10.4K	+$204.6K	$204.6K
27	Trilogy Capital Inc. added	Shares	+10.3K	+$200.4K	$4.8M
28	NorthAvenue LLC added	Shares	+10.0K	+$193.6K	$5.2M
29	EVERPAR ADVISORS LLC added	Shares	+8.0K	+$156.3K	$1.5M
30	Prospera Financial Services Inc added	Shares	+7.4K	+$143.1K	$3.8M
31	FOURPATH CAPITAL MANAGEMENT, LLC added	Shares	+6.0K	+$117.9K	$799.3K
32	COOKSON PEIRCE & CO INC added	Shares	+5.8K	+$107.7K	$11.2M
33	DAVENPORT & Co LLC added	Shares	+5.1K	+$99.7K	$358.4K
34	CONTINUUM WEALTH ADVISORS, LLC added	Shares	+5.0K	+$97.3K	$1.6M
35	BUTENSKY & COHEN FINANCIAL SECURITY, INC added	Shares	+4.8K	+$92.6K	$1.6M
36	Infinity Wealth Counsel, LLC added	Shares	+4.8K	+$92.2K	$3.7M
37	Whitener Capital Management, Inc. added	Shares	+4.7K	+$90.9K	$1.1M
38	Meriwether Wealth & Planning, LLC added	Shares	+4.7K	+$89.2K	$7.6M
39	Western Financial Corp/CA added	Shares	+4.5K	+$87.5K	$918.2K
40	Capital Investment Advisory Services, LLC added	Shares	+4.3K	+$83.3K	$248.3K
41	American Institute for Advanced Investment Management, LLP added	Shares	+4.0K	+$78.8K	$1.1M
42	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added	Shares	+3.9K	+$75.4K	$322.8K
43	SEMITAM BONAM LLC added	Shares	+3.4K	+$65.3K	$2.0M
44	Wealthcare Advisory Partners LLC added	Shares	+3.3K	+$65.1K	$888.2K
45	SAX WEALTH ADVISORS, LLC added	Shares	+3.5K	+$64.4K	$864.7K
46	Paradiem, LLC added	Shares	+3.3K	+$61.6K	$5.6M
47	Independence Bank of Kentucky added	Shares	+3.0K	+$58.5K	$1.2M
48	Cypress Wealth Services, LLC added	Shares	+2.8K	+$54.0K	$894.9K
49	Aprio Wealth Management, LLC added	Shares	+2.6K	+$49.8K	$573.5K
50	Tenon Financial LLC added	Shares	+2.5K	+$48.0K	$3.6M

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