Filing Research | INVESCO EXCHANGE TRADED FD T Institutional Holdings

Snapshot holdings

28 / 28 loaded

#		Instrument	quantity
1	REDSTONE WEALTH MANAGEMENT, LLC	Shares	55.1KSH	$4.5M
2	Friedenthal Financial	Shares	41.9KSH	$3.4M
3	Marshall & Sterling Wealth Advisors Inc.	Shares	37.6KSH	$3.1M
4	Farther Finance Advisors, LLC	Shares	28.0KSH	$2.3M
5	MFA Wealth Services	Shares	19.9KSH	$1.6M
6	BLUEDOOR PRIVATE WEALTH, LLC	Shares	11.8KSH	$958.1K
7	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	11.5KSH	$932.3K
8	Sage Capital Management, LLC	Shares	7.1KSH	$579.7K
9	Walker Asset Management, LLC	Shares	6.9KSH	$560.9K
10	Nova Wealth Management, Inc.	Shares	4.7KSH	$381.1K
11	Flaharty Asset Management, LLC	Shares	4.1KSH	$334.2K
12	Fearless Solutions, LLC dba Best Invest	Shares	3.4KSH	$272.0K
13	First Heartland Consultants, Inc.	Shares	2.7KSH	$216.6K
14	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	2.6KSH	$210.6K
15	Focus Financial Network, Inc.	Shares	2.6KSH	$209.2K
16	Financial Perspectives, Inc	Shares	2.1KSH	$171.3K
17	Tradewinds Capital Management, LLC	Shares	1.7KSH	$138.1K
18	IFP Advisors, Inc	Shares	800SH	$64.9K
19	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	713SH	$57.2K
20	Harbor Asset Planning, Inc.	Shares	419SH	$34.0K
21	Main Street Group, LTD	Shares	370SH	$30.0K
22	HARBOR INVESTMENT ADVISORY, LLC	Shares	276SH	$22.4K
23	EverSource Wealth Advisors, LLC	Shares	250SH	$20.3K
24	Spire Wealth Management	Shares	250SH	$20.3K
25	Allied Private Wealth LLC	Shares	244SH	$19.9K
26	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	Shares	75SH	$6.2K
27	HHM Wealth Advisors, LLC	Shares	3SH	$244
28	CX Institutional	Shares	61SH	$5

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

31 / 31 loaded

#		Instrument
1	REDSTONE WEALTH MANAGEMENT, LLC added	Shares	+18.4K	+$1.5M	$4.5M
2	Farther Finance Advisors, LLC added	Shares	+1.9K	+$141.8K	$2.3M
3	MFA Wealth Services added	Shares	+1.3K	+$105.0K	$1.6M
4	Friedenthal Financial added	Shares	+1.1K	+$91.8K	$3.4M
5	BLUEDOOR PRIVATE WEALTH, LLC added	Shares	+1.1K	+$88.3K	$958.1K
6	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC new	Shares	+713	+$57.2K	$57.2K
7	Walker Asset Management, LLC added	Shares	+332	+$27.1K	$560.9K
8	Nova Wealth Management, Inc. added	Shares	+314	+$25.6K	$381.1K
9	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. added	Shares	+25	+$2.1K	$6.2K
10	First Heartland Consultants, Inc. added	Shares	+16	+$1.4K	$216.6K
11	Tradewinds Capital Management, LLC added	Shares	+11	+$884	$138.1K
12	Focus Financial Network, Inc. added	Shares	+6	+$568	$209.2K
13	Harbor Asset Planning, Inc. added	Shares	+2	+$219	$34.0K
14	Fearless Solutions, LLC dba Best Invest unchanged	Shares	0	+$67	$272.0K
15	Financial Perspectives, Inc unchanged	Shares	0	+$43	$171.3K
16	IFP Advisors, Inc unchanged	Shares	0	+$16	$64.9K
17	Main Street Group, LTD unchanged	Shares	0	+$7	$30.0K
18	HARBOR INVESTMENT ADVISORY, LLC unchanged	Shares	0	+$6	$22.4K
19	EverSource Wealth Advisors, LLC unchanged	Shares	0	+$5	$20.3K
20	Spire Wealth Management unchanged	Shares	0	+$5	$20.3K
21	CX Institutional trimmed	Shares	-63	-$5	$5
22	Investors Research Corp exited	Shares	-26	-$2.1K	$0
23	SALEM INVESTMENT COUNSELORS INC exited	Shares	-87	-$7.1K	$0
24	Bogart Wealth, LLC exited	Shares	-179	-$14.5K	$0
25	Sage Capital Management, LLC trimmed	Shares	-272	-$22.0K	$579.7K
26	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC trimmed	Shares	-529	-$42.7K	$932.3K
27	Sound Income Strategies, LLC exited	Shares	-1.1K	-$87.1K	$0
28	HHM Wealth Advisors, LLC trimmed	Shares	-1.5K	-$121.4K	$244
29	Marshall & Sterling Wealth Advisors Inc. trimmed	Shares	-1.5K	-$121.7K	$3.1M
30	Flaharty Asset Management, LLC trimmed	Shares	-14.2K	-$1.2M	$334.2K
31	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-47.1K	-$3.9M	$210.6K