Filing Research | INVESCO S&P SMALLCAP HEALTH CAR Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

17 / 17 loaded

#		Instrument	quantity
1	Montecito Bank & Trust	Shares	21.2KSH	$1.1M
2	Cordoba Advisory Partners LLC	Shares	9.5KSH	$498.1K
3	Somerset Trust Co	Shares	7.5KSH	$394.5K
4	Wealthcare Advisory Partners LLC	Shares	6.3KSH	$329.6K
5	MERIDIAN INVESTMENT COUNSEL INC.	Shares	3.9KSH	$204.7K
6	Register Financial Advisors LLC	Shares	2.1KSH	$107.5K
7	Farther Finance Advisors, LLC	Shares	400SH	$20.9K
8	SOA Wealth Advisors, LLC.	Shares	240SH	$12.6K
9	Spire Wealth Management	Shares	187SH	$9.8K
10	Capital Investment Advisory Services, LLC	Shares	151SH	$7.9K
11	Key FInancial Inc	Shares	141SH	$7.4K
12	GAMMA Investing LLC	Shares	120SH	$6.3K
13	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	48SH	$2.5K
14	Wagner Wealth Management, LLC	Shares	39SH	$2.0K
15	EVOLUTION WEALTH MANAGEMENT INC.	Shares	33SH	$1.7K
16	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	Shares	21SH	$1.1K
17	PARK AVENUE SECURITIES LLC	Shares	4.4KSH	$231

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

18 / 18 loaded

#		Instrument
1	Wealthcare Advisory Partners LLC new	Shares	+6.3K	+$329.6K	$329.6K
2	Montecito Bank & Trust trimmed	Shares	-774	+$206.1K	$1.1M
3	MERIDIAN INVESTMENT COUNSEL INC. new	Shares	+3.9K	+$204.7K	$204.7K
4	Cordoba Advisory Partners LLC trimmed	Shares	-162	+$103.1K	$498.1K
5	Somerset Trust Co unchanged	Shares	0	+$84.5K	$394.5K
6	Register Financial Advisors LLC unchanged	Shares	0	+$23.0K	$107.5K
7	Farther Finance Advisors, LLC new	Shares	+400	+$20.9K	$20.9K
8	SOA Wealth Advisors, LLC. unchanged	Shares	0	+$2.7K	$12.6K
9	Spire Wealth Management unchanged	Shares	0	+$2.1K	$9.8K
10	Capital Investment Advisory Services, LLC unchanged	Shares	0	+$1.7K	$7.9K
11	Key FInancial Inc unchanged	Shares	0	+$1.6K	$7.4K
12	GAMMA Investing LLC unchanged	Shares	0	+$1.3K	$6.3K
13	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$556	$2.5K
14	Wagner Wealth Management, LLC unchanged	Shares	0	+$438	$2.0K
15	EVOLUTION WEALTH MANAGEMENT INC. unchanged	Shares	0	+$372	$1.7K
16	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. unchanged	Shares	0	+$235	$1.1K
17	PARK AVENUE SECURITIES LLC trimmed	Shares	-2.4K	-$49	$231
18	DAGCO, INC. exited	Shares	-1.9K	-$80.2K	$0

Filing Research | INVESCO S&P SMALLCAP HEALTH CAR Institutional Holdings