Filing Research | INVESCO EXCHANGE TRADED FD T Institutional Holdings

Snapshot holdings

50 / 82 loaded

#		Instrument	quantity
1	HOWARD FINANCIAL SERVICES, LTD.	Shares	327.9KSH	$40.1M
2	Longview Financial Advisors, Inc.	Shares	113.5KSH	$13.9M
3	FLAGSHIP HARBOR ADVISORS, LLC	Shares	110.2KSH	$13.5M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	67.0KSH	$8.3M
5	Johnson & White Wealth Management, LLC	Shares	50.3KSH	$6.1M
6	D.A. DAVIDSON & CO.	Shares	49.5KSH	$6.1M
7	Alhambra Investment Management LLC	Shares	46.6KSH	$5.7M
8	FIRST UNITED BANK & TRUST	Shares	36.0KSH	$4.4M
9	Eagle Strategies LLC	Shares	34.7KSH	$4.2M
10	NWAM LLC	Shares	26.1KSH	$3.2M
11	PERRYMAN FINANCIAL ADVISORY INC /AD	Shares	24.2KSH	$3.0M
12	Breakwater Capital Group	Shares	24.1KSH	$3.0M
13	GC Wealth Management RIA, LLC	Shares	23.8KSH	$2.9M
14	Wealthcare Advisory Partners LLC	Shares	22.4KSH	$2.7M
15	GENESIS PRIVATE WEALTH, LLC	Shares	20.8KSH	$2.5M
16	Finward Bancorp	Shares	19.8KSH	$2.4M
17	Baron Financial Group, LLC	Shares	17.8KSH	$2.2M
18	TME FINANCIAL, INC.	Shares	17.6KSH	$2.2M
19	FIFTH THIRD SECURITIES, INC.	Shares	17.4KSH	$2.1M
20	Farther Finance Advisors, LLC	Shares	16.3KSH	$2.0M
21	Redhawk Wealth Advisors, Inc.	Shares	16.0KSH	$2.0M
22	Brookstone Capital Management	Shares	11.9KSH	$1.5M
23	Planned Solutions, Inc.	Shares	11.7KSH	$1.4M
24	INTEGRAL INVESTMENT ADVISORS, INC.	Shares	11.0KSH	$1.3M
25	Ritter Daniher Financial Advisory LLC / DE	Shares	10.6KSH	$1.3M
26	WEALTH MANAGEMENT RESOURCES, INC.	Shares	10.4KSH	$1.3M
27	Investment Planning Advisors, Inc.	Shares	8.8KSH	$1.1M
28	BridgePort Financial Solutions, LLC	Shares	8.4KSH	$1.0M
29	Fairway Wealth LLC	Shares	8.2KSH	$1.0M
30	J.W. COLE ADVISORS, INC.	Shares	7.6KSH	$930.9K
31	Phraction Management LLC	Shares	6.7KSH	$820.6K
32	Cornerstone Wealth Management, LLC	Shares	6.5KSH	$797.2K
33	WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC	Shares	6.3KSH	$764.3K
34	Sequoia Financial Advisors, LLC	Shares	4.9KSH	$593.2K
35	Bison Wealth, LLC	Shares	4.7KSH	$591.5K
36	Bank of New Hampshire	Shares	4.7KSH	$580.3K
37	PFG Advisors	Shares	4.7KSH	$576.6K
38	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	4.5KSH	$549.5K
39	Investors Research Corp	Shares	4.4KSH	$540.4K
40	High Note Wealth, LLC	Shares	4.3KSH	$528.9K
41	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	4.3KSH	$527.1K
42	Clark Asset Management, LLC	Shares	4.3KSH	$520.8K
43	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	Shares	3.6KSH	$438.1K
44	LEAVELL INVESTMENT MANAGEMENT, INC.	Shares	3.3KSH	$398.7K
45	Sovereign Financial Group, Inc.	Shares	3.1KSH	$385.2K
46	Santori & Peters, Inc.	Shares	3.1KSH	$381.7K
47	Verum Partners LLC	Shares	3.1KSH	$375.6K
48	Prospera Financial Services Inc	Shares	3.0KSH	$366.4K
49	PUFF WEALTH MANAGEMENT, LLC	Shares	2.8KSH	$344.9K
50	Independence Bank of Kentucky	Shares	2.7KSH	$330.2K

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

50 / 82 loaded

#		Instrument
1	HOWARD FINANCIAL SERVICES, LTD. trimmed	Shares	-12.9K	+$3.4M	$40.1M
2	FLAGSHIP HARBOR ADVISORS, LLC added	Shares	+5.3K	+$2.2M	$13.5M
3	Longview Financial Advisors, Inc. added	Shares	+3.8K	+$2.1M	$13.9M
4	Johnson & White Wealth Management, LLC added	Shares	+1.3K	+$881.1K	$6.1M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-2.3K	+$849.2K	$8.3M
6	D.A. DAVIDSON & CO. added	Shares	+428	+$772.6K	$6.1M
7	FIRST UNITED BANK & TRUST trimmed	Shares	-253	+$501.5K	$4.4M
8	Alhambra Investment Management LLC trimmed	Shares	-2.4K	+$422.2K	$5.7M
9	Eagle Strategies LLC trimmed	Shares	-883	+$413.7K	$4.2M
10	Brookstone Capital Management added	Shares	+2.2K	+$409.5K	$1.5M
11	Wealthcare Advisory Partners LLC added	Shares	+427	+$375.0K	$2.7M
12	Prospera Financial Services Inc new	Shares	+3.0K	+$366.4K	$366.4K
13	FIFTH THIRD SECURITIES, INC. added	Shares	+249	+$281.7K	$2.1M
14	Farther Finance Advisors, LLC trimmed	Shares	-30	+$230.0K	$2.0M
15	Cornerstone Wealth Management, LLC added	Shares	+1.1K	+$212.5K	$797.2K
16	Redhawk Wealth Advisors, Inc. trimmed	Shares	-439	+$187.3K	$2.0M
17	Breakwater Capital Group trimmed	Shares	-1.6K	+$181.1K	$3.0M
18	Baron Financial Group, LLC trimmed	Shares	-800	+$174.7K	$2.2M
19	WEALTH MANAGEMENT RESOURCES, INC. added	Shares	+20	+$154.4K	$1.3M
20	BridgePort Financial Solutions, LLC added	Shares	+178	+$142.3K	$1.0M
21	WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC added	Shares	+318	+$125.9K	$764.3K
22	Fairway Wealth LLC added	Shares	+4	+$125.3K	$1.0M
23	NWAM LLC trimmed	Shares	-2.6K	+$106.0K	$3.2M
24	INTEGRAL INVESTMENT ADVISORS, INC. trimmed	Shares	-550	+$102.0K	$1.3M
25	Investment Planning Advisors, Inc. trimmed	Shares	-272	+$99.5K	$1.1M
26	Phraction Management LLC unchanged	Shares	0	+$98.4K	$820.6K
27	Clark Asset Management, LLC added	Shares	+256	+$90.0K	$520.8K
28	PFG Advisors trimmed	Shares	-1	+$69.1K	$576.6K
29	GENESIS PRIVATE WEALTH, LLC trimmed	Shares	-2.2K	+$64.0K	$2.5M
30	High Note Wealth, LLC unchanged	Shares	0	+$63.4K	$528.9K
31	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed	Shares	-58	+$59.7K	$527.1K
32	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC trimmed	Shares	-63	+$59.2K	$549.5K
33	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors added	Shares	+49	+$57.9K	$438.1K
34	Planned Solutions, Inc. trimmed	Shares	-1.1K	+$51.5K	$1.4M
35	Sequoia Financial Advisors, LLC trimmed	Shares	-220	+$47.5K	$593.2K
36	Verum Partners LLC added	Shares	+8	+$45.9K	$375.6K
37	Santori & Peters, Inc. unchanged	Shares	0	+$45.8K	$381.7K
38	Bank of New Hampshire trimmed	Shares	-240	+$43.8K	$580.3K
39	Independence Bank of Kentucky unchanged	Shares	0	+$39.6K	$330.2K
40	LEAVELL INVESTMENT MANAGEMENT, INC. trimmed	Shares	-85	+$38.7K	$398.7K
41	Darwin Wealth Management, LLC added	Shares	+5	+$35.5K	$291.0K
42	Opal Wealth Advisors, LLC added	Shares	+28	+$32.6K	$246.8K
43	First Heartland Consultants, Inc. trimmed	Shares	-35	+$32.2K	$300.0K
44	Trilogy Capital Inc. unchanged	Shares	0	+$32.2K	$268.1K
45	GRIMES & Co WEALTH MANAGEMENT, LLC trimmed	Shares	-65	+$30.2K	$310.7K
46	Wagner Wealth Management, LLC added	Shares	+5	+$30.2K	$247.2K
47	West Branch Capital LLC unchanged	Shares	0	+$30.1K	$251.3K
48	Tactive Advisors, LLC trimmed	Shares	-48	+$27.4K	$271.1K
49	Princeton Global Asset Management LLC unchanged	Shares	0	+$23.9K	$199.2K
50	IFP Advisors, Inc trimmed	Shares	-172	+$20.3K	$323.6K

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