Filing Research | INVESCO EXCHANGE TRADED FD T Institutional Holdings

Snapshot holdings

50 / 58 loaded

#		Instrument	quantity
1	Cornerstone Wealth Management, LLC	Shares	33.1KSH	$4.7M
2	Total Clarity Wealth Management, Inc.	Shares	29.5KSH	$4.2M
3	GHP Investment Advisors, Inc.	Shares	24.7KSH	$3.5M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	32.4KSH	$3.2M
5	Breakwater Capital Group	Shares	20.9KSH	$3.0M
6	Tempus Wealth Planning, LLC	Shares	18.6KSH	$2.6M
7	FLAGSHIP HARBOR ADVISORS, LLC	Shares	18.3KSH	$2.6M
8	Pacific Wealth Strategies Group, Inc.	Shares	17.4KSH	$2.5M
9	J.W. COLE ADVISORS, INC.	Shares	16.9KSH	$2.4M
10	Farther Finance Advisors, LLC	Shares	14.0KSH	$2.0M
11	NorthCrest Asset Manangement, LLC	Shares	10.1KSH	$1.4M
12	Banque de Luxembourg S.A.	Shares	9.2KSH	$1.3M
13	Wedmont Private Capital	Shares	7.0KSH	$1.0M
14	CALIBER WEALTH MANAGEMENT, LLC / KS	Shares	6.3KSH	$896.6K
15	OPTIMA CAPITAL LLC	Shares	5.0KSH	$705.0K
16	Capital Investment Advisory Services, LLC	Shares	4.3KSH	$610.8K
17	Key Client Fiduciary Advisors, LLC	Shares	4.2KSH	$597.2K
18	Wealthcare Advisory Partners LLC	Shares	4.1KSH	$587.5K
19	INDEPENDENT FINANCIAL GROUP, LLC	Shares	3.7KSH	$528.1K
20	Merit Financial Group, LLC	Shares	3.7KSH	$525.0K
21	JBR Co Financial Management Inc	Shares	3.0KSH	$418.6K
22	Prospera Financial Services Inc	Shares	2.9KSH	$413.0K
23	American Institute for Advanced Investment Management, LLP	Shares	2.7KSH	$378.9K
24	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	2.5KSH	$354.1K
25	Stonebridge Financial Group, LLC / MO	Shares	2.3KSH	$326.2K
26	LANARK FINANCIAL, INC.	Shares	2.2KSH	$307.5K
27	Aaron Wealth Advisors LLC	Shares	2.1KSH	$303.2K
28	PFG Advisors	Shares	2.1KSH	$301.0K
29	Aspect Partners, LLC	Shares	2.1KSH	$299.6K
30	Financial & Tax Architects, LLC	Shares	2.1KSH	$295.8K
31	Nova Wealth Management, Inc.	Shares	2.0KSH	$288.4K
32	Apollon Wealth Management, LLC	Shares	2.0KSH	$286.7K
33	MISSION WEALTH MANAGEMENT, LP	Shares	2.0KSH	$283.3K
34	Tactive Advisors, LLC	Shares	1.7KSH	$238.1K
35	NOVEM GROUP	Shares	1.6KSH	$233.7K
36	Runnymede Capital Advisors, Inc.	Shares	1.6KSH	$232.3K
37	Dynamic Advisor Solutions LLC	Shares	1.4KSH	$203.2K
38	True Wealth Design, LLC	Shares	1.0KSH	$147.5K
39	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	940SH	$133.7K
40	Bangor Savings Bank	Shares	765SH	$108.4K
41	IFP Advisors, Inc	Shares	695SH	$98.5K
42	Main Street Group, LTD	Shares	606SH	$85.8K
43	Vision Retirement, LLC	Shares	453SH	$64.2K
44	Crews Bank & Trust	Shares	400SH	$56.7K
45	Grove Bank & Trust	Shares	300SH	$42.5K
46	Creative Capital Management Investments LLC	Shares	288SH	$40.8K
47	Noble Wealth Management PBC	Shares	190SH	$26.9K
48	HM PAYSON & CO	Shares	125SH	$17.7K
49	FIRST COMMUNITY TRUST NA	Shares	110SH	$15.6K
50	EverSource Wealth Advisors, LLC	Shares	100SH	$14.2K

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

50 / 61 loaded

#		Instrument
1	Tempus Wealth Planning, LLC added	Shares	+7.5K	+$1.2M	$2.6M
2	Cornerstone Wealth Management, LLC added	Shares	+880	+$460.5K	$4.7M
3	Total Clarity Wealth Management, Inc. trimmed	Shares	-57	+$299.8K	$4.2M
4	Financial & Tax Architects, LLC new	Shares	+2.1K	+$295.8K	$295.8K
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+529	+$256.0K	$3.2M
6	Dynamic Advisor Solutions LLC new	Shares	+1.4K	+$203.2K	$203.2K
7	Breakwater Capital Group trimmed	Shares	-191	+$192.4K	$3.0M
8	FLAGSHIP HARBOR ADVISORS, LLC trimmed	Shares	-47	+$184.2K	$2.6M
9	NorthCrest Asset Manangement, LLC added	Shares	+557	+$181.5K	$1.4M
10	GHP Investment Advisors, Inc. trimmed	Shares	-771	+$156.3K	$3.5M
11	Farther Finance Advisors, LLC trimmed	Shares	-199	+$108.4K	$2.0M
12	Banque de Luxembourg S.A. unchanged	Shares	0	+$96.1K	$1.3M
13	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+425	+$94.6K	$528.1K
14	J.W. COLE ADVISORS, INC. trimmed	Shares	-669	+$88.6K	$2.4M
15	Apollon Wealth Management, LLC added	Shares	+400	+$73.6K	$286.7K
16	CALIBER WEALTH MANAGEMENT, LLC / KS unchanged	Shares	0	+$65.9K	$896.6K
17	OPTIMA CAPITAL LLC added	Shares	+9	+$52.9K	$705.0K
18	Wedmont Private Capital unchanged	Shares	0	+$52.8K	$1.0M
19	Capital Investment Advisory Services, LLC trimmed	Shares	-65	+$36.3K	$610.8K
20	Merit Financial Group, LLC trimmed	Shares	-59	+$30.8K	$525.0K
21	Prospera Financial Services Inc trimmed	Shares	-25	+$27.1K	$413.0K
22	Nova Wealth Management, Inc. added	Shares	+38	+$26.2K	$288.4K
23	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management unchanged	Shares	0	+$26.0K	$354.1K
24	Key Client Fiduciary Advisors, LLC trimmed	Shares	-143	+$25.1K	$597.2K
25	LANARK FINANCIAL, INC. unchanged	Shares	0	+$22.6K	$307.5K
26	American Institute for Advanced Investment Management, LLP trimmed	Shares	-40	+$22.6K	$378.9K
27	Aspect Partners, LLC added	Shares	+4	+$22.5K	$299.6K
28	PFG Advisors unchanged	Shares	0	+$22.1K	$301.0K
29	Stonebridge Financial Group, LLC / MO trimmed	Shares	-18	+$21.6K	$326.2K
30	MISSION WEALTH MANAGEMENT, LP unchanged	Shares	0	+$20.8K	$283.3K
31	Tactive Advisors, LLC trimmed	Shares	-1	+$17.3K	$238.1K
32	Runnymede Capital Advisors, Inc. unchanged	Shares	0	+$17.1K	$232.3K
33	Aaron Wealth Advisors LLC trimmed	Shares	-59	+$14.5K	$303.2K
34	True Wealth Design, LLC unchanged	Shares	0	+$10.8K	$147.5K
35	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$9.6K	$133.7K
36	Bangor Savings Bank unchanged	Shares	0	+$8.0K	$108.4K
37	NOVEM GROUP trimmed	Shares	-74	+$7.6K	$233.7K
38	Wealthcare Advisory Partners LLC trimmed	Shares	-272	+$7.4K	$587.5K
39	Main Street Group, LTD added	Shares	+1	+$6.4K	$85.8K
40	Vision Retirement, LLC unchanged	Shares	0	+$4.7K	$64.2K
41	Crews Bank & Trust unchanged	Shares	0	+$4.2K	$56.7K
42	Grove Bank & Trust unchanged	Shares	0	+$3.1K	$42.5K
43	Creative Capital Management Investments LLC unchanged	Shares	0	+$3.0K	$40.8K
44	IFP Advisors, Inc trimmed	Shares	-35	+$2.6K	$98.5K
45	HM PAYSON & CO unchanged	Shares	0	+$1.3K	$17.7K
46	FIRST COMMUNITY TRUST NA unchanged	Shares	0	+$1.1K	$15.6K
47	EverSource Wealth Advisors, LLC unchanged	Shares	0	+$1.0K	$14.2K
48	Investment Research & Advisory Group, Inc. unchanged	Shares	0	+$521	$7.1K
49	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. unchanged	Shares	0	+$427	$5.8K
50	AdvisorNet Financial, Inc unchanged	Shares	0	+$385	$5.2K

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