Filing Research | INVESCO EXCH TRADED FD TR II Institutional Holdings

Snapshot holdings

50 / 70 loaded

#		Instrument	quantity
1	Insight Wealth Strategies, LLC	Shares	930.7KSH	$22.7M
2	Mader & Shannon Wealth Management, Inc.	Shares	723.4KSH	$17.6M
3	BENJAMIN EDWARDS INC	Shares	478.8KSH	$11.6M
4	Cordoba Advisory Partners LLC	Shares	399.7KSH	$9.7M
5	Matthew Goff Investment Advisor, LLC	Shares	396.7KSH	$9.6M
6	Avior Wealth Management, LLC	Shares	351.7KSH	$8.5M
7	Windsor Capital Management, LLC	Shares	343.9KSH	$8.4M
8	Wealthcare Advisory Partners LLC	Shares	324.2KSH	$7.9M
9	Nilsine Partners, LLC	Shares	307.5KSH	$7.5M
10	Mosley Wealth Management	Shares	245.6KSH	$6.0M
11	Good Harbor Advisors, Inc.	Shares	186.0KSH	$4.5M
12	Accel Wealth Management	Shares	143.0KSH	$3.5M
13	Elmwood Wealth Management, Inc.	Shares	141.5KSH	$3.4M
14	INDEPENDENT FINANCIAL GROUP, LLC	Shares	140.1KSH	$3.4M
15	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	134.8KSH	$3.3M
16	COTTONWOOD CAPITAL ADVISORS, LLC	Shares	124.8KSH	$3.0M
17	Cadent Capital Advisors, LLC	Shares	123.2KSH	$3.0M
18	Apella Capital, LLC	Shares	118.0KSH	$2.9M
19	HOWARD WEALTH MANAGEMENT, LLC	Shares	103.1KSH	$2.5M
20	Cannon Advisors, Inc.	Shares	88.7KSH	$2.2M
21	Advisory Resource Group	Shares	77.7KSH	$1.9M
22	CARY STREET PARTNERS FINANCIAL LLC	Shares	74.4KSH	$1.8M
23	IFP Advisors, Inc	Shares	73.0KSH	$1.8M
24	FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.	Shares	71.0KSH	$1.7M
25	BLUE JEAN FINANCIAL LLC	Shares	68.1KSH	$1.7M
26	D.A. DAVIDSON & CO.	Shares	63.2KSH	$1.5M
27	Capital Investment Advisory Services, LLC	Shares	60.0KSH	$1.5M
28	JAMES INVESTMENT RESEARCH, INC.	Shares	57.9KSH	$1.4M
29	OLD NATIONAL BANCORP /IN/	Shares	29.7KSH	$721.5K
30	Activest Wealth Management	Shares	29.5KSH	$716.8K
31	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	Shares	29.1KSH	$706.6K
32	COURIER CAPITAL LLC	Shares	23.7KSH	$576.2K
33	Dynamic Advisor Solutions LLC	Shares	21.4KSH	$521.3K
34	NORTHWEST WEALTH MANAGEMENT, LLC	Shares	20.8KSH	$505.2K
35	Palouse Capital Management, Inc.	Shares	18.1KSH	$440.0K
36	Farther Finance Advisors, LLC	Shares	17.5KSH	$425.5K
37	PFG Investments, LLC	Shares	16.8KSH	$407.7K
38	Diversified Trust Co	Shares	15.4KSH	$373.7K
39	TRUST CO OF OKLAHOMA	Shares	11.9KSH	$290.5K
40	RVW Wealth, LLC	Shares	11.3KSH	$275.0K
41	Finward Bancorp	Shares	10.9KSH	$266.1K
42	J.W. COLE ADVISORS, INC.	Shares	10.9KSH	$265.3K
43	IFC & Insurance Marketing, Inc.	Shares	10.2KSH	$248.3K
44	Diligent Investors, LLC	Shares	9.6KSH	$234.0K
45	Marion Wealth Management	Shares	9.6KSH	$233.7K
46	EVERPAR ADVISORS LLC	Shares	9.6KSH	$232.2K
47	PATTON ALBERTSON MILLER GROUP, LLC	Shares	9.4KSH	$227.6K
48	CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	Shares	9.3KSH	$227.1K
49	Global View Capital Management LLC	Shares	8.9KSH	$216.3K
50	PARTNERS WEALTH MANAGEMENT, LLC	Shares	8.8KSH	$213.3K

Scroll to load more

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

50 / 71 loaded

#		Instrument
1	Insight Wealth Strategies, LLC new	Shares	+930.7K	+$22.7M	$22.7M
2	Mosley Wealth Management added	Shares	+236.2K	+$5.7M	$6.0M
3	Avior Wealth Management, LLC added	Shares	+163.9K	+$4.0M	$8.5M
4	Cannon Advisors, Inc. new	Shares	+88.7K	+$2.2M	$2.2M
5	Wealthcare Advisory Partners LLC added	Shares	+46.2K	+$1.2M	$7.9M
6	Accel Wealth Management added	Shares	+44.1K	+$1.1M	$3.5M
7	Cordoba Advisory Partners LLC added	Shares	+16.0K	+$516.4K	$9.7M
8	Cadent Capital Advisors, LLC added	Shares	+15.4K	+$410.5K	$3.0M
9	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+13.9K	+$380.6K	$3.4M
10	J.W. COLE ADVISORS, INC. new	Shares	+10.9K	+$265.3K	$265.3K
11	Mader & Shannon Wealth Management, Inc. added	Shares	+829	+$258.6K	$17.6M
12	Elmwood Wealth Management, Inc. added	Shares	+8.4K	+$249.1K	$3.4M
13	Good Harbor Advisors, Inc. added	Shares	+6.8K	+$224.4K	$4.5M
14	Global View Capital Management LLC new	Shares	+8.9K	+$216.3K	$216.3K
15	D.A. DAVIDSON & CO. added	Shares	+7.3K	+$196.0K	$1.5M
16	BLUE JEAN FINANCIAL LLC added	Shares	+7.0K	+$190.8K	$1.7M
17	Windsor Capital Management, LLC added	Shares	+2.9K	+$183.4K	$8.4M
18	Farther Finance Advisors, LLC added	Shares	+7.1K	+$174.3K	$425.5K
19	Nilsine Partners, LLC added	Shares	+6.8K	+$152.3K	$7.5M
20	HOWARD WEALTH MANAGEMENT, LLC added	Shares	+3.7K	+$121.9K	$2.5M
21	FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. added	Shares	+3.1K	+$99.9K	$1.7M
22	Advisory Resource Group added	Shares	+1.3K	+$56.9K	$1.9M
23	CARY STREET PARTNERS FINANCIAL LLC added	Shares	+1.3K	+$56.1K	$1.8M
24	Apella Capital, LLC added	Shares	+2.4K	+$54.9K	$2.9M
25	Capital Investment Advisory Services, LLC added	Shares	+1.3K	+$51.2K	$1.5M
26	Palouse Capital Management, Inc. added	Shares	+1.6K	+$44.4K	$440.0K
27	TRUST CO OF OKLAHOMA added	Shares	+1.7K	+$43.6K	$290.5K
28	COTTONWOOD CAPITAL ADVISORS, LLC trimmed	Shares	-195	+$36.5K	$3.0M
29	IFP Advisors, Inc trimmed	Shares	-53	+$22.8K	$1.8M
30	Cape Investment Advisory, Inc. new	Shares	+908	+$22.1K	$22.1K
31	JAMES INVESTMENT RESEARCH, INC. unchanged	Shares	0	+$19.1K	$1.4M
32	Activest Wealth Management added	Shares	+55	+$11.0K	$716.8K
33	OLD NATIONAL BANCORP /IN/ unchanged	Shares	0	+$9.8K	$721.5K
34	PFG Investments, LLC added	Shares	+85	+$7.6K	$407.7K
35	Dynamic Advisor Solutions LLC trimmed	Shares	-24	+$6.5K	$521.3K
36	IFC & Insurance Marketing, Inc. added	Shares	+90	+$5.5K	$248.3K
37	Diligent Investors, LLC added	Shares	+89	+$5.3K	$234.0K
38	Diversified Trust Co unchanged	Shares	0	+$5.1K	$373.7K
39	RVW Wealth, LLC unchanged	Shares	0	+$3.7K	$275.0K
40	Finward Bancorp unchanged	Shares	0	+$3.6K	$266.1K
41	Marion Wealth Management unchanged	Shares	0	+$3.2K	$233.7K
42	PATTON ALBERTSON MILLER GROUP, LLC unchanged	Shares	0	+$3.1K	$227.6K
43	PARTNERS WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$2.9K	$213.3K
44	Crumly & Associates Inc. unchanged	Shares	0	+$2.8K	$208.5K
45	Pflug Koory, LLC added	Shares	+27	+$1.4K	$58.6K
46	Vermillion Wealth Management, Inc. added	Shares	+31	+$1.1K	$26.1K
47	BARRETT & COMPANY, INC. unchanged	Shares	0	+$883	$65.0K
48	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$827	$77.4K
49	PARK AVENUE SECURITIES LLC added	Shares	+26.1K	+$756	$9.5K
50	ATWOOD & PALMER INC unchanged	Shares	0	+$594	$43.8K

Scroll to load more