Filing Research | INVESCO EXCH TRD SLF IDX FD Institutional Holdings

Snapshot holdings

50 / 151 loaded

#		Instrument	quantity
1	TLWM	Shares	1.6MSH	$33.6M
2	Brookstone Capital Management	Shares	1.4MSH	$27.5M
3	Clark Asset Management, LLC	Shares	1.3MSH	$25.7M
4	MANCHESTER FINANCIAL INC	Shares	1.0MSH	$21.4M
5	Cornerstone Wealth Management, LLC	Shares	866.5KSH	$17.6M
6	KIRR MARBACH & CO LLC /IN/	Shares	636.0KSH	$13.0M
7	COOKSON PEIRCE & CO INC	Shares	548.0KSH	$11.2M
8	CENTRAL VALLEY ADVISORS, LLC	Shares	538.9KSH	$11.0M
9	Sequoia Financial Advisors, LLC	Shares	525.0KSH	$10.7M
10	Ironwood Financial, llc	Shares	518.4KSH	$10.5M
11	HENGEHOLD CAPITAL MANAGEMENT LLC	Shares	484.8KSH	$9.9M
12	Ledgewood Wealth Advisors, LLC	Shares	450.0KSH	$9.2M
13	Red Spruce Capital, LLC	Shares	441.2KSH	$9.0M
14	Sound Stewardship, LLC	Shares	437.5KSH	$8.9M
15	WEBSTER BANK, N. A.	Shares	412.2KSH	$8.4M
16	Financial Solutions Advisory Group, Inc.	Shares	364.1KSH	$7.4M
17	Paradiem, LLC	Shares	355.2KSH	$7.2M
18	BCS Wealth Management	Shares	350.5KSH	$7.1M
19	Meriwether Wealth & Planning, LLC	Shares	346.0KSH	$7.0M
20	OLD SECOND NATIONAL BANK OF AURORA	Shares	340.2KSH	$6.9M
21	Carroll Advisory Group, LLC	Shares	335.3KSH	$6.8M
22	Parisi Gray Wealth Management	Shares	325.9KSH	$6.6M
23	Wilkins Miller Wealth Management, LLC	Shares	288.3KSH	$5.9M
24	HOWARD WEALTH MANAGEMENT, LLC	Shares	283.4KSH	$5.8M
25	Farnam Financial LLC	Shares	279.9KSH	$5.7M
26	Laurel Wealth Advisors LLC	Shares	275.7KSH	$5.6M
27	AA Financial Advisors, LLC	Shares	249.9KSH	$5.1M
28	Trilogy Capital Inc.	Shares	242.6KSH	$4.9M
29	NorthAvenue LLC	Shares	231.2KSH	$4.7M
30	Old Port Advisors	Shares	218.8KSH	$4.5M
31	River Street Advisors LLC	Shares	188.4KSH	$3.8M
32	Prospera Financial Services Inc	Shares	187.9KSH	$3.8M
33	Infinity Wealth Counsel, LLC	Shares	186.7KSH	$3.8M
34	Pacific Wealth Strategies Group, Inc.	Shares	172.5KSH	$3.5M
35	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	168.5KSH	$3.4M
36	CRA Financial Services, LLC	Shares	167.0KSH	$3.4M
37	J.W. COLE ADVISORS, INC.	Shares	160.1KSH	$3.3M
38	Matthew Goff Investment Advisor, LLC	Shares	156.2KSH	$3.2M
39	Leisure Capital Management	Shares	149.9KSH	$3.1M
40	Avior Wealth Management, LLC	Shares	148.8KSH	$3.0M
41	Whitener Capital Management, Inc.	Shares	148.3KSH	$3.0M
42	Hennion & Walsh Asset Management, Inc.	Shares	140.1KSH	$2.9M
43	Lantz Financial LLC	Shares	139.8KSH	$2.8M
44	Oliver Luxxe Assets LLC	Shares	138.6KSH	$2.8M
45	Milestones Private Investment Advisors LLC	Shares	125.6KSH	$2.6M
46	Kohmann Bosshard Financial Services, LLC	Shares	121.2KSH	$2.5M
47	Dynamic Advisor Solutions LLC	Shares	115.1KSH	$2.3M
48	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	105.0KSH	$2.1M
49	Tenon Financial LLC	Shares	98.0KSH	$2.0M
50	SEMITAM BONAM LLC	Shares	93.7KSH	$1.9M

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

50 / 157 loaded

#		Instrument
1	Meriwether Wealth & Planning, LLC added	Shares	+328.3K	+$6.7M	$7.0M
2	J.W. COLE ADVISORS, INC. new	Shares	+160.1K	+$3.3M	$3.3M
3	Clark Asset Management, LLC added	Shares	+150.0K	+$3.0M	$25.7M
4	Matthew Goff Investment Advisor, LLC added	Shares	+83.8K	+$1.7M	$3.2M
5	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC added	Shares	+61.2K	+$1.2M	$1.6M
6	Carroll Advisory Group, LLC added	Shares	+59.1K	+$1.2M	$6.8M
7	WEBSTER BANK, N. A. added	Shares	+52.1K	+$1.0M	$8.4M
8	Pacific Wealth Strategies Group, Inc. added	Shares	+45.8K	+$925.8K	$3.5M
9	Cornerstone Wealth Management, LLC added	Shares	+46.2K	+$894.1K	$17.6M
10	CITY HOLDING CO new	Shares	+43.1K	+$877.3K	$877.3K
11	Dynamic Advisor Solutions LLC added	Shares	+33.2K	+$671.8K	$2.3M
12	AA Financial Advisors, LLC added	Shares	+27.6K	+$549.5K	$5.1M
13	Wedmont Private Capital new	Shares	+26.8K	+$545.5K	$545.5K
14	TLWM added	Shares	+30.1K	+$519.3K	$33.6M
15	Farnam Financial LLC added	Shares	+20.0K	+$393.0K	$5.7M
16	Whitener Capital Management, Inc. added	Shares	+18.4K	+$368.2K	$3.0M
17	MANCHESTER FINANCIAL INC added	Shares	+21.0K	+$367.5K	$21.4M
18	HENGEHOLD CAPITAL MANAGEMENT LLC added	Shares	+17.5K	+$329.5K	$9.9M
19	BCS Wealth Management added	Shares	+17.0K	+$327.8K	$7.1M
20	River Street Advisors LLC added	Shares	+14.3K	+$281.1K	$3.8M
21	Ledgewood Wealth Advisors, LLC added	Shares	+14.9K	+$278.9K	$9.2M
22	HOWARD WEALTH MANAGEMENT, LLC added	Shares	+14.3K	+$275.7K	$5.8M
23	Sound Stewardship, LLC added	Shares	+14.5K	+$271.3K	$8.9M
24	McElhenny Sheffield Capital Management, LLC new	Shares	+13.3K	+$269.9K	$269.9K
25	FOURPATH CAPITAL MANAGEMENT, LLC added	Shares	+12.4K	+$248.4K	$1.7M
26	SJS Investment Consulting Inc. added	Shares	+12.2K	+$247.5K	$940.8K
27	Commonwealth Financial Services, LLC new	Shares	+10.8K	+$220.8K	$220.8K
28	Somerset Trust Co new	Shares	+10.7K	+$218.9K	$218.9K
29	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC new	Shares	+9.9K	+$202.0K	$202.0K
30	Intrua Financial, LLC new	Shares	+9.9K	+$201.7K	$201.7K
31	HM PAYSON & CO new	Shares	+9.8K	+$200.2K	$200.2K
32	CRA Financial Services, LLC added	Shares	+10.1K	+$196.4K	$3.4M
33	Trilogy Capital Inc. added	Shares	+9.9K	+$188.7K	$4.9M
34	First City Capital Management, Inc. added	Shares	+9.1K	+$181.6K	$1.6M
35	Laurel Wealth Advisors LLC added	Shares	+9.9K	+$179.9K	$5.6M
36	SAX WEALTH ADVISORS, LLC added	Shares	+8.8K	+$172.3K	$947.8K
37	Infinity Wealth Counsel, LLC added	Shares	+8.7K	+$165.9K	$3.8M
38	EVERPAR ADVISORS LLC added	Shares	+8.2K	+$162.5K	$1.5M
39	Capital Investment Advisory Services, LLC added	Shares	+8.0K	+$161.9K	$432.2K
40	American Institute for Advanced Investment Management, LLP added	Shares	+7.1K	+$141.4K	$1.0M
41	COOKSON PEIRCE & CO INC added	Shares	+8.3K	+$138.7K	$11.2M
42	Prospera Financial Services Inc added	Shares	+7.1K	+$135.1K	$3.8M
43	NorthAvenue LLC added	Shares	+6.9K	+$126.5K	$4.7M
44	Wealthcare Advisory Partners LLC added	Shares	+5.2K	+$104.8K	$480.3K
45	DAVENPORT & Co LLC added	Shares	+4.9K	+$99.0K	$358.2K
46	Financial Solutions Advisory Group, Inc. added	Shares	+5.7K	+$98.7K	$7.4M
47	CONTINUUM WEALTH ADVISORS, LLC added	Shares	+5.0K	+$97.6K	$1.6M
48	Paradiem, LLC added	Shares	+4.6K	+$72.9K	$7.2M
49	Ironwood Financial, llc added	Shares	+5.8K	+$69.4K	$10.5M
50	SEMITAM BONAM LLC added	Shares	+3.4K	+$63.2K	$1.9M

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