Filing Research | INVESCO EXCHANGE TRADED FD T Institutional Holdings

Snapshot holdings

42 / 42 loaded

#		Instrument	quantity
1	Envestnet Portfolio Solutions, Inc.	Shares	62.7KSH	$2.4M
2	Fortis Group Advisors, LLC	Shares	47.6KSH	$1.9M
3	BENJAMIN EDWARDS INC	Shares	46.3KSH	$1.8M
4	NWAM LLC	Shares	29.7KSH	$1.2M
5	MOLLER WEALTH PARTNERS	Shares	27.6KSH	$1.1M
6	Financial Management Professionals, Inc.	Shares	16.1KSH	$629.7K
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	14.9KSH	$525.6K
8	IFP Advisors, Inc	Shares	9.7KSH	$377.0K
9	Great Diamond Partners, LLC	Shares	9.1KSH	$356.2K
10	Y-Intercept (Hong Kong) Ltd	Shares	8.7KSH	$341.2K
11	Wealthcare Advisory Partners LLC	Shares	8.5KSH	$331.5K
12	Prism Advisors, Inc.	Shares	8.2KSH	$319.2K
13	Focus Financial Network, Inc.	Shares	6.0KSH	$233.6K
14	VUB Generali dochodkova spravcovska spolocnost, a.s.	Shares	3.9KSH	$150.2K
15	Curated Wealth Partners LLC	Shares	75.0KSH	$84.0K
16	HM PAYSON & CO	Shares	1.0KSH	$39.2K
17	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	885SH	$34.5K
18	TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV	Shares	740SH	$28.9K
19	Financial Perspectives, Inc	Shares	709SH	$27.6K
20	Intesa Sanpaolo Wealth Management	Shares	700SH	$27.3K
21	ALBION FINANCIAL GROUP /UT	Shares	597SH	$23.3K
22	Physician Wealth Advisors, Inc.	Shares	582SH	$22.7K
23	Hickory Point Bank & Trust	Shares	400SH	$15.6K
24	1620 INVESTMENT ADVISORS, INC.	Shares	351SH	$13.7K
25	EVOLUTION WEALTH MANAGEMENT INC.	Shares	311SH	$12.1K
26	Realta Investment Advisors	Shares	303SH	$11.8K
27	Spire Wealth Management	Shares	300SH	$11.7K
28	Vermillion Wealth Management, Inc.	Shares	235SH	$9.2K
29	SOA Wealth Advisors, LLC.	Shares	227SH	$8.9K
30	HAGER INVESTMENT MANAGEMENT SERVICES, LLC	Shares	167SH	$6.5K
31	Center for Financial Planning, Inc.	Shares	160SH	$6.2K
32	Farther Finance Advisors, LLC	Shares	112SH	$4.4K
33	Blue Trust, Inc.	Shares	111SH	$4.3K
34	Register Financial Advisors LLC	Shares	90SH	$3.5K
35	Creative Capital Management Investments LLC	Shares	80SH	$3.1K
36	Kennebec Savings Bank	Shares	77SH	$3.0K
37	Piscataqua Savings Bank	Shares	71SH	$2.8K
38	ARMSTRONG ADVISORY GROUP, INC	Shares	30SH	$1.2K
39	TRUST CO OF TOLEDO NA /OH/	Shares	24SH	$936
40	CX Institutional	Shares	8.6KSH	$337
41	Capital Advisors, Ltd. LLC	Shares	260SH	$10
42	Lodestone Wealth Management LLC	Shares	0SH	$0

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

45 / 45 loaded

#		Instrument
1	BENJAMIN EDWARDS INC new	Shares	+46.3K	+$1.8M	$1.8M
2	Envestnet Portfolio Solutions, Inc. trimmed	Shares	-1.9K	+$404.7K	$2.4M
3	Y-Intercept (Hong Kong) Ltd new	Shares	+8.7K	+$341.2K	$341.2K
4	Wealthcare Advisory Partners LLC new	Shares	+8.5K	+$331.5K	$331.5K
5	Focus Financial Network, Inc. new	Shares	+6.0K	+$233.6K	$233.6K
6	MOLLER WEALTH PARTNERS trimmed	Shares	-1.6K	+$152.8K	$1.1M
7	NWAM LLC trimmed	Shares	-2.8K	+$132.7K	$1.2M
8	Great Diamond Partners, LLC added	Shares	+1.5K	+$114.3K	$356.2K
9	Curated Wealth Partners LLC new	Shares	+75.0K	+$84.0K	$84.0K
10	Fortis Group Advisors, LLC added	Shares	+708	+$64.6K	$1.9M
11	Prism Advisors, Inc. added	Shares	+18	+$61.4K	$319.2K
12	VUB Generali dochodkova spravcovska spolocnost, a.s. unchanged	Shares	0	+$28.6K	$150.2K
13	Intesa Sanpaolo Wealth Management new	Shares	+700	+$27.3K	$27.3K
14	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-862	+$24.3K	$525.6K
15	Spire Wealth Management new	Shares	+300	+$11.7K	$11.7K
16	Realta Investment Advisors added	Shares	+253	+$10.2K	$11.8K
17	Financial Perspectives, Inc added	Shares	+125	+$9.2K	$27.6K
18	HM PAYSON & CO unchanged	Shares	0	+$7.5K	$39.2K
19	TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV unchanged	Shares	0	+$5.5K	$28.9K
20	ALBION FINANCIAL GROUP /UT unchanged	Shares	0	+$4.4K	$23.3K
21	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$4.3K	$22.7K
22	Creative Capital Management Investments LLC new	Shares	+80	+$3.1K	$3.1K
23	Hickory Point Bank & Trust unchanged	Shares	0	+$3.0K	$15.6K
24	1620 INVESTMENT ADVISORS, INC. unchanged	Shares	0	+$2.6K	$13.7K
25	EVOLUTION WEALTH MANAGEMENT INC. unchanged	Shares	0	+$2.3K	$12.1K
26	SOA Wealth Advisors, LLC. added	Shares	+1	+$1.7K	$8.9K
27	HAGER INVESTMENT MANAGEMENT SERVICES, LLC unchanged	Shares	0	+$1.2K	$6.5K
28	Center for Financial Planning, Inc. unchanged	Shares	0	+$1.2K	$6.2K
29	Farther Finance Advisors, LLC added	Shares	+1	+$841	$4.4K
30	Blue Trust, Inc. unchanged	Shares	0	+$826	$4.3K
31	Register Financial Advisors LLC unchanged	Shares	0	+$669	$3.5K
32	Kennebec Savings Bank unchanged	Shares	0	+$572	$3.0K
33	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	+$558	$34.5K
34	Piscataqua Savings Bank unchanged	Shares	0	+$528	$2.8K
35	ARMSTRONG ADVISORY GROUP, INC unchanged	Shares	0	+$223	$1.2K
36	TRUST CO OF TOLEDO NA /OH/ unchanged	Shares	0	+$178	$936
37	CX Institutional added	Shares	+47	+$66	$337
38	Capital Advisors, Ltd. LLC new	Shares	+260	+$10	$10
39	Lodestone Wealth Management LLC unchanged	Shares	0	$0	$0
40	Sound Income Strategies, LLC exited	Shares	-33	-$1.0K	$0
41	Vermillion Wealth Management, Inc. trimmed	Shares	-233	-$5.6K	$9.2K
42	Activest Wealth Management exited	Shares	-300	-$9.5K	$0
43	BLUE JEAN FINANCIAL LLC exited	Shares	-20.7K	-$652.9K	$0
44	Financial Management Professionals, Inc. trimmed	Shares	-34.9K	-$980.8K	$629.7K
45	IFP Advisors, Inc trimmed	Shares	-250.5K	-$7.8M	$377.0K