Filing Research | INVESCO EXCH TRADED FD TR II Institutional Holdings

Snapshot holdings

50 / 248 loaded

#		Instrument	quantity
1	Mirae Asset Global Investments Co., Ltd.	Shares	869.2KSH	$140.4M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	429.2KSH	$66.0M
3	Family Investment Center, Inc.	Shares	330.2KSH	$53.3M
4	HBW ADVISORY SERVICES LLC	Shares	263.2KSH	$42.5M
5	RVW Wealth, LLC	Shares	259.2KSH	$41.9M
6	TOMPKINS FINANCIAL CORP	Shares	245.3KSH	$39.6M
7	Whitaker-Myers Wealth Managers, LTD.	Shares	220.8KSH	$35.7M
8	Onyx Bridge Wealth Group LLC	Shares	213.0KSH	$34.4M
9	Insight Wealth Strategies, LLC	Shares	215.4KSH	$33.5M
10	MANCHESTER FINANCIAL INC	Shares	163.5KSH	$26.4M
11	Altus Wealth Group LLC	Shares	143.8KSH	$23.2M
12	Goldstein Advisors, LLC	Shares	141.6KSH	$22.9M
13	FISCHER INVESTMENT STRATEGIES, LLC	Shares	139.6KSH	$22.6M
14	Trilogy Capital Inc.	Shares	133.6KSH	$21.6M
15	Dynamic Advisor Solutions LLC	Shares	128.1KSH	$20.7M
16	Financial Enhancement Group LLC	Shares	124.2KSH	$20.1M
17	Green Ridge Wealth Planning LLC	Shares	110.0KSH	$17.8M
18	StoneCrest Wealth Management, Inc.	Shares	101.7KSH	$16.4M
19	Colonial River Investments, LLC	Shares	99.9KSH	$16.1M
20	Fortis Group Advisors, LLC	Shares	97.9KSH	$15.8M
21	KWB Wealth	Shares	96.4KSH	$15.6M
22	Avidian Wealth Enterprises, LLC	Shares	92.8KSH	$15.0M
23	Lifestyle Asset Management, Inc.	Shares	91.9KSH	$14.8M
24	Compass Financial Services Inc	Shares	91.4KSH	$14.8M
25	Alpha Zero LLC	Shares	97.5KSH	$14.2M
26	Financial Partners Group, Inc	Shares	84.9KSH	$13.7M
27	CFS Investment Advisory Services, LLC	Shares	89.3KSH	$13.5M
28	Physician Wealth Advisors, Inc.	Shares	80.3KSH	$13.0M
29	Horst & Graben Wealth Management LLC	Shares	83.2KSH	$12.9M
30	Nova Wealth Management, Inc.	Shares	73.6KSH	$11.9M
31	Integrity Investment Advisors, LLC	Shares	72.7KSH	$11.8M
32	Next Level Private LLC	Shares	67.9KSH	$11.0M
33	Redhawk Wealth Advisors, Inc.	Shares	67.3KSH	$10.9M
34	Hutchens & Kramer Investment Management Group, LLC	Shares	65.8KSH	$10.6M
35	Security Financial Services, INC.	Shares	65.7KSH	$10.6M
36	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	65.2KSH	$10.5M
37	Pachira Investments Inc.	Shares	63.0KSH	$10.2M
38	IFC & Insurance Marketing, Inc.	Shares	62.3KSH	$10.1M
39	Tempus Wealth Planning, LLC	Shares	60.1KSH	$9.7M
40	Wealthcare Advisory Partners LLC	Shares	59.4KSH	$9.6M
41	Merit Financial Group, LLC	Shares	53.1KSH	$8.6M
42	INDEPENDENT FINANCIAL GROUP, LLC	Shares	52.9KSH	$8.5M
43	RFG Advisory, LLC	Shares	52.6KSH	$8.5M
44	Professional Financial Advisors, LLC	Shares	51.0KSH	$8.2M
45	Legacy Financial Strategies, LLC	Shares	48.5KSH	$7.8M
46	WMG Financial Advisors, LLC	Shares	45.9KSH	$7.4M
47	Capital Investment Counsel, LLC	Shares	43.8KSH	$7.1M
48	Cornerstone Wealth Management, LLC	Shares	43.5KSH	$7.0M
49	J.W. COLE ADVISORS, INC.	Shares	43.2KSH	$7.0M
50	Wedmont Private Capital	Shares	45.3KSH	$7.0M

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

50 / 256 loaded

#		Instrument
1	Mirae Asset Global Investments Co., Ltd. added	Shares	+796.3K	+$132.2M	$140.4M
2	Onyx Bridge Wealth Group LLC added	Shares	+205.4K	+$33.6M	$34.4M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+111.4K	+$29.5M	$66.0M
4	HBW ADVISORY SERVICES LLC added	Shares	+20.0K	+$15.2M	$42.5M
5	RVW Wealth, LLC added	Shares	+12.0K	+$14.2M	$41.9M
6	Family Investment Center, Inc. trimmed	Shares	-29.1K	+$13.1M	$53.3M
7	Insight Wealth Strategies, LLC added	Shares	+27.4K	+$12.4M	$33.5M
8	Whitaker-Myers Wealth Managers, LTD. added	Shares	+7.9K	+$11.8M	$35.7M
9	TOMPKINS FINANCIAL CORP trimmed	Shares	-6.9K	+$11.3M	$39.6M
10	MANCHESTER FINANCIAL INC added	Shares	+18.0K	+$10.1M	$26.4M
11	Redhawk Wealth Advisors, Inc. added	Shares	+48.8K	+$8.8M	$10.9M
12	Colonial River Investments, LLC added	Shares	+29.4K	+$8.2M	$16.1M
13	Dynamic Advisor Solutions LLC added	Shares	+13.9K	+$7.9M	$20.7M
14	Altus Wealth Group LLC added	Shares	+1.6K	+$7.3M	$23.2M
15	Tactive Advisors, LLC new	Shares	+41.8K	+$6.8M	$6.8M
16	Bogart Wealth, LLC added	Shares	+40.4K	+$6.5M	$6.5M
17	Trilogy Capital Inc. trimmed	Shares	-3.0K	+$6.3M	$21.6M
18	StoneCrest Wealth Management, Inc. added	Shares	+9.1K	+$6.1M	$16.4M
19	Gilbert Capital Group, Inc. new	Shares	+37.3K	+$6.0M	$6.0M
20	Green Ridge Wealth Planning LLC added	Shares	+5.2K	+$6.0M	$17.8M
21	FISCHER INVESTMENT STRATEGIES, LLC trimmed	Shares	-12.5K	+$5.5M	$22.6M
22	Financial Partners Group, Inc added	Shares	+7.5K	+$5.0M	$13.7M
23	Compass Financial Services Inc added	Shares	+3.0K	+$4.9M	$14.8M
24	Atlatl Advisers LLC new	Shares	+29.2K	+$4.7M	$4.7M
25	Synergy Asset Management, LLC added	Shares	+27.3K	+$4.6M	$5.0M
26	Next Level Private LLC added	Shares	+10.9K	+$4.6M	$11.0M
27	Wedmont Private Capital added	Shares	+22.4K	+$4.2M	$7.0M
28	Avidian Wealth Enterprises, LLC trimmed	Shares	-4.2K	+$4.1M	$15.0M
29	Nova Wealth Management, Inc. added	Shares	+491	+$3.7M	$11.9M
30	Tempus Wealth Planning, LLC added	Shares	+5.2K	+$3.6M	$9.7M
31	Lifestyle Asset Management, Inc. trimmed	Shares	-9.8K	+$3.4M	$14.8M
32	Alpha Zero LLC added	Shares	+1.8K	+$3.4M	$14.2M
33	Hutchens & Kramer Investment Management Group, LLC added	Shares	+1.5K	+$3.4M	$10.6M
34	Pachira Investments Inc. added	Shares	+2.1K	+$3.3M	$10.2M
35	IFC & Insurance Marketing, Inc. added	Shares	+2.0K	+$3.3M	$10.1M
36	Wealthcare Advisory Partners LLC added	Shares	+2.7K	+$3.2M	$9.6M
37	Park Edge Advisors, LLC new	Shares	+19.7K	+$3.2M	$3.2M
38	Merit Financial Group, LLC added	Shares	+3.7K	+$3.0M	$8.6M
39	J.W. COLE ADVISORS, INC. added	Shares	+7.6K	+$3.0M	$7.0M
40	Fortis Group Advisors, LLC added	Shares	+1.6K	+$2.9M	$15.8M
41	Legacy Financial Strategies, LLC added	Shares	+4.2K	+$2.9M	$7.8M
42	NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed	Shares	-3.4K	+$2.8M	$10.5M
43	Professional Financial Advisors, LLC added	Shares	+2.7K	+$2.8M	$8.2M
44	WMG Financial Advisors, LLC added	Shares	+4.9K	+$2.8M	$7.4M
45	EVOLUTION WEALTH MANAGEMENT INC. added	Shares	+9.0K	+$2.6M	$5.4M
46	JBR Co Financial Management Inc added	Shares	+11.3K	+$2.6M	$4.6M
47	LEAVELL INVESTMENT MANAGEMENT, INC. added	Shares	+5.0K	+$2.5M	$6.5M
48	HERBST GROUP, LLC new	Shares	+15.4K	+$2.5M	$2.5M
49	Northstar Advisory Group, LLC added	Shares	+12.1K	+$2.4M	$3.4M
50	Trinity Wealth Management, LLC added	Shares	+11.5K	+$2.3M	$3.4M

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