Filing Research | INVESCO EXCHANGE TRADED FD T Institutional Holdings

Snapshot holdings

36 / 36 loaded

#		Instrument	quantity
1	MATAURO, LLC	Shares	311.5KSH	$30.5M
2	Farther Finance Advisors, LLC	Shares	71.5KSH	$7.0M
3	Stonebridge Financial Group, LLC	Shares	70.8KSH	$6.9M
4	Arkfeld Wealth Strategies, L.L.C.	Shares	69.4KSH	$6.7M
5	Financial Guidance Group, Inc.	Shares	32.0KSH	$3.1M
6	Courage Miller Partners, LLC	Shares	20.5KSH	$2.0M
7	SHAKER INVESTMENTS LLC/OH	Shares	18.1KSH	$1.8M
8	Flaharty Asset Management, LLC	Shares	16.4KSH	$1.6M
9	Somerset Trust Co	Shares	14.0KSH	$1.4M
10	Vanguard Capital Wealth Advisors	Shares	11.2KSH	$1.1M
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	7.5KSH	$753.0K
12	Northwest Wealth Advisors, LLC	Shares	7.7KSH	$750.5K
13	Walker Asset Management, LLC	Shares	6.7KSH	$656.1K
14	Friedenthal Financial	Shares	6.4KSH	$628.5K
15	Longview Financial Advisors, Inc.	Shares	6.0KSH	$591.6K
16	HOWARD FINANCIAL SERVICES, LTD.	Shares	4.8KSH	$467.0K
17	Centurion Wealth Management LLC	Shares	4.6KSH	$450.6K
18	EQ WEALTH ADVISORS, LLC	Shares	4.4KSH	$426.6K
19	NWAM LLC	Shares	3.8KSH	$376.4K
20	Allied Private Wealth LLC	Shares	3.6KSH	$368.8K
21	Wealthcare Advisory Partners LLC	Shares	3.3KSH	$327.4K
22	CAPITAL ADVISORS INC/OK	Shares	3.1KSH	$299.8K
23	Yoder Wealth Management, Inc.	Shares	2.9KSH	$283.9K
24	HARBOUR INVESTMENT MANAGEMENT LLC	Shares	2.6KSH	$251.9K
25	First Heartland Consultants, Inc.	Shares	2.5KSH	$245.0K
26	Activest Wealth Management	Shares	1.4KSH	$134.6K
27	Cape Investment Advisory, Inc.	Shares	1.3KSH	$129.0K
28	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	565SH	$54.7K
29	Capital Investment Advisory Services, LLC	Shares	520SH	$51.0K
30	IFP Advisors, Inc	Shares	286SH	$28.0K
31	HARBOR INVESTMENT ADVISORY, LLC	Shares	200SH	$19.6K
32	HHM Wealth Advisors, LLC	Shares	200SH	$19.6K
33	Strategic Investment Solutions, Inc. /IL	Shares	68SH	$6.7K
34	Trust Co	Shares	36SH	$3.5K
35	Vermillion Wealth Management, Inc.	Shares	30SH	$2.9K
36	CX Institutional	Shares	522SH	$51

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

43 / 43 loaded

#		Instrument
1	Vanguard Capital Wealth Advisors new	Shares	+11.2K	+$1.1M	$1.1M
2	Cape Investment Advisory, Inc. new	Shares	+1.3K	+$129.0K	$129.0K
3	HOWARD FINANCIAL SERVICES, LTD. added	Shares	+1.4K	+$96.1K	$467.0K
4	First Heartland Consultants, Inc. added	Shares	+565	+$33.0K	$245.0K
5	EQ WEALTH ADVISORS, LLC added	Shares	+730	+$29.8K	$426.6K
6	Trust Co new	Shares	+36	+$3.5K	$3.5K
7	CX Institutional unchanged	Shares	0	-$6	$51
8	Vermillion Wealth Management, Inc. unchanged	Shares	0	-$345	$2.9K
9	Strategic Investment Solutions, Inc. /IL unchanged	Shares	0	-$783	$6.7K
10	HARBOR INVESTMENT ADVISORY, LLC unchanged	Shares	0	-$2.3K	$19.6K
11	HHM Wealth Advisors, LLC unchanged	Shares	0	-$2.3K	$19.6K
12	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	-$5.2K	$54.7K
13	Capital Investment Advisory Services, LLC added	Shares	+3	-$5.7K	$51.0K
14	IFP Advisors, Inc trimmed	Shares	-99	-$14.1K	$28.0K
15	HARBOUR INVESTMENT MANAGEMENT LLC unchanged	Shares	0	-$29.6K	$251.9K
16	Yoder Wealth Management, Inc. added	Shares	+20	-$31.2K	$283.9K
17	CAPITAL ADVISORS INC/OK unchanged	Shares	0	-$35.2K	$299.8K
18	Wealthcare Advisory Partners LLC added	Shares	+14	-$36.9K	$327.4K
19	Longview Financial Advisors, Inc. added	Shares	+251	-$42.0K	$591.6K
20	NWAM LLC trimmed	Shares	-20	-$46.4K	$376.4K
21	Centurion Wealth Management LLC unchanged	Shares	0	-$52.9K	$450.6K
22	Walker Asset Management, LLC added	Shares	+130	-$62.9K	$656.1K
23	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-374	-$84.7K	$753.0K
24	Activest Wealth Management trimmed	Shares	-648	-$86.8K	$134.6K
25	Somerset Trust Co added	Shares	+165	-$142.9K	$1.4M
26	Friedenthal Financial trimmed	Shares	-676	-$147.8K	$628.5K
27	SHAKER INVESTMENTS LLC/OH trimmed	Shares	-132	-$222.9K	$1.8M
28	Northwest Wealth Advisors, LLC trimmed	Shares	-1.6K	-$262.5K	$750.5K
29	INDEPENDENT FINANCIAL GROUP, LLC exited	Shares	-2.4K	-$265.4K	$0
30	Financial Guidance Group, Inc. added	Shares	+698	-$292.2K	$3.1M
31	Courage Miller Partners, LLC trimmed	Shares	-581	-$299.2K	$2.0M
32	Fulcrum Equity Management exited	Shares	-2.8K	-$305.2K	$0
33	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors exited	Shares	-3.2K	-$349.8K	$0
34	Stonebridge Financial Group, LLC added	Shares	+4.0K	-$377.2K	$6.9M
35	Finivi Inc. exited	Shares	-4.3K	-$470.6K	$0
36	Farther Finance Advisors, LLC added	Shares	+278	-$540.4K	$7.0M
37	Ferguson Shapiro LLC exited	Shares	-6.1K	-$671.1K	$0
38	StoneCrest Wealth Management, Inc. exited	Shares	-7.2K	-$784.5K	$0
39	MATAURO, LLC added	Shares	+19.3K	-$1.5M	$30.5M
40	Synergy Asset Management, LLC exited	Shares	-14.4K	-$1.6M	$0
41	Arkfeld Wealth Strategies, L.L.C. trimmed	Shares	-31.5K	-$3.4M	$6.7M
42	Ocean Park Asset Management, LLC exited	Shares	-41.1K	-$4.5M	$0
43	Flaharty Asset Management, LLC trimmed	Shares	-227.0K	-$25.0M	$1.6M