Filing Research | INVESCO EXCHANGE TRADED FD T Institutional Holdings

Snapshot holdings

35 / 35 loaded

#		Instrument	quantity
1	Investors Research Corp	Shares	378.9KSH	$5.2M
2	Wealth Advisory Solutions, LLC	Shares	125.7KSH	$1.7M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	108.8KSH	$1.5M
4	Prospera Financial Services Inc	Shares	101.3KSH	$1.4M
5	Lord & Richards Wealth Management, LLC	Shares	90.4KSH	$1.2M
6	Magnus Financial Group LLC	Shares	87.7KSH	$1.2M
7	D.A. DAVIDSON & CO.	Shares	78.2KSH	$1.1M
8	Tailwinds Wealth, LLC	Shares	67.1KSH	$920.0K
9	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	63.5KSH	$872.2K
10	Walker Asset Management, LLC	Shares	33.5KSH	$458.9K
11	Avory & Company, LLC	Shares	26.5KSH	$363.2K
12	HF Advisory Group, LLC	Shares	25.4KSH	$348.8K
13	Accel Wealth Management	Shares	24.3KSH	$333.2K
14	Western Financial Corp/CA	Shares	22.1KSH	$302.8K
15	Wealthcare Advisory Partners LLC	Shares	17.8KSH	$243.7K
16	MCRAE CAPITAL MANAGEMENT INC	Shares	15.9KSH	$218.5K
17	City Center Advisors, LLC	Shares	14.4KSH	$197.3K
18	Keudell/Morrison Wealth Management	Shares	13.2KSH	$180.8K
19	Sowell Financial Services LLC	Shares	12.3KSH	$168.1K
20	GREENLEAF TRUST	Shares	11.3KSH	$155.4K
21	GILPIN WEALTH MANAGEMENT, LLC	Shares	10.0KSH	$137.4K
22	Farther Finance Advisors, LLC	Shares	7.2KSH	$98.9K
23	VISION FINANCIAL MARKETS LLC	Shares	4.0KSH	$55.0K
24	Cornerstone National Bank & Trust Co	Shares	3.5KSH	$48.1K
25	RICHARDS, MERRILL & PETERSON, INC.	Shares	2.9KSH	$40.3K
26	Hickory Point Bank & Trust	Shares	2.5KSH	$34.3K
27	Register Financial Advisors LLC	Shares	2.2KSH	$30.7K
28	GAMMA Investing LLC	Shares	2.2KSH	$29.6K
29	Bogart Wealth, LLC	Shares	1.1KSH	$14.5K
30	Capital Investment Advisory Services, LLC	Shares	1.0KSH	$13.7K
31	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	950SH	$13.0K
32	LANARK FINANCIAL, INC.	Shares	850SH	$11.7K
33	Triumph Capital Management	Shares	600SH	$8.2K
34	Pacifica Partners Inc.	Shares	447SH	$6.2K
35	Princeton Global Asset Management LLC	Shares	333SH	$4.6K

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

39 / 39 loaded

#		Instrument
1	Tailwinds Wealth, LLC added	Shares	+44.9K	+$613.9K	$920.0K
2	Investors Research Corp added	Shares	+26.2K	+$341.9K	$5.2M
3	Wealth Advisory Solutions, LLC added	Shares	+14.2K	+$189.1K	$1.7M
4	Sowell Financial Services LLC new	Shares	+12.3K	+$168.1K	$168.1K
5	GREENLEAF TRUST new	Shares	+11.3K	+$155.4K	$155.4K
6	Lord & Richards Wealth Management, LLC added	Shares	+6.0K	+$78.0K	$1.2M
7	Avory & Company, LLC added	Shares	+2.8K	+$37.4K	$363.2K
8	Western Financial Corp/CA added	Shares	+2.0K	+$26.6K	$302.8K
9	City Center Advisors, LLC added	Shares	+1.8K	+$23.5K	$197.3K
10	HF Advisory Group, LLC added	Shares	+1.6K	+$20.6K	$348.8K
11	RICHARDS, MERRILL & PETERSON, INC. added	Shares	+1.0K	+$13.6K	$40.3K
12	Magnus Financial Group LLC added	Shares	+1.3K	+$13.4K	$1.2M
13	Farther Finance Advisors, LLC added	Shares	+389	+$4.5K	$98.9K
14	Register Financial Advisors LLC added	Shares	+33	+$342	$30.7K
15	Pacifica Partners Inc. unchanged	Shares	0	+$7	$6.2K
16	Princeton Global Asset Management LLC unchanged	Shares	0	-$17	$4.6K
17	Triumph Capital Management unchanged	Shares	0	-$30	$8.2K
18	LANARK FINANCIAL, INC. unchanged	Shares	0	-$43	$11.7K
19	Capital Investment Advisory Services, LLC unchanged	Shares	0	-$50	$13.7K
20	Bogart Wealth, LLC unchanged	Shares	0	-$53	$14.5K
21	VISION FINANCIAL MARKETS LLC unchanged	Shares	0	-$80	$55.0K
22	Hickory Point Bank & Trust unchanged	Shares	0	-$125	$34.3K
23	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	-$275	$13.0K
24	Cornerstone National Bank & Trust Co unchanged	Shares	0	-$350	$48.1K
25	GAMMA Investing LLC trimmed	Shares	-20	-$383	$29.6K
26	Sound Income Strategies, LLC exited	Shares	-177	-$2.4K	$0
27	D.A. DAVIDSON & CO. unchanged	Shares	0	-$3.9K	$1.1M
28	MCRAE CAPITAL MANAGEMENT INC trimmed	Shares	-267	-$4.5K	$218.5K
29	GILPIN WEALTH MANAGEMENT, LLC trimmed	Shares	-1.0K	-$14.3K	$137.4K
30	Wealthcare Advisory Partners LLC trimmed	Shares	-1.7K	-$24.9K	$243.7K
31	Keudell/Morrison Wealth Management trimmed	Shares	-2.1K	-$29.4K	$180.8K
32	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed	Shares	-1.9K	-$32.6K	$872.2K
33	Palouse Capital Management, Inc. exited	Shares	-2.6K	-$35.6K	$0
34	Walker Asset Management, LLC trimmed	Shares	-3.0K	-$42.3K	$458.9K
35	Prospera Financial Services Inc trimmed	Shares	-6.0K	-$87.3K	$1.4M
36	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-6.7K	-$111.2K	$1.5M
37	Accel Wealth Management trimmed	Shares	-8.5K	-$117.6K	$333.2K
38	MATAURO, LLC exited	Shares	-10.5K	-$144.2K	$0
39	Essex LLC exited	Shares	-11.8K	-$162.4K	$0