Filing Research | INVESCO EXCH TRADED FD TR II Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

8 / 8 loaded

#		Instrument	quantity
1	REDSTONE WEALTH MANAGEMENT, LLC	Shares	115.4KSH	$14.6M
2	Focus Financial Network, Inc.	Shares	23.7KSH	$3.0M
3	Bright Futures Wealth Management, LLC.	Shares	15.6KSH	$2.0M
4	Vanguard Capital Wealth Advisors	Shares	5.2KSH	$659.2K
5	RDA Financial Network	Shares	5.0KSH	$640.2K
6	J.W. COLE ADVISORS, INC.	Shares	4.3KSH	$539.5K
7	AdvisorNet Financial, Inc	Shares	577SH	$73.2K
8	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	20SH	$2.6K

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

10 / 10 loaded

#		Instrument
1	REDSTONE WEALTH MANAGEMENT, LLC added	Shares	+24.3K	+$3.8M	$14.6M
2	Vanguard Capital Wealth Advisors new	Shares	+5.2K	+$659.2K	$659.2K
3	Focus Financial Network, Inc. trimmed	Shares	-352	+$142.5K	$3.0M
4	RDA Financial Network unchanged	Shares	0	+$39.3K	$640.2K
5	J.W. COLE ADVISORS, INC. trimmed	Shares	-102	+$20.9K	$539.5K
6	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$233	$2.6K
7	AdvisorNet Financial, Inc trimmed	Shares	-48	-$1.2K	$73.2K
8	Sound Income Strategies, LLC exited	Shares	-1.3K	-$154.6K	$0
9	Bright Futures Wealth Management, LLC. trimmed	Shares	-3.5K	-$295.9K	$2.0M
10	Buska Wealth Management, LLC exited	Shares	-9.5K	-$1.1M	$0

Filing Research | INVESCO EXCH TRADED FD TR II Institutional Holdings