Filing Research | INVESCO EXCHANGE TRADED FD T Institutional Holdings

Snapshot holdings

50 / 53 loaded

#		Instrument	quantity
1	AFFINITY WEALTH MANAGEMENT LLC	Shares	629.2KSH	$40.3M
2	MEITAV INVESTMENT HOUSE LTD	Shares	596.4KSH	$38.2M
3	Annex Advisory Services, LLC	Shares	528.5KSH	$33.8M
4	Wealthcare Advisory Partners LLC	Shares	175.9KSH	$11.3M
5	Carmel Capital Management L.L.C.	Shares	173.4KSH	$11.1M
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	67.6KSH	$4.3M
7	Sage Advisory Services, Ltd.Co.	Shares	66.6KSH	$4.3M
8	Farther Finance Advisors, LLC	Shares	58.8KSH	$3.8M
9	Harbor Asset Planning, Inc.	Shares	55.6KSH	$3.6M
10	G&S Capital LLC	Shares	54.7KSH	$3.5M
11	Choice Wealth Advisors LLC	Shares	40.3KSH	$2.6M
12	ACCESS FINANCIAL SERVICES, INC.	Shares	31.0KSH	$2.0M
13	Friedenthal Financial	Shares	27.6KSH	$1.8M
14	Walker Asset Management, LLC	Shares	24.6KSH	$1.6M
15	Burns Matteson Capital Management, LLC	Shares	24.0KSH	$1.5M
16	Nova Wealth Management, Inc.	Shares	22.8KSH	$1.5M
17	Brown Miller Wealth Management, LLC	Shares	13.0KSH	$833.4K
18	First Heartland Consultants, Inc.	Shares	11.3KSH	$723.1K
19	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	9.4KSH	$603.5K
20	Focus Financial Network, Inc.	Shares	9.3KSH	$593.5K
21	Vanguard Capital Wealth Advisors	Shares	7.1KSH	$455.1K
22	Interchange Capital Partners, LLC	Shares	6.8KSH	$433.1K
23	Colonial River Investments, LLC	Shares	6.0KSH	$385.6K
24	YHB Investment Advisors, Inc.	Shares	5.5KSH	$350.8K
25	Diversified Trust Co	Shares	5.1KSH	$328.0K
26	Comprehensive Financial Consultants Institutional, Inc.	Shares	4.9KSH	$313.9K
27	Spire Wealth Management	Shares	4.9KSH	$312.3K
28	BENJAMIN EDWARDS INC	Shares	4.8KSH	$308.8K
29	Capital Investment Advisory Services, LLC	Shares	4.7KSH	$301.9K
30	Yoder Wealth Management, Inc.	Shares	4.2KSH	$266.2K
31	PERRYMAN FINANCIAL ADVISORY INC /AD	Shares	4.1KSH	$262.1K
32	Financial Partners Group, Inc	Shares	3.9KSH	$246.7K
33	Grey Fox Wealth Advisors, LLC	Shares	3.8KSH	$242.7K
34	PFG Advisors	Shares	3.7KSH	$234.8K
35	HCR Wealth Advisors	Shares	3.4KSH	$217.6K
36	Brookstone Capital Management	Shares	3.3KSH	$213.4K
37	Williams & Novak, LLC	Shares	3.3KSH	$208.0K
38	MRA Advisory Group	Shares	3.2KSH	$206.9K
39	Tradewinds Capital Management, LLC	Shares	3.0KSH	$190.6K
40	Key FInancial Inc	Shares	2.6KSH	$168.3K
41	SALEM INVESTMENT COUNSELORS INC	Shares	1.5KSH	$96.0K
42	Advanced Asset Management Advisors Inc	Shares	1.1KSH	$70.7K
43	SOA Wealth Advisors, LLC.	Shares	1.0KSH	$66.3K
44	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	551SH	$35.1K
45	Allied Private Wealth LLC	Shares	486SH	$30.5K
46	LANARK FINANCIAL, INC.	Shares	357SH	$22.8K
47	Wagner Wealth Management, LLC	Shares	252SH	$16.1K
48	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	Shares	141SH	$9.0K
49	Cape Investment Advisory, Inc.	Shares	70SH	$4.5K
50	BFSG, LLC	Shares	65SH	$4.2K

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

50 / 55 loaded

#		Instrument
1	Annex Advisory Services, LLC new	Shares	+528.5K	+$33.8M	$33.8M
2	AFFINITY WEALTH MANAGEMENT LLC trimmed	Shares	-920	+$4.0M	$40.3M
3	MEITAV INVESTMENT HOUSE LTD unchanged	Shares	0	+$3.8M	$38.2M
4	Wealthcare Advisory Partners LLC added	Shares	+2.3K	+$1.3M	$11.3M
5	Carmel Capital Management L.L.C. added	Shares	+1.2K	+$1.2M	$11.1M
6	Brown Miller Wealth Management, LLC new	Shares	+13.0K	+$833.4K	$833.4K
7	Vanguard Capital Wealth Advisors new	Shares	+7.1K	+$455.1K	$455.1K
8	G&S Capital LLC added	Shares	+1.4K	+$431.8K	$3.5M
9	Harbor Asset Planning, Inc. added	Shares	+28	+$357.7K	$3.6M
10	Farther Finance Advisors, LLC trimmed	Shares	-104	+$333.7K	$3.8M
11	Choice Wealth Advisors LLC trimmed	Shares	-90	+$253.4K	$2.6M
12	HCR Wealth Advisors new	Shares	+3.4K	+$217.6K	$217.6K
13	Brookstone Capital Management new	Shares	+3.3K	+$213.4K	$213.4K
14	Williams & Novak, LLC new	Shares	+3.3K	+$208.0K	$208.0K
15	MRA Advisory Group new	Shares	+3.2K	+$206.9K	$206.9K
16	Friedenthal Financial added	Shares	+415	+$201.1K	$1.8M
17	Walker Asset Management, LLC added	Shares	+694	+$197.6K	$1.6M
18	ACCESS FINANCIAL SERVICES, INC. trimmed	Shares	-267	+$183.3K	$2.0M
19	Nova Wealth Management, Inc. trimmed	Shares	-255	+$131.9K	$1.5M
20	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-3.8K	+$130.6K	$4.3M
21	Burns Matteson Capital Management, LLC trimmed	Shares	-880	+$103.6K	$1.5M
22	First Heartland Consultants, Inc. added	Shares	+285	+$88.9K	$723.1K
23	Yoder Wealth Management, Inc. added	Shares	+670	+$65.3K	$266.2K
24	YHB Investment Advisors, Inc. added	Shares	+500	+$64.0K	$350.8K
25	Focus Financial Network, Inc. trimmed	Shares	-74	+$55.3K	$593.5K
26	Diversified Trust Co unchanged	Shares	0	+$32.9K	$328.0K
27	BENJAMIN EDWARDS INC unchanged	Shares	0	+$31.0K	$308.8K
28	Capital Investment Advisory Services, LLC added	Shares	+10	+$30.9K	$301.9K
29	PFG Advisors added	Shares	+119	+$30.4K	$234.8K
30	PERRYMAN FINANCIAL ADVISORY INC /AD added	Shares	+16	+$27.2K	$262.1K
31	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+400	+$26.3K	$35.1K
32	Financial Partners Group, Inc unchanged	Shares	0	+$24.7K	$246.7K
33	Spire Wealth Management trimmed	Shares	-194	+$20.1K	$312.3K
34	Tradewinds Capital Management, LLC added	Shares	+5	+$19.4K	$190.6K
35	Key FInancial Inc unchanged	Shares	0	+$16.9K	$168.3K
36	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	+$9.6K	$96.0K
37	Advanced Asset Management Advisors Inc unchanged	Shares	0	+$7.1K	$70.7K
38	Cape Investment Advisory, Inc. new	Shares	+70	+$4.5K	$4.5K
39	BFSG, LLC new	Shares	+65	+$4.2K	$4.2K
40	Wagner Wealth Management, LLC added	Shares	+1	+$1.6K	$16.1K
41	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. unchanged	Shares	0	+$905	$9.0K
42	Comprehensive Financial Consultants Institutional, Inc. trimmed	Shares	-539	+$429	$313.9K
43	Colonial River Investments, LLC trimmed	Shares	-668	+$193	$385.6K
44	City State Bank unchanged	Shares	0	+$96	$960
45	PARK AVENUE SECURITIES LLC trimmed	Shares	-213	+$13	$261
46	CX Institutional trimmed	Shares	-5.9K	-$335	$24
47	LANARK FINANCIAL, INC. trimmed	Shares	-251	-$12.2K	$22.8K
48	Grey Fox Wealth Advisors, LLC trimmed	Shares	-1.6K	-$69.0K	$242.7K
49	SOA Wealth Advisors, LLC. trimmed	Shares	-1.6K	-$86.5K	$66.3K
50	Sound Income Strategies, LLC exited	Shares	-1.7K	-$101.2K	$0

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