Filing Research | INVESCO EXCH TRADED FD TR II Institutional Holdings

Snapshot holdings

50 / 236 loaded

#		Instrument	quantity
1	SECURIAN ASSET MANAGEMENT, INC	Shares	690.0KSH	$52.8M
2	Armbruster Capital Management, Inc.	Shares	540.0KSH	$40.4M
3	Brookstone Capital Management	Shares	512.7KSH	$38.4M
4	GENWORTH FINANCIAL INC	Shares	476.5KSH	$35.7M
5	Berman McAleer LLC	Shares	402.0KSH	$30.1M
6	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	Shares	331.8KSH	$24.9M
7	Painted Porch Advisors LLC	Shares	323.8KSH	$24.3M
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	296.1KSH	$22.5M
9	Scarborough Advisors, LLC	Shares	288.7KSH	$21.5M
10	Prospera Financial Services Inc	Shares	198.6KSH	$14.9M
11	Ballast, Inc.	Shares	173.4KSH	$13.0M
12	Dominguez Wealth Management Solutions, Inc.	Shares	170.4KSH	$12.8M
13	JFS WEALTH ADVISORS, LLC	Shares	161.8KSH	$12.1M
14	Alliance Wealth Advisors, LLC /UT	Shares	153.5KSH	$11.5M
15	Capital Investment Advisory Services, LLC	Shares	150.5KSH	$11.3M
16	Traynor Capital Management, Inc.	Shares	130.1KSH	$9.7M
17	Nilsine Partners, LLC	Shares	122.7KSH	$9.2M
18	Commonwealth Financial Services, LLC	Shares	117.3KSH	$8.8M
19	Vigilare Wealth Management	Shares	114.4KSH	$8.6M
20	Stewardship Advisors, LLC	Shares	108.0KSH	$8.1M
21	Sequoia Financial Advisors, LLC	Shares	101.3KSH	$7.6M
22	CFG Wealth Management Services, Inc.	Shares	94.7KSH	$7.1M
23	VAQUERO PRIVATE WEALTH, LTD	Shares	93.1KSH	$7.0M
24	PETRA FINANCIAL ADVISORS INC	Shares	89.5KSH	$6.7M
25	SteelPeak Wealth, LLC	Shares	85.4KSH	$6.4M
26	J.W. COLE ADVISORS, INC.	Shares	80.0KSH	$6.0M
27	Value Investment Professionals, LLC	Shares	74.4KSH	$5.6M
28	Israel Discount Bank of New York	Shares	73.4KSH	$5.5M
29	Pinnacle Wealth Management Group, Inc.	Shares	71.7KSH	$5.4M
30	FIFTH THIRD SECURITIES, INC.	Shares	70.3KSH	$5.3M
31	FLAGSHIP HARBOR ADVISORS, LLC	Shares	68.3KSH	$5.1M
32	G&S Capital LLC	Shares	63.8KSH	$4.8M
33	Fortis Group Advisors, LLC	Shares	62.0KSH	$4.6M
34	Trinity Wealth Management, LLC	Shares	60.7KSH	$4.5M
35	Trilogy Capital Inc.	Shares	54.8KSH	$4.1M
36	Burns Matteson Capital Management, LLC	Shares	51.7KSH	$3.9M
37	PFG Investments, LLC	Shares	50.1KSH	$3.8M
38	Johnson & White Wealth Management, LLC	Shares	47.4KSH	$3.6M
39	INDEPENDENT FINANCIAL GROUP, LLC	Shares	46.7KSH	$3.5M
40	Focus Financial Network, Inc.	Shares	46.5KSH	$3.5M
41	Farther Finance Advisors, LLC	Shares	44.7KSH	$3.3M
42	Merit Financial Group, LLC	Shares	42.0KSH	$3.1M
43	WT Wealth Management	Shares	39.9KSH	$3.0M
44	LMCG INVESTMENTS, LLC	Shares	39.9KSH	$3.0M
45	Total Clarity Wealth Management, Inc.	Shares	39.9KSH	$3.0M
46	Hansen & Associates Financial Group, Inc.	Shares	34.9KSH	$2.7M
47	Syntegra Private Wealth Group, LLC	Shares	34.5KSH	$2.6M
48	WealthBridge Capital Management, LLC	Shares	32.5KSH	$2.4M
49	Sherman Wealth Management LLC	Shares	32.3KSH	$2.4M
50	FIRST HORIZON CORP	Shares	31.1KSH	$2.3M

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

50 / 247 loaded

#		Instrument
1	Scarborough Advisors, LLC added	Shares	+288.4K	+$21.5M	$21.5M
2	Commonwealth Financial Services, LLC new	Shares	+117.3K	+$8.8M	$8.8M
3	Stewardship Advisors, LLC new	Shares	+108.0K	+$8.1M	$8.1M
4	Vigilare Wealth Management added	Shares	+79.2K	+$6.0M	$8.6M
5	Value Investment Professionals, LLC new	Shares	+74.4K	+$5.6M	$5.6M
6	Alliance Wealth Advisors, LLC /UT added	Shares	+37.9K	+$3.0M	$11.5M
7	Total Clarity Wealth Management, Inc. new	Shares	+39.9K	+$3.0M	$3.0M
8	Trilogy Capital Inc. added	Shares	+36.1K	+$2.7M	$4.1M
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+28.2K	+$2.7M	$22.5M
10	Berman McAleer LLC added	Shares	+25.0K	+$2.5M	$30.1M
11	SECURIAN ASSET MANAGEMENT, INC unchanged	Shares	0	+$2.4M	$52.8M
12	Trinity Wealth Management, LLC added	Shares	+24.2K	+$1.9M	$4.5M
13	Armbruster Capital Management, Inc. added	Shares	+10.2K	+$1.7M	$40.4M
14	FLAGSHIP HARBOR ADVISORS, LLC added	Shares	+18.8K	+$1.5M	$5.1M
15	Y-Intercept (Hong Kong) Ltd added	Shares	+18.8K	+$1.4M	$2.1M
16	Israel Discount Bank of New York added	Shares	+15.6K	+$1.3M	$5.5M
17	LANARK FINANCIAL, INC. added	Shares	+13.7K	+$1.0M	$1.5M
18	Pettinga Financial Advisors LLC new	Shares	+13.4K	+$1.0M	$1.0M
19	SAX WEALTH ADVISORS, LLC new	Shares	+13.0K	+$953.7K	$953.7K
20	SteelPeak Wealth, LLC added	Shares	+10.7K	+$934.3K	$6.4M
21	GENWORTH FINANCIAL INC unchanged	Shares	0	+$838.6K	$35.7M
22	PETRA FINANCIAL ADVISORS INC added	Shares	+6.4K	+$626.1K	$6.7M
23	EWA, LLC new	Shares	+8.2K	+$611.0K	$611.0K
24	Painted Porch Advisors LLC added	Shares	+42	+$573.0K	$24.3M
25	Nilsine Partners, LLC added	Shares	+4.6K	+$499.7K	$9.2M
26	Ballast, Inc. added	Shares	+2.5K	+$491.5K	$13.0M
27	Lakeridge Wealth Management LLC new	Shares	+6.4K	+$478.1K	$478.1K
28	Dominguez Wealth Management Solutions, Inc. added	Shares	+1.2K	+$385.6K	$12.8M
29	J.W. COLE ADVISORS, INC. added	Shares	+3.0K	+$362.4K	$6.0M
30	G&S Capital LLC added	Shares	+2.6K	+$301.9K	$4.8M
31	Traynor Capital Management, Inc. added	Shares	+57	+$279.9K	$9.7M
32	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+2.4K	+$256.1K	$3.5M
33	ASPIRIANT, LLC added	Shares	+3.2K	+$254.3K	$767.3K
34	Hansen & Associates Financial Group, Inc. added	Shares	+2.3K	+$246.7K	$2.7M
35	Pacific Excel Wealth Advisors, Inc. new	Shares	+3.2K	+$243.4K	$243.4K
36	PFG Investments, LLC added	Shares	+1.9K	+$228.3K	$3.8M
37	Envestnet Portfolio Solutions, Inc. new	Shares	+3.0K	+$222.7K	$222.7K
38	Conrad Siegel Investment Advisors, Inc. new	Shares	+2.7K	+$203.2K	$203.2K
39	Procyon Advisors, LLC new	Shares	+2.7K	+$200.1K	$200.1K
40	Pinnacle Wealth Management Group, Inc. added	Shares	+736	+$180.1K	$5.4M
41	FIFTH THIRD SECURITIES, INC. added	Shares	+761	+$179.4K	$5.3M
42	Sequoia Financial Advisors, LLC trimmed	Shares	-264	+$159.0K	$7.6M
43	Prospera Financial Services Inc trimmed	Shares	-2.7K	+$153.2K	$14.9M
44	Fortis Group Advisors, LLC added	Shares	+1.5K	+$140.0K	$4.6M
45	JFS WEALTH ADVISORS, LLC trimmed	Shares	-2.0K	+$137.4K	$12.1M
46	Innova Wealth Partners added	Shares	+1.3K	+$118.2K	$975.9K
47	LMCG INVESTMENTS, LLC added	Shares	+614	+$115.2K	$3.0M
48	Midwest Financial Group LLC added	Shares	+666	+$82.2K	$1.4M
49	JOHNSON INVESTMENT COUNSEL INC added	Shares	+603	+$82.0K	$1.6M
50	Sherman Wealth Management LLC added	Shares	+250	+$75.2K	$2.4M

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