Filing Research | INVESCO EXCH TRADED FD TR II Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

11 / 11 loaded

#		Instrument	quantity
1	Sowell Financial Services LLC	Shares	891.8KSH	$17.6M
2	Sound Income Strategies, LLC	Shares	759.6KSH	$15.0M
3	Whitcomb & Hess, Inc.	Shares	737.7KSH	$14.5M
4	Royal Fund Management, LLC	Shares	272.6KSH	$5.4M
5	Capital Investment Advisory Services, LLC	Shares	34.0KSH	$669.7K
6	APS Management Group, Inc.	Shares	28.8KSH	$566.6K
7	HORIZON FINANCIAL SERVICES, LLC	Shares	24.2KSH	$476.9K
8	Bright Futures Wealth Management, LLC.	Shares	14.3KSH	$281.9K
9	SOUTHERN MICHIGAN BANK & TRUST	Shares	1.2KSH	$24.1K
10	Farther Finance Advisors, LLC	Shares	457SH	$9.0K
11	Cape Investment Advisory, Inc.	Shares	33SH	$642

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

12 / 12 loaded

#		Instrument
1	Whitcomb & Hess, Inc. added	Shares	+21.8K	+$637.0K	$14.5M
2	Sound Income Strategies, LLC added	Shares	+21.0K	+$523.7K	$15.0M
3	Sowell Financial Services LLC added	Shares	+8.6K	+$424.8K	$17.6M
4	Royal Fund Management, LLC added	Shares	+11.9K	+$310.4K	$5.4M
5	APS Management Group, Inc. added	Shares	+4.6K	+$98.3K	$566.6K
6	Bright Futures Wealth Management, LLC. added	Shares	+913	+$21.9K	$281.9K
7	Capital Investment Advisory Services, LLC trimmed	Shares	-43	+$9.0K	$669.7K
8	Cape Investment Advisory, Inc. new	Shares	+33	+$642	$642
9	SOUTHERN MICHIGAN BANK & TRUST unchanged	Shares	0	+$356	$24.1K
10	Farther Finance Advisors, LLC trimmed	Shares	-207	-$4.0K	$9.0K
11	HORIZON FINANCIAL SERVICES, LLC trimmed	Shares	-8.7K	-$162.8K	$476.9K
12	Insight Wealth Strategies, LLC exited	Shares	-831.8K	-$16.1M	$0

Filing Research | INVESCO EXCH TRADED FD TR II Institutional Holdings