Filing Research | INVESCO EXCH TRADED FD TR II Institutional Holdings

Snapshot holdings

50 / 99 loaded

#		Instrument	quantity
1	ADAMSBROWN WEALTH CONSULTANTS LLC	Shares	624.7KSH	$37.7M
2	Gratus Wealth Advisors, LLC	Shares	470.4KSH	$28.4M
3	MANCHESTER FINANCIAL INC	Shares	463.6KSH	$27.9M
4	Retirement Management Systems Inc.	Shares	435.5KSH	$26.3M
5	Whitaker-Myers Wealth Managers, LTD.	Shares	432.4KSH	$26.1M
6	Insight Wealth Strategies, LLC	Shares	385.7KSH	$23.1M
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	341.0KSH	$20.5M
8	Three Cord True Wealth Management, LLC	Shares	314.0KSH	$18.9M
9	Bucket List Wealth Management, LLC	Shares	253.2KSH	$15.3M
10	TITLEIST ASSET MANAGEMENT, LLC	Shares	237.6KSH	$14.3M
11	StoneCrest Wealth Management, Inc.	Shares	224.4KSH	$13.5M
12	Amplius Wealth Advisors, LLC	Shares	222.3KSH	$13.4M
13	Cyr Financial Inc.	Shares	199.9KSH	$12.1M
14	Segment Wealth Management, LLC	Shares	184.4KSH	$11.1M
15	AAF Wealth Management, LLC	Shares	183.1KSH	$11.0M
16	CPA Asset Management Group, LLC	Shares	176.9KSH	$10.7M
17	Welch Financial Planning, LLC	Shares	170.3KSH	$10.3M
18	Dogwood Wealth Management LLC	Shares	160.3KSH	$9.7M
19	Systelligence, LLC	Shares	156.7KSH	$9.4M
20	IFC & Insurance Marketing, Inc.	Shares	151.7KSH	$9.1M
21	Hidden Cove Wealth Management, LLC	Shares	148.7KSH	$9.0M
22	RFG Advisory, LLC	Shares	142.8KSH	$8.6M
23	Legend Financial Advisors, Inc.	Shares	124.0KSH	$7.5M
24	Brookstone Capital Management	Shares	119.6KSH	$7.2M
25	INDEPENDENT FINANCIAL GROUP, LLC	Shares	109.1KSH	$6.6M
26	San Luis Wealth Advisors LLC	Shares	104.7KSH	$6.3M
27	FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.	Shares	99.6KSH	$6.0M
28	Urban Wealth Management, LLC	Shares	84.5KSH	$5.1M
29	Embree Financial Group	Shares	83.9KSH	$5.1M
30	Greenline Wealth Management LLC	Shares	78.4KSH	$4.7M
31	LEAVELL INVESTMENT MANAGEMENT, INC.	Shares	70.4KSH	$4.2M
32	Professional Financial Advisors, LLC	Shares	68.6KSH	$4.1M
33	Marshall & Sterling Wealth Advisors Inc.	Shares	63.2KSH	$3.8M
34	KRAEMATON INVESTMENT ADVISORS, INC	Shares	62.6KSH	$3.8M
35	RDA Financial Network	Shares	60.2KSH	$3.6M
36	Tempus Wealth Planning, LLC	Shares	56.4KSH	$3.4M
37	OPTIMA CAPITAL LLC	Shares	55.0KSH	$3.3M
38	Hennion & Walsh Asset Management, Inc.	Shares	124.7KSH	$3.1M
39	Meriwether Wealth & Planning, LLC	Shares	46.1KSH	$2.8M
40	HBW ADVISORY SERVICES LLC	Shares	41.8KSH	$2.5M
41	Annex Advisory Services, LLC	Shares	41.0KSH	$2.5M
42	Westmount Partners, LLC	Shares	40.0KSH	$2.4M
43	Total Clarity Wealth Management, Inc.	Shares	39.2KSH	$2.4M
44	Farther Finance Advisors, LLC	Shares	38.6KSH	$2.3M
45	Apollon Wealth Management, LLC	Shares	33.5KSH	$2.0M
46	Secure Asset Management, LLC	Shares	29.9KSH	$1.8M
47	Flagship Capital Management Inc.	Shares	29.5KSH	$1.8M
48	EverSource Wealth Advisors, LLC	Shares	26.8KSH	$1.6M
49	LongView Wealth Management	Shares	25.5KSH	$1.5M
50	Pearl Planning LLC	Shares	25.4KSH	$1.5M

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

50 / 105 loaded

#		Instrument
1	AAF Wealth Management, LLC new	Shares	+183.1K	+$11.0M	$11.0M
2	Segment Wealth Management, LLC added	Shares	+174.7K	+$10.6M	$11.1M
3	CPA Asset Management Group, LLC added	Shares	+126.6K	+$7.9M	$10.7M
4	ADAMSBROWN WEALTH CONSULTANTS LLC added	Shares	+30.0K	+$5.1M	$37.7M
5	Welch Financial Planning, LLC added	Shares	+64.1K	+$4.4M	$10.3M
6	Whitaker-Myers Wealth Managers, LTD. added	Shares	+34.7K	+$4.3M	$26.1M
7	Retirement Management Systems Inc. added	Shares	+30.1K	+$4.0M	$26.3M
8	Bucket List Wealth Management, LLC added	Shares	+38.4K	+$3.5M	$15.3M
9	Gratus Wealth Advisors, LLC added	Shares	+13.6K	+$3.3M	$28.4M
10	Hennion & Walsh Asset Management, Inc. new	Shares	+124.7K	+$3.1M	$3.1M
11	Three Cord True Wealth Management, LLC added	Shares	+24.0K	+$3.0M	$18.9M
12	MANCHESTER FINANCIAL INC added	Shares	+7.6K	+$2.9M	$27.9M
13	Insight Wealth Strategies, LLC added	Shares	+17.2K	+$2.9M	$23.1M
14	Amplius Wealth Advisors, LLC added	Shares	+30.5K	+$2.9M	$13.4M
15	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+41.8K	+$2.9M	$6.6M
16	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+21.1K	+$2.6M	$20.5M
17	Westmount Partners, LLC new	Shares	+40.0K	+$2.4M	$2.4M
18	Embree Financial Group added	Shares	+32.2K	+$2.2M	$5.1M
19	Hidden Cove Wealth Management, LLC added	Shares	+24.6K	+$2.2M	$9.0M
20	Total Clarity Wealth Management, Inc. added	Shares	+34.0K	+$2.1M	$2.4M
21	TITLEIST ASSET MANAGEMENT, LLC added	Shares	+9.5K	+$1.8M	$14.3M
22	Tempus Wealth Planning, LLC added	Shares	+26.7K	+$1.8M	$3.4M
23	Dogwood Wealth Management LLC added	Shares	+14.2K	+$1.7M	$9.7M
24	Cyr Financial Inc. added	Shares	+10.2K	+$1.6M	$12.1M
25	IFC & Insurance Marketing, Inc. added	Shares	+11.5K	+$1.5M	$9.1M
26	San Luis Wealth Advisors LLC added	Shares	+13.1K	+$1.3M	$6.3M
27	StoneCrest Wealth Management, Inc. trimmed	Shares	-1.1K	+$1.2M	$13.5M
28	RiverTree Advisors, LLC added	Shares	+14.3K	+$911.8K	$1.4M
29	Greenline Wealth Management LLC added	Shares	+8.1K	+$869.2K	$4.7M
30	LEAVELL INVESTMENT MANAGEMENT, INC. added	Shares	+8.5K	+$848.3K	$4.2M
31	FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. added	Shares	+2.4K	+$689.8K	$6.0M
32	Meriwether Wealth & Planning, LLC added	Shares	+6.8K	+$626.7K	$2.8M
33	Legend Financial Advisors, Inc. trimmed	Shares	-1.2K	+$612.3K	$7.5M
34	Urban Wealth Management, LLC added	Shares	+2.7K	+$609.0K	$5.1M
35	Pearl Planning LLC added	Shares	+8.6K	+$607.9K	$1.5M
36	J.W. COLE ADVISORS, INC. new	Shares	+9.8K	+$590.7K	$590.7K
37	Scarborough Advisors, LLC added	Shares	+9.5K	+$580.0K	$682.2K
38	Professional Financial Advisors, LLC added	Shares	+2.9K	+$531.4K	$4.1M
39	RDA Financial Network added	Shares	+3.5K	+$518.2K	$3.6M
40	OPTIMA CAPITAL LLC added	Shares	+3.8K	+$506.5K	$3.3M
41	FIFTH THIRD SECURITIES, INC. new	Shares	+8.0K	+$481.2K	$481.2K
42	Financial Partners Group, Inc new	Shares	+7.9K	+$474.8K	$474.8K
43	Apollon Wealth Management, LLC added	Shares	+5.3K	+$472.0K	$2.0M
44	Meridian Financial Advisors, LLC added	Shares	+6.7K	+$462.9K	$1.0M
45	KRAEMATON INVESTMENT ADVISORS, INC added	Shares	+1.7K	+$433.7K	$3.8M
46	Systelligence, LLC trimmed	Shares	-8.5K	+$389.8K	$9.4M
47	Fermata Advisors, LLC new	Shares	+6.4K	+$385.4K	$385.4K
48	EverSource Wealth Advisors, LLC added	Shares	+4.3K	+$383.5K	$1.6M
49	CGC Financial Services, LLC added	Shares	+3.4K	+$306.0K	$1.3M
50	Annex Advisory Services, LLC added	Shares	+1.5K	+$305.3K	$2.5M

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